Francis Kumalo
Sales And Marketing
Johannesburg
Summary
Hardworking and driven sales management professional equipped to revitalize sales operations and align procedures to maximize profits and client acquisition. Successful at improving sales procedures to streamline and strengthen processes. Multifaceted leader with analytical and diligent approach to building and leading strong teams.
Overview
25
25
years of professional experience
Work History
Financial Advisor
Oracle Brokers
02.2019 - Current
- 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 assess and meet financial goals.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Facilitated presentation and recommendation of services by optimizing client relationships.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Facilitated new client onboarding process and investment account setup.
Sales Manager
Xchnge Investment Training
04.2010 - 01.2019
- Maintained relationships with customers and found new ones by identifying needs and offering appropriate services.
- Closed lucrative sales deals using strong negotiation and persuasion skills.
- Coached and counseled sales personnel, assisting with individual selling efforts and helping sales representatives reach targets.
- Met with clients, delivering presentations, and educating on product and service features and offerings.
- Identified, hired and trained highly-qualified staff by teaching best practices, procedures, and sales strategies.
- Resolved customer issues quickly to close deals and boost client satisfaction.
- Coached employees in successful selling methods and encouraged cross-selling to drive revenue.
- Handled customer relations issues, enabling quick resolution, and client satisfaction.
- Conducted team meetings to reinforce goals and objectives and set clear expectations about policies and procedures.
- Maintained ethical and positive working environment to reduce turnover and promote high retention rates.
- Grew sales and boosted profits, applying proactive management strategies and enhancing sales training.
- Established and cultivated solid business relationships with new or existing customers.
Sales Manager
Planet Fitness Gym
01.1999 - 02.2010
- Maintained relationships with customers and found new ones by identifying needs and offering appropriate services.
- Closed lucrative sales deals using strong negotiation and persuasion skills.
- Coached and counseled sales personnel, assisting with individual selling efforts and helping sales representatives reach targets.
- Identified, hired and trained highly-qualified staff by teaching best practices, procedures, and sales strategies.
- Resolved customer issues quickly to close deals and boost client satisfaction.
- Attended industry shows, conventions, and other meetings with primary mission of expanding market opportunities.
- Coached employees in successful selling methods and encouraged cross-selling to drive revenue.
- Handled customer relations issues, enabling quick resolution, and client satisfaction.
- Conducted team meetings to reinforce goals and objectives and set clear expectations about policies and procedures.
- Maintained ethical and positive working environment to reduce turnover and promote high retention rates.
- Grew sales and boosted profits, applying proactive management strategies and enhancing sales training.
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
Education
High School Diploma -
Realogile High School
Alexander Township, Johannesburg11.1996
Skills
Client Relations
References
Oracle Brokers: Terry - 011 481 1000
Xchnge Investment Training: Goodwill - 061 023 2472
Planet Fitness Gym: Mannee De Wet - 011 327 0606
Timeline
Financial Advisor
Oracle Brokers
02.2019 - Current
Sales Manager
Xchnge Investment Training
04.2010 - 01.2019
Sales Manager
Planet Fitness Gym
01.1999 - 02.2010
High School Diploma -
Realogile High School
Similar Profiles
Alexandra HunterAlexandra Hunter
Assistant Account Executive at Oracle Group Insurance BrokersAssistant Account Executive at Oracle Group Insurance Brokers
Charlene Ruth AsarisCharlene Ruth Asaris
Account Manager at Fitzpatrick & Co Insurance Brokers now Aviso Specialty Insurance BrokersAccount Manager at Fitzpatrick & Co Insurance Brokers now Aviso Specialty Insurance Brokers
Biman DeyBiman Dey
Regional Business Development Manager at Good insurance brokers private limited(Heart beat brokers)Regional Business Development Manager at Good insurance brokers private limited(Heart beat brokers)