Client Relationship Manager with a demonstrated history of working in the financial services industry. Consistently exceeded performance in the current organization and skilled in Client Relationship Management, Data Analytics, Team Management, Stakeholder Management and Operations.
1. Build and foster relationships with the Insurers writing Financial and Executive (FINEX) risks at Willis Towers Watson, travelling to London each quarter to meet the clients and maintain a healthy relationship
2. Provide data analytics measuring insurer performance and helping them improve their value proposition and visibility within the FINEX line of business
3. Administer monthly and annual reviews to direct reports and set clear and measurable goals, action plans and follow-up procedures, driving performance of staff ensuring the achievement of Key Performance Indicators
4. Work on innovation projects, delivering them within the identified scope, constraints, risks and deadlines
1. Lead the offshore team providing data analytics to client relationship managers and built technical and subject matter expertise
2. Helped the team achieve quality, productivity and TAT goals
3. Conducted appraisals and helped in career development of the individuals
4. Supported the team in identifying areas for improving operational efficiencies & productivity
5. Liaised with onshore partners to drive improvements within the team
Part of the Client Profitability team, executed financial models to analyze the profitability of client portfolios, helping Willis Towers Watson make key decisions regarding financial planning and budgeting such as where to focus their client acquisition spend, retention activity, design cost saving strategies etc
1. Conducted secondary research, providing insights into company/industry size, macroeconomic outlook, key financial metrics and ratios, competitive benchmarking, trends, drivers, challenges through the use of third party content
2. Researched and prepared M&A intelligence reports, providing key merger metrics such as deal value and volume, average transaction size, deal trends by region and sector, deal type, buyer and seller type, advisor league tables etc
1. Maintained and developed the private equity section of the Capital IQ database through comprehensive coverage of the Asian and European private equity market, addressing the research needs of financial service firms
2. Information updated included data on investment firms such as their investment approach, fund strategy, portfolio etc, collected thorough secondary sources
Relationship cultivation and retention
undefinedCertificate in Insurance, Chartered Insurance Institute
Certificate in Insurance, Chartered Insurance Institute
CFA Charterholder, CFA Institute