PETRA VAN DER MERWE
Winterstrand
Summary
Disciplined, sincere, trustworthy, kind, and responsible individual with an optimistic outlook in life and a realistic approach to any situation. Consistently achieved excellence in every position. Seeking a challenging and rewarding environment for personal and professional growth. Recognize the importance of projecting a positive image, ensuring accuracy, and embracing responsibility. Strong believer in effective communication and the value of each employee's unique contribution. Committed to expanding knowledge and becoming a senior professional. Excel under pressure with meticulous attention to detail. Confident in abilities and dedicated to making significant contributions and supporting the company wholeheartedly.
Overview
2025
2025
years of professional experience
2003
2003
years of post-secondary education
1
1
Language
Work History
Sales Manager
Izulu Bullions Wealth
03.2024 - Current
- 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.
- Managed key accounts with strategic planning and relationship building, resulting in increased customer loyalty and repeat business.
- Overcame objections from potential clients by addressing concerns effectively and offering customized solutions based on their unique needs.
- Assisted in recruiting top talent for the sales team, contributing to a high-performing work environment.
- Built relationships with customers and community to establish long-term business growth.
- Training of new recruits in office and in the field
OFFICE MANAGER
Izulu Bullions Wealth
1 2019 - 02.2024
- Company Overview: Franchise for Sanlam sky - Insurance
- Fingerprints and processing of applications
- Requesting systems access for new recruits
- Training of new recruits
- Generating of authorization codes
- Scanning of mandates for lodgements
- Qlinks and check safe to replace
- Process replacement documents
- Filing
- Abscondments, resignation and terminations
- Customer services / dealing with walk in customers
- Attend to queries from the Assistant portfolio manager
- SAPS permits
- Assisting advisors with all administrative queries
- Petty cash recon
- Handling of commission queries
- Stock control of tablet devices and sim cards
- Allocation and recon of devices issued to advisors
- Ordering of new devices
- Handling of telephonic queries from advisors
- Franchise for Sanlam sky - Insurance
- Reason for leaving: Relocating to Gauteng
BRANCH ADMINISTRATOR
Foresight Future Solutions
01.2016 - 01.2019
- Company Overview: Franchise for Sanlam - Insurance
- Fingerprints and processing of applications
- Requesting systems access for new recruits
- Training of new recruits
- Generating of authorization codes
- Scanning of mandates for lodgements
- Qlinks and check safe to replace
- Process replacement documents
- Filing
- Abscondments, resignation and terminations
- Customer services / dealing with walk in customers
- Attend to queries from the Assistant portfolio manager
- SAPS permits
- Assisting advisors with all administrative queries
- Petty cash recon
- Handling of commission queries
- Stock control of tablet devices and sim cards
- Allocation and recon of devices issued to advisors
- Ordering of new devices
- Handling of telephonic queries from advisors
- Franchise for Sanlam - Insurance
- Reason for leaving: Head hunted by Izulu Bullions Wealth and relocated to East London from Rustenburg
HEAD OF ADMIN - GAUTENG REGION
Emerald Wealth Management
01.2014 - 01.2016
- Company Overview: Insurance
- Processing of all new business
- General admin / telephone duties
- Stock control
- Weekly reports on new business
- Weekly reports on vehicle maintenance
- Supervision of all District managers and admin assistants for the Gauteng Region
- Insurance
- Reason for leaving: Applied for position at Foresight and relocated to Rustenburg from Roodepoort
CLIENT HELP ASSISTANT
Sanlam Client Help Office
01.2012 - 01.2014
- Company Overview: Walk in service centre
- Assisting clients with RA certificates
- Processing of claims
- Unit trust repurchases
- Update client information on the system (jIstel / On Demand / EIP / FAFA)
- Generate leads and assist with queries
- Walk in service centre
- Reason for leaving: Relocated to Roodepoort
CUSTOMER RELATIONS MANAGER
Sanlam Client Help Office
01.2009 - 01.2012
- Company Overview: Walk in service centre
- Handling of all customer complaints on 'Hello Peter'
- Lead referrals and follow ups
- Maintaining the Pre-owned website
- Personal assistant to Dealer Principal
- Walk in service centre
- Reason for leaving: Relocated to Roodepoort
SENIOR SERVICE ADVISOR
Kelston Motor Group
01.2006 - 01.2009
- Company Overview: VW Commercial PE
- Bookings
- Costing
- Invoicing
- Client service
- VW Commercial PE
- Reason for leaving: Relocated to Rustenburg
PERSONAL ASSISTANT
SEESA Limited
01.2005 - 01.2008
- Client services
- Administrative duties
- Interpreter in court / hearings
- Dictaphone typist
- Reason for leaving: Head hunted by Kelston Motor Group
SECRETARY
Eugene Raymond Incorporated
01.2003 - 01.2005
- Client services
- Administrative duties
- Interpreter
- Dictaphone typist
- Reason for leaving: Higher income
Education
High School -
Andrew Rabie
Skills
Sales Planning
Client Relationship Management
Sales Reporting
Staff Management
Sales team training
Relationship Building
Product Knowledge
Verbal and written communication
Sales process
Key Account Management
Sales Coaching
Positive and upbeat
Rapport and relationship building
Additional Information
I speak three languages, namely Afrikaans, English and Xhosa
I believe that I would be an asset to any business given the opportunity to prove myself.
I am in the process of relocating to Gauteng (East rand), however currently still residing in East London, Eastern Cape
Timeline
Sales Manager
Izulu Bullions Wealth
03.2024 - Current
BRANCH ADMINISTRATOR
Foresight Future Solutions
01.2016 - 01.2019
HEAD OF ADMIN - GAUTENG REGION
Emerald Wealth Management
01.2014 - 01.2016
CLIENT HELP ASSISTANT
Sanlam Client Help Office
01.2012 - 01.2014
CUSTOMER RELATIONS MANAGER
Sanlam Client Help Office
01.2009 - 01.2012
SENIOR SERVICE ADVISOR
Kelston Motor Group
01.2006 - 01.2009
PERSONAL ASSISTANT
SEESA Limited
01.2005 - 01.2008
SECRETARY
Eugene Raymond Incorporated
01.2003 - 01.2005
OFFICE MANAGER
Izulu Bullions Wealth
1 2019 - 02.2024
High School -
Andrew Rabie
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