Athabile Kellem

• Developed and maintained relationships with key accounts and existing customers.
• Followed up on web leads, pre-qualified contacts and converted potential customers into sales appointments.
• Contributed to development of software programs and tools focused on enabling sales team to communicate and operate more efficiently.
• Managed customer accounts, responding to inquiries and resolving customer service issues
• Developed working knowledge of CRM to effectively track sales leads and activities.
• Learned and frequently used multiple sales systems to investigate, track, and correct customers' issues.
• Prepared and presented sales reports and customer profiles to upper management.
• Researched and analyzed customer feedback to identify areas for improvement and growth opportunities.
• Collaborated with vendor development and support staff to resolve various issues impacting sales activities.
• Documented customer complaints and completed corrective action requests.
• Collaborated with sales and marketing teams to create and execute promotional campaigns.
• Coordinated responses and resources to handle special client requests.
• Helped cultivate and maintain business relationships by professionally handling partner and customer needs.
• Worked closely with sales team on understanding customer requirements, promoting products and delivering sales support.
• Cultivated and maintained strong relationships with customers to ensure a positive customer experience.

• Created detailed sales presentations to communicate product features and market data.
• Used consultative sales techniques to understand customer needs and recommend relevant products and services.
• Cold called and conducted face-to-face sales calls with C-level executives and directors in assigned sales territory.
• Presented Products using interactive materials such as videos, charts and slideshows.
• Improved sales by managing sales lifecycle from lead generation through contract negotiations and closings.
• Maximized customer retention by resolving issues quickly.
• Achieved top performance by strategically adapting to rapidly changing, competitive environment.
• Increased sales by fostering relationships with customers, implementing business strategies and suggesting areas for improvement.
• Followed up with existing customers to provide additional support and address concerns.
• Maintained sense of urgency in answering customer questions and requests through email or voice message.
• Maintained sense of urgency in answering customer questions and requests through email or voice messaging.
• Stayed knowledgeable on latest Products and Services innovations and technological advancements through continuous training.
• Provided sales and customer service assistance to walk-in traffic

• Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
• Worked with clients to support understanding of rationale and details of financial strategies.
• Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
• Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
• Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
• Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
• Facilitated presentation and recommendation of services by optimizing client relationships.
• Educated clients on potential risks and rewards associated with various investments.
• Collaborated with clients to develop customized investment portfolios

· Drafting and revising wills.

• Studied financial documents to identify potential areas needing improvement.
• Developed and maintained strong relationships with clients to maximize satisfaction.
• Presented financial plans and investment recommendations to clients.
• Researched current economic trends and investment opportunities to stay abreast of financial markets.
• Educated clients on financial topics and best practices.
• Recommended specific investments to help clients meet financial goals.
• Analyzed financial needs of clients and developed tailored strategies to meet goals.
• Monitored and updated financial plans to comply with client goals.
• Assisted clients with budgeting and cash flow management..
• Updated clients on changes in tax laws and other regulations affecting investments.
• Devised comprehensive financial plans for clients to achieve short and long-term financial goals.
• Informed clients of strategies for reducing debt and maximizing savings.
• Researched and evaluated potential investment products for clients.
• Helped clients make informed decisions about financial future.
• Created financial models to analyze and evaluate investment strategies.
• Implemented exit strategies for clients to transition out of investments.