Nikolaos Sakellaropoulos
Wealth Management
London
Summary
Aspiring Wealth Management professional with experience as a Financial Services Associate/Broker and proven leader at building vibrant businesses by developing new prospects and accounts and managing customer relationships to achieve sales goals. Dedicated to generating customer goodwill and loyalty by developing key relationships with decision-makers. Demonstrated leverage network of customer contacts to increase understanding of customer needs and employ business-growth strategies.
Overview
1
1
year of professional experience
2
2
Languages
Work History
Commercial Finance Broker
Portman Asset Finance
2022.09 - 2023.12
- Successfully closed deals with a 75% rate of client retention and repeat business.
- Enhanced client satisfaction by providing tailored financial solutions and exceptional customer service.
- Maintained up-to-date knowledge of industry trends and regulations, ensuring compliance at all times.
- Negotiated favorable terms with lenders, securing advantageous interest rates for clients.
- Supplier relationship management: Communicated with suppliers to raise invoices with correct deposit values, planning delivery and payment dates for assets. Responsible for supplier on boarding procurement process, resulting in two additional clients per month.
Education
Master of Science - Finance With Banking
University of Bath
Bath, United Kingdom 2001.04 -
Bachelor of Science - Economics And Finance
University of Surrey
Surrey, United Kingdom 2001.04 -
Skills
- Client management
- Loan structuring
- Investment strategies
- Portfolio Management
- Client Relations
- Microsoft Office
- Excellent Communication
- Critical Thinking
Interests
Timeline
Commercial Finance Broker
Portman Asset Finance
2022.09 - 2023.12
Master of Science - Finance With Banking
University of Bath
2001.04 -
Bachelor of Science - Economics And Finance
University of Surrey
2001.04 -
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