New Business Development - Fidelity Cash Solutions
(2023-07 - 2025-11)
- Accountable for the growth of area and proactively increasing turnover
- Securing profitable new business through cold calling and other appropriate means
- Attending to potential clients in different areas of responsibility
- Addressing and resolving clients queries promptly and satisfactory
- Physically conducting site surveys for security requirements and preparing proposals
- Ensuring that quotations are submitted timeously to clients
- Building and maintaining professional relationships with clients
- Planning, budgeting, coordinating and attending clients' needs
- Assisting with marketing related issues for the area
- Compiling and submitting weekly and monthly management reports
Sales Representative - Liya M Enterprise
(2019-09 - 2023-07)
- Calling on new /potential (including cold calling)
- Setting meeting s and introducing products to clients
- Presenting packages /pricing to clients ,Compiling quotations
- Maintaining relationships with clients and following up for business at a later stage
Personal/ Financial Advisor - Old Mutual
(2015-01 - 2017-09)
- Build and maintain client base, keeping current client plans up to date and recruit new clients on an ongoing basis
- Devise debt liquidation plans that include payoff priorities and timelines
- Explain documents for clients, the types of services they are to be provided and responsibilities to be taken by the personal financial advisor
Multi Skilled Consultant Sales and Services - First National Bank
(2010-09 - 2014-12)
- Opening of new accounts and giving financial advices
- Assisting customers in financial portfolios, saving and investing under client's personal interest and ability
- Assist with loan applications (Car, Home and personal)
State Accountant, Financial Planning and Budget - Department of Sports, Recreation, Arts and Culture
(2007-04 - 2019-04)
- Maintain appropriate cash flow to ensure the department meets its obligation commitment and confirmation of funds, collect data for updating EC forms and capture information to EC 4.1 and 5.1
- Collect data for budget capturing and keep records of budget capturing
- To ensure that budget is aligned with strategic plan of the department inform sections on their spending, prepare communication reports and analysis of each month for a year monitoring
- Requesting reports on BAS
