Niyaz Chowdhury
Summary
Results-driven financial services professional with expertise in creating and implementing lead generation strategies for business growth. Proven track record of collaborating with sales teams to achieve common goals. Reliable and adaptable with deep understanding of market trends and client behavior. Seeking to leverage skills in a dynamic and competitive industry.
Overview
10
10
years of professional experience
Work History
Client Triage Manager
Quilter Cheviot, Wealth & Investment Management
10.2024 - Current
- Led triage operations, ensuring timely assessment of client needs and effective resource allocation.
- Streamlined communication processes between departments to enhance client service delivery and operational efficiency.
- Developed training programs for team members, promoting knowledge sharing and improved performance standards.
- Implemented quality control measures, enhancing accuracy in client assessments and decision-making support.
- Mentored junior staff on best practices in triage management, fostering a culture of continuous improvement and excellence.
- Trained junior staff on best practices in lead generation techniques.
- Conducted regular performance reviews to assess lead generation effectiveness.
- Built prospect lists of potential new customers through research and identification of business opportunities.
- Increased lead generation by implementing targeted email campaigns and personalized outreach strategies.
- Developed targeted lead generation strategies to enhance client acquisition.
- Managing the triage team who cover the entire of the UK
Financial Consultant
Skipton
01.2022 - 10.2024
- Drive the Advice centres Financial Advice income performance.
- Retain existing business through back book relationship management.
- Upskill and coach the team around Pensions, Investments, IHT planning, Trusts and appointment booking.
- Organizing Financial Advice open days.
- Collaborated with clients to create tailored financial strategies that align with goals.
- Trained junior consultants on analytical tools and best practices in financial analysis.
- Adhere to all quality assurance process's
Relationship Management Consultant
Skipton
01.2021 - 01.2022
- Conducting financial reviews with clients to help grow existing investments.
- Creating legacy planning and Inheritance tax planning opportunities.
- Proactivity with portfolio growth and retention.
- Liaising with Financial Advisors to achieve business targets.
- Leading new product launches and events
- Risk analysis in all areas of operations
- Conducted in-depth market research to identify new business opportunities, resulting in stronger client portfolio growth.
Project Lead
Royal Bank of Scotland, RBS
01.2019 - 01.2021
- Spearhead the strategic direction of the project team to achieve new milestones in the banking sector.
- Successfully exceed targets ensuring the team are working at high-level productivity.
- Liaise efficiently with project stakeholders to attain a clear ongoing process.
- Deliver exceptional continuous operational leadership throughout the project lifecycle.
- Improve service quality and minimize errors through performance evaluations, effectively identifying and targeting areas of change.
- Developed strong relationships with clients, enhancing client satisfaction and loyalty through personalized service.
Senior Personal Banker
Royal Bank of Scotland, Private Banking RBS
01.2016 - 01.2018
- Achieved business growth by building strong client relationships, maximizing retention and referral opportunities through the implementation of customer service standards across the business.
- Met monthly targets / KPIs for short- and long-term borrowing.
Customer Service Officer
Royal Bank of Scotland, RBS
01.2015 - 01.2016
Education
PBC – Professional Banker Certificate -
GCSES - undefined
R01
CII
Skills
- Proficient in MS Office
- Excel data analysis skills
- Management of lead generation
- Team oversight
- Strong time management abilities
- Wealth management expertise
- Sales expertise
PERSONAL SKILLS
- Problem-Solving
- Communication
- Interpersonal skills
- Organizational skills
- Conflict Resolution
- Decision Making
- Analytical skills
- Leadership
- Objection handling
Accomplishments
- Generated £2.5m AUM in my first 7 months at Quilter Cheviot
- Lead the rollout of the Video Banking Project with RBS, aimed at checking and supporting financial health and improving customer service experience. One of 4 selected for project.
- Lead the rollout of FACT system for Skipton
- Top performer in the whole of the UK for Skipton
- 120% to target in my second year at Skipton
- 135% to target in my second year at RBS
- Promoted to Senior Personal Banker after 6 months at RBS.
- Promoted to Financial Consultant after 11 months at Skipton.
- Diary and Mortgage Champion in 2015 and 2016.
- Raised over £1500 for Numerous charities.
- Successfully grew and retained 250 Private clients by developing, managing and implementing client contact strategy.
Timeline
Client Triage Manager
Quilter Cheviot, Wealth & Investment Management
10.2024 - Current
Financial Consultant
Skipton
01.2022 - 10.2024
Relationship Management Consultant
Skipton
01.2021 - 01.2022
Project Lead
Royal Bank of Scotland, RBS
01.2019 - 01.2021
Senior Personal Banker
Royal Bank of Scotland, Private Banking RBS
01.2016 - 01.2018
Customer Service Officer
Royal Bank of Scotland, RBS
01.2015 - 01.2016
GCSES - undefined
PBC – Professional Banker Certificate -
R01
CII
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