MARTIN LILLY
Bromley,Kent
Summary
Client-focused professional specialising in client support and management, skilled in building strong customer relationships through effective onboarding and retention strategies. Thrives in high-pressure environments, delivering results in project and team leadership. Experienced in cross-selling and upselling to meet business objectives and enhance organisational success.
Overview
1
1
Certification
31
31
years of professional experience
Work history
Client Relationship Manager
Equiniti Limited
08.2021 - 07.2026
- Client-facing role requiring the efficient relationship management of a portfolio relating to Executive and Discretionary Share Plan services for several national/multi-national companies. Responsibilities include:
- Collaborating with clients and stakeholders to identify, understand, and deliver business efficiencies
- Identified revenue growth opportunities through analysis of client needs and market trends
- Executed contract renewals for client agreements, ensuring compliance and continuity of service
- Adhering to and monitoring internal/external SLAs and KPIs against benchmarks and contractual requirements
- Liaison with internal/external parties including legal advisors, Trustees, brokers, fund managers, other service providers
- Supporting with switch business and client implementations
- Managed projects to address client needs
- Effective timetable management
- Income recovery/administration
- Team SME on Corporate Actions
- Awareness and dissemination of regulatory and industry issues/activity
- Preparation, review and comment of event documentation, ppt decks
Client Relationship Manager
Link Asset Services
06.2002 - 08.2021
- Managed all types of corporate action events including mergers & acquisitions, rights issues, IPOs, and other corporate fundraisings in a client-facing role.
- I’ve managed numerous high-profile/high-value corporate action events including Sky plc (Takeover by Comcast) - £31bn; Autonomy Corporation (Takeover by Hewlett Packard) - £7.09bn; Nex Group plc (Takeover by CME, Inc.) - £3.9bn; National Grid (Rights Issue) - £3.1bn; Saga (IPO) - £2.5bn; Woodford Patient Capital Trust (IPO) - £800m; BBA Aviation (Rights Issue) - £748m.
- Liaison with internal/external parties, e.g., clients, legal advisors, brokers, fund managers, Euroclear
- Negotiated contracts for Letters of Appointment and Receiving Agent agreements to secure favourable terms.
- Review & comment of event documentation, e.g., Prospectuses, Offer Documents, Application Forms, PALs
- Managed project timelines effectively to ensure on-time delivery.
- Managed unique assignments to align with operational goals and drive project success.
- Took on diverse responsibilities to optimise processes and support overall company objectives.
- Income recovery/administration
- Managing switch business and new register take-on protocols
- Served as a subject matter expert in a dedicated team that re-engineered and delivered a new core business platform within the project deadline and budget, gathering functional requirements, scoping, and conducting technical reviews & sign-offs.
Corporate Actions Analyst
Instinet
08.2000 - 09.2002
- Processed dividend claims efficiently to resolve client matters without delay.
- Executed daily reconciliations to identify and resolve discrepancies efficiently.
- Responded to client inquiries promptly, contributing to enhanced customer satisfaction.
- Coordinated with global teams to ensure clear and effective communication.
Corporate Actions Analyst
SG Asset Management
11.2001 - 05.2002
- Executed corporate actions in compliance with regulatory requirements and HMRC guidelines.
- Monitored compliance with regulatory requirements and HMRC guidelines.
- Collected and processed dividends, interest payments, and US/foreign withholding tax.
- Client relationship
- Planned client-specific events, coordinated mass mailings, and collated proxy data.
Corporate Actions Analyst
Independent Registrars Group
11.1995 - 08.2000
- Streamlined corporate actions workflows, enhancing processing efficiency and accuracy.
- Handled complex mandatory and voluntary corporate action events for enhanced client service.
- Processed dividend claims promptly, ensuring timely resolution of client matters.
- Reviewed and verified incoming corporate actions data from multiple sources, enhancing data integrity.
- Reviewed financial statements regularly to identify changes impacting security positions.
- Worked closely with the settlements team to prevent any potential issues.
- Achieved high accuracy in data entry with meticulous attention to detail.
Education
Ingatestone Anglo European School
Ingatestone, Essexundefined
Henry Thornton School
Clapham, LondonSkills
- Contract negotiation
- Client management
- Customer relationship management
- Client retention
- Cross-selling and upselling
- Results-focused approach
- Proactive attitude
- Team leadership
- Resilience in stressful situations
Certification
- 5 ‘O’ Levels including English and Mathematics
- Institute of Chartered Secretaries and Administrators (ICSA) - Certificate in Company Secretarial and Share Registration Practice
- NVQ (2) Information Technology
- NVQ (3) Business Administration
Hobbies and Interests
An avid participant in most sports but especially; golf, rugby, cricket, darts, and snooker; I also enjoy music, reading and organising/participating in pub/television/radio quizzes., I am also a previous chair and executive committee member of my children’s school Parent Teacher Association(s) and a former secretary/treasurer of a local cricket team and golf society.
Timeline
Client Relationship Manager
Equiniti Limited
08.2021 - 07.2026
Client Relationship Manager
Link Asset Services
06.2002 - 08.2021
Corporate Actions Analyst
SG Asset Management
11.2001 - 05.2002
Corporate Actions Analyst
Instinet
08.2000 - 09.2002
Corporate Actions Analyst
Independent Registrars Group
11.1995 - 08.2000
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Henry Thornton School
Ingatestone Anglo European School