Sandeep Khosa Email & Phone Number

London, England, United Kingdom

Key Responsibilities:- Project manage switching/complex onboarding process - these will typically include those who turnover more than £5m or have debt quantum's >£1m. With the requirement to deliver an income and switcher target- Proactively advising and implementing the appropriate Metro Bank services to fulfil customer needs- Manage customers with complex transactional requirements such as FX, multi-currency payments, host-to-host systems, numerous payment profiles and bespoke… Show more Key Responsibilities:- Project manage switching/complex onboarding process - these will typically include those who turnover more than £5m or have debt quantum's >£1m. With the requirement to deliver an income and switcher target- Proactively advising and implementing the appropriate Metro Bank services to fulfil customer needs- Manage customers with complex transactional requirements such as FX, multi-currency payments, host-to-host systems, numerous payment profiles and bespoke on-line banking needs- Commercial Online Banking troubleshooting/demonstrations- Proposal-writing, completing tender proposals and pitching to new customers- Pricing negotiation, often in competition with other financial institutions- Expected to generate new income from a back book portfolio- Product development - working with the Product team and being part of working partiesKey Achievements:- Compiled a tender document for a large organisation competing with several other large banks; having to gather information from various stakeholders across the bank e.g., Area Director, Regional Commercial Banking Director and Regional Director as well as meeting the customers requirements, we had managed to submit the tender a day before the deadline with a projection of saving the customer hundreds of thousands of pounds and had won the tender- In my first year as Regional Commercial Cash Manager, I had hit my switcher target by 222% and my income target by 227%- Having been involved with generating new FX income on commercial on-boards as well as proactively logging deals, one which executed at £16m Show less

London, England, United Kingdom

Key Responsibilities:- Proactively supporting our Business and Commercial customers and colleagues covering the suite of Cash Management services (online banking and transaction services, both domestic and international) - supporting the Cash Managers and Cash Management Directors across both regional commercial (5 regions across England and Wales) and large commercial teams- Liaising on a day-to-day basis with customers to ensure we have all the documentation required to on-board the… Show more Key Responsibilities:- Proactively supporting our Business and Commercial customers and colleagues covering the suite of Cash Management services (online banking and transaction services, both domestic and international) - supporting the Cash Managers and Cash Management Directors across both regional commercial (5 regions across England and Wales) and large commercial teams- Liaising on a day-to-day basis with customers to ensure we have all the documentation required to on-board the business- Interacting with various departments across the bank to ensure a seamless on-boarding experience including Operations, Treasury, Commercial, and Products- Commercial Online Banking troubleshooting/demonstrations- Producing pricing models/service reviews to help generate new income from new customers and the back book portfolio Show less

London, England, United Kingdom

Key Responsibilities:- Open and manage personal and business accounts- Provide overdraft, loan and credit card facilities- Manage cashier transactions, supporting customers with daily banking, including cash, card, and cheque handling- Identify and address customers' needs and advise them on our products and services accordingly

Ilford, Essex

Key Responsibilities• Performed bank analysis duties and calculated cash inflows and outflows for clients, also filed invoices and checked bank statements via Microsoft Excel.Key Achievements• Acquired fundamental accounting skills, developing general accounting and financial management skills.• Worked in all areas of the organisation and ensured best practice was maintained at all times, also identified any improvements required and reported required improvements to… Show more Key Responsibilities• Performed bank analysis duties and calculated cash inflows and outflows for clients, also filed invoices and checked bank statements via Microsoft Excel.Key Achievements• Acquired fundamental accounting skills, developing general accounting and financial management skills.• Worked in all areas of the organisation and ensured best practice was maintained at all times, also identified any improvements required and reported required improvements to management, furthering business development. Show less

Ilford, Essex

Key Responsibilities• Managed business accounts, which involved calculating business inflows and outflows, conducted sales duties, oversaw logistical activities, also delegated tasks to subordinates.• Led, motivated and provided strategic direction to subordinates, consistently ensured the delivery of a first-class customer service, ensured all staff adhered to company policies and procedures regarding conduct and capability, also created an environment orientated to trust, product… Show more Key Responsibilities• Managed business accounts, which involved calculating business inflows and outflows, conducted sales duties, oversaw logistical activities, also delegated tasks to subordinates.• Led, motivated and provided strategic direction to subordinates, consistently ensured the delivery of a first-class customer service, ensured all staff adhered to company policies and procedures regarding conduct and capability, also created an environment orientated to trust, product knowledge, performance and teamwork. Key Achievements• Played a pivotal role in the company’s highest turnover in 2015, from £2000 in Jan 2015 to £2750 in Feb 2015.• Reduced fixed spending (electricity) by 8% and variable spending (manufacturers) by 20%, through a variety of cost improvement initiatives and effective utilisation of resources, saving £5000 annually.• Developed positive and profitable relationships with new and existing customers, significantly improving customers’ retention and satisfaction levels, whilst sustaining a positive reputation for the company and promoting business.• Reduced staff attrition through effective management, training and engagement.• Designed engaging marketing plans that resonated with brand and product expectations, increasing business sales. Show less

Bachelor’S Degree (Bsc), Economics, First-Class Honours

Activities and Societies: Economics, Business and Finance Society

A Levels, Mathematics, Economics, Geography, And (As) Art & Design

Activities and Societies: Economics Debate Team, Sixth Form Ambassador

Gcse’S, 11 Gcse’S (A*-C) Including Mathematics And English Language