Summary
Overview
Work History
Education
Skills
Software
Languages
Timeline
Generic
Donna-lee Elsienia Fisher

Donna-lee Elsienia Fisher

Germiston

Summary

With nine years of experience overseeing sales figures ,new account development and compliance in the financial services industry, I am a highly experienced and self-motivated sales manager. My strong complaince management and risk management skills have contributed to my proven track record of working collaboratively with sales teams to achieve goals, increase revenue, and advance sales cycles. As a strong leader, I have the ability to increase sales and develop customer retention strategies. My excellent communication and interpersonal skills enable me to motivate and inspire others. Additionally, I possess the capability to develop and execute successful sales strategies, while also being highly organized with strong problem-solving skills. Committed to motivating others, I offer extensive knowledge in penetrating new territories and promoting product lines. As a highly effective mentor, I am driven to assess individual and group performance to implement improvements and set goals. With a background in establishing and nurturing lucrative partnerships, I am a determined individual ready to make a significant impact.

Overview

8
8
years of professional experience
9
9
years of post-secondary education

Work History

Sales Manager - Direct Sales

Afrocentric Group
9 2022 - 8 2023
  • Handled customer relations issues, enabling quick resolution, and client satisfaction.
  • Increased sales revenue by developing and implementing effective sales strategies.
  • Maintained relationships with customers and found new ones by identifying needs and offering appropriate services.
  • Built long-lasting client relationships through excellent customer service and consistent followups.
  • Led a successful sales team by providing motivational coaching and performance-based incentives.
  • Managed key accounts with strategic planning and relationship building, resulting in increased customer loyalty and repeat business.
  • Analyzed market trends to identify new business opportunities, leading to expansion into profitable territories.
  • Organized regular sales meetings to review progress, share best practices, and set achievable targets for continued success.
  • Consistently met or exceeded quarterly sales targets through diligent effort and persistence in closing deals.
  • Negotiated contracts with vendors and suppliers, ensuring the best pricing and terms for company profitability.
  • Overcame objections from potential clients by addressing concerns effectively and offering customized solutions based on their unique needs.
  • Developed comprehensive product knowledge, enabling tailored solutions for clients'' specific needs.
  • Assisted in recruiting top talent for the sales team, contributing to a high-performing work environment.
  • Collaborated with marketing teams to create targeted promotional campaigns, driving customer engagement and sales growth.
  • Provided ongoing training and mentorship for junior sales staff, fostering professional development and career growth.
  • Implemented CRM systems for better tracking of leads, improving follow-up processes and communication within the team.
  • Evaluated competitor offerings to adapt sales strategies and maintain competitive advantage.
  • Attended industry events and conventions to expain sales opportunities.
  • Boosted customer retention rates, establishing robust follow-up system and personalizing client interactions.
  • Optimized sales funnel management, enhancing lead generation and conversion rates.
  • Drove regional sales growth, implementing innovative marketing strategies and cultivating key partnerships.
  • Developed competitive analysis framework, enabling proactive adjustments to sales tactics and strategies.
  • Elevated brand visibility, coordinating with marketing to launch successful promotional campaigns.
  • Pioneered adoption of sustainable practices in sales operations, leading to recognition as industry leader in sustainability.
  • Achieved significant cost reductions by negotiating better terms with suppliers and vendors.
  • Implemented comprehensive customer relationship management strategy, improving client satisfaction and loyalty.
  • Fostered culture of continuous improvement, encouraging feedback and implementing best practices in sales operations.
  • Negotiated partnerships with complementary businesses, creating synergies and expanding customer base.
  • Improved sales forecasting accuracy, utilizing data analytics to predict market trends and adjust sales strategies accordingly.
  • Exceeded sales targets consistently, through strategic planning and execution of targeted sales initiatives.
  • Streamlined sales processes for efficiency, adopting new CRM tools and technologies.
  • Enhanced team performance with comprehensive training sessions, focusing on product knowledge and sales techniques.
  • Expanded market share by identifying and penetrating untapped markets.
  • Enhanced sales team morale and cohesion, organizing team-building activities and maintaining open communication channels.
  • Established metrics-driven sales culture, setting clear performance indicators and regularly reviewing progress.
  • Secured lucrative contracts with major accounts, leveraging strong negotiation skills and deep industry knowledge.
  • Increased sales force productivity by introducing sales automation tools and streamlining administrative tasks.
  • Spearheaded launch of new products, conducting market research and guiding development team on customer needs.
  • Built relationships with customers and community to establish long-term business growth.
  • Achieved sales goals and service targets by cultivating and securing new customer relationships.
  • Collaborated with upper management to implement continuous improvements and exceed team goals.
  • Resolved problems with high-profile customers to maintain relationships and increase return customer base.
  • Implemented systems and procedures to increase sales.
  • Exceeded sales quotas and increased profitability through effective sales strategy and business planning.
  • Prepared sales presentations for clients showing success and credibility of products.
  • Organized promotional events and interacted with community to increase sales volume.
  • Demonstrated products to show potential customers benefits and advantages and encourage purchases.
  • Enhanced profitability by developing pipelines utilizing marketing and sales strategies.
  • Communicated product quality and market comparisons by creating sales presentations.
  • Held one-on-one meetings with sales team members to identify selling hurdles and offered insight into best remedy.
  • Managed accounts to retain existing relationships and grow share of business.
  • Increased profit margins by effectively controlling budget and overhead and optimizing product turns.
  • Aligned company goals with customer outcomes and increased satisfaction by automating contact management systems.

