Luvanya Naidoo
Sales, Client Relation And Administration
Ravenswood
Summary
- Organized and dependable candidate successful at managing multiple priorities with a positive attitude.
- Willingness to take on added responsibilities to meet team goals.
- Pursuing full-time role that presents professional challenges and leverages interpersonal skills, effective time management, and problem-solving expertise.
Overview
11
11
years of professional experience
6046
6046
years of post-secondary education
Work History
Various
Call Centre
11.2021 - 06.2022
- Self-motivated, with a strong sense of personal responsibility.
- Skilled at working independently and collaboratively in a team environment.
- Passionate about learning and committed to continual improvement.
Financial Advisor
Momentum
07.2017 - 05.2020
- Managed and assisted individuals to manage their short term and long-term financial goals
- Maintained and built of professional relations with clients
- Always Ensuring professional services and presentation
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
Financial Advisor
Old Mutual
07.2017 - 12.2017
- Responsible for helping individuals review their immediate and longterm financial portfolio
- To ensure the client is financially sound during their financial journey towards retirement
- Maintain contact with my clients to revise a plan based on modified needs of the client or changes in investment market
- Devise debt liquidation plans that include payoff priorities and timelines
- Educating clients about maintaining a positive credit and financial profile
Sales Consultant
Nedbank
10.2015 - 06.2017
- Build sound professional relationships with clients and meet client needs.
- Share knowledge with team during formal and informal training interactions
- Improve the quality of output through relevant in-depth industry research and thematic pieces
- Advised clients on appropriate product selections based on their unique needs, ensuring optimal satisfaction levels upon purchase.
- Responded to telephone and in-person requests for information.
- Used consultative sales techniques to understand customer needs and recommend relevant products and services.
Client Services and Enquiries Consultant
Nedbank
10.2011 - 10.2015
- Collaborated with cross-functional teams to successfully deliver comprehensive solutions for clients.
- Evaluated client needs and expectations, establishing clear goals for each consulting engagement.
- Developed innovative strategies for clients, resulting in increased revenue and business growth.
- Liaised with customers, management, and sales team to better understand customer needs and recommended appropriate solutions.
Multifunctional
Mr. Pet
04.2011 - 08.2011
- Managed store daily throughout trading hours
- Paid staff weekly and cashing up of funds taken in daily
- Managing client requests and orders timeously
- Ordering, overseeing and paying suppliers for the stock supplied to the store
Cashier
Chicken Licken
12.2010 - 04.2011
- Counted money in cash drawers at beginning and end of shifts to maintain accuracy.
- Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
Education
RE 1 exam -
MOONSTONE
Matriculated - One Distinction
Dr A D Lazarus
01.2006 - 01.2010
BCom - Marketing And Management
UNISA
Fais Accreditation - Banking
Business And Chartwell
Skills
Computer Literate
Current Status
Amputee – Non Dominant Left Hand
Timeline
Various
Call Centre
11.2021 - 06.2022
Financial Advisor
Momentum
07.2017 - 05.2020
Financial Advisor
Old Mutual
07.2017 - 12.2017
Sales Consultant
Nedbank
10.2015 - 06.2017
Client Services and Enquiries Consultant
Nedbank
10.2011 - 10.2015
Multifunctional
Mr. Pet
04.2011 - 08.2011
Cashier
Chicken Licken
12.2010 - 04.2011
Matriculated - One Distinction
Dr A D Lazarus
01.2006 - 01.2010
RE 1 exam -
MOONSTONE
BCom - Marketing And Management
UNISA
Fais Accreditation - Banking
Business And Chartwell
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