Leeshen Patel

Experience

• 

  Old Mutual

  Aug 2006 - Jul 2011

  Financial Advisor
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  Liberty Group

  Aug 2011 - May 2023

  Financial Advisor

  I give hope and build dreams and guide you to achieve them.Liberty- Own your life

• 

  EQ-FIN

  Aug 2011 - May 2023

  Financial Advisor
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  Innovative Financial Advisor Services

  Jul 2023 - now

  • Senior Financial Advisor

    May 2023 - now

  • Regional Sales Manager (Gauteng) Senior Financial Advisor

    Jul 2023 - Aug 2024
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  ColabIT

  Jul 2024 - now

  Senior Account Manager

  Identifying, pursuing, and closing IT business opportunities with large corporate and SME clients. Key responsibilities include:Client Relationship Management: Building and maintaining relationships with existing clients and new clients, acting as the primary point of contact.Sales Quotas and Goals: Regularly meeting sales quotas, goals, and client expectations.Budget and Resource Management: Helping clients understand budget limitations and resource constraints.Project Deadlines: Consistently meeting project deadlines set by clients.CRM Usage: Recording all sales activities in a web-based CRM system.Lead Qualification: Qualifying inbound leads via phone and email.Proposal Preparation: Preparing and presenting proposals and bids.Negotiation: Negotiating terms and conditions with clients.Business Development: Collaborating with key decision-makers to identify opportunities and drive sales results.Needs Assessment: Uncovering and understanding a company’s needs Show less