Compliance Analyst

Motus Corporation
2018.08 - 2022.08
  • Compliance and risk management
  • Proactively driving results on compliance issues
  • Updating the rep register and checking the Fit & proper requirements of representatives
  • Carrying out monthly audits to identify any areas of non-compliance
  • Identifying and mitigating any potential conflicts in advance
  • Severe violations of non-compliance are investigated and reported to EXCO and Key individuals
  • Designing, writing up, and implementing compliance guidance notes and compliance news flash
  • Ensuring processes and procedures are adequate to meet regulatory requirements
  • Creating programs that encourage staff to report impropriety without fear of retaliation
  • Coordinating all compliance-related activities
  • Developing and implementing a Compliance training plan
  • Implementing compliance programs
  • Keeping all relevant administrative records up to date
  • Investigating all complaints
  • Being the principal point of contact for any Ombudsman investigations
  • Responding to regulatory inquiries from the authorities
  • Participating in compliance testing reviews
  • Developing effective lines of communication between different teams
  • Collaborating with other departments to direct compliance issues
  • Project management SHERQ management
  • Ensuring health and safety, environmental, and quality standards are met on-site
  • Responsible for the design audit matrixed and carrying out the management audits
  • Investigating accidents, incidents, and near misses
  • Identifying potential hazards
  • Completing risk assessments and site inspections
  • Suggesting improvements to working processes
  • Ensuring staff understand safety procedures
  • Preparation and maintenance of health and safety files
  • Responsible for Revising and updating policies and procedures
  • Training workers on safety-related matters
  • Designing and implementing safety campaigns quarterly
  • Development of an internal audit matrix and conducting monthly internal audits
  • Monitoring and evaluating existing control measures and providing recommendations monthly
  • Reporting deficiencies identified in monthly audits to the senior compliance manager and managing director
  • Assist with external auditors and carry out internal audits
  • Monitoring compliance with the Occupational Health and Safety Act
  • Reporting on health and safety to EXCO every quarter
  • Appoint health and safety officers, first aiders, and fire marshals
  • Champion for health and safety and employee wellness within the organization
  • Liaising with external training providers to ensure that all training as required by the OHS Act is updated
  • Implementing corrective action identified in audits within the timescales
  • Managing SHEQ management systems and ensuring that the requirements are adhered to
  • Group external assurance
  • Ensuring that all corporate processes and procedures comply with the law
  • Designing and implementing a new compliance framework
  • Carrying out compliance audits to identify gaps in the current framework
  • Coordinate, review, and update existing accounting policies and procedures
  • Manage the ongoing review of materials and communication tools to ensure departments meet compliance requirements
  • Adhere to regulatory reporting guidelines and filing deadlines.

