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Passionate Senior Business Development Executive, experience in Private Banking, IT and Marketing
Sadie Khan MBA
,
West Drayton, United Kingdom
Experience
Other titles
Skills
I'm offering
I am a highly motivated financial service professional, educated to degree level, with over 8 year experience in Private/Retail banking. I am analytical by nature and have a talent for problem solving and finding solutions, and have developed these skills in my role due to the nature of work it entailed.
My role was significant as the bank needed to uplift its performance in key target areas such as customer service and sales. I have consistently reached and exceeded my personal targets, whilst supporting my colleagues in reaching theirs. I was awarded multiple achievement awards for exceeding targets and delivering exceptional customer service to clients. I also worked for the Private Banking Legal unit.This role involved me managing high net-worth clients, who were in the Legal Profession. They ranged from Barristers, Barrister QC’s, Solicitors, Members/Partners of Chambers and High Court Judges. I won a Kappa Project Award: won first prize for leadership role within RBS Group. Invited to many Achievers Dinner Events.
A significant part of my previous role in Private banking was monitoring team activity and ensuring we delivered outstanding customer service to our clients. Delivering against commercial targets, including Lending (Secured & Unsecured), Mortgages, Savings and Investments and day-to-day banking. I acted as a deputy team leader on many occasions, in the absence of our team leader and made sure the Team was consistently working towards their targets. I am passionate about personal development, and have attended many courses and workshops to improve my skills.
My role was significant as the bank needed to uplift its performance in key target areas such as customer service and sales. I have consistently reached and exceeded my personal targets, whilst supporting my colleagues in reaching theirs. I was awarded multiple achievement awards for exceeding targets and delivering exceptional customer service to clients. I also worked for the Private Banking Legal unit.This role involved me managing high net-worth clients, who were in the Legal Profession. They ranged from Barristers, Barrister QC’s, Solicitors, Members/Partners of Chambers and High Court Judges. I won a Kappa Project Award: won first prize for leadership role within RBS Group. Invited to many Achievers Dinner Events.
A significant part of my previous role in Private banking was monitoring team activity and ensuring we delivered outstanding customer service to our clients. Delivering against commercial targets, including Lending (Secured & Unsecured), Mortgages, Savings and Investments and day-to-day banking. I acted as a deputy team leader on many occasions, in the absence of our team leader and made sure the Team was consistently working towards their targets. I am passionate about personal development, and have attended many courses and workshops to improve my skills.
Markets
United Kingdom
Industries
Language
English
Fluently
Ready for
Larger project
Ongoing relation / part-time
Full time contractor
Available
My experience
2019 - ?
freelance
Senior Business Development Consultant
MarketOne International.
Outbound B2B calling (warm & cold calling) to designated industries and territories.
Executing multiple campaigns with different campaigns (Leaders in the IT industry).
Identifying C-Level decision makers and building strong strategic relationships.
Conducting research and developing lead opportunities for various external client's services or solutions.
Lead management and developing opportunities through account qualification and collection of information around projects, business pains and future strategies.
Documenting information in accurate concise reports for our clients.
Translating and providing insight into discussions whilst participating in conference calls with clients to articulate various trends in the market and further outline the lead opportunities.
Remaining focused and working within strict time constraints.
Executing multiple campaigns with different campaigns (Leaders in the IT industry).
Identifying C-Level decision makers and building strong strategic relationships.
Conducting research and developing lead opportunities for various external client's services or solutions.
Lead management and developing opportunities through account qualification and collection of information around projects, business pains and future strategies.
Documenting information in accurate concise reports for our clients.
Translating and providing insight into discussions whilst participating in conference calls with clients to articulate various trends in the market and further outline the lead opportunities.
Remaining focused and working within strict time constraints.
Business development, B2B, Research, C, Management, It, Development, Lead Management
2015 - 2019
job
Business Development Executive
Datek Solutions.
Lead Generation from warm leads and cold calls.
Promoting Datek through social media
Outbound activities & qualification
Researching Company websites, LinkedIn and other social media ,adding the relevant contact details to the CRM.
E-shot campaigns dealt with on a regular basis
Promoting IT Services provided by Datek to clients
Networking
Contacting Clients from the company's existing database
Cleansing Database and maintaining up to date records on databases
Lead Management
Relationship Building
Deal Management
Booking Meetings
Communication with clients via telephone and email.
