Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Harry Cooke

London,City of London

Summary

Proactive and detail-orientated individual with excellent time management and communication skills. Friendly, motivated and hardworking team player. Comfortable in fast-paced environments and willing to take on challenging work.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Account manager

Funding Flex
London, City of London
10.2024 - Current
  • Client Relationship Management: Building and maintaining strong relationships with clients, understanding their financial needs, and providing tailored asset finance solutions.
  • Deal Structuring: Assessing client requirements and structuring finance agreements that align with their business goals.
  • Lender Liaison: Working with a network of lenders to source the best funding options for clients.
  • Risk Assessment: Evaluating creditworthiness, reviewing financial documents, and ensuring compliance with lending criteria.
  • Sales & Business Development: Identifying new opportunities, prospecting potential clients, and growing the company’s asset finance portfolio.

  • Negotiation & Closing: Managing the deal process from initial inquiry to completion, ensuring smooth transactions and securing optimal terms.
  • Market & Product Knowledge: Staying updated on industry trends, finance products, and regulatory changes to provide informed advice.

Business development executive

Portman Finance
Northampton, Northamptonshire
02.2024 - 06.2024

Market Analysis and Strategy Development:

  • I conducted thorough market research to identify emerging trends, potentialopportunities, and competitors in the asset finance industry.
  • Analyzing client needs and market demands allowed me to develop targeted business development strategies aimed at maximizing growth and profitability.
  • I identified areas for expansion and devised strategic plans based on market insights.

Client Acquisition and Relationship Management:

  • I actively prospected and acquired new clients through various channels such as cold calling, networking events, and industry conferences.
  • Building and nurturing strong relationships with clients was essential as it enabled me to understand their unique financial needs and objectives.
  • I developed customised financing solutions tailored to meet each client's specific requirements to ensure long-term satisfaction and loyalty.

Product Promotion and Sales:

  • I was responsible for presenting and promoting our asset finance products and services to potential clients, highlighting their benefits and advantages.
  • Conducting product demonstrations and providing expert advice on financing options allowed me to effectively address client inquiries and concerns.

Partnership Development:

  • I identified and established strategic partnerships with equipment vendors, manufacturers, and industry associations, a crucial part of my role.
  • Leveraging partnerships to enhance our asset finance offerings and provide added value to our clients was a priority for me.

Financial Analysis and Risk Assessment:

• I evaluated client creditworthiness and financial statements to assess risk, an important aspect of my role in structuring financing agreements.

EXPERIENCE

  • Working closely with internal teams, such as credit underwriting and legal, ensured compliance and mitigated risks associated with asset finance transactions.
  • Utilizing financial analysis and risk assessment to tailor financing terms and agreements to meet the needs of both the client and the organization was essential.

Sales Pipeline Management and Reporting:

  • Managing the sales pipeline from lead generation was a key responsibility that required careful tracking and monitoring of sales activities.
  • Tracking and reporting on key performance indicators (KPIs), such as sales revenue, conversion rates, and client retention, provided valuable insights for decision-making.
  • Providing regular updates to management on sales activities, pipeline status, and market trends allowed for effective planning and strategy adjustments.

Continuous Learning and Professional Development:

  • Staying informed about industry trends, regulatory changes, and best practices in asset finance was essential to my role.
  • Participating in training, seminars, and workshops helped me enhance my skills and knowledge to stay competitive in the market.
  • Sharing insights and expertise with colleagues contributed to a culture of learning and innovation within the organization, driving continuous improvement and growth.In summary, as a Business Development Executive in Asset Finance, I was responsible for driving business growth, expanding our client base, and maximizing revenue through effective sales and relationship management strategies.

Sales executive

POD Digital
Lutterworth, Leicestershire
05.2023 - 01.2024

As a Sales Executive, my primary role was to generate revenue for the company by selling its marketing services. Here's a rundown of what my typical responsibilities and activities might have looked like:
Prospecting: I would identify potential clients and businesses that could benefit from our offerings. This involved researching industries, attending networking events, and utilizing various lead generation techniques.
Outreach and Cold Calling: Once I had a list of prospects, I would reach out to them via phone calls, emails, or even social media to introduce our services and establish initial contact.
Understanding Client Needs: A crucial part of my job was to listen to the needs and challenges of potential clients. By understanding their pain points, I could tailor our offerings to meet their specific requirements.
Presentations and Demonstrations: I would often conduct presentations or product demonstrations to showcase the features and benefits of our offerings. This allowed potential clients to see firsthand how our services could address their needs.
Negotiation and Closing Deals: I would negotiate pricing, terms, and contracts with clients to ensure a mutually beneficial agreement. Closing deals required persistence, persuasion, and the ability to overcome objections.
Relationship Building: Maintaining strong relationships with clients was key to long-term success. I would follow up with clients regularly, provide ongoing support, and look for opportunities to upsell or cross-sell additional services.

Collaboration with Other Teams: I would collaborate closely with the various marketing channel teams to ensure my knowledge was on point and to ensure
Tracking and Reporting: I would keep detailed records of sales activities, including leads, contacts, and sales pipelines. Regular reporting on key performance indicators (KPIs) helped me track progress and identify areas for improvement.
Overall, my goal as a Sales Executive was to drive revenue growth, build lasting relationships with clients, and contribute to the overall success of the company.

Intern

Spencer Gardner Dickens
Coventry, Warwickshire
06.2022 - 08.2022

In a twelve week internship at the accountancy firm Spencer Gardner Dickens, I worked with those that invest people's money via trust funds ands helped put together a plan for a couple wanting to start a pension. Working with colleagues and superiors, I was able to analyse their situation and devise a plan for investing in index funds to give them financial security. This was incredibly rewarding for me as an individual who is enthusiastic about the stock market and investing I was able to gain a lot from the experience. I was also able to build my softer skills such as interacting with clients, colleagues and partners in various ways. My extensive work experience in businesses operating in different markets allowed me to see the multitude of elements that go into operating a successful business

Online seller

Self Employed
01.2017 - 06.2020

Strategically leverage the demand for shoes, by purchasing sought after shoes at initial release and reselling them for a profit, thus allowing me to develop my entrepreneurial skills and my customer relations

Education

A-Levels -

Repton School
Derby
09/2022 - 05/2024

GCSEs -

Quinton House School
Northampton

Skills

Problem-Solving
Client Communication
Upselling Expertise
Sales and Market Development Customer Relations
Product Knowledge
Customer Needs Analysis
Sales Management
Business Development

B2C Sales
Up-Selling
In-Depth Product Knowledge Sales Closing Techniques
B2B Sales
Objection Handling
Deal Negotiation
Sales Expertise

Certification

AmplifyME Finance Accelerator (Morgan Stanley Experience Sales and trading) (UBS Experience Asset Management)

Timeline

Account manager

Funding Flex
10.2024 - Current

Business development executive

Portman Finance
02.2024 - 06.2024

Sales executive

POD Digital
05.2023 - 01.2024

Intern

Spencer Gardner Dickens
06.2022 - 08.2022

Online seller

Self Employed
01.2017 - 06.2020

A-Levels -

Repton School
09/2022 - 05/2024

GCSEs -

Quinton House School
Harry Cooke