Experience

Alliance Investments Ltd

• United Kingdom
• Real Estate
• 1 - 100 Employee

• Business Development Manager

  • Aug 2021 - Present

  My job is to contact potential clients who haven't engaged with the company in a while and re-engage them to drive new business. I work from a CRM of old leads and once contact is made, I identify a prospect's requirements early into the call to see which of our products is most suitable for them. For example, if someone is new to investment and has a budget of £200k, I will show them a product and demonstrate how it makes financial sense, then I'll proceed to explain our onboarding process and show them our other services that could be of help. Alternatively, if someone is an experienced investor, my role becomes more consultational than informative as they understand the industry but may not be aware of what we have on offer. I work closely with our development director and once I have contacted and qualified new prospects, I will pass them on so he can close sales. I then repeat this process and continue to drive new business into the company. Show less



Monzo Bank

• United Kingdom
• Banking
• 700 & Above Employee

• Customer Operations Specialist

  • Jan 2020 - Oct 2020

  My role was a customer support role. I spoke directly to customers to develop an understanding of their pain points and offer an appropriate solution. I would communicate with them via webchat or on the phone, different mediums were an option depending on the customers' needs. I was proactive when looking into accounts and I always looked for patterns of frustration or wants to see what processes could be changed or improved. I also had to Identify customers who were in vulnerable situations and figure out what steps we could take to support them, I always fast-tracked cases of vulnerable customers so we could help as soon as possible. I worked closely with the Financial Crime team as their first line of defence, this meant spotting and investigating fraud trends or looking at suspicious payments or websites. Payment-related queries, e.g. investigating missing transfers and Direct Debits, helping manage customers who are switching to Monzo were a daily occurrence and made up for a large part of my working time. Show less



RAC

• Manchester, England, United Kingdom

• Customer Service Specialist

  • Dec 2015 - Dec 2019

  I worked proactively and determined the needs of our members. Depending on their needs and situation, certain jobs were fast-tracked. I would answer questions and queries effectively by researching and relaying information to members. I was expected to continually work on enhancing the company's reputation, I did this by providing high quality and timely service which involved attending professional development training and improving my knowledge and skill sets related to the business. I worked proactively and determined the needs of our members. Depending on their needs and situation, certain jobs were fast-tracked. I would answer questions and queries effectively by researching and relaying information to members. I was expected to continually work on enhancing the company's reputation, I did this by providing high quality and timely service which involved attending professional development training and improving my knowledge and skill sets related to the business.