Rapport Building with existing and new clients and maintaining relationship
Promoting Datek through social media
Outbound activities & qualification
Researching Company websites, LinkedIn and other social media ,adding the relevant contact details to the CRM.
E-shot campaigns dealt with on a regular basis
Promoting IT Services provided by Datek to clients
Networking
Contacting Clients from the company's existing database
Cleansing Database and maintaining up to date records on databases
Lead Management
Relationship Building
Deal Management
Booking Meetings
Communication with clients via telephone and email.
Rapport Building with existing and new clients and maintaining relationship
Social Media, Business development, CRM, Websites, Networking, Database, Linkedin, Management, It, Development, Booking, Lead Management, Social, UP
2012 - 2015
job
Marketing Manager
WAKF,Family Charity Trust.
Creating a wide range of marketing materials.
Managing all the marketing for the company & activities within the marketing department.
Developing the marketing strategy for the company in line with company objectives.
Co-coordinating marketing campaigns with sales activities, Marketing Campaigns through social media such as Facebook, Twitter etc.
Preparing online and print marketing campaigns.
Creation and publication of all marketing material in line with marketing plans.
Planning and implementing promotional campaigns.
Manage and improve lead generation campaigns, measuring results.
Overall responsibility for brand management.
Monitor and report on effectiveness of marketing communications.
Working closely with Amazon and assisting with new product launches.
Managing all the marketing for the company & activities within the marketing department.
Developing the marketing strategy for the company in line with company objectives.
Co-coordinating marketing campaigns with sales activities, Marketing Campaigns through social media such as Facebook, Twitter etc.
Preparing online and print marketing campaigns.
Creation and publication of all marketing material in line with marketing plans.
Planning and implementing promotional campaigns.
Manage and improve lead generation campaigns, measuring results.
Overall responsibility for brand management.
Monitor and report on effectiveness of marketing communications.
Working closely with Amazon and assisting with new product launches.
Social Media, Marketing, MArketing Strategy, Facebook, Print, Management, Sales, Twitter, Amazon, Online, Social, Manager
2007 - 2012
job
Private Banking Officer
unknown.
Act as a point of contact for clients, handling enquiries on a wide range of issues in a professional manner and with the appropriate degree of technical knowledge. (Was awarded Private Banking Trusted status for all my efforts for the year 2011)
Undertake pro-active outbound calling in respect of sales and marketing initiatives in a compliant
manner, providing customers with timely and accurate information to enable them to make informed decisions regarding their choice of products and services. (Awarded Level 4 Rating for the year 2007 & 2011)
Support the achievement of Sales and Service targets and regularly review progress against targets (Achieved 160% of my sales target for the year 2011)
Ensure complaints are identified, thoroughly and impartially investigated and resolved, ensuring a fair outcome for the customer is achieved and due consideration is given to distress, inconvenience and financial loss (Was the only PBO to achieve 100% on complaints logging for the London Region)
I was also the area representative for a work group (Your Voice) to support employee satisfaction. I would take forward areas of concern for my colleagues and work with other parts of the business to resolve these, either by reviewing local processes or raising these nationally where they affected the wider business.
Managed Business and personal accounts under Private Banking Mangers portfolios.
Make sure internal service standards and client needs are met in a compliant and timely manner and records are kept up to date. Ensure controls and procedures are adhered to at all times. Be authentic and demonstrate a passion for providing an excellent customer experience.
Maintain understanding and knowledge of the application of sales, marketing, credit and banking processes, relevant regulated and non-regulated products, services and procedures and reporting requirements, together with money laundering and compliance regulations
Co-ordinate workflow efficiently to ensure client service satisfaction through accurately inputting work instructions, monitoring e-mail and work queues and general internal liaison with colleagues and other parts of the Group
Undertake pro-active outbound calling in respect of sales and marketing initiatives in a compliant
manner, providing customers with timely and accurate information to enable them to make informed decisions regarding their choice of products and services. (Awarded Level 4 Rating for the year 2007 & 2011)
Support the achievement of Sales and Service targets and regularly review progress against targets (Achieved 160% of my sales target for the year 2011)
Ensure complaints are identified, thoroughly and impartially investigated and resolved, ensuring a fair outcome for the customer is achieved and due consideration is given to distress, inconvenience and financial loss (Was the only PBO to achieve 100% on complaints logging for the London Region)
I was also the area representative for a work group (Your Voice) to support employee satisfaction. I would take forward areas of concern for my colleagues and work with other parts of the business to resolve these, either by reviewing local processes or raising these nationally where they affected the wider business.
