Kate Dodds Email & Phone Number

Edinburgh, United Kingdom

Key Achievments/Capabilities:Consistent production of timely and accurate RFP's across Institutional, Retail and Insured business lines and the following asset classes - Fixed Income, Equity and Multi-Asset. The range of RFP's completed were due dilligence, quarterly updates, platform, county council and consultant searches.Built and maintained relationships with key information providers around the business which assisted in quick response turnaround for RFP's.Solely supported Institutional business line in all areas of the sales process. Range of tasks included preparing consultant presentations, full RFP process from pre questionnaire to compiling the pitch presentation, providing research and completing and updating consultant databases. Responsible for ensuring all current mandates in market captured and distributed amongst sales team.Self taught Retail business knowledge and learnt to collate and distribute required monthly and quarterly data to the business line.Responsible for running and updating consultant databases. Conducted a project to update all data held across these.Administrator of the Qvidian RFP response software. Lead a project to move standard content for all asset classes, onto Qvidian software.

Sole responsibility for providing a research function for the sales team which was managed via a Lotus notes database. Analysed all new corporate pension enquiries and assessed if they were a profitable fit for the business. Identified larger corporate enquiries and highlighted sales opportunities which assisted the sales team with new business wins. Provided meaningful management information for senior managers.Scottish Widows, IFA Sales Connect

Team leader to a team of five covering the IFA Sales region of Bristol. Responsible for supporting a team of five sales consultants and taking full responsibility for their smaller accounts. Team required to meet daily targeted calls which I ensured was completed in an effective manner.Converted calls into new business. My biggest success was a group PHI scheme for 50 employees.Coached the wider team on sales call technique.

Telephone sales support to a team of five consultants in the Glasgow area. Responsible for assisting with all new business enquiries on larger accounts. Daily maintenance of smaller accounts and required to convert phone calls into new business. Handled IFA queries across all product areas (up to 100 phone calls a day).

Providing sales support to new business enquiries from large IFA's in the Edinburgh, Lothian's and Fife area. From preparation of quotations through to initial administration of business.

Arranged all aspects of client administration, ranging from organising group risk/pension schemes to maintaining a high level of service to high net worth individual client portfolios. Edinburgh Risk Management, Sales Support

Provided sales support to IFA's based in the Newcastle area. Built and maintained relationships with IFA's and contributed to winning new business.

Sales support to consultants in Glasgow area. Managed accurate and timely quotations and processed new business efficiently.

Ma Hons, Sociology

Highers

Ma Hons