Summary
Overview
Work History
Education
Skills
Certification
SUMMARY OF QUALIFICATIONS AND EXPERIENCE
References
Summary
Timeline
Generic

Uvashen Kistensamy

Executive Sales Expert
Durban

Summary

Dynamic professional with a robust background in account management, dedicated to enhancing client satisfaction and driving revenue growth. Expertise in client relationship management, strategic planning, and sales optimization delivers innovative solutions that meet evolving business needs. Recognized for reliability and adaptability in high-pressure environments, consistently achieving impactful results through collaborative team efforts. Proven track record of implementing effective account strategies and optimizing client engagement positions as a valuable asset for any progressive organization seeking to foster growth and success.

Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.

Experienced with providing comprehensive financial advice and investment strategies. Utilizes deep knowledge of financial markets to guide clients toward their financial goals. Track record of building strong client relationships and delivering personalized financial plans.

Overview

2026
2026
years of professional experience
1
1
Certification

Work History

Financial Advisor

Sanlam
2018 - 2020
  • As a financial advisor, I am responsible for bringing in new business on a daily basis.
  • Assist in helping clients with financial planning.
  • I also have a good history of dealing with various estate agencies throughout Durban and Gauteng. I speak to a lot of people face-to-face on a daily basis, setting up appointments, and servicing existing clients. Replacing policies.
  • Recommend investment products and services that are suitable for the prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences.
  • Execute and negotiate the follow-through of life insurance, investments, tax planning, debt management, estate planning, wills, and other tasks quoted to the client.
  • Solicit clients actively via telephone, mail, referrals, etc.
  • Networking with clients.
  • Hunting for new leads on a daily basis.
  • Always building my client base with more referrals.
  • Reviewing client accounts and plans on a regular basis to understand if life and economic changes, situational concerns, or financial performance necessitate changes in their plans.
  • Analyzing financial data received from clients to develop strategies for meeting clients' financial goals.
  • Preparing quotations on a daily basis to suit clients' requirements and affordability.
  • Always prospecting, no matter the situation, day or night.
  • Building and maintaining my client base.
  • Handle client complaints, and assist with the resolution of financial issues.
  • Arrange meetings with clients on a daily basis to conduct business at their convenience.
  • Provide sales offers for financial products, such as bonds, funds, and insurance policies.
  • Liaise with a lot of clients and estate agencies on a daily basis, and keep my relationship with the principal and the agents at a good level to ensure my productivity is always at 110% daily.
  • Provide strategic solutions for clients in financial situations.
  • Constantly speaking to existing clients and new clients to maintain the relationship for now and for the future.
  • Financial planning for clients to determine their current position to fulfill their requests.
  • Executing successful presentations for corporate and SME businesses.
  • Dealing with key accounts.
  • Specialized in risk benefits.
  • Assisting corporate clients with employee benefits.
  • Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
  • Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
  • Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle postretirement.

Sales Consultant / Team Leader

Velociti
01.2015 - 01.2018
  • Responsible for my team of consultants meeting deadlines
  • Responsible for consultants attaining a QA pass rate.
  • Responsible for the performance of sales consultants.
  • Conducting Agent Evaluations, Feedback, and the Coaching Process.
  • Conducting a Management Reporting System.
  • Conducted product training for sales consultants.
  • Providing solutions to staff and ensuring the objective of the business is adhered to.
  • Motivation to call center consultants.
  • Attending strategic and management meetings.
  • Advised clients on appropriate product selections based on their unique needs, ensuring optimal satisfaction levels upon purchase.
  • Used consultative sales techniques to understand customer needs and recommend relevant products and services.
  • Responded to telephone and in-person requests for information.

Sales Specialist

Ignition Group
2009 - 01.2015
  • Responsible for the service of the customers.
  • Assist the customer with the upgrades and any other queries that they may have with regard to the contract they have.
  • Collaborated with cross-functional teams to ensure seamless integration of new technologies into existing infrastructure.
  • Analyzed data trends to identify opportunities for system improvements through strategic upgrades.
  • Identified potential risks associated with each upgrade implementation, developing contingency plans accordingly.
  • Followed up with customers after completed sales to assess satisfaction and resolve technical or service concerns.
  • Increased sales revenue by developing and implementing strategic sales plans.
  • Educated customers about product features and benefits to aid in selecting best options for each individuals' needs.
  • Built strong client relationships through consistent communication and effective problemsolving.
  • Boosted customer satisfaction by providing exceptional product knowledge and tailored recommendations.
  • Managed sales pipeline effectively, prioritizing tasks to maximize revenue potential.
  • Provided first-rate service to all customers and potential customers.
  • Delivered engaging sales presentations, effectively communicating the value of products and services to prospective clients.

