Ruan Palm

Financial Advisor at Envestpro Group
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Contact Information
Location
ZA
Languages
  • English Native or bilingual proficiency
  • Afrikaans Native or bilingual proficiency

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Bio

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5.0

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Nelius Vermaak

I worked with Ruan for the last 4 years and in this time he presented himself professionally, hard working and committed. I wish him all the best in his future endeavours.

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Experience

    • South Africa
    • Financial Services
    • 1 - 100 Employee
    • Financial Advisor
      • Sep 2020 - Present
    • South Africa
    • Wholesale Motor Vehicles and Parts
    • 400 - 500 Employee
    • Regional Sales Manager
      • Dec 2015 - Sep 2020

       Budget Achievement Drive and motivated sales team to achieve budget whilst successfully growing profit margins to the required standards. Successful implementation and consistent management of our retention and growth strategies to meet annual budgets.  Revenue Quality Increase revenue quality through value-based yield management.  Strategy, Leadership & Management Abilities Direct, plan, organize and lead sale team. Apply active and visible leadership and drive employee engagement throughout my team ranks. Responsible for jointly setting strategic direction and the execution of strategic business plans into measurable business outcomes. Development of the sales management team against defined succession plans/strategy. Leading and developing a high performing sales team and culture of accountability at all levels; always with the customer line of sight  Strategic Customer Relations Focus and tailor value proposition based on the customer’s specific needs and requirements. Solidify solid business partnerships, proactive and positive relationship building with customers and potential customers at all levels, particularly at senior levels within organizations.  Administration, Technical and General Disciplines Drive effective time management through weekly reporting and meeting of deadlines. I actively verify data quality and demonstrate the ability to use extreme initiative to reach set goals. I utilize BI data sets to interrogate and derive accurate strategies to determine and predict demand forecasting to ensure the business is optimally prepared to capitalize on opportunities and meet targets and commitments.

    • United States
    • Manufacturing
    • 700 & Above Employee
    • Business Development Manager Workplace safety and compliance
      • Aug 2014 - Dec 2015

      -Prospected for potential new clients and turned this into increased business.Cold called as appropriate within my market & geographic area to ensure a robust pipeline of opportunities. *-Met potential clients by growing, maintaining, and leveraging my network.-Identified potential clients, and the decision makers within the client organization.-Researched and build relationships with new clients.-Set up meetings between client decision makers and company’s practice Area managers and leaders.-Planed approaches and pitches. * Worked with team to develop proposals that speaks to the client’s needs, concerns and objectives.-Participated in pricing the solution/service.Handled objections by clarifying, emphasizing agreements and working through differences to a positive conclusion. * Use a variety of styles to persuade or negotiate appropriately.-Submitted weekly progress reports and ensure data is accurate.-Ensured that data is accurately entered and managed within the company’s CRM or other sales management system.-Forecasted sales targets and ensure they were met by the team.-Tracked and recorded activity on accounts and help to close deals to meet these targets.-Worked with marketing staff to ensure that prerequisites (like pre-qualification or getting on a vendor list) are fulfilled within a timely manner.-Ensured all team members represent the company in the best light.-Presented business development training and mentoring to business developers and other internal staff.

    • Area manager
      • Jun 2012 - Jul 2014

      -Responsible for maintaining growing and the servicing of an existing customer book.-New business development via prospecting, qualifying, selling and closing Brady opportunities, services and products-Sold a full range of Brady products, supplies and services; -Applied the required consultative-selling skills to service and grow customers base.-Managed client relationships through all phases of the sales cycle-Provided a consultative solution offering to customers.-Conducted one-on-one and group sales presentations-Provided account management to an existing territory-Responsible for tracking customer information, forecasts and reports -Developed and maintained prospect and customer list based on strategic marketing data and other sources for sales leads in our CRM system

    • Key Account Manager
      • Jun 2008 - May 2012

      • Responsible for various outlet accounts to implement best operating practices to ensure volume growth, manage and execute in store merchandising and to manage customer relationships. • Responsible for all duties associated with employment as Account Manager. • Using best endeavours to conduct, administer, improve, extend, develop and protect all dealings associated with various outlet account that I oversee and service. • Responsible for budget control and implementation and tracking there-off.• Evaluating of customer needs and developing action plans. • Merchandise management and managing of merchandising teams in relevant area.• Development of sales routes and efficient operating practices. Extensive Experience in;• Budget management. • Rout planning.• One on one Negotiation with customers and consumers.• Dealings in various key account outlets • Development of strategies to grow market share and volumes• PC and presentation skills

    • Special Events rep
      • Apr 2007 - Jun 2008

      • • Responded to all event inquiries and converted inquiries into booked events• Clearly communicated to prospective clients the features and benefits of the event packages• Consistently met or exceeded individual monthly sales goals• Worked with clients to plan and coordinate details of events • Understand the unique needs of different types of events, such as corporate events, birthday parties and other social events• Created and managed all client data through the database• Managed relationships with clients throughout the event planning process and beyond• Ensured successful event execution by our operations team

Education

  • University of Northwest - Potchefstroom campus
    Bachelor of Commerce (B.Com.), Risk Management
    2003 - 2007
  • Hoerskool Waterkloof
    Matriculated with 4 distinctions (Economics, Business studies, Maths & English)
    1998 - 2002

Community

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