Distribution Services Executive
London, Greater London, Gb
Client Services and Business Support: responsible for answering queries and providing bespoke reporting to UK institutional, retail and offshore for clients and prospects. Assisted the investment team, UK business development team and offshore brokers by developing reports, presentations and marketing materials for relationship management, pitches, client presentations and board reports and ensuring the quality of information and timely distribution.CRM & Email marketing Project Manager: lead project to replace the CRM with Microsoft Dynamics CRM 2015 by managing relationship with consultants, infrastructure IT (based in SA) and UK IT teams to implement it and continued development and support after roll-out. Replaced old marketing system with new CRM integrated solution ClickDimensions.