Papi B. Email & Phone Number

London, United Kingdom

To pro-actively develop and build long term client relationships with a Select customer base to include financial planning solutions and service requirements. Providing excellent customer service based on specific needs and customer segmentation. Responsibilities• Act as a single point of contact for the needs of 2000 Select customers (HNWI)• Gain their trust – Take time to understand their financial needs and personal circumstances• Complete select reviews with… Show more To pro-actively develop and build long term client relationships with a Select customer base to include financial planning solutions and service requirements. Providing excellent customer service based on specific needs and customer segmentation. Responsibilities• Act as a single point of contact for the needs of 2000 Select customers (HNWI)• Gain their trust – Take time to understand their financial needs and personal circumstances• Complete select reviews with customers to record future needs and develop a customer development plan• Achieve sales and portfolio and growth targets, across the full product range, making appropriate referrals to other product specialists where appropriate• Adhere to sales and submission quality standards and take prompt remedial action to address shortfalls• Meet sales and service meet code, regulatory, legal and company requirements for sales quality• Build and maintain good working relationships with branch team, contributing to the development of a supportive, flexible and dynamic team environment Show less

London, United Kingdom

Responsibilities• Build positive relationships with new and existing customers, personalising every engagement• Deliver a professional and enthusiastic service and keep improve the knowledge of products and services up to date at all times• Take ownership for resolving customer enquiries and complaints, working with colleagues in other channels & business areas to provide a seamless experience• Look for opportunities to attract new customers & retain and grow our… Show more Responsibilities• Build positive relationships with new and existing customers, personalising every engagement• Deliver a professional and enthusiastic service and keep improve the knowledge of products and services up to date at all times• Take ownership for resolving customer enquiries and complaints, working with colleagues in other channels & business areas to provide a seamless experience• Look for opportunities to attract new customers & retain and grow our relationship with existing customers and refer customers to the right sales colleague in the appropriate branch and/or channel to meet their needs• Agree sales and referral targets with my BM and always know how I am performing against these• Close sales that meet the most important needs for the customer at a given time whilst gaining their commitment to on-going reviews• Comply with company and branch procedures relating to financial, physical and back office controls Show less

London, United Kingdom

Responsibilities• Interpretation of management information to understand store performance against target, putting in place action plans to address identified gaps• Taking responsibility for the day-to-day running of the store in the absence of the manager• Submitting compliance reports to the regional manager, on a monthly basis, providing information regarding sales, store standards and administration • Assisted in the recruitment and selection process for new team members… Show more Responsibilities• Interpretation of management information to understand store performance against target, putting in place action plans to address identified gaps• Taking responsibility for the day-to-day running of the store in the absence of the manager• Submitting compliance reports to the regional manager, on a monthly basis, providing information regarding sales, store standards and administration • Assisted in the recruitment and selection process for new team members including input into the production of Job Specifications and the sifting of candidates for interview• Responsible for absence management, taking appropriate disciplinary action where necessary Show less

Bachelor'S Degree, Economics

Bachelor'S Degree, Economics