Experience

GovData Ltd

• United Kingdom
• IT Services and IT Consulting
• 1 - 100 Employee

• Bid Manager

  • Nov 2022 - Present

• Senior Bid Reviewer

  • Jun 2022 - Nov 2022



Intercity

• United Kingdom
• IT Services and IT Consulting
• 100 - 200 Employee

• Business Development Manager

  • Nov 2020 - Oct 2021

  Reporting to the Head of New Business Sales, secured new sales opportunities across the full portfolio of Intercity Technology from within the target market. Responsible for identifying opportunities for tender, working with Bid Management to write, submit and present RFP/RFQ/RFI. Engaged clients in identifying issues, options, and desired outcomes, developing a clear picture of the needs and best options from the client’s perspective. Identified resources and potential solutions that are practical and effective to build pipeline ratio in excess of 3:1 Show less



MONEK

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Client Services Director

  • Sep 2018 - Mar 2020

  Reporting to the CEO, served as a key member of the senior management team responsible for development, management, retention and growth of all key client/partner/stakeholder relationships. Responsible for all Tender documentation and submissions. Involved in commercial operations & performance, defining overall strategy & roadmap as well as formulating marketing & business-development strategies to drive revenue growth. Member of the Operational Board.

• Head of Sales

  • Apr 2017 - Aug 2018

  Reporting to the MD, responsible for actively maintaining & renewing existing key accounts whilst also generating new business. Leading the sales team ensuring staff are motivated & measured in line with targets & performance.



UPG plc

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Sales & Partnerships Manager

  • Dec 2015 - Mar 2017

  Maintain and strengthen existing relationships with professional partners, including accountancy networks, non-clearing banks, PSP’s and professional introducers. Seek and obtain new partnership opportunities. Involvement from early stage process partnering with members of business development teams, both internal and external. Demonstrating a clear understanding of a prospect’s product, process and technical requirements across all channels and matching these to tailored solutions. Provide guidance to mid-level merchants and partners in their successful implementation of standard and bespoke payment solutions. Use market and competitive knowledge to create and deliver compelling proposals to merchants and partners. Arrange card acquiring in online, offline and mobile environments. Including, but not limited to: Payment Gateway, Multi-currency, PCI DSS, High Risk merchant facilities, Virtual Terminals (including bespoke call-centre setups,) EPoS Bridge, true Multi-channel solutions including the ability to provide acceptance for local payment methods on a global scale (SEPA credit/debit, SOFORT, EPS, Carte Bleue, Cartasi and many more.) Show less



acceptcards® Independent Payment Experts

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Merchant Services Consultant

  • Apr 2015 - Nov 2015

  Act as an independent and specialist contact for small/medium businesses to discuss and review their requirements, matching their needs to the most suitable solutions from the payment processing banks and providers. Setup bespoke business solutions for Retail Chip & Pin credit card machines, MOTO and secure Payment Gateway facilities. Including online reporting tools, Wi-Fi/Bluetooth/GPRS terminals, AMEX/Diners acceptance, loyalty cards etc. Continuously develop the service and benefits provided to partners and clients by responding to and satisfying their needs. Show less



NatWest

• Banking
• 700 & Above Employee

• Senior Private Banker

  • Mar 2006 - Jul 2014

  Taking care of the financial needs of the top 2% of clients within the Retail Bank, this role includes the creation of exceptional customer relationships through putting the customers’ needs first; making banking easier, being fair and honest and offering services that fulfil customers requirements. This in turn allows for proactive acquisition of New to Group clients by collaborating with existing customers, key stakeholders and Branch, Business & Commercial colleagues for referrals.Part of the role is to grow quality revenue by fulfilling customer needs from a portfolio of 550 affluent clients with a net value of £60m. This is achieved through strong organisational & planning skills; conducting competent & in depth financial reviews to provide clients with timely and accurate information. These detailed reviews enable my customers to make informed decisions regarding products & services, including alternative service options that meet more of their financial needs.I ensure that any complaints are identified, thoroughly & impartially investigated and resolved. I make certain a fair outcome for the customer is achieved & due consideration given to external factors. I also identify local complaints issues, seek opportunities to reduce repeat occurences and escalate as appropriate - ensuring the wider issues identified through complaint handling are addressed by the business.I provide added value to the Private Banking Officer team and junior Private Bankers by acting as a mentor and supplying coaching to support their individual development & encourage confidence in their role.In addition, adherance to the Retail Bank’s standard sales and service processes and internal and external; regulatory, operational, compliance, credit and key control systems and procedures is key. As is achievment of all control related targets, completing Active Risk Management requirements and conducting all interviews to appropriate regulatory standards and the TCF scheme. Show less

• Private Banking Officer, Credit Quality

  • Sep 2004 - Mar 2006

  Responsible for overview of all credit related applications within the business to ensure the highest standards were maintained. Responsible for quality control within the business, including specific monitoring to encompass regulatory aspects such as ICOBS & MCOB. Identification & escalation of emerging risks & dysfunctional behaviours.Co-ordinate workflow efficiently to ensure client service satisfaction through accurately inputting work instructions, monitoring e-mail and work queues and general internal liaison with colleagues in Private Banking and other parts of the GroupConsistently adhere to the Retail Bank’s key control procedures, operational processes and external Codes /requirements e.g. Banking and Mortgage Codes.Strong control over key credit stewardship activities. Maintain understanding and knowledge of the application of sales, marketing, credit and bankingprocesses, relevant regulated and non-regulated products, services and procedures and reportingrequirements, together with money laundering and compliance regulationsEnsure internal service standards and client needs are met in a compliant and timely manner and records are kept up to date.Ensure controls and procedures are adhered to at all timesAchieve the control targets as outlined in the balanced scorecard Show less

• Manager's Assistant

  • Aug 2001 - Sep 2004

  Facilitate superior client service by proactively supporting one or more aligned Private Banking Managers and working with colleagues in other parts of the Group.Act as the first point of contact for clients, handling enquiries on a wide range of issues in a professional manner and with the appropriate degree of technical knowledgeUndertake pro-active outbound calling in respect of sales and marketing initiatives in a compliant mannerSupport business development by identifying new sales opportunities that generate high quality investment and banking leads to Private Banking ManagersEnsure internal service standards and client needs are met in a compliant and timely manner and that client records are kept up to date. Ensure controls and procedures are adhered to at all times.Maintain understanding and knowledge of the application of sales, marketing, credit and banking processes, relevant regulated and non-regulated products, services and procedures and reporting requirements, together with money laundering and compliance regulationsCo-ordinate workflow efficiently to ensure client service satisfaction through accurately inputting work instructions, monitoring e-mail and work queues and general internal liaison with colleagues in Private Banking and other parts of the Group Show less