Suraj Thandi
Melton Mowbray
Summary
- Experienced leader and sales executive with expertise in banking, financial services, NGO and fintech firms.
- From large corporations to rapidly growing start-ups being able to consistently increasing sales performance and delivering the highest levels of customer service
- Private Asset Manager Award winner sponsored by Grant Thornton for “Top 40 under 40” winner in 2012 and shortlisted in 2011 across the financial services industry.
- Consistent high achiever for with proven track record of building and maximising client and colleague relationships
- Strong background in client services, sales performance, leadership, stakeholder management and business strategy.
- Capable of thinking independently, problem solving and confident in challenging processes and adapting to organisational change with 20 years of experience across a variety of financial services organisations
Overview
21
21
years of professional experience
Work history
Managing Partner
Venley Capital
Dubai
2022.07 - Current
- Pre IPO Sales specialist in providing investment opportunities to investors in the secondary market including companies such as Space X and Epic Games
- Engaging with clients and delivering presentations on investment proposals
- Sales oriented role with targets set at $1.25m per quarter and achieving 120%
Sales Consultant (contracted )
Unseen UK
Bristol
2022.03 - 2022.06
- Implemented operational business plans, establishing priorities and recommending improvements.
- Developed pricing structures based on historical and current trends, competitor activities and supply chain data.
- Unseen UK as a leading NGO charity looking to develop its corporate services and income by 2024 utilising my business network I secured them a £16k per annum contract with one of the largest reinsurer specialists in the UK and also help them to onboard a number of new companies to their business services over the next few years
Director
3SIXT Business Services Ltd
London
2019.10 - 2021.12
- On a contracted basis for a number of business which have included HedgeAct a US based hedge fund and Brain Payroll in supporting their start up process and sales introductions and strategies that have been able to establish these businesses
- Conceptualised plans to drive business development and build long-term relationships.
- Helped uplift income by 52% for Rhino Small Business App
Head of Business Development
Smart Pension
London
2017.01 - 2019.09
- Managing the population of 5 Business Development Directors working in mid to large corporate space who were responsible for a combined sales target of £75m AUM per annum achieving £77m in 2017 and £82m in 2018
- Sat on the Executive team and involved in a number of strategies and projects across the business from work on expanding the customer service hub to operations and streamlining processes for more efficient pension transfers and integrating with the online platform
- Due to my ability to execute and bring to the table many ideas the customer service team was grown out and able to take 10,000 calls per month
- Pension transfer business increased by over 500% in volume due to the implementation of several key strategies on sales and through strong stakeholder development and network connections
- Helped establish one of the fastest growing fintech firms through sales performance and establishing a network of over 5,000 introducers
Senior Vice President
Continental Group
Abu Dhabi & Dubai, UAE
2014.12 - 2016.12
- Working overseas managing a team of IFAs and responsibility for recruitment and development of these individuals
- Stretching sales targets based on income generation across a range of financial products selling and advising on life insurance, critical illness, pensions and investments
- Monitored and reviewed operational performance, aiding improved business strategy to maximise productivity
- £300,000 profit realised for the company over this period
Area Director
Lloyds Private Banking Ltd
London
2011.09 - 2014.11
- The largest cross heritage teams in the country consisting of 25 Private Banking Advisors and support team function in flagship offices with over 10,000 client relationships
- Involved in the integration of the Lloyds and Bank of Scotland Private Bank, implementing and supporting the design of the restructure and alongside the project team leading implementation ensuring colleagues and clients remained at the forefront
- Managed teams that are responsible for over £900 million in Funds under Management and £2 billion in cash management
- Consistent quarter on quarter delivery on business performance achieving 140% against objective on new Funds under Management and 192% on retention
- 1st Nationally against 30 offices on delivery on both new Lending and Trust business at £12million and £15 million respectively
- Consistently received high Colleague Engagement Scores of 80% (2013) and 85% (2014) above Group average
- Nomination by my peers for an external recognition award
- Nominated in the 40 under 40 Talents within the Wealth Management Industry
- Implemented and developed strategy around foreign exchange (FX) Income and rolled out Market Linked system which enabled the support team to book trades directly for clients and increase divisional income by over 800%
Area Manager
Lloyds Bank Private Bank
Guildford
2009.06 - 2011.09
- First leadership role taking control of an underperforming team with morale issues
- Built a culture of high performers and managed underperformers out of the business through the use of coaching and development plans
- Performance in 2010 124% across the year (Ranked 12th out of 30) previously being ranked bottom in 2008 and 2009
- One of the highest Employee Engagement Survey scores achieved consistently within the whole Group (Q1 2011 - 94%, previous scores 2010- 91%)
- 9 out of 10 of my team in 2010 achieved target including 6 being in the top 50 nationally (out of circa 190 colleagues)
- National success, winning several Top Quarterly recognition awards including Top on Market Linked
- Deposits campaign with performance in Q2 2011 for a contribution of £2.6m achieved against a £840k target
- Successfully built many stakeholder networks across different parts of the Group from Retail, Wholesale markets, Treasury and fiduciary departments
- Oversaw operations of £5m organisation, including budget planning, strategy development, community outreach, forecasting and payroll.
Private Banking Manager
Lloyds Private Banking
City Of London
2003.01 - 2009.06
- Managed a caseload of 300 high net worth clients managing their investment portfolio and banking services and onboarding new clients both internally from other parts of the Group or by external sources such as Law and Accountancy firms
- Measured on New Funds under Management, Additions to portfolio, Banking, generation of insurance income, Tax, Wills, client retention, growth of cash balances and client satisfaction scores
- Outstanding/Top rating achieved in both 2007 and 2008 at end of year appraisals
- Sales Performance in 2007 was 234% which ranked me 4th nationally (against circa 190 people) and 2nd within L&SE Region
- 2008 Total FUM- 162% of target
- 2008 Insurance Income Target- 702%
- Hold a proud record of having No upheld client complaints during my time as a Private Banking Manager
- No operational losses or breaches incurred during my time as an Advisor.
Education
Diploma - BA Accountancy & Law
University of Newcastle Upon Tyne
Newcastle 2002
Diploma - Financial Planning
CII
London05.2012
Skills
- Operations oversight
- Revenue growth
- Strategic consultancy
- Financial leadership
- Strategic planning
- Relationship building and management
- Team building expertise
- Customer satisfaction
- Sales expertise
- Sales training
- Brand-building strategies
Timeline
Managing Partner
Venley Capital
2022.07 - Current
Sales Consultant (contracted )
Unseen UK
2022.03 - 2022.06
Director
3SIXT Business Services Ltd
2019.10 - 2021.12
Head of Business Development
Smart Pension
2017.01 - 2019.09
Senior Vice President
Continental Group
2014.12 - 2016.12
Area Director
Lloyds Private Banking Ltd
2011.09 - 2014.11
Area Manager
Lloyds Bank Private Bank
2009.06 - 2011.09
Private Banking Manager
Lloyds Private Banking
2003.01 - 2009.06
Diploma - BA Accountancy & Law
University of Newcastle Upon Tyne
Diploma - Financial Planning
CII