Business Development Officer- Fleet and Insurance Sales

Motus Corporation
2017.06 - 2018.07
  • Direct sales
  • Follow up with new business opportunities, set up meetings, and sign-up new clients
  • Following up on leads and guiding them through the sales cycle
  • Manage resources and financial needs to ensure company projects are completed on time and within budget
  • Plan and prepare presentations
  • Creating quotations and proposals for potential clients
  • Analyse the market competitive condition and client requirements to improve sales strategy and execution
  • Communicate new product developments to prospective clients
  • New target market efforts are being researched, planned, and implemented
  • Oversee the development of marketing literature
  • Training business development staff
  • Writing reports for the board of directors
  • Compliance management concerning FAIS, FICA, NCA, TCF, and the STI General business risk monitoring
  • Provide top management with feedback timeously
  • Ensure that business potential is identified and developed
  • Engage in liaisons with the client and the Finance and Insurance Consultant to conclude a deal.

Deal Maker- Fleet and Insurance Sales

Motus Corporation
2014.04 - 2017.06
  • Deal maker for KwaZulu Natal Region and Western Cape dealer base
  • Process new leads timeously
  • Ensure compliance with legislative and audit requirements and adherence to relevant processes
  • Onboarding of new clients
  • Mitigate organizational risk between the two regions
  • Conduct risk ratings on clients, structure deals, insurance, and interest rates
  • Negotiate interest rates on behalf of clients
  • Upselling insurance product
  • Compliance management in both coastal regions
  • Liaise with the relevant Finance and Insurance Managers, Key Individuals, Regional General Managers, and customers on the status of an application
  • Encourage, build, and maintain strategic partnerships across several functional areas to facilitate cross-functional cooperation and information exchange
  • Interact with clients and request validation documents
  • Conduct pre-validations on documents provided by customers, finance, and business managers and submit for final validations to the credit department
  • Report on final approvals of applications to the customer and Finance and Insurance Managers, requesting Offers to purchases
  • Request contracts, preparation, and processing of payouts within 24 hours TAT
  • Report suspicious transactions to regional KI and finance and insurance managers.

Education

Masters of Management -

Stadion Higher Education
2023.07 - 2025.05

Postgraduate- Risk Management - undefined

London school of international business
2020.12 - 2022.05

Postgraduate- Occupational health and safety - undefined

Nebosh
2020.07 - 2024.05

Certificate-Compliance Management - undefined

University of Cape Town
2018.09 - 2019.05

Certificate- Short-Term Insurance - undefined

Moonstone school of Business
2016.07 - 2018.05

Certificate-RE5 - undefined

Moonstone
2018.03 - 2018.05

Matric - undefined

Hillview Senior Secondary School
2002.12 - 2002.05

Skills

Leadership Skills

Software

Google workspace

Google sheets

Go high level

Slack

Microsoft 365

Excel

Word

PowerPoint

BarnOwl

Languages

English
Bilingual or Proficient (C2)

Timeline

Masters of Management -

Stadion Higher Education
2023.07 - 2025.05

Postgraduate- Risk Management - undefined

London school of international business
2020.12 - 2022.05

Postgraduate- Occupational health and safety - undefined

Nebosh
2020.07 - 2024.05

Certificate-Compliance Management - undefined

University of Cape Town
2018.09 - 2019.05

Compliance Analyst

Motus Corporation
2018.08 - 2022.08

Certificate-RE5 - undefined

Moonstone
2018.03 - 2018.05

Business Development Officer- Fleet and Insurance Sales

Motus Corporation
2017.06 - 2018.07

Certificate- Short-Term Insurance - undefined

Moonstone school of Business
2016.07 - 2018.05

Deal Maker- Fleet and Insurance Sales

Motus Corporation
2014.04 - 2017.06

Matric - undefined

Hillview Senior Secondary School
2002.12 - 2002.05

Sales Manager - Direct Sales

Afrocentric Group
9 2022 - 8 2023
Donna-lee Elsienia Fisher