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 with a proven track record of building and maximising client and colleague relationships
- Strong background in business development, client services, sales performance, leadership, stakeholder management and business strategy.
- Capable of thinking independently, problem solving and adapting to organisational change with 20 years of experience across a variety of financial services organisations
Motivated sales worker commended for active listening skills and personable communication. Works well in customer-facing roles with commitment to meeting sales quotas and supporting customer needs.
Overview
22
22
years of professional experience
Work History
Sales Adviser
AT Management
11.2023 - Current
- sales and customer services oriented role on one of the high profile campaigns in the Loyalty and Retentions team dealing with high volumes but having also worked on 6 other campaigns including new client acquisitions and MRC upsell
- delivering above and beyond on all metrics with consistent weekly and monthly performance on sales with great customer feedback on NPS scores
- since joining retentions in June have achieved above 100% on every monthly target set - based on sales conversion
- one of the highest productivity levels in the team and highest attendance record
- 100% quality and compliance score with a high level of consistency
- Handled difficult situations professionally by addressing customer complaints and finding mutually beneficial solutions, preserving long-term relationships and demonstrated by having one of the lowest cease rates on my campaign
- Provided expert product knowledge to customers, leading to informed purchasing decisions and increased satisfaction levels.
Sales Consultant (contracted )
Unseen UK
04.2023 - 11.2023
- Charitable organisation on supplying training, education and legislative requirements to corporations on the Modern Slavery Act 2015.
- Implemented operational business plans for the next 3 years, establishing priorities and roles and responsibility for newly setup business team and KPI and objectives set across roles.
- Developed pricing structures based on historical and current trends, competitor activities and supply chain data.
- Introducing significant financial services firms from my own contacts and helping them achieve an additional £16k of income from a reinsurer specialist
Director
3SIXT Business Services Ltd
10.2019 - 12.2021
- On a contracted basis for a number of fintech and start up firms which have included HedgeAct a US based hedge fund, Brain Payroll and SuperTrust in supporting their start up process, developed sales processes alongside sales introductions and strategies
- Helped uplift income by 52% for Rhino Small Business App in 2021
- Developed full 360 sales process for Brain payroll helping them to onboard clients 3 times quicker
- Formulated business plans to increase growth and minimise cost for company which saved £30,000 per annum for Super Trust
Senior Business Development Director
Smart Pension
01.2017 - 09.2019
- Helped establish this fintech pension firm as one of the fastest growing organisations in the UK in the past decade
- Managing the population of 5 Business Development Directors working in mid to large corporate space
- Responsible for a combined sales target of £60m AUM per annum achieving £97m in 2017 and £102m 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 active introducers
Head of Business Sales
Continental Group
12.2014 - 12.2016
- 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 Manager
Lloyds Private Banking Ltd
09.2011 - 11.2014
- 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
- 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
06.2009 - 09.2011
- Built a culture of high performers from a previously underperforming team
- Performance in 2010 124% across the year (Ranked 12th out of 30) previously being ranked bottom in 2007-2009
- 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
01.2003 - 06.2009
- 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%
Education
Diploma - Financial Planning
CII
05.2012
Diploma - BA Accountancy & Law
University of Newcastle Upon Tyne
2002
Skills
- Revenue growth
- Business development
- Leadership
- Business planning
- Relationship building and management
- Stakeholder management
- Team building expertise
- Customer satisfaction
- Sales training
- Complex negotiation
Timeline
Sales Adviser
AT Management
11.2023 - Current
Sales Consultant (contracted )
Unseen UK
04.2023 - 11.2023
Director
3SIXT Business Services Ltd
10.2019 - 12.2021
Senior Business Development Director
Smart Pension
01.2017 - 09.2019
Head of Business Sales
Continental Group
12.2014 - 12.2016
Area Manager
Lloyds Private Banking Ltd
09.2011 - 11.2014
Area Manager
Lloyds Bank Private Bank
06.2009 - 09.2011
Private Banking Manager
Lloyds Private Banking
01.2003 - 06.2009
Diploma - BA Accountancy & Law
University of Newcastle Upon Tyne
Diploma - Financial Planning
CII
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