Lerato Siame

Experience

• 

  DeVere Group

  Apr 2014 - Jan 2019

  The deVere Group is the world's largest independent financial consultancy providing expert advice to expatriate clients and investors around the globe. As Team Leader, my duties and responsibilities were:- Team Management: Leading a team of financial advisors and support staff, including providing coaching, feedback, and training to help team members achieve their goals. - Sales Management: Setting sales targets and monitoring team performance to ensure that revenue targets are met. This includes developing sales strategies, conducting market analysis, and identifying opportunities for growth. - Client Relationship Management: Building and maintaining relationships with high net worth clients, including managing client portfolios and providing customised financial planning advice. - Compliance: Ensuring that the team adheres to regulatory requirements, including maintaining records, providing disclosures, and adhering to industry standards and best practices.As a Financial Adviser, my duties and responsibilities were:- Financial Planning: Meeting with clients to assess their financial situation, goals, and objectives. - Investment Advice: Providing investment advice to clients, including recommending suitable investments based on their risk tolerance, financial goals, and time horizon. - Risk Management: Providing advice on insurance options to help clients manage risk, including life insurance, disability insurance, and long-term care insurance.- Client Relationship Management: Building and maintaining relationships with clients, including communicating regularly to provide updates on portfolio performance, market conditions, and changes to the financial plan. Show less The deVere Group is the world's largest independent financial consultancy providing expert advice to expatriate clients and investors around the globe. My roles and responsibilities included:- Cold calling: Making outbound calls to potential customers who had not yet expressed an interest in the service. This included researching potential prospects, identifying decision makers, and introducing them to the service.- Lead Generation: Generating leads by qualifying prospects, determining their level of interest, and collecting contact information. This included following up on inbound leads generated through marketing campaigns, as well as identifying new prospects through online research, referrals, and networking.- Customer Service: Providing excellent customer service by responding promptly to customer inquiries, addressing concerns, and providing solutions to customer problems. This included following up on sales to ensure customer satisfaction, and building long-term relationships with customers.- Product Knowledge: Developing and maintaining a deep understanding of the service, as well as industry trends and competitive landscape. This included attending training sessions, staying up-to-date on industry news, and networking with colleagues. Show less

  • Team Leader/Financial Adviser

    Feb 2015 - Jan 2019

  • Financial Coordinator

    Apr 2014 - Feb 2015
• 

  BlENDe Music

  Aug 2016 - Jan 2022

  Co-Founder
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  Check It Out Ltd

  Jan 2019 - Dec 2021

  Co-Founder
• 

  Lupiya

  Jan 2022 - now

  - Strategic Leadership: Provide strategic direction and leadership for the investment division, investment product development, and overall growth strategy of the company.- Investment Product Development: Drive the development of innovative investment products tailored to the needs of the company's investor base. Collaborate with cross-functional teams, including product managers, data analysts, and UX/UI designers, to conceptualise, design, and launch new investment products.- Risk Management: Identify and assess investment risks, develop risk mitigation strategies, and ensure compliance with regulatory requirements. Implement robust risk monitoring and reporting mechanisms to maintain a secure investment environment.- Data Analysis: Utilise data analytics and market research to evaluate investment opportunities, track performance, and generate actionable insights. Show less - Sales Strategy Development: Developing a sales strategy that aligns with the company's overall business goals and targets specific market segments. This includes identifying target customers, analysing the competition, and developing a sales plan that leverages the company's unique selling proposition.- Team Management: Managing a team of sales representatives, including setting sales targets, providing coaching and feedback, and conducting performance reviews. This includes recruiting and training new team members, as well as developing incentive programs to motivate and retain top performers.- Business Development: Identifying new business opportunities by establishing relationships with key decision makers in the industry, attending industry events, and staying up-to-date on industry news and trends. This includes developing partnerships with other companies and organisations to expand the company's customer base.- Sales Execution: Executing on the sales strategy by working with the sales team to identify and pursue new business opportunities, conducting product demonstrations and presentations, negotiating contracts, and closing deals. This includes managing the sales pipeline, tracking sales metrics, and reporting on sales performance.- Customer Relationship Management: Building and maintaining relationships with key customers, including responding to customer inquiries, addressing concerns, and providing solutions to customer problems. This includes working closely with the customer success team to ensure that customers receive the support they need to be successful.- Reporting and Analysis: Tracking and analysing sales data, including conversion rates, revenue, and customer feedback. This includes creating reports and presentations to share with management, and using data to identify areas for improvement. Show less Duties and responsibilities included:- Team Leadership - Lead and mentor a team of investment professionals, fostering a collaborative and high-performance culture. Provide guidance, coaching, and professional development opportunities to enhance the team's skills and expertise.- Product Strategy - Developing a product strategy that aligns with the company's overall business objectives, market trends, and customer needs. Creating a roadmap that outlines the product's features and functionality.- Product Development - Leading the product development process, including creating product specifications, working with cross-functional teams to design and develop the product, and ensuring that the product meets quality standards.- Product Management - Managing the product throughout its lifecycle, including tracking and analysing product metrics, identifying opportunities for product improvements, and working with cross-functional teams to prioritise and implement product enhancements. Show less

  • Head - Investments, Investment Product & Growth

    Jun 2023 - now

  • (Acting) Sales Manager

    Dec 2022 - Sept 2023

  • Investment Manager

    Jan 2022 - May 2023