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Shelley Wettenhall
Bellarine,Victoria
Summary
I have a proven track record at Household Capital, and I have been a key sales executive helping to grow the business for both of my tenures with the business.
For the past year I have helped to grow the profile of Household Capital amongst the broker community via many presentations at conferences, PD Days and one on one meetings. My passion for educating the broking profession about 'Home Equity for Retirees' will fuel my career at Household going forward. This passion is shared with my colleagues and in this new role I would endeavour to motivate and empower the team to build on their excellent relationships and work towards helping to enhance processes at Household.
I'm an organised and dependable candidate successful at managing multiple priorities with a positive attitude. I have a willingness to take on added responsibilities to meet team goals and I have proven this with my active management of the sales team's wellbeing for the past six months.
Overview
20
20
years of professional experience
Work History
Senior Business Development Executive
Household Capital
01.2024 - Current
- Built strong relationships with clients, leading to increased customer satisfaction and repeat business.
- Established and maintained highly effective relationships with clients and industry partners to drive growth.
- Communicated directly with customers and partners to build strong business networks and relationships.
- Delivered presentations at industry conferences and PD Days, raising company profile and attracting potential clients.
- Provided exceptional customer service by promptly addressing client concerns and resolving issues as they arose.
- Conducted competitor analysis to identify gaps in the market and capitalize on untapped opportunities.
- Maintained close and collaborative relationships with all members of the sales team. Ensuring they were well supported at all times.
- Built relationships with customers to promote long term business growth and continued education of the home equity segment of the Australian financial market.
Business Manager
Allied Grain Pty Ltd
07.2009 - Current
- Enhanced customer satisfaction by addressing inquiries promptly and resolving issues professionally.
- Manage financial operations for the business, ensuring accurate budgeting and timely invoice processing via Xero software.
- Resolved financial discrepancies and customer billing issues with timely attention.
- Enhanced customer satisfaction by addressing inquiries promptly and resolving issues professionally.
- Liaising closely with our accountants to achieve the optimal efficiency for our business operations.
- Contribute to a successful quarterly and annual audit by preparing thorough documentation in accordance with regulatory requirements. Managed the transfer from MYOB to Xero software.
- Improved workflow efficiency by streamlining office processes and implementing new software solutions.
Senior Business Development Executive
Household Capital
10.2018 - 07.2021
- Analysed market trends and competitor activities to identify opportunities for growth and differentiation within the industry.
- Built relationships with customers both direct and financial advisers to establish sector recognition.
- Managed accounts to retain existing relationships and grow share of business where appropriate.
- Met with and converted direct clients.
- Worked with financial advisers to introduce and establish the home equity concept to the Financial Planing community.
Senior Business Development Manager
K2 Asset Management
11.2006 - 11.2008
- Developed strong relationships with key clients, leading to long-term partnerships and increased loyalty.
- Established relationships with key decision-makers within dealer groups and research houses to promote the products.
- Monitored market trends and competitor activities to identify areas of potential opportunity for the products to fit into structured portfolios.
- Facilitated business by implementing and organising networking opportunities.
State Manger
IOOF/Perennial Funds Management
11.2004 - 10.2006
- Managed a team of sales representatives and support staff, providing guidance and support for their professional growth.
- Provided ongoing training and development opportunities for staff members, fostering a culture of continuous learning and growth. Particularly coaching one junior staff member to grow his knowledge and confidence in the role.
- Managed senior management relationships for dealer groups that had Perennial products on their approved lists.
- Developed and managed the roll out of the strategy to get Perennial product suite approved across all financial planning dealer groups.
- Managed a mixture of clients of large and small financial planning firms. Responding to their needs from solving problems to presenting at client forums.
Education
Bachelor of Business - Finance Major
Deakin University
Burwood, VICGraduate Diploma - Financial Planning
Tribeca
Melbourne, VICSkills
- Key account growth
- Financial management
- Customer engagement
- Relationship management
- Teamwork
- Positive attitude
- Collaborative
- Relationship building and rapport
- Thorough understanding of the Financial Markets
Interests
Timeline
Senior Business Development Executive
Household Capital
01.2024 - Current
Senior Business Development Executive
Household Capital
10.2018 - 07.2021
Business Manager
Allied Grain Pty Ltd
07.2009 - Current
Senior Business Development Manager
K2 Asset Management
11.2006 - 11.2008
State Manger
IOOF/Perennial Funds Management
11.2004 - 10.2006
Bachelor of Business - Finance Major
Deakin University
Graduate Diploma - Financial Planning
Tribeca
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