Jonathan Davies

• Sales: Worked closely with our customers and funders to provide the best product to suit their needs.
• CRM: Introduction and development of our new CRM system which logs our whole teams business work flow activities and ensuring all all pertinent information on the CRM is relevant and up to date.
• Training and mentoring - introduction of our system and work flow to new trainees and how to access our information resource management systems.
• Compliance - Ensuring our whole team works within the guidelines set upon us by our governing bodies (FCA/NACFB) and our internal standards regarding storage of ours and others information.
• Marketing and communications: Keeping a regular dialog between our customers and funders via face to face meetings, emails, calls and other marketing tools.

Sales: Worked in a commission based earning role as an asset broker selling products our funders have to my customer base in South Wales.

Travel: Covered my allotted area and canvased new prospects and new business opportunities.

Engaged with Business Expos for discovery, team building exercises and networking purposes.

Training: Conducted entry training into the industry of asset finance by mentorship and shadowing.

Introduction to administrative roles required such was invoice raising, drawing up paperwork, introduction to business etiquette to dealing with our customers, suppliers and funders.

Outside training: Travelled to many outside companies who provided training seminars on modules on various topics such as Digital security and proposal writing.