Nisha Keenan
Auckland,Grey Lynn
Summary
A Financial Adviser Assistant at JKMS Mortgage Solutions offering expertise in relationship building, managing accounts, and ensuring compliance with financial regulations. Known for my analytical thinking, problem-solving skills, and effective communication.
Working along side my principle financial professional John Keenan, whom has comprehensive experience in financial services, with a strong focus on team collaboration and achieving results, proven reliability and adaptability to changing needs.
I'm highly motivated and willing to work hard while gaining knowledge and experience.
Overview
19
19
years of professional experience
Work History
Financial Assistant
JKMS Mortgage Solutions
06.2024 - Current
- Utilized advanced CRM tools to track client interactions efficiently while maintaining detailed records of their individual goals, preferences, and concerns.
- Optimized operational efficiency by implementing CRM system tailored to advisory services.
- Maintained up-to-date knowledge on industry trends and regulations, ensuring accurate advice was provided to clients at all times.
- Mentored by senior advisor, fostering a supportive team environment focused on growth and learning.
- Developed long-lasting relationships with clients to ensure consistent retention and loyalty.
- Assisted in auditing projects by compiling information and discovering fraud, embezzlement and liabilities.
- Managed risk effectively by closely monitoring client portfolios and making timely adjustments.
- Supported executives by conducting research, reporting and documentation.
- Explained and documented types of services to be provided for clients, and responsibilities to be taken by personal financial advisor.
- Support audits with meticulous documentation and record-keeping, ensuring a smooth process.
- Managed office inventory and ordered new supplies when items were running low.
- Manage and respond to correspondence and inquiries from customers.
Sales Executive Manager
GO HEALTHY NZ
01.2012 - 05.2024
- Collaborated with cross-functional teams to develop comprehensive solutions for clients, resulting in increased account sizes.
- Organized regular training sessions to ensure a knowledgeable and motivated sales team.
- Streamlined sales processes for improved efficiency, enabling faster response times, and higher close rates.
- Reduced client attrition rate through proactive account management strategies that identified potential issues before they escalated into problems.
- Employed effective problem-solving techniques, increasing client satisfaction ratings.
- Developed customized proposals that addressed specific client needs, ultimately securing their commitment and loyalty.
- Exceeded sales targets by effectively managing a diverse portfolio of products and services.
- Managed complex sales cycles, navigating various decision-makers within organizations to secure successful deals.
- Leveraged strong negotiation skills to maximize profit margins while maintaining exceptional customer service standards.
- Established long-lasting relationships with key clients through effective account management and consistent communication.
- Facilitated relationships with target accounts through implementation of proven networking methods.
- Conducted thorough market research to identify emerging trends, enabling proactive adjustments to sales strategies as needed.
- Mentored junior sales executives, providing guidance on best practices and strategies for achieving success in the field.
- Expanded market presence by pursuing lucrative leads and seeking to close deals.
- Coordinated participation in trade shows and conferences aimed at increasing brand awareness among potential clients and industry peers alike.
- Attained expert knowledge of industry competitors'' strengths and weaknesses, positioning our company''s offerings competitively in the marketplace.
- Championed a customer-centric approach within the sales team, fostering an environment where client satisfaction was always prioritized.
- Streamlined internal processes by working closely with operations teams, leading to increased efficiency within the organization.
- Sold GO HEALTHY supplements to new and established customers.
- Delivered presentations to prospective clients, showcasing the value of company offerings and driving business growth.
- Negotiated favourable contract terms for clients, ensuring mutually beneficial outcomes for both parties involved.
- Forged strategic alliances with complementary firms for joint ventures and co-marketing initiatives, expanding the company''s reach in the market.
- Managed digital marketing initiatives in accordance with consumer targets and needs.
- Developed relationships with high-profile clientele by successfully employing consultative, objective, solution sales techniques.
- Protected top-priority accounts by employing effective sales and marketing techniques.
- Demonstrated products and features to customers, answered questions and overcame objections.
Sales and Marketing Representative
Superdockets NZ
12.2005 - 12.2008
- Followed through with leads to close sales over phone, in office and during external consumer engagements.
- Expanded market reach by conducting thorough industry research and identifying potential new clients.
- Developed customized sales presentations for key clients, resulting in increased business partnerships.
- Provided written and oral feedback on market conditions, goal attainment and performance appraisals.
- Exceeded quarterly sales targets through diligent follow-ups, customer-focused solutions, and persuasive negotiation skills.
- Consistently met or exceeded monthly quotas by adopting a proactive approach to lead generation, relationship management, and closing deals.
- Improved overall team performance by providing mentorship to junior representatives, sharing best practices, and promoting a positive work environment.
- Boosted sales revenue by implementing effective marketing strategies and building strong client relationships.
- Increased customer retention rates by providing exceptional post-sales support and maintaining regular communication with clients.
- Identified and developed key operations and influencer relationships within targeted districts.
- Streamlined sales processes by utilizing CRM software, improving efficiency and time management skills.
- Built local sales and marketing plan for each targeted district within defined territory.
- Conducted competitor analysis to identify gaps in the market and developed strategies to capitalize on those opportunities.
- Built relationships with customers and community to promote long term business growth.
- Negotiated prices, terms of sales and service agreements.
- Kept detailed records of daily activities through online customer database.
- Monitored service after sale and implemented quick and effective problem resolutions.
- Identified new business opportunities through cold calling, networking, marketing and prospective database leads.
- Performed effectively in self-directed work environment, managing day-to-day operations and decisions.
- Set and achieved company defined sales goals.
- Informed customers of promotions to increase sales productivity and volume.
- Fielded customer complaints and facilitated negotiations, resolving issues and reaching mutual conclusions.
- Consulted with businesses to supply accurate product and service information.
Education
Certificate in Financial Services (LEVEL 5)
Strategi Institute
11-2024
Skills
- Customer service
- Documentation skills
- Relationship building
- Regulatory compliance
- Financial risk assessment
- Data entry
- Microsoft Excel
Timeline
Financial Assistant
JKMS Mortgage Solutions
06.2024 - Current
Sales Executive Manager
GO HEALTHY NZ
01.2012 - 05.2024
Sales and Marketing Representative
Superdockets NZ
12.2005 - 12.2008
Certificate in Financial Services (LEVEL 5)
Strategi Institute
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