Marco Cortese

Marco Cortese Email and Phone Number

Financial Planner @ Bluebond Group
United Kingdom
Marco Cortese's Location
United Kingdom, United Kingdom
About Marco Cortese

With over 14 years of experience across Sales and Account Management. I leverage my strong communication and problem solving skills to consistently achieve and surpass KPI targets at the highest efficiency level. My expertise in listening and understanding client's needs, identifying growth opportunities and executing effective strategies. Empowering customers to successfully achieve their goals whilst retaining long term business partnerships.

Marco Cortese's Current Company Details
Bluebond Group

Bluebond Group

View
Financial Planner
United Kingdom
Website:
bluebond.co.uk
Employees:
8
Marco Cortese Work Experience Details
  • Bluebond Group
    Financial Planner
    Bluebond Group
    United Kingdom
  • Otto Car
    Branch Manager
    Otto Car Mar 2021 - Present
    London, England, United Kingdom
    • I have been responsible for the successful budget management and sales performance of the branch whilst leading, managing and developing a growing team and ensuring a high level of customer satisfaction.• Raising the branch Google reviews from 10 to 200+ in 12 months with a score of 4.9/5. • Working collaboratively across departments to evolve operations and processes.• Utilising knowledge of a multiple of computer systems, Databases, Telematics and CRM systems to manage Payment Accounts, Diary management, and track data analytics, These systems include Ordway labs, 3CX, Freshdesk, Appointedd, Microsoft, and Google Suite. Please check the customer reviews:https://maps.app.goo.gl/78vbt6EHC7biSUZx7
  • W1 Investment Group
    Account Manager
    W1 Investment Group May 2019 - Sep 2020
    Assisting Expatriates on financial services such as: Pension's, Tax, Investing and Retirement Planning.• Organise and host successful seminars and networking events utilising social media and advertising.• Develop strong working relationships with clients and partners.• Offering bespoke advice to assist clients to reach their retirement goals.
  • Devere Group
    Account Manager
    Devere Group Jan 2018 - May 2019
    Assisting High Net Worth Individuals on all aspect on Wealth Management. Build relationships with clients at a senior level and ensure continued customer satisfaction and best usage of our products.
  • Devere Group
    Business Development Manager
    Devere Group Jan 2017 - Jan 2018
    • Awarded the most successful BDM in Europe 2019.• Generate qualified sales opportunities via Prospecting, Referrals, and Networking.
  • Cohesity
    Business Development Manager
    Cohesity Mar 2014 - Dec 2016
    B2B outbandcalling maintaining, and growing strategic relationships with executive and senior level decision makers in Tech to develop sales opportunities:• Generate qualified sales opportunities.• Develop and maintain detailed knowledge of client’s business, products, USPs and objectives.• Develop and maintain accurate and detailed customer and prospect company information.• Maintain a pipeline of prospects and updated CRM database using Salesforce.
  • Ladbrokes
    Branch Manager
    Ladbrokes Aug 2011 - Feb 2014
    Bedfordshire, United Kingdom
    Running a number of betting shops ensuring customer satisfaction and sales KPIs are achieved.
  • Ladbrokes Coral
    Customer Service Representative
    Ladbrokes Coral Oct 2010 - Aug 2011
    • Organise sales promotions and in-store events. • Deal with queries, complaints and feedback from customers. • Maintain awareness of market trends and monitor competitors.

Marco Cortese Skills

Business Development Customer Relationship Management Customer Service Direct Sales Sales Customer Service Management Relationship Building Client Relations

Marco Cortese Education Details

Frequently Asked Questions about Marco Cortese

What company does Marco Cortese work for?

Marco Cortese works for Bluebond Group

What is Marco Cortese's role at the current company?

Marco Cortese's current role is Financial Planner.

What schools did Marco Cortese attend?

Marco Cortese attended University Of Bedfordshire.

What skills is Marco Cortese known for?

Marco Cortese has skills like Business Development, Customer Relationship Management, Customer Service, Direct Sales, Sales, Customer Service Management, Relationship Building, Client Relations.

Who are Marco Cortese's colleagues?

Marco Cortese's colleagues are Graham Webb, Turney Logan, Victoria S., Victoria Staneva.

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