Looking for a job

Waseem Shaik

@waseemshaik

Message

Account Manager at Refreshi, improving platform adoption and time-to-value through onboarding and implementation.

South Africa

Message

At Refreshi, I direct account retention, expansion, and client relationships across regional enterprise partners. I lead client onboarding and platform implementation, aligning workflows to support adoption and time-to-value.

At Makosi, I managed B2B client relationships across UK and US markets and used HubSpot CRM to track customer interactions and forecast renewals and expansion. Earlier, I managed private wealth portfolios at Investec and Liberty and monitored client portfolio health at First National Bank (FNB).

Experience

Work history, roles, and key accomplishments

Current

Regional Business Development & Account Manager

Current

Refreshi

Jan 2025 - Present (1 year 9 months)

Direct account retention, expansion, and client relationship strategy across regional enterprise partners. Lead end-to-end client onboarding and platform implementation, ensuring seamless adoption and accelerated time-to-value.

Account Management Client Onboarding Platform Implementation Business Reviews Utilization Churn Prevention

Business Development & Account Manager

Makosi

Jan 2024 - Jan 2025 (1 year)

Managed international B2B client relationships across the UK and US markets, positioning agile workforce and accounting solutions. Governed account lifecycles and customer interaction tracking within HubSpot CRM.

B2B Sales Account Management Stakeholder Mapping Consultative Discovery HubSpot Pipeline Management

Private Banker

Investec

Jan 2023 - Jan 2024 (1 year)

Managed a portfolio of high net-worth clients, structuring complex financial deals and expanding the client base through strategic networking.

Private Banking Portfolio Management Financial Structuring Networking

Private Banking Analyst

First National Bank (FNB)

Jan 2022 - Jan 2023 (1 year)

Oversaw client portfolio health metrics, diagnosing financial workflow gaps and delivering high-touch issue resolution to sustain account satisfaction.

Portfolio Analysis Customer Relationship Management Issue Resolution Financial Workflows