THOMAS BENTLEY

• Created a new department for the company targeting Financial Services, embedded new sales processes, Structures and Trained the team on outbound techniques and skills.
• Managed relationships with financial services clients, helping them align with regulatory and commercial priorities.
• Delivered ongoing support and strategic guidance post-onboarding to ensure long-term value.
• Acted as a trusted advisor and point of contact throughout the partnership lifecycle.
• Created a new Sales process later adopted by other sales teams
• trained new SDR/BDR's
• Implemented innovative marketing strategies, elevated brand visibility.
• Secured key clients for significant revenue increase.
• Generated leads to bring in new client revenue and improve bottom-line profitability.
• Leveraged market and competitor data to identify market opportunities and gaps.

Dynamic and results-oriented Business Development Manager with a proven track record of driving revenue growth and fostering strategic partnerships. Possessing exceptional market insight and a keen ability to identify opportunities for expansion. Adept at cultivating relationships with key stakeholders and executing targeted sales initiatives to achieve Revenue objectives.

• Researched prospective clients to develop and execute cold call lists.
• Closed long-term agreements through skilful negotiation. Typical sales cycle 6-9 months.
• Identified cross-selling opportunities through ongoing customer needs analysis.
• Created effective marketing, sales and promotional initiatives to drive revenue. Such as Social Media campaigns, organising in-person event at roundtables and online webinars.
• Created short-term and long-term goals for business team to achieve objectives.
• Surpassed sales consistently exceeding established KPIs.
• Attended conferences and trade association meetings to represent company, build industry networks and promote new products.
• Prepared pricing strategies aligned with budget to meet needs of customers.
• Developed business plans to establish revenue and growth.
• Researched trends to gather data and implement innovative strategies.
• Worked with multiple departments within my organisation to execute deals.

• On average Closed between 2-4 contracts a month ranging from 12k to 45k
• Creating and presenting business proposals to potential clients
• Identified and closed new business opportunities through strategic networking, researching, and enhancing valuable client bases
• Provided practical customer and market insight for improved strategic planning with shareholders
• Oversaw full sales lifecycle from prospecting clients to closing deals
• Adopted consultative sales approach to selling professional services
• Attended prominent industry trade shows, exhibitions, and events across UK
• Skilled in SaaS Sales
• Maintained client records in bespoke CRM systems, ensuring streamlined data processes for maximum efficiency
• Maintained close contact with consultants to ensure full delivery
• Leveraged product knowledge to achieve revenue goals and retain clients
• Closed complex, lucrative deals with new customers.

• Handled the day-to-day running of sales, retention, business development, Education and affiliate program's ensuring high levels of productivity and client progression
• Adeptly handled 100-130 of outbound calls per day, resulting in a conversion rate of 30%
• Used exceptional communication and relationship-building abilities to build client loyalty and increase initial FTD's and encourage reloads
• Identified new client opportunities, opening, and initiating accounts for continued business growth through affiliate program's
• Using my product knowledge, sales abilities, and customer relations skills to drive substantial sales increases in monthly revenue
• Delivering an exceptional level of service to each customer by listening to concerns and answering questions to better the trading experience of all my clients
• Worked closely with Back office to establish and help client on the onboarding process with KYC documents
• Consistently managed client needs through continuous education and support resulting in positive trading results
• Performed initial client assessment and analysis to begin research process following compliance policies such as AML and CISI.

• Analysed financial trends and forecasts, enabling informed decision making by clients.
• created the FX division of the company, Using a combination of past clients and referrals and Outbound activity.
• Delivered a 107% return on a core equity holding over four years (2014–2018), significantly outperforming market benchmarks through disciplined entry timing and long-term conviction.
• Managed positions across FX and equities, using technical and fundamental strategies to identify long-term growth opportunities.
• Provided comprehensive after-sales service for high client retention rate.
• Studying for and completed CFA Exams to be able to execute trades
• Managed a diverse portfolio of assets, maximising investment returns for clients.
• Advised clients on suitable investment options based on their risk appetite and financial objectives.

• Onboarding any new clients onto our courses and programmes, usually through cold calling or leads generated through our social media advertisements
• Handling between 100-150 call per day on average, and communicating through various tools such as email, inbound and outbound calls as well as out of hours via WhatsApp
• Demonstrating with the client the onboarding process by liaising between the client and the broker to ensure they complete the account opening successfully
• Once onboarded I would act as their mentor/account manager throughout their journey at Financial Markets to ensure they understand everything and to support if any issues arise
• To coach and host live all day trading events across the UK to our existing members, we would demonstrate live trading scenarios and deepen their knowledge or trading online
• Identify upsell opportunities to clients for more advanced courses.