Energetic Sales Representative offering demonstrated success identifying prospects and converting leads into customers. Superior communication skills, understanding of client needs and sales closing rates. Recognized for creativity and resourcefulness in meeting and exceeding sales, revenue and profit goals. Enthusiastic Sales and Customer Service professional with expertise in negotiating. Driven to provide superior quality customer service. Innovative in leveraging extensive knowledge of products and services as well as creating solutions for customers to drive loyalty, retention and revenue. Highly adept at training, managing, coaching and mentoring sales and customer service associates with talent for interacting with staff at all levels of organization and public.
Hi, I’m
Kineshan Naidoo
Pietermaritzburg
Summary
Overview
12
years of professional experience
Work History
Old Mutual South AfricaPietermaritzburg
Personal Financial Advisor (Sales Representative)
01.2021 - Current
Job overview
- Canvassing for new customers
- Heading sales
- Maintenance of customer clientele
- Achieving monthly sales target
- Assisting with customers queries
- Lead generation
- Cold Calling
- Achieving targets
- Sourcing customer base
- Conducting client meetings
- Advising clients on personalized customer product solutions across the old mutual product line
- Sourcing events and planning events to obtain customer
- Client maintenance
- Prospecting
- Presentations on services offered by old mutual
- Accreditation's obtained: Business Assurance, pre-retirement planning, risk (death, disability and impairment) and savings plans
- Created debt management plans, spending plans and budgets to assist clients in meeting financial goals.
- Evaluated financial reporting systems, accounting and collection procedures and investment activities to make recommendations for changes to procedures, operating systems, budgets and other financial control functions.
- Used PFA Gateways and Xplan to calculate client assets, liabilities, insurance coverage and cash flow to create investment strategies.
- Analyzed clients' financial situations to offer products to improve standard of living.
- Promoted products and services by conducting educational seminars to clients and prospects in Pietermaritzburg.
- Performed quantitative analysis of financial investments to minimize risks.
- Advised clients on portfolio allocation and various investment types.
- Examined clients' overall financial situation by reviewing income, assets, debts, expenses and credit reports.
- Recommended specific investments to help clients meet financial goals.
- Researched and evaluated potential investment products for clients.
- Updated clients on changes in tax laws and other regulations affecting investments.
- Monitored and updated financial plans to comply with client goals.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
- Educated clients on financial topics and best practices.
- Presented financial plans and investment recommendations to clients.
- Educated clients on potential risks and rewards associated with various investments.
- Helped clients make informed decisions about financial future.
- Implemented exit strategies for clients to transition out of investments.
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Assisted clients with budgeting and cash flow management.
- Studied financial documents to identify potential areas needing improvement.
- Developed and maintained strong relationships with clients to maximize satisfaction.
- Advised clients on investments, retirement and estate planning.
- Devised comprehensive financial plans for clients to achieve short and long-term financial goals.
- Created financial models to analyze and evaluate investment strategies.
FIT24 GymsPietermaritzburg
Sales Representative
01.2020 - 10.2021
Job overview
- Retained excellent client satisfaction ratings through outstanding service delivery.
- Met with existing customers and prospects to discuss business needs and recommend optimal solutions.
- Developed and delivered engaging sales presentations to convey product benefits.
- Trained and mentored new sales representatives.
- Created professional sales presentations and seminars to effectively demonstrate product features and competitive advantages.
- Managed customer accounts to secure customer satisfaction and repeat business.
- Developed and maintained comprehensive understanding of products, services and competitors to enhance sales presentations.
- Utilized CRM software to manage customer accounts and track performance metrics.
- Developed and implemented marketing plans to increase brand awareness and drive sales.
- Generated weekly and monthly reports on sales performance to provide recommendations to meet sales goals.
- Created inviting environment for customers by maintaining store organization and cleanliness.
- Listened to customer needs and desires to identify and recommend optimal products.
- Worked to meet or exceed special targets for credit card applications, special donations and specific product promotions.
- Maintained up-to-date knowledge of store sales, payment policies and security standards.
- Prioritized helping customers over completing other routine tasks in store.
- Engaged in friendly conversation with customer to better uncover individual needs.
- Volunteered for extra shifts during holidays and other busy periods to alleviate staffing shortages.
- Delivered energetic responses to customers in-store and by telephone, going above and beyond to serve needs.
- Collaborated with cross-functional teams to identify and address customer needs.
- Generated new leads through networking and attending industry events.
- Used customer insights to develop innovative sales strategies to increase sales.
- Developed and implemented sales strategies to increase profits.
- Negotiated contracts with clients and developed relationships with key personnel.
