Sheena Van Rooijen Email & Phone Number

Bryanston, Gauteng, South Africa

As the Executive Account Manager I am the primary point of contact for a select group of Clients. In my role I am responsible for making sure clients’ needs are being met by handling any client complaints, working to find solutions to any client issues and managing other departments to foster a positive client-company relationshipSome of the key elements of my role are as follows:• Operating as the lead point of contact for all matters specific to your accounts.• Building and maintaining strong, long-lasting client relationships.• Answer client queries and identify new business opportunities among existing clients.• Liaise with cross-functional internal teams to improve the entire client experience. • Maintain and leverage the CRM system related to your accounts.• Collaborate with the sales team to achieve any targets.• Manage any admin or paperwork required for managing the clients’ accounts.• Ensure all required Fact Finds, Risk Assessments and Quarterly Reviews are completed timeously in CRM.• Manage login and usage of the investor portal with your accounts.• Clearly communicate the progress of monthly/quarterly initiatives to internal and external stakeholders.• Prepare agreed reports.• Assist with challenging client requests or issues and escalate as needed.• Establish and maintain a professional relationship with clients.• Help develop initiatives to increase client retention.I have a passion and a wealth of experience in client services, and very much look forward to this next chapter in my career at Austen Morris Associates.

Bryanston, Johannesburg

My Role as the Business Development Manager for The Africa office of Austen Morris Associates is as follows:Prospect for potential new clients and turn this into increased business. Cold call as appropriate within your market or geographic area to ensure a robust pipeline of opportunities. Meet potential clients by growing, maintaining, and leveraging your network .Identify potential clients, and the decision makers within the client organization.Research and build relationships with new clients. Set up meetings between client decision makers and company’s practice leaders/Principals. Handle objections by clarifying, emphasizing agreements and working through differences to a positive conclusion. Submit weekly progress reports and ensure data is accurate. Ensure that data is accurately entered and managed within the company’s CRM or other sales management system. Forecast sales targets and ensure they are met by the team.Ensure all team members represent the company in the best light.Understand the company’s goal and purpose so that will continual to enhance the company’s performance.Skills utilised to get the best results.Networking, Persuasion, Prospecting, Closing Skills, Motivation for Sales, Prospecting Skills, Sales Planning, Identification of Customer Needs and Challenges, Meeting Sales Goals, Professionalism, CRM, and Microsoft Office.

Bryanston, South Africa

Private Wealth Management Company.Austen Morris Associates is an international financial planning and wealth management company. Our international operations were founded in 1994 on the principles of trust, professionalism and partnership. We have built our business by implementing these principles to benefit expatriates around the world. As independent financial consultants, Austen Morris Associates provides unbiased advice and access to the world’s top investment management groups.Our advisors offer a wealth of experience, from offshore investment structures for your long term financial security, portfolio management, and wealth protection, to private equity and venture capital funds, providing the full spectrum of financial advice. Commitment to client confidentiality guarantees security and peace of mind while utilizing tax efficient jurisdictions around the world.

Isando

I have started a new role at Carrus as a Marketing associate, my job entails me assisting the marketing manager with events organisation, maintaining training records and record keeping as well as administration when needed. I was also responsible for inviting delegates to our annual Executive Golf day and Charity event. Ensuring smooth running of the event and being on hand to meet all the needs of the attendees on the day.

Johannesburg Area, South Africa

My Job entails me selling all the products and services Carrus have to offer- Recruitment, logistics, training and Development courses.Another aspect of my role was to assist the recruitment division with candidates and assist with filling of positions within the Mining sector.This entailed screening of candidates, obtaining CV's and references and putting them forward for the clients consideration. Managing the recruitment process from start to finish to ensure our clients employ the best candidate possible.

City Of Johannesburg, Gauteng, South Africa

During my time as a Customer Support Specialist my job was to Call existing and non existing clients to make leads for our Sales Team. this entailed selling , Seminars, Fleet Management services and Logistics.As well as assisting with the set up and assisting delegates with registration at the events.

Cambridge, United Kingdom & Chelmsford, United Kingdom

Making sales calls mainly to existing customers to inform of new products and offers.Ensuring Existing clients were happy with their products and offering outstanding products to them.Running the Sales team while my Manager was not in the office and confirming all appointments for the Sales Associates. Very target driven environment, I was consistently in the top 3 for most bookings made.The other side of my job was to assist the marketing manager with the wages on a weekly basis and general day to day administration, making sure the call centre was operating, assisting with training of new starters and recruitment.

Cambridge Uk

Opening of new accounts and recommending products and services, making referrals to our Financial advisor's and assisting our Customers.During my time at Abbey I was tasked with assisting with all aspects of the business from manning the counter for deposits and withdrawals to account openings and assisting with needs analysis to ensure our Clients have the best products for their needs.

Cambridge, England, United Kingdom

I started my career at River Island in 1999 after finishing secondary school.When I began working at River Island it was whilst I was completing an NVQ Level 2 in Retail Operations, an on the job qualification that gave hands on experience whilst learning. My NVQ was meant to be completed in 1 year but I passed with distinction within 7 months and was immediately offered the role of Stockroom Manager.I was the stockroom Manager for 3 months when the position of Mens Footwear Manager was offered to me, a role which I staying in until I decided on a career change in 2001.I learnt many valuable skills at River Island including the importance of customer satisfaction and going the extra mile to ensure you meet all needs.