Open to opportunities

Lindokuhle Ndlovu

@lindokuhlendlovu2

Message

Results-oriented financial adviser with a focus on client relationships.

South Africa

Message

What I'm looking for

I am looking for opportunities that allow me to leverage my sales expertise and build strong client relationships in a dynamic environment.

I am a results-oriented sales professional with a proven track record in the financial services industry. My experience spans various roles, including Sales Manager at Modern Centric Holdings and Sales Consultant at OTB Global Investment Research. I excel in acquiring and retaining clients through effective sales strategies and relationship building.

Currently, as a Financial Adviser at Sanlam, I focus on delivering tailored financial advice and building strong client relationships. My role involves promoting products, maintaining product knowledge, and prioritizing ongoing professional development to enhance client offerings. I am dedicated to driving revenue growth and ensuring customer satisfaction.

Experience

Work history, roles, and key accomplishments

Current

Financial Adviser

Current

Sanlam Sky

Jun 2023 - Present (2 years 3 months)

Built strong client relationships and delivered tailored financial advice within assigned territories. Promoted Sanlam products, maintained product knowledge, and prioritized ongoing professional development.

Client Relationship Management Financial Advice Product Promotion Financial Planning Professional Development Sales

Current

Sales Consultant

Current

OTB Global Investment Research

May 2023 - Present (2 years 4 months)

Generated leads and built relationships with financial advisors, private banks, and clients. Focused on selling research-based services like stock selection and portfolio creation to enhance client offerings.

Lead Generation Relationship Building Financial Advisory Investment Research

Sales Manager

Modern Centric Holdings

Dec 2021 - Nov 2022 (11 months)

Acquired and retained customers through effective sales strategies and relationship building. Identified potential clients, promoted products, and collaborated with teams to enhance customer satisfaction and drive business growth.

Customer Acquisition Relationship Building Sales Product Promotion Team Collaboration Business Growth

Education

Degrees, certifications, and relevant coursework

Sanlam

Certificate, Class Of Business In-Process

2024 -

Completed training in Class Of Business In-Process, focusing on essential industry regulations and best practices. Developed a strong understanding of compliance requirements and operational procedures within the financial sector.

Ethekwini Tvet College

Diploma, Business Management

2019 - 2021

Grade: N4-N5

Focused on developing core business management skills, including financial principles, operational strategies, and organizational leadership. Gained practical knowledge in various aspects of business administration.