Rendell Iki
Auckland,AUK
Summary
High-performing expert in Sales & Retention with a proven track record across diverse industries. Skilled in client engagement, strategic growth, and cross-functional collaboration. Consistently delivers measurable outcomes through focused excellence and commitment to continuous improvement.
Overview
14
14
years of professional experience
Work History
Client Engagement Adviser - KiwiSaver
Fisher Funds NZ
Takapuna , Auckland
01.2025 - Current
- Collaboration with clients to develop tailored investment strategies and solutions.
- Facilitated client meetings to discuss portfolio performance and adjustments.
- Educated clients on financial products and services to enhance understanding.
Client Relationship Manager
Fisher Funds Office
Takapuna, Auckalnd
01.2021 - 12.2024
- Cultivated strong relationships with clients to understand their needs and preferences.
- Implemented and enhanced improvements to overall client experience and engagement.
KiwiSaver Consultant
AMP Wealth
Auckland
10.2019 - 12.2021
- Streamlined KiwiSaver retention strategies to enhance member engagement and satisfaction.
- Provided expert fund advice to clients, resulting in improved investment decisions.
- Managed client relationships, ensuring timely communication and service excellence.
Retention Specialist
AMP Wealth
Auckland
06.2017 - 09.2019
- Developed tailored financial plans aligning with client objectives and risk tolerance.
- Conducted regular portfolio reviews to adjust strategies based on performance metrics.
- Educated clients on fund options, promoting informed decision-making for investments.
- Collaborated with cross-functional teams to improve overall service delivery.
Product Consultant
Brand Developers
Auckland
02.2016 - 05.2017
- Sales of FMCG small to medium.
Sales Representative
IAG NZ
Auckland
06.2013 - 01.2016
- Insurance Products Specialist
- Insurance Retention
- Underwriting General - Home, Contents, Vehicle
Wholesale
Flight Centre NZ
Auckland
10.2011 - 05.2013
- Tailor made Destination packages
Education
Contact Centre Level 3 - Contact Centre
Skills-Group NZ
Auckland - Online Course12-2024
Certificate in Cookery - 75/1 & 75/2
AUT
Auckland12.1993
Skills
- Microsoft Office proficiency - advanced user of Excel, Word, PowerPoint, and Outlook, skilled in data analysis, reporting, and presentation design
- Technical skills: comfortable navigating CRM platforms, data tools, and digital workflows; quick to learn new systems
- Stress management - maintains composure and productivity under pressure; skilled in prioritization and time management
- Communication skills: clear, persuasive communicator across all levels; adept at active listening and conflict resolution
- Team collaboration builds strong working relationships, thrives in cross-functional teams, and collaborative environments
- Organizational efficiency streamlines processes and improves workflows, known for delivering results with precision and speed
Volunteer Experience
- Suburbs Rugby Junior Coach, Suburbs Rugby, Auckland, 02/01/15, 08/31/20, Suburbs Junior Rugby Coach Under 5 - Under 9.
- Committee Member / Team Coach, Niue Touch Association, Auckland, 05/01/21, 05/31/21, Committee Member / Team Coach.
Languages
Niuean
Personal Information
- Nationality: New Zealander
- Driving License: Full Drivers Licence
Timeline
Client Engagement Adviser - KiwiSaver
Fisher Funds NZ
01.2025 - Current
Client Relationship Manager
Fisher Funds Office
01.2021 - 12.2024
KiwiSaver Consultant
AMP Wealth
10.2019 - 12.2021
Retention Specialist
AMP Wealth
06.2017 - 09.2019
Product Consultant
Brand Developers
02.2016 - 05.2017
Sales Representative
IAG NZ
06.2013 - 01.2016
Wholesale
Flight Centre NZ
10.2011 - 05.2013
Contact Centre Level 3 - Contact Centre
Skills-Group NZ
Certificate in Cookery - 75/1 & 75/2
AUT
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