Experience

Focus Group

• United Kingdom
• Telecommunications
• 300 - 400 Employee

• Business Development Executive

  • Sep 2017 - Present



The One Group

• Client Relationship Manager

  • Feb 2016 - Sep 2017

  The main role of a Client Relationship Manager at The One Group is to be a first point of contact with our clients thereby offering an introduction to the company and access to products with our partners across the asset classes (Mutual Funds, FX Funds, Bonds, Equities, Commodities, etc.) The role is entrepreneurial by nature requiring one to be a self-starter and involves client development and prospecting. I'm responsible for organising meetings with clients, populating seminars, and developing an extensive network supporting the company in building and maintaining long term relationships with a portfolio of primarily Western expatriates living and working in the UAE and around the GCC. I also deal with off plan land and property investments based internationally.Responsibilities:• Investment analysis• Risk assessment on investments• Keeping up to date with the financial markets and changes in legislation• Deal with existing clients• Researching and building a pipeline of prospective Western expatriate clients • Connecting expats to strategic advice across a variety of products and services• Qualifying and arranging business meetings with prospective clients• Promoting the company’s products and addressing clients’ objectives• Managing the CRM software and making necessary updates to client records• Assisting Wealth Managers with administrative processes and correspondence



1st Capital Options

• Floor Manager & Senior Client Relationship Manager

  • Sep 2015 - Feb 2016

  My primary role at 1st Capital Options was to bring on new clients and manage their investments. I provided trading opportunities for clients to take advantage off using technical and fundamental data. I focused primarily on clients specifically from the United Kingdom although my client base was incredibly varied as I had clients based all around the world. When I wasn't speaking to clients I also looked after other employees there by providing support and guidance to them. I was expected to provide a daily overview of what had been completed throughout the day and needed to make sure myself and my team hit targets set for that day. Responsibilities: • Risk analysis on trades• Complete analysis on markets to provide trading opportunities to clients• Keeping up to date with the financial markets and changes in legislation• Deal with existing clients• Researching and building a pipeline of prospective clients• Giving clients strategic advice about specific trades• Promoting the company’s platform• Managing the CRM software and making necessary updates to client records• Completing induction for new candidates• Provide support to the other relationship managers• Gather figures from the other relationship managers to ensure all targets had been hit that day



Elite Performance Car Hire

• Company Director

  • Nov 2014 - Feb 2016

  I started this company when I was 19. It was there to provide a service to people who want to hire luxury and super cars in the South East of England. I ran the company on my own as I only had a relatively small fleet of cars including a handful of Lamborghini's, Ferrari's, Audi's, BMW,s and Mercedes'. Responsibilities: • Create advertising campaigns to increase sales and revenue• Arrange bookings with customers• Update website• Source new vehicles for the fleet• Ensure all insurance is in place for the customers• Make sure all cars are valeted before pick up• Drop vehicles off to customers if requested• Arrange for a chauffeur for special events such as weddings and proms



Cabot Financial

• United Kingdom
• Financial Services
• 200 - 300 Employee

• Customer Consultant

  • Sep 2013 - Sep 2015

  This role involved making effective outbound and inbound calls from customers, and resolving their outstanding debt via a settlement or a monthly repayment plan. I quickly achieved “gold status” by achieving 150%+ of all my targets and KPIs consistently for 3 months and beyond. I took an active interest in the coaching and development of team members new and existing and was always happy to offer advice and support.Responsibilities: • Deal confidently with all queries both verbal and written• Negotiating plans or settlements with customers • Involvement in tracing customers and conduction investigations using public records• Ensure all KPIs are met• Ensure all daily and weekly stats are recorded• Make sure I adhere to all regulations • Compete assessment checks on customers