Neha Patel Email & Phone Number

London, England, United Kingdom

Accountable for retaining and growing, strategic relations, gathering business intelligence and market trends for financial institutions. Collaborate internally by consolidating client feedback, goals, and challenges, to drive product development. Identify and execute on opportunities across ION analytics platform, by holding regular workshops, preparing customised client presentation and proposals to ensure successful renewal.

London, United Kingdom

• Maintain a strong relationship with clients and Senior members of Department, broaden this through daily interaction and support by providing strategic solutions and training. Oversee frontline client associates, provide guidance and training • Looking at way banks can maximise reporting standards through key data points for Deals, Events and Conferences• Leading validation sessions to promote new products with existing clients. Drive product utilisation and identify ways to embed clients by growing the user base or expanding their platform footprint• Streamline the way teams operate by creating and maintaining a list of Optimization documents• Lead data/upgrade projects, updating requirements and specifications in order for banks to use the platform efficiently• Help support business goals, supporting client plans and focus strategies

London, United Kingdom

Sales, Trading and Research • Act as a product expert to support and drive execution for conferences and corporate/analyst marketing, allowing banks to prepare for MIFID II regulations.• Maintain a strong relationship with clients, broaden this through daily interaction and support by providing onsite and remote training.• Working closely with the Product Development, Functional Architects, QA Teams and Technical Account Managers to spec, test and roll out enhancements.• Work with clients to test and roll out standard business reports, determine and create an alternative resolution to provide to the client • Liaising with the wider Relationship Management Team to drive future strategy of new onboarding projects.• Updating requirements and specifications as well performing user testing and special analysis for new versions of softwareAlso, Co-Lead of REAction, a group for relationship associates across the different verticals to come together and share knowledge, provide expertise and promote various skills that can help benefit day to day jobs. As well as, ensuring that we help contribute to the company-wide values and goals.

London, United Kingdom

Nottingham, United Kingdom

Bachelor Of Arts (B.A.), Business/Managerial Economics, Upper Second Class

Education record

Activities and Societies: Duke of Edinburgh