Charity payments industry start up.

Reviewed funds and managed performance of all permissible assets and onshore bond product.Oversaw internal fund operations. Maintained and strengthened relations with customers, business partners, and third-party suppliers. Led the management, the process and BAU, supervised acquiescence of PRIIPS (Packaged Retail and Insurance-based Investment Products). Assessed and composed KFD (Key Feature Documents), brochureware, terms & conditions and sales aids. Formulated and implemented governance procedures. Supervised and handled closed bond book.Key Contributions: Achieved costs reduction up to £1–2M by formulating turnaround strategy for a deteriorating IT project and third-party relationship. Accomplished buy-in by substantiating all stakeholders across the bank.

Directed clear formulation, and management of inter-connected and inter-dependent projects. Coordinated with senior stakeholders and management team to articulate and implement effective client-oriented strategies and priorities. Eliminated communication gaps and maintained inter-business relations through active discussion forums and meetings. Organized project and sprint teams to streamline program and the product backlog activities. Identified problems, recommends possible amendments, and updated stakeholders and clients on resolutions and concerns. Directed work execution, program schedules, project reports, and analyse risk mitigation. Key Contributions: Achieved cost efficiency by implementing innovative governing process for new product. Administered and established a new product management and induced relevant buy-in from stakeholders and teams.

Headed project management of developing new Sales Propositions, Adviser Charging, offshore/ onshore bond product ownership, protection (Life Cover, Critical Illness, Income Protection, etc.) and general insurance.Led back office data mining project from initiation to completion. Managed third party IT and product suppliers. Developed and maintained governing procedures, reviewed product KFD and sales aid compositions to ensure excellent product delivery and sales profitability. Prepared and implemented RDR (Retail Distribution Review) platforms.Key Contributions: Identified and resolved propositional error that saved clients’ money, possible regulator fines at no cost to the company. Directed multiple integration projects for diverse CRM (Customer Relationship Management) systems.

Supervised bond and protection business, as well as negotiated terms with UK and international product providers, and developed relative propositions.Built products and propositions for mass affluent and high value clients. Directed income generating investment within tax wrappers and capital guaranteed products. Managed multiple tender selections and contracts for customer centric propositions. Administered robust business policies and best practices.Key Contributions: Built a proposition for resident non-domiciled clients to generate commission of £125m and new Asset Under Management (AUMs) in excess of £3bn. Introduced a problem-solving advisory process for offshore bond products that resulted in generated of £400M and achieved 90% increase of business through offshore bonds.

Using interview techniques and sales techniques to obtain agreement from clients to buy financial services

Using interview techniques and sales techniques to obtain agreement from clients to buy financial services

To obtain leads for financial advisers by using sales techniques. To provide an excellent customer service.

To provide excellent customer service. To process data quickly and accurately.