Leeshen Patel

Leeshen Patel

Financial Advisor

Followers of Leeshen Patel4000 followers
location of Leeshen PatelCity of Johannesburg, Gauteng, South Africa

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  • Timeline

  • About me

    Senior Account Manager - ColabIT

  • Education

    • PSG Academy

      -
      Higher Certificate in Wealth Management Finance and Financial Management Services
    • Fourways High School

      1999 - 2001
      Matric HIGH SCHOOL/SECONDARY DIPLOMAS AND CERTIFICATES
    • Moonstone Business School of Excellence

      -
      Financial Advisory & Intermediary Services (FAIS) Exam 5 (RE5) : Representatives Financial Planning and Services
  • Experience

    • Old Mutual

      Aug 2006 - Jul 2011
      Financial Advisor
    • 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
    • Innovative Financial Advisor Services

      Jul 2023 - now
      • Senior Financial Advisor

        May 2023 - now
      • Regional Sales Manager (Gauteng) Senior Financial Advisor

        Jul 2023 - Aug 2024
    • 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

  • Licenses & Certifications