Advanced NutritionPietermaritzburg
Manager & Nutrition advisor
01.2015 - 03.2020
Job overview
- Acquire prospective customers as well as maintain clientele by encouraging customers to pursue utilizing the product
- Monitoring and maintaining stock levels on a continuous basis
- Training and guiding new sales representatives
- Lead generation
- Cold Calling
- Prospecting
- Promoting Products
- Advise existing customers on dietary requirements and supplement intake
- Managing stock and maintaining store overall
- Buyer of supplement products
- Cross-trained existing employees to maximize team agility and performance.
- Accomplished multiple tasks within established timeframes.
- Maximized performance by monitoring daily activities and mentoring team members.
- Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
- Developed and maintained relationships with customers and suppliers through account development.
- Controlled costs to keep business operating within budget and increase profits.
- Communicated clearly with employees, suppliers and stakeholders to keep everyone on same page and working toward established business goals.
- Managed and motivated employees to be productive and engaged in work.
- Improved marketing to attract new customers and promote business.
- Developed and implemented business strategies to achieve business goals and stay competitive.
- Monitored and analyzed business performance to identify areas of improvement and make necessary adjustments.
- Planned and budgeted accurately to provide business with resources needed to operate smoothly.
- Improved safety procedures to create safe working conditions for workers.
- Identified and communicated customer needs to supply chain capacity and quality teams.
- Evaluated employee performance and conveyed constructive feedback to improve skills.
- Cultivated positive rapport with fellow employees to boost company morale and promote employee retention.
- Promotional advisor
- Personal gym trainer
- Delivery and distribution of stock
- Recovering money from debtors as well as payment to suppliers upon delivery of order
- Lead Generation
- Planning and monitoring staff
- Decision Maker
- Leading sales
- Achieving store targets.
- Onboarded new employees with training and new hire documentation.
- Maintained professional, organized, and safe environment for employees and patrons.
- Opened and closed location and monitored shift changes to uphold successful operations strategies and maximize business success.
- Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
- Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.
- Launched quality assurance practices for each phase of development
- Planned, created, tested and deployed system life cycle methodology to produce high quality systems to meet and exceed customer expectations.
- Successfully managed budgets and allocated resources to maximize productivity and profitability.
- Leveraged data and analytics to make informed decisions and drive business improvements.
- Set aggressive targets for employees to drive company success and strengthen motivation.
- Streamlined and monitored quality programs to alleviate overdue compliance activities.
- Assisted in organizing and overseeing assignments to drive operational excellence.
Edgars (S Baker & Clarins)
Sales Representative
01.2012 - 01.2015
Job overview
- Met with existing customers and prospects to discuss business needs and recommend optimal solutions.
- Created professional sales presentations and seminars to effectively demonstrate product features and competitive advantages.
- Retained excellent client satisfaction ratings through outstanding service delivery.
- Trained and mentored new sales representatives.
- Developed and delivered engaging sales presentations to convey product benefits.
- Utilized CRM software to manage customer accounts and track performance metrics.
- Developed and maintained comprehensive understanding of products, services and competitors to enhance sales presentations.
- Collaborated with cross-functional teams to identify and address customer needs.
- Managed customer accounts to secure customer satisfaction and repeat business.
- Generated weekly and monthly reports on sales performance to provide recommendations to meet sales goals.
- Developed and implemented sales strategies to increase profits.
- Used customer insights to develop innovative sales strategies to increase sales.
- Generated new leads through networking and attending industry events.
- Developed and implemented marketing plans to increase brand awareness and drive sales.
- Negotiated contracts with clients and developed relationships with key personnel.
- Answered customer questions about products and services, helped locate merchandise, and promoted key items.
- Opened, shelved and merchandised new products in visually appealing and organized displays for optimal sales promotions.
- Conducted product demonstrations to highlight features and redirect objections to positive aspects.
- Monitored customers for signs of security concerns and escalated issues to management.
- Prioritized helping customers over completing other routine tasks in store.
- Used in-store system to locate inventory and place special orders for customers.
- Listened to customer needs and desires to identify and recommend optimal products.
- Volunteered for extra shifts during holidays and other busy periods to alleviate staffing shortages.
- Wrapped, boxed and weighed bakery department products.
- Provided exceptional services and pleasant shopping experiences to retail customers.
- Recommended complementary purchases to customers, increasing revenue.
- Stocked merchandise, clearly labeling items, and arranging according to size or color.
- Worked to meet or exceed special targets for credit card applications, special donations and specific product promotions.
- Created inviting environment for customers by maintaining store organization and cleanliness.
- Engaged in friendly conversation with customer to better uncover individual needs.
