Joel Catalo
Bournemouth,Dorset
Summary
Dynamic professional with a strong foundation in client acquisition and stakeholder management, complemented by comprehensive financial knowledge and risk management expertise. Demonstrates proficiency in CRM software and technical product knowledge, effectively building rapport to enhance customer service and cross-selling opportunities. Adept at competitive analysis and compliance, with a proven track record of problem-solving and adaptability in fast-paced environments. Career aspirations include leveraging skills to drive strategic growth and innovation within the financial sector.
Overview
9
9
years of professional experience
2017
2017
years of post-secondary education
Work history
Senior sales executive
Foray Motor Group
Poole, Dorset
03.2018 - Current
- Identifying and streamlining internal processes to continuously improve efficiency in operations and productivity.
- Identified customer requirements to create high-quality, tailored sales journeys and implemented personalised client solutions that enhance retention and repeat business.
- Foster healthy relationships with clients through regular calls and emails, leading to long-term contracts and customer retention.
- Received performance awards for accomplishing customer satisfaction ratings of 98% and delivering the highest total sales in the organisation.
- Mentored junior executives in advanced selling strategies, strengthening capability and increasing overall sales by 15%.
- Leverage digital platforms for enhanced customer outreach and engagement.
- Built focused new client networks, growing business opportunities and increasing revenue possibilities.
Account Manager
Harrington & Byrne
Bournemouth, England
03.2017 - 03.2018
- Rapidly built rapport with customers, which increased customer retention by 15%
- Delivered exceptional customer service by proactively listening to concerns and answering questions.
- Identified new leads through data mining and telesales to meet set targets.
- Achieved high sales conversion with effective telesales strategies.
- Supported the team by demonstrating respect and willingness to help towards daily, weekly and monthly KPI's.
Junior account manager
365IT LTD
Poole, Dorset
01.2017 - 02.2018
- Presented product offerings at trade shows, raising the company's profile.
- Assisted in the creation of tailored solutions for individual client needs.
- Enhanced customer satisfaction by building and maintaining strong relationships.
- Presented product offerings at trade shows, raising the company profile.
- Managed client accounts, ensuring high levels of service quality.
- Utilised CRM software for efficient account management.
Education
Bachelor of Science - Business Management
University of Surrey
Guildford Sept 2013 - 06.2016
Skills
- Client acquisition and Stakeholder management
- Know your customer and compliance
- Competitive analysis
- Comprehensive financial knowledge
- Risk Management
- Problem solver
- CRM Software proficiency
- Technical product knowledge
- Effective rapport building
- Cross-selling
- Adaptability
- Customer service mindset
- Stakeholder management
Affiliations
- Golf
- Swimming
- Playing the Guitar
- Investments and World Economics
- Car Enthusiast
Languages
English
Native
Portuguese
Advanced
Timeline
Senior sales executive
Foray Motor Group
03.2018 - Current
Account Manager
Harrington & Byrne
03.2017 - 03.2018
Junior account manager
365IT LTD
01.2017 - 02.2018
Bachelor of Science - Business Management
University of Surrey
Sept 2013 - 06.2016