

Business development and relationship management professional with almost four years of experience in the banking sector. Passionate about building strong client relationships, identifying new business opportunities, and delivering outstanding results. Known for bringing a positive, enthusiastic attitude to every working environment and consistently striving for high performance. Take great pride in my achievements, work ethic, and ability to make a positive impact on the team. Proactive, approachable, and driven, with a genuine passion for working with people, achieving goals, and continuously developing professionally.
Pioneering member of the Partnerships team, joining as its first team member and contributing to its growth into a team of 20+
Consistently a top performer for three consecutive years, demonstrating a strong track record of delivering results and driving business growth.
Drive business development by introducing Business Rewards Account and wider business banking products to accountancy firms and their clients, managing the end-to-end onboarding, funding, and account activation journey.
Proud to have been the youngest manager, demonstrating strong leadership and responsibility at an early stage in my career.
Managing relationships with accountancy firms and acting as their dedicated relationship manager and primary point of contact. Identifying opportunities to grow the partnership portfolio, strengthen existing relationships, and increase product adoption among accountancy firms and their SME clients.
Delivering partnership activities, including lunch-and-learn sessions and roundtables for SMEs, building engagement, strengthening professional networks, and generating new business opportunities.
Developed and managed a portfolio of accountancy firm relationships, building strong partnerships to drive business growth, increase referrals, and promote Allica’s business banking solutions.
Attended industry events and networking opportunities to expand professional networks, establish new relationships, and generate potential business opportunities.
Organised and delivered in-person lunch-and-learn presentations for accountancy firms, providing valuable insights into Allica’s banking products while offering accountants Continuing Professional Development (CPD) credits.
Supported the growth of the Partnerships team from 1 to 20 members by onboarding and training new colleagues on internal systems and processes, including HubSpot, Saascada, Mitek, and COBB, while sharing product knowledge, best practices, and relationship management expertise.
Proactively identify and engage prospective business clients through LinkedIn and other channels, targeting businesses that could benefit from Allica Bank’s offerings.
Conduct outbound cold calls and targeted outreach to generate new business opportunities, build relationships with prospective clients, and introduce relevant banking products and services.
Follow up with businesses that have expressed interest in Allica’s products, understanding their needs and identifying suitable banking solutions.
Support the Customer Services team with client onboarding, helping ensure a smooth and efficient account opening process.
Build and maintain relationships with prospective customers, delivering a positive client experience and supporting business development and customer acquisition objectives.
Provided administrative and executive support to partners and senior leadership, managing diaries, coordinating meetings, and arranging business travel.
Oversaw day-to-day office management, ensuring smooth office operations and providing efficient support to the wider team. Coordinated schedules, travel bookings, and administrative tasks, ensuring the needs of senior stakeholders were met professionally and efficiently.
Supported both founders at Rise Ventures with day-to-day administrative and executive tasks, including LinkedIn management, email correspondence, and diary coordination.
Managed travel arrangements for investor meetings and industry events, including bookings, itineraries, and expense tracking.
Attended investor meetings and prepared detailed meeting notes, capturing key discussion points, action items, and follow-up tasks.
Assisted with marketing and branding initiatives, contributing to the development of the company logo, website, and other marketing materials.
Provided flexible support across administrative, operational, and marketing activities to support the founders and the wider business.
Managed client relationships at multiple levels, acting as a trusted advisor and primary point of contact for queries and escalations.
Secured a record-breaking two-year contract with a key client, an unprecedented achievement recognised by senior management.
Led client retention and growth strategies, collaborating with cross-functional teams to ensure successful service delivery against SLAs.
Managed client budgets, invoicing, CRM records, KPI reviews, and performance reporting.
Partnered with Sales to identify new business opportunities and drive account growth.
Started as an Executive Assistant to Global CEOs and Managing Partners, managing travel, visas, meetings, corporate accommodation, expenses, and preparing reports and presentations.
Promoted to a role in Account Management, overseeing trading account onboarding, client verification, query resolution, and payment investigations using QORT, Simple2Trade, Interactive Brokers, and Microsoft Dynamics CRM.
Managed client relationships, maintained CRM records, and supervised international interns within the private clients team.
Managed daily hospitality operations, staff, cash handling, budgets, and compliance with health, safety, and licensing regulations.
Oversaw customer service, resolving enquiries and complaints professionally.
Proud to have been the youngest manager, demonstrating strong leadership and responsibility at an early stage in my career.
Technical skills
CRM & Relationship Management: HubSpot, Microsoft Dynamics CRM
Banking & Account Management: Saascada, COBB
Client Verification & Payments: Mitek, QORT, Simple2Trade
Brokerage & Trading Platforms: Interactive Brokers
Business Development: LinkedIn, client onboarding, portfolio management, and partnership development