Kevin Knight Email & Phone Number

Sydney, New South Wales, Australia

Providing a personalised financial service and bringing together for my customers the best personal solutions from banking and financial markets. Managing all the complex needs of ultra high net worth individuals and family offices across financial markets, transactional banking and lending.

Sydney, Australia

Sydney, Australia

- Industry Segment: Professional Services & Real Estate-Client Turnover: up to $100m-Client Size: From $3m to $10m-Revived inactive accounts by calling on dormant clients, inviting them to events and updating them on product lines-Created facial events to reintroduce old product and introduce new product lines to clients-Established and maintained a client pipeline by providing unparalleled customer service.-Responsible for reviving the struggling client base and was successful in bringing back old clients increasing overall revenue in addition to building a new client base-Growing and maintaining external broker relationship -Analyzed problems, formulated options, and presented solutions offering win-win outcomes.-Created comprehensive business plan outlining business growth strategy, including internal and external marketing strategies to maintain majority market share.-Consistently managed conflicting priorities under demanding work schedule and met deadlines to the satisfaction of all stakeholders-Cold calling, business development, lead generation, and appointment scheduling-Training & mentoring Account Executives

- Fulfill customer needs by providing unmatched service and solutions from an accredited set of products.- Maintain proactive customer management by being a trusted and influential advisor.- Engage customers at every opportunity to identify immediate and long term needs- Understand local market competition and opportunities to build relationships