Bio
Experience
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Relationship Manager
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Apr 2012 - Present
Liaising with management to correspond with their timetable in order to make appointments with clients.Contacting possible clients via LinkedIn, establishing a business need.Regularly speaking with clients on the telephone, building rapport, again establishing a business need for a client wanting to book an appointment with one of the financial advisors.General administration
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Business Development Manager
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Oct 2011 - Feb 2012
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PA to CEO
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Mar 2011 - Oct 2011
Reporting to both CEO's of the company, deputising for the manager, making decisions and delegating work to others in the manager's absence.Setting up meetings with clients to view properties, coordinating regularly via telephone.Completing valuation reports.Responsible for Excel spreadsheets, organising data, reporting data. Carrying out background research and presenting findings .Liaising with and following up with clients in order to close the sales deals.Dealing with all management of the CRM system Maximiser.Responsible for completing colleagues salary sheets.
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Barclaycard
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Stockton on Tees
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Customer Service/Sales Advisor/Trainer/Retentions Advisor
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Apr 2006 - Apr 2010
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Stockton on Tees
Customer service and sales advisor.Regulated by the FSA in order to sell insurance products/packages.Trainer to the new delegates teaching selling techniques and how to use the Chordiant system.Recruiting and interviewing new delegates.Retentions advisorFirst Point of Contact to the retentions team
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Education
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2004 - 2007University of Teesside
Bachelor's degree, English Language and Literature, General -
2002 - 2004Bede College
A Levels, Various -
1997 - 2002Grangefield Secondary School
GCSE, Various
Suggested Services
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Industry Focus. “Financial Services”
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References
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