Katrina Ndinelago Sakaria
Windhoek, Khomas
Summary
Personable and dedicated with strong aptitude for financial analysis and client relations. Well-versed in market trends and investment strategies, combined with proficiency in data analysis and financial planning software. Committed to delivering tailored financial solutions that enhance clients' financial well-being.
Overview
2
2
years of professional experience
Work History
Telemarketer
Old Mutual
Remote
03.2026 - Current
- Conducted outbound calls to potential clients, promoting financial products and services.
- Maintained accurate records of customer interactions using CRM software.
- Managed follow-up communications to ensure customer satisfaction and engagement.
- Developed persuasive scripts to improve call effectiveness and client response rates.
- Collaborated with team members to refine sales strategies and enhance performance.
Financial Advisor
Momentum Metropolitan
Windhoek, Khomas, Namibia (Remote)
07.2024 - 02.2026
- Developed personalized financial plans based on client needs and goals.
- Analyzed market trends to provide informed investment recommendations.
- Assisted clients in understanding complex financial products and services.
- Conducted regular portfolio reviews to ensure alignment with client objectives.
- Ensured compliance with financial regulations and company policies
Education
Certificates - Bachelor of Accounting ( Honours)
University of Namibia
Windhoek, Khomas, Namibia04-2028
Skills
Sales and business development
relationship management
Financial Advisory skills
Communication and interpersonal skills
customer service
sales techniques
personal effectiveness
Timeline
Telemarketer
Old Mutual
03.2026 - Current
Financial Advisor
Momentum Metropolitan
07.2024 - 02.2026
Certificates - Bachelor of Accounting ( Honours)
University of Namibia