- Developed strong rapport with customers and created positive impression of business.
- Maintained up-to-date knowledge of store sales, payment policies and security standards.
- Managed efficient cash register operations.
- Built customer loyalty and retention by delivering excellent shopping experiences.
Education
MilparkPietermaritzburg
No Degree from Long Term Insurance
03.2023
University Overview
Milpark EducationPietermaritzburg
No Degree from Investments And Securities
07.2022
University Overview
Heather Secondary Pietermaritzburg
High School Diploma
12.2009
University Overview
Skills
- Problem Solving
- Work Ethic and Integrity
- Expert written and verbal communication
- Collaboration
- Adaptability
- Data Capturing
- Data Analysis
- Conflict resolution
- Outstanding interpersonal skills
- Customer service-oriented
- Technical aptitude
- Time Management
- Persuasion and negotiation
- Relationship Building
- Active listening
- Customer Relationship Management (CRM) Software
- Critical Thinking
- Business Management Principles
- Contact Management
- Strategic Financial Planning
- Goal-Based Planning Tools
- High Net Worth Individuals Marketing
- Active Listening
- Customer Experience
- Accounts Payable and Accounts Receivable
- Computer Literacy
- Reading Comprehension
- Financial Planning Processes
- Investment Allocations
- Regulatory Compliance and Documentation
- Wealth Management Strategies
- Customer Relationship Management
- Risk Management
- Client Education
- Customer Interaction
- Sales Strategies
- Sales Transactions
- Complex Problem-Solving
- Government Regulations
- Investment Analysis
- Social Perceptiveness
- Advising on Strategies
- Investment Expertise
- Customer Care
- Staff Support
- Data Integrity
- Client Needs Assessment
- Personal Service
- Customer Referrals
- Financial Data Production
- Conflict Resolution Techniques
- Revenue Target Achievement
- Promotions and Marketing Strategies
- Customer Expectations Management
- Building Advertisements
- Client Confidentiality
- Serve Client Needs
- New Business Opportunities
- New Technology Innovation
- Strategic Recommendations
- Fund Accounting Software
- Environmental Site Assessment
- Clear Public Speaking Skills
- Cash Register Operations
- New Product Information
- Trend Analysis Expertise
- Presentations
- Branding
- Analyzing Business Processes
Availability
See my work availability
Not Available
Available
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
Every problem is a gift—without problems we would not grow.
Timeline
Personal Financial Advisor (Sales Representative)
Old Mutual South Africa
01.2021 - Current
Sales Representative
FIT24 Gyms
01.2020 - 10.2021
Manager & Nutrition advisor
Advanced Nutrition
01.2015 - 03.2020
Sales Representative
Edgars (S Baker & Clarins)
01.2012 - 01.2015
Milpark
No Degree from Long Term Insurance
Milpark Education
No Degree from Investments And Securities
Heather Secondary
High School Diploma
Computer Packages
Computer Packages
- Microsoft Excel
- Microsoft Word
- Microsoft Office Suite
- Microsoft Powerpoint
- CRM Software
- Java & Python programming
Traceable References
Traceable References
- Store manager @ Edgars, 033 342 2381
- Owner @ Advanced Nutrition, 081 799 7527
- Regional General Manager, 063 817 0858
- General Manager, 0836875809, Tbezuidenhout@oldmutual.com
- Yunita
- Prashagen Naidoo
- Gert Vissier
- Teus Bezuidenhout
Own Vehicle
Own Vehicle
YesEthnic Group
Ethnic Group
IndianPersonal Information
Personal Information
- ID Number: 9206185105081
- Gender: Male
- Dependents: One
- Criminal Offences: None
- Marital Status: Single
- Health Status: Excellent
- Driving License: Code EB(08)
Computer Packages
Computer Packages
- Microsoft Excel
- Microsoft Word
- Microsoft Office Suite
- Microsoft Powerpoint
- CRM Software
- Java & Python programming
Traceable References
Traceable References
- Store manager @ Edgars, 033 342 2381
- Owner @ Advanced Nutrition, 081 799 7527
- Regional General Manager, 063 817 0858
- General Manager, 0836875809, Tbezuidenhout@oldmutual.com
- Yunita
- Prashagen Naidoo
- Gert Vissier
- Teus Bezuidenhout
Own Vehicle
Own Vehicle
YesEthnic Group
Ethnic Group
IndianPersonal Information
Personal Information
- ID Number: 9206185105081
- Gender: Male
- Dependents: One
- Criminal Offences: None
- Marital Status: Single
- Health Status: Excellent
- Driving License: Code EB(08)
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