BOBSON DAVIS
Coffs Harbour,NSW
Summary
Accomplished Relationship Manager with a proven track record at Willis Towers Watson Insurance, enhancing client portfolios and boosting application submissions by 30%. Expert in financial advising and relationship management, excel in developing strategic partnerships and maximizing revenue through innovative solutions and exemplary interpersonal skills.
Overview
13
13
years of professional experience
Work History
Relationship Manager
Willis Towers Watson Insurance
12.2021 - 08.2023
- Analyzed portfolios and recommended strategies to maximize revenue potential for corporate business initiatives.
- Developed custom marketing strategies and promotions that increased application submissions by 30%; partnered with marketing department for creation of custom marketing material.
- Created generic turn-key marketing promotions that increased application submissions by 20% for; created and conducted sales & training webinars and assisted with creation of marketing materials.
- Oversee daily operations, ensuring timely, accurate, and efficient service in line with plan rules.
- Conducting thorough assessments to understand the circumstances, issues, needs, preferences and expectations of potential clients
- Manage reporting, billing, and client fees while mitigating business risks through strategic controls.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
Relationship Manager, Corporate Business
Bajaj General Insurance Co.
11.2017 - 12.2021
- Developing and maintaining strategic partnerships and referrer networks.
- Collaborate with internal teams to ensure services are delivered on time and in line with client needs.
- Understand clients’ individual needs and tailor product recommendations of investment instruments to grow wealth and achieve financial freedom.
- Identify opportunities for enhancing client share plans and maximizing business growth.
- Ensure clients meet regulatory requirements and manage any queries or issues within agreed service levels.
- Liaise closely and actively with team of analysts to identify market trends. Conceptualise and propose alternative investment approaches during recession.
- Ensure the department meets business requirements while promoting BGI's core values, policies, and standards.
- Drive continuous improvements, ensuring compliance with industry and regulatory standards.
- Analyzed business processes to identify cost savings and operational efficiencies.
Solution Delivery Consultant
Royal Bank of Scotland, RBS
03.2010 - 07.2017
- Manage ad-hoc client requests including problem-solving on administrative and operations issues
- Work in a highly data-sensitive environment, ensuring compliance with all relevant internal and client policies
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Provided primary customer support to internal and external customers.
- Answered constant flow of customer calls with minimal wait times.
- Used company troubleshooting resolution tree to evaluate technical problems and find appropriate solutions.
- Establishing and nurturing relationships with potential clients through regular phone, email and face-to-face contact.
- Manage administrative functions by prioritising the daily workload and adhering to business workflow protocols.
Education
BBA - Business Administration And Management
Meerut University
India05-2003
Skills
- Relationship review process
- Referral Screening
- Financial Advising
- Solution management
- Effective customer communication
- Customer Relationship Management
- Sales Reporting
- New business generation
- Service assistance
- Relationship Management
Timeline
Relationship Manager
Willis Towers Watson Insurance
12.2021 - 08.2023
Relationship Manager, Corporate Business
Bajaj General Insurance Co.
11.2017 - 12.2021
Solution Delivery Consultant
Royal Bank of Scotland, RBS
03.2010 - 07.2017
BBA - Business Administration And Management
Meerut University
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