Sales Broker/Assistant Regional Manager

OUTsurance
2020 - 2024
  • Developed and implemented sales strategies to increase revenue.
  • Collaborated with team members to develop innovative sales strategies and tactics for improved performance.
  • Delivered compelling product demonstrations tailored to individual clients'' needs, leading to higher conversion rates.
  • Built strong relationships with clients by providing exceptional customer service, resulting in increased repeat business and referrals.
  • Coordinated with product development teams to provide feedback on client needs and preferences, contributing to the enhancement of offerings.
  • Utilized CRM tools to manage pipeline effectively and track progress towards achieving individual goals.
  • Managed key accounts by consistently delivering value-added services that strengthened relationships and ensured long-term business partnerships.

Executive Account Manager

Telkom
2024 - Current
  • Collaborated effectively with cross-functional teams to address client needs and drive business growth.
  • Coordinated sales presentations tailored to individual client needs, showcasing company offerings effectively.
  • Monitored industry trends and competitor activities to inform strategic decision-making processes.
  • Consistently exceeded expectations regarding response time and professionalism when interacting with clients, solidifying their trust in the company.
  • Demonstrated proactive problem-solving skills by addressing potential challenges before they impacted client relationships or results.
  • Enhanced communication channels between clients and internal departments, streamlining processes and improving overall efficiency.
  • Organized regular meetings with key contacts within accounts to maintain open dialogue on progress updates or concerns from either party.
  • Onboarded new clients efficiently by guiding them through the process from initial contact to successful implementation of products or services.
  • Identified new business opportunities through market research and analysis, leading to successful expansion of the client portfolio.

Education

Matric - English, Afrikaans, Mathematics, Life Orientation, Accounting, Business Studies, Computer Application Technology

Arena Park Secondary
Durban, South Africa
01.2008

Skills

  • Strong organizational abilities

  • Self-motivated professional

  • Target-driven professional

  • Strong attention to detail

  • Team-oriented and self-sufficient

  • Strong turnaround efficiency

  • Skilled in high-pressure environments

  • Respectful collaboration

  • Effective communication skills

    • Client relations

    Sales and marketing

    Relationship building and management

Certification

Regulatory Examination Certificate

SUMMARY OF QUALIFICATIONS AND EXPERIENCE

  • Education
  • Matric
  • Contact & Call centre Skills Training Programme in Communication.
  • PST Certificate for Risk (Sanlam)
  • PST Certificate for Saving life investment policy(Sanlam)
  • PST Certificate for Saving Collective investments(Sanlam)
  • Ignition Group(Sales Consultant/Specialist)
  • Velociti(Sales Agent/ Team Leader)
  • Sanlam ( Financial Advisor)
  • Outsurance ( Level 6 inhouse Certification for assistant regional sales manager)

References

Azeez Sultan- 0315828300- Ignition

Sugen Moodley- 0780240280- Velociti

Nishola Rajcomar- 0694489498- Sanlam

Tony Buys- 0673833603- Outsurance

Summary

In Addition To The Above I Am Able To Conduct Any Process In An Inbound And Outbound Contact Centre, Customer Care, Administration And Walk In Centres. But will be more profitable to the company being a road consultant. I executive my duties effectively and always come out on top. I am self motivated and money hungry. My family is my passion and being recognised is my aim in any company at anytime. I strive for perfection on a daily basis and always willing to learn from everyone. Customer service and presenting myself to the public and going out there and representing the company is my strong points. I am well mannered and respected in many organisations. I have currently a good client base that I am willing to bring to the table to it be needed. Meeting new clients is my strong points as well, I am a go getter and never afraid of competition “AS IM AM MY ONLY COMPETITOR “. Dealing with clients via telephone, email, face to face for the past 9 years has brought me a good sense of confidence and I do not take rejection to heart. In saying all this I will definitely be an asset to your company in the years to come.

Timeline

Sales Consultant / Team Leader

Velociti
01.2015 - 01.2018

Financial Advisor

Sanlam
2018 - 2020

Sales Specialist

Ignition Group
2009 - 01.2015

Sales Broker/Assistant Regional Manager

OUTsurance
2020 - 2024

Executive Account Manager

Telkom
2024 - Current

Matric - English, Afrikaans, Mathematics, Life Orientation, Accounting, Business Studies, Computer Application Technology

Arena Park Secondary

Similar Profiles

CREATE PROFILE
Uvashen KistensamyExecutive Sales Expert