Managed Business and personal accounts under Private Banking Mangers portfolios.
Make sure internal service standards and client needs are met in a compliant and timely manner and records are kept up to date. Ensure controls and procedures are adhered to at all times. Be authentic and demonstrate a passion for providing an excellent customer experience.
Maintain understanding and knowledge of the application of sales, marketing, credit and banking processes, relevant regulated and non-regulated products, services and procedures and reporting requirements, together with money laundering and compliance regulations
Co-ordinate workflow efficiently to ensure client service satisfaction through accurately inputting work instructions, monitoring e-mail and work queues and general internal liaison with colleagues and other parts of the Group
Marketing, Customer experience, Sales, Service, Compliance, Banking, Workflow, Support, Monitoring, Processes, UP
2006 - 2007
job
Prospect Co-ordinator/ Shadow Customer Adviser
RBS Branch Banking.
Conducted proactive prospecting by using several reports and leads from branch staff, Jointly responsible with the branch manager for the efficient management of the Customer Advisers Diaries.
Responsibility to open new current accounts, savings accounts, credit cards.
Consistently giving world class service to clients, therefore they remain, repurchase & recommend.
Mystery shop results have all been 100%.
Undertake "Customer Review" and spotting opportunities to help clients.
Prospecting and self generating business.
Sales management responsibilities at Branch.
Delivering huddles and presenting the meetings
Implementing branch incentives schemes to uplift performance.
Responsibility to open new current accounts, savings accounts, credit cards.
Consistently giving world class service to clients, therefore they remain, repurchase & recommend.
Mystery shop results have all been 100%.
Undertake "Customer Review" and spotting opportunities to help clients.
Prospecting and self generating business.
Sales management responsibilities at Branch.
Delivering huddles and presenting the meetings
Implementing branch incentives schemes to uplift performance.
Sales management, Management, Sales, Service, Presenting, Manager
2004 - 2006
job
Telephony Adviser
RBS Drummonds.
● Acted as a point of contact for branch inbound calls, ensuring customers brought in correct information for their meetings and also arrange client meetings with the customer advisor or financial planning manager
● Dealt with customers concerns and queries effectively
● Provided consistently excellent customer service to achieve both individual and team-based targets for sales, sales leads, and service standards
● consistently applied the retail banks sales and service processes and support tools
● Adhered to internal and external regulatory operational and credit control systems and procedures
● Dealt with all customer transactions accurately within agreed standards
● Generated quality sales and sales leads from existing and potential customers during face to face and telephone contact.
OTHER ROLES IN MY CAREER
● Dealt with customers concerns and queries effectively
● Provided consistently excellent customer service to achieve both individual and team-based targets for sales, sales leads, and service standards
● consistently applied the retail banks sales and service processes and support tools
● Adhered to internal and external regulatory operational and credit control systems and procedures
● Dealt with all customer transactions accurately within agreed standards
● Generated quality sales and sales leads from existing and potential customers during face to face and telephone contact.
OTHER ROLES IN MY CAREER
Retail, Customer service, Sales, Service, Support, Regulatory, Processes, Manager
2004 - 2004
internship
Trainee Marketing and Business Development Manager
XLN Telecom.
Marketing, Business development, Development, Manager
2001 - 2002
job
Marketing Executive
Al Nations Realty.
Marketing
My education
2000
-
2001
Premier College of Business Administration
MBA, Marketing
MBA, Marketing
1998
-
2000
Premier College of Business Administration
Bachelors, N/a
Bachelors, N/a
1997
-
1998
Minarat al Riyadh School
Secondary, N/a
Secondary, N/a
1997
Minarat al Riyadh School
Secondary, N/a
Secondary, N/a
1996
-
1997
Hastings College Of Arts and Technology
Secondary, CAREER
Secondary, CAREER
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