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Merchant Capital is a corporate finance, investment advisory and stock broking firm with a focus on small to medium sized companies.My role involves creating and maintaining business accounts in the financial industry specifically around Investments and Structured Products, thus providing solutions and strategies for the IFA’s client base• Managing a portfolio of accounts, from single IFA’s & Introducers to major high-profile clients and top business leaders (approximately 1,300 live… Show more Merchant Capital is a corporate finance, investment advisory and stock broking firm with a focus on small to medium sized companies.My role involves creating and maintaining business accounts in the financial industry specifically around Investments and Structured Products, thus providing solutions and strategies for the IFA’s client base• Managing a portfolio of accounts, from single IFA’s & Introducers to major high-profile clients and top business leaders (approximately 1,300 live accounts with access to over 16,000); • Created an extensive list of top producing IFAs whilst working at Merchant capital • Dealing with all aspects of a campaign; • Maintaining and expanding relationships with existing clients; • Using an existing network of industry contacts to generate revenue; • Achieved sales targets; • Delivered sales presentations at all levels to CEO• Attending client meetings / speaking directly to clients• Completed administrative work, as required• Regular involvement in new product research and product design Show less

Having had the opportunity and finances to enjoy time with my family and take stock of the current rapidly changing market place, I took the decision to return to the conforming arena. An opportunity arose within the Skipton as an ISM developing North West, North and East London area. Achievements:Building contacts within an area that had received erratic management over the preceding 4 years.Raising applications (on previous year's figures) by over 220% within the first 6… Show more Having had the opportunity and finances to enjoy time with my family and take stock of the current rapidly changing market place, I took the decision to return to the conforming arena. An opportunity arose within the Skipton as an ISM developing North West, North and East London area. Achievements:Building contacts within an area that had received erratic management over the preceding 4 years.Raising applications (on previous year's figures) by over 220% within the first 6 months.Raising average case size by 15% within 4 months while under a £250k lending cap.Working closely with Senior Management to help develop new strategies in an ever changing market place. Show less

An opportunity arose that enabled me to be a principle partner in the creation of a mortgage packaging company. I personally took responsibility for all business development and marketing, while also negotiating packaging contracts with a number of lenders. The business went live to outside brokers in mid January and by mid June Summit had an active database of over 200 introducers, who are now generating an average of £10.5 million per month in new business applications. As a result of a… Show more An opportunity arose that enabled me to be a principle partner in the creation of a mortgage packaging company. I personally took responsibility for all business development and marketing, while also negotiating packaging contracts with a number of lenders. The business went live to outside brokers in mid January and by mid June Summit had an active database of over 200 introducers, who are now generating an average of £10.5 million per month in new business applications. As a result of a merge with a large IFA practice I was made an offer I really could not refuse (and in light of the subsequent finance situation with regards to the subprime market) I withdrew from the partnership. Show less

I was employed specifically due to my track record and experience with first charge packagers and networks. Primary role was to look after a number of top 20 accounts and fledgling second charge networks. My secondary role was to look at developing a stratagem with regards to targeting first charge packagers into using GE for second charge business & looking to develop a second's proposition via sourcing systems. Duties included:Combined target £150 million for accounts (on target… Show more I was employed specifically due to my track record and experience with first charge packagers and networks. Primary role was to look after a number of top 20 accounts and fledgling second charge networks. My secondary role was to look at developing a stratagem with regards to targeting first charge packagers into using GE for second charge business & looking to develop a second's proposition via sourcing systems. Duties included:Combined target £150 million for accounts (on target as of Nov 06)Developing networks, I increased business levels by 220% through network channelsWork very closely with Pricing to develop competitive, profitable business modelsWorking closely with the national sales force to help deliver personal targets via networksMonitoring and commenting on competitors stratagems and delivering solutions to department Director & UK CEO Show less

When I joined GMAC, I was effectively handed a blank canvas having been given an area that had not been effectively managed for nearly three years. I was responsible for:Producing £205 million in completed business - an increase of £30 million from the previous year, which was a 14.5% growth in a market that grew by only 5%. Developing approximately 300-400 new contacts to a point that a new position was created and my area subdivided.Working very closely with the… Show more When I joined GMAC, I was effectively handed a blank canvas having been given an area that had not been effectively managed for nearly three years. I was responsible for:Producing £205 million in completed business - an increase of £30 million from the previous year, which was a 14.5% growth in a market that grew by only 5%. Developing approximately 300-400 new contacts to a point that a new position was created and my area subdivided.Working very closely with the supervisor of the new telesales department with the implementation of procedures & strategy.Bringing onboard two new packagers who after 9 months were producing 20 cases / 12 cases per month respectively, with an average combined value in excess of £4 million per month.I was asked to apply for a national account manager position within the new GMAC Partners division. Show less

Acting as deputy manager of the southeast region and was directly responsible for the three other London managers.Personally responsible for the central London region specifically tasked to target Zurich offices (an account I generated over 500 applications from in 12 months even though RBS were not on the Zurich panel).On leaving I ranked 3rd in the company, out of 58 development managers, based on application numbers (against target) and 1st on over lending value.

Having been employed to manage one office, I soon found myself looking after four offices in the southwest London area (two of which were the company's most productive locations). I was responsible for all aspects of financial services at these locations including Sales, local advertising, business generation, staff training and motivation. I constantly exceeded my monthly targets. By the time I left I was also responsible for field mortgage training of all new financial services advisors in… Show more Having been employed to manage one office, I soon found myself looking after four offices in the southwest London area (two of which were the company's most productive locations). I was responsible for all aspects of financial services at these locations including Sales, local advertising, business generation, staff training and motivation. I constantly exceeded my monthly targets. By the time I left I was also responsible for field mortgage training of all new financial services advisors in the southwest London area. Show less