Carly Millan Page Email & Phone Number

United Kingdom

Scotland

As a Relationship Manager for Wesleyan my role is to build relationships with Law Firms, Lawyers and employees of Law Firms enabling them to access the financial services Wesleyan offer. Specialising in delivering bespoke financial seminars and presentations to key decision makers within Law Firms and the NHS my role is to generate business from our auto.

Scotland And Northern Ireland

My role within BMA Chase DeVere includes mapping out Business Development opportunities within the medical sector for BMA Chase DeVere Independent Financial Advisers. I am always looking to develop relationships and hold informative seminars or lunch and learn meetings for the medical community so please feel free to link in with me for more information.

Field Based Covering Scotland And Northern England

Working as a PR consultant for Wesleyan my key responsibilities included cultivation of the growth in lead generation activities and client appointment levels to Hospital Doctor, GP and Dental Financial Consultants in the field in line with required Society levels. To actively manage my territories events and budgets to achieve target business levels. To.

Edinburgh, United Kingdom

• As a Mortgage Contact Team Manager my responsibilities included-
• Managing a team of up to 14 mortgage enquiry call handlers in a fast paced environment with a focus upon service excellence, lead generation, sales and client retention.
• Managing staff resource and planning are key elements of my role, ensuring that “Service Level Agreements” are met and enabling me to prioritise and delegate workloads to staff.
• Giving regular feedback / ongoing training to staff when monitoring calls for service quality and compliance purposes. Ensuring KPI'S are met.
• Having “one to one” sessions with staff discussing the findings of monitored calls and spotting development opportunities.
• Influencing and motivating the team giving them an understanding of Lloyds TSB’s core values enhancing customer experience and developing business relationships.

Edinburgh, United Kingdom

• As a Customer Service Officer for RBS my responsibilities included -
• A branch based role working in different teams dealing directly with customers face to face and over the telephone.
• Generating leads by spotting opportunities for the Business Development managers and Financial Advisers.
• Meeting daily and weekly sales targets by identifying client’s needs and matching appropriate products to their needs providing them with a personal service.
• Prospecting and hunting for new business opportunities whilst adhering to strict regulatory requirements.
• Treating each client as an individual was paramount in successfully meeting their needs providing clients with a tailored service which had a positive influence towards building future business relations.AchievementsI.