Jonathan Coetzee
Windhoek
Summary
Performance-driven professional with management experience in dynamic and fast-paced environments. Committed to working with sense of urgency to meet and exceed team and individual targets. Adaptable and flexible to accommodate growth.
Overview
6
6
years of professional experience
Work History
Projects Coordinator
Paratus Telecommunications
11.2022 - Current
- Managing of fiber projects, coordinating between internal and external stakeholders involved in completion of any fiber application.
- Increased customer satisfaction through excellent and timeous customer service.
- Co-managed projects with fellow coordinators that has various products and services.
- Creation of job cards on Sage Evolution from Odoo sales system.
- Gained strong leadership skills by managing projects from start to finish.
- Completed paperwork, recognizing discrepancies and promptly addressing for resolution.
- Cultivated interpersonal skills by building positive relationships with others.
- Excellent communication skills, both verbal and written.
- Proven ability to learn quickly and adapt to new situations.
- Resolved problems, improved operations and provided exceptional service.
- Managed approximately 30-50 incoming calls and emails per day from customers.
Account Manager
Tarsus Distribution
09.2021 - 10.2022
- Grow and manage reseller accounts in client portfolio, i.e, queries, quotes, tenders, renewals.
- Act as a trusted advisor to improve service and sales.
- Increased customer satisfaction through excellent and timeous customer service.
- Conducted regular account reviews to identify areas for improvement and ensure continued success.
- Achieved or exceeded company-defined sales quotas.
- Recommended brand products to customers to encourage repeat purchases and foster customer loyalty.
- Met with customers to discuss and ascertain needs, tailor solutions and close deals.
- Selected correct products based on customer needs, product specifications and applicable regulations.
- Managed approximately 100-150 incoming calls and emails per day from customers.
Personal Financial Advisor
Old Mutual
01.2018 - 12.2020
- Advised clients on portfolio allocation and various investment types, including equities, fixed income, mutual funds, managed accounts and SMAs
- Managed clients' accounts to determine needed changes to improve performance or accommodate life changes such as getting married or having children
- Initiated customer relationships through prospecting, lead utilization, local market, and community involvement, acquiring over 300 new clients
- Managed and increase investment value up to N$12 million in client investment portfolios by providing one-on-one service when meeting with clients to understand assets, expenses and long-term as well as short-term investment goals to devise personalized financial plan.
- Advised clients on portfolio allocation and various investment types.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
- Advised clients on investments, retirement and estate planning.
Education
Grade 12 -
Institute of Open Learning (IOL)
Windhoek12.2009
Grade 12 -
PK De Villiers Secondary School
Keetmanshoop12.2008
Skills
- Attention to detail
- Collaborating with team
- Problem solving
- Communicating effectively
- Customer service
- Management
- Adapting ability
- Work well under pressure
- Results driven
- Organization and Time management
- Independent worker
- Critical Thinking
References
- JOHAN BOTMA, OLD MUTUAL, SALES MANAGER – SOUTH, jbotma@oldmutual.com, 081 – 129 0290
- BERNADINA BUYS, PARATUS, HUMAN RESOURCES, Bernadina.buys@paratus.africa, 081 – 719 2862
- HENNIE DU TOIT, TARSUS DISTRIBUTION, BUSINESS DEVELOPMENT MANAGER, hdutoit@tarsus.co.za, 081- 283 9796
Timeline
Projects Coordinator
Paratus Telecommunications
11.2022 - Current
Account Manager
Tarsus Distribution
09.2021 - 10.2022
Personal Financial Advisor
Old Mutual
01.2018 - 12.2020
Grade 12 -
Institute of Open Learning (IOL)
Grade 12 -
PK De Villiers Secondary School
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