Gary Mcmanus Email & Phone Number

London, Gb

I took the opportunity to travel the world for six months visiting South East Asia, Australia, New Zealand, Fiji, Hawaii, Mexico and the USA. It was a wonderful experience and fulfilled a life long ambition to go on an extended travel trip. I arrived back in England in May and having taken the summer off I am raring to resume my career in a rewarding and challenging role within financial services.

Reporting to the Head of European Sales Supported the Regional BSM and Head of European Sales in developing key relationships by proactively servicing top tier quasi-institutional and retail clients and major stakeholders. This enabled the UK team's sales target to be exceededDeputised for Regional BSM in European internal meetings by up-dating the senior team with key information on past and future activities Proactively developed internal and external relationships across Legg Mason affiliates, administrators and other departments to ensure that all tasks were completed with full stakeholder engagementLiaised with existing/prospective clients on in-house investments views, processes and fund performance for both on and offshore product ranges Kept abreast of the investment process, style and portfolio changes across all asset classes for each of Legg Mason's wholly owned affiliate investment housesCo-ordinated and delivered the corporate message through company/industry road shows and events often attended by affiliates from around the worldKey role in transfer in of £70m in cash and bonds and development of new Institutional share class to accommodate transfer. Co-ordinated full client take on process involving all stakeholders Developed new institutional product literature and client reporting documentation for clients to support above transfer Account managed Legg Mason's largest client holding in excess of £500m, acted as the central point for any questions, enquiries and updates for this and other high network clientsProactively developed second tier intermediary contacts within the internal sales function through telephone conversations and supporting the Regional BSM at client meetings/road shows Facilitated the due diligence process on behalf of clients Proactively partnered with other internal departments to deliver effective service in the completion of Distribution Agreements and the timely resolution of client queries

Reporting to Director of Operations Key Achievement Project Managed in-house start up call centre and resourced internal and external personnel for the role Successfully line managed and continuously monitored the performance of eight staff members Managed call volumes in excess of 400 calls per day and ensured replies to all client and advisors correspondence were dispatched in line with Service Level Agreement and organisational standardsManaged client complaints to ensure they were dealt with within organisational timescales and were concluded / resolved to the clients' and organisation's satisfaction Project managed outsourcing of the entire Investor Services function to a third part administrator. This process was carry out seamlessly without impairing business qualityDesigned and delivered an extensive training and development course to the new external party

Reporting to Head of Investment Call Centre ServiceCoached and trained team members to ensure compliance, policies and procedures where adhered tooDealt with complex queries and customer concerns Developed internal procedures and operational processes to help design and implement call centre ‘good’ practise

Reporting to Head of SalesManaged and co-ordinated the telesales activity for both cold & warm leads leading to booking demonstrations on company’s range of printing machines Undertook demonstrations, concluded deals and trained clients

Reporting to Area DirectorResponsible for achievement of the branch’s sales targets in areas such as mortgages, personal lending, insurances and investments Achieved and delivered high customer service scores and branch audit scores Managed the working environment for six staff through motivation, delegation, training, development and appraisals