Liandra Barnard

Liandra Barnard

Wealth Manager : Long Term Financial Advisor

Followers of Liandra Barnard3000 followers
location of Liandra BarnardSouth Africa

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  • Timeline

  • About me

    Technology Researcher & Business Development, Customer Success Manager

  • Education

    • University of Stellenbosch

      2001 - 2004
      BA Values and Policies
    • Hoerskool Montana

      1996 - 2000
  • Experience

    • Sanlam

      Apr 2010 - Mar 2012
      Wealth Manager : Long Term Financial Advisor

      Personal Financial Wealth Manager, Provided clients with specialist advice on how to manage their money. The role involved researching the marketplace and recommending the most appropriate products and services available, ensuring that clients are aware of products that best meet their needs and then securing a sale.

    • Knowledge to Action S.A.

      May 2012 - Jun 2013
      Headed of Customer Service Department , Sales & Trading Consultant

      Sales & Trading Consultant:Individual sales with upselling to groups and corporate bookings. Inbound as well as outbound sales, as well as admin regarding sales and bookings. The Cold calling of big corporations in order to secure group bookings. Generate and win referrals to increase sales. Meet specific weekly KPIs to ensure that weekly sales target are achieved, as well as the following up of payments. Headed up Customer Service Department :Liaise with Finance Department in UK, regarding ledgers and Client's payments and refunds, also phoning to collect outstanding payments due. Take incoming calls and dealt with complaints and incoming sales. General Administration, as well as training of new staff. I also worked on event selling tickets for event and assisting Director with arrangements for the event. Calls made where: Incoming and Outgoing Sales calls. Confirmation calls. Rebooking calls and Collection calls. Show less

    • Affinity Group

      Jun 2013 - Mar 2015
      Regional Operations Specialist
    • Symantec

      Jul 2015 - Mar 2023
      Ecommerce Specialist
    • DigiCert, Inc.

      Jul 2015 - Mar 2023
      Security Professional - Pki solutions

      Partnering with e-Commerce businesses to assist with security solutions, along with website performance. Norton Shopping Guarantee specialist.

    • Smart Solar World SA

      Aug 2018 - Feb 2020
      Sales Director and Co-Owner at Smart Solar World

      Our state-of-the-art solar energy systems consists of the highest quality at the lowest cost. Our efficient components are sourced from ISO certified manufacturers and delivered to your location. We offer solar energy solutions to residential- and commercial environments, designed and optimized by professionals with many years’ experience across our professional network. We take pride in our service and stand by our ethics. Mission: Our mission is to be a Complete Renewable Energy firm that helps to offer our clients Advanced turn-key solutions and components to Reduce their energy consumption and environmental impact. Vision: Our vision is to help our customers realize the Benefits of Renewable Energy such as : Reducing Electricity bills, Positive Impact on the Environment and Increasing Property Values. Show less

    • VisBook

      Mar 2023 - now
      Technical Researcher and Business Development Manager
  • Licenses & Certifications