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Lead Events & Client Services Consultant
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Competencies
Expert at building and maintaining strong client relationships to ensure satisfaction and loyalty.
Proven ability to achieve and surpass sales targets in banking and service industries.
Skilled in organizing and executing bespoke events aligned with client needs.
Strong communication skills with a focus on negotiation and conflict resolution.
Education
Summary
Versatile professional with over a decade of experience in client services, sales, and event coordination. Proven track record of exceeding targets and delivering tailored solutions. Skilled in relationship management, negotiation, and event execution.
Key Achievements
- Managed and delivered customized event and catering solutions, enhancing client satisfaction and retention.
- Consistently exceeded sales and service targets during a 9-year banking career at FNB.
- Developed strong client relationships through personalized consultations and service delivery.
- Completed professional qualifications including RE5 and Financial Advisor Certification, enhancing industry expertise.
Experience
Lead Events & Client Services Consultant
Serve as the primary client contact managing consultations, bookings, and service delivery.. Develop customized event and catering solutions aligned with client needs and budgets.. Prepare quotations and proposals while ensuring professional communication and service quality.. Coordinate vendors, suppliers, and logistics to deliver seamless client experiences.. Strengthen client relationships to generate repeat business and referrals.
Sales Consultant / Branch Advisor
Delivered full-spectrum banking services including transactional banking, lending, and savings solutions.. Consistently achieved and exceeded monthly sales and service performance targets.. Managed a portfolio of personal and small business clients while providing financial needs analysis.. Identified cross-selling opportunities that increased product uptake and revenue generation.. Resolved complex client queries and complaints while maintaining strong customer satisfaction.. Maintained strict compliance with banking regulations and internal risk policies.
Collections Call Centre Learner
Completed a SETA learnership in a professional collections call centre environment.. Handled inbound and outbound calls with clients regarding outstanding balances and repayment plans.. Negotiated repayment arrangements while maintaining compliance and professionalism.. Accurately captured client data and payment commitments on internal systems.. Developed strong negotiation, communication, and customer engagement skills.