George Platten

• Built strong business-owner relationships through daily loan application and an ever increasing pipeline of my current clients.
• Ran daily meetings with my team to ensure we are on track for all our loans to be processed and delivering results in order to achieve team and individual targets.
• Delivered over 20+ Million in lending to 300+ clients which resulted in 17 consecutive months of targets hits averaging 128%.

Account Executive | 06/2024 - 08/2025

• Managed fast paced sales pipeline, consistently reaching out to 50+ clients per day.
• Helped clients to develop their portfolios for business growth and expansion.
• Maintained relationships with clients once an initial deal has converted to maximise account revenue and loyalty.
• Hitting 12 targets consecutively meant that I became the highest lender in my team, generating 16+ Million to over 180+ Businesses

• Built new client networks, growing business opportunities and increasing revenue possibilities.
• Generated new leads and opportunities to maximise revenue.
• Delivering professional sales presentations, creatively communicating product quality and market comparisons to prospective clients.
• Maintained awareness of latest industry trends, product knowledge and sales techniques.
• Qualified prospects to determine future sales possibilities and improve conversion.

• Advised clients on current prices and potential opportunities in different markets.
• Utilised astute analysis and trend evaluation to accurately predict market movement.
• Developed data-based risk strategies to reduce losses through data analysis and strategic planning.
• Maintained thorough market understanding of asset and investment trends to offer best-possible financial advice.