Strategy Manager, reporting to the Head of Strategy and Planning.
• Generate strategic ideas and provide input to Business Units for the successful development and implementation of strategic initiatives across the Group
• Conduct competitors’ analysis on regular basis and in liaison with Business Units formulated the UK Strategy accordingly
• Developed strong links with Business units and engaged them to utilise knowledge within the business. Initiate and control own, and team’s work responsibilities providing a high standard of output to facilitate efficient and effective review by own manager and Head of Business Finance.
• Undertake ongoing market and competitor analysis as input to the strategic context and inform the AXAI Management Committee and Paris stakeholder.
• Lead specific strategic initiatives across the Group alongside management committee sponsor and business team to develop and present business case for AXAI and UK arbitrage. Conduct own financial modelling of the initiative.
• Manage feasibility phase, including financial analysis, of strategic projects as defined by senior management, co-ordinating plans and resources to achieve agreed deliverables within the required time, cost and quality parameters.
• Manage the development of the 3 year strategic plan, ensuring that inputs to Paris stakeholder are made on an accurate and timely basis, to include both financials and non financial commentary on the assumptions and risks.
• In liaison with the head of the department, conduct financial valuation and co-ordinate internal workstreams to evaluate Merger and Acquisition opportunities. Ensure that due diligence is conducted to an appropriate level.

Manager in a Relationship Management/Business Development team of four, covering N. American, UK and German Commercial and Investment Banks (i.e. Citigroup, JP Morgan, Deutsche Bank, HSBC etc)
Responsibilities:
• Provided an appropriate high quality relationship management service to top tier customers and was first point of contact ensuring effective satisfaction of their business needs through the specified offers available.
• Developed the strategic plan in order to exceed the agreed performance objectives whilst ensuring the maintenance of acceptable asset quality standards.
• Managed the balance between risk and reward and analyse the financial aspect of each deal to ensure that all lending and contingent liabilities meet the bank’s asset quality and policy standards requirements.
• Lead in the project management of completing transactions, including attending and leading customer meetings, reviewing business plans, preparing credit applications and coordinating internal relationships (i.e. DCM, SAF Project Finance, Trade Finance etc.).
Achievements:
• Ensured business continuity of a £45m income portfolio maintaining income and high customer satisfaction levels during a restructure that took place in the department over a period of 6 months
• New Portfolio’s Cash and Cross Sales income increased by 7% and 15% respectively on annual basis totalling approximately £25m pa
• Provided high level relationship management service to customers resulting in new business at excess of £180k from Dresdner and Wachovia.
• Identified and recommend improvements to the systems and procedures where appropriate and implement change requirements in order to ensure the efficiency and effectiveness of the business.
• Identified new business opportunities in an extremely saturated market by undertaking a range of financial, marketing and industry sector research and developing business plans for each customer.

Relationship Manager in Business Banking division, with more than 75 clients, 3 direct reports, working in a team of 7. Reached two promotions in three years.

Achievements:
• Established new client relationships, achieved higher portfolio profitability by analysing customers’ potential and identifying new business opportunities and ranked 1st among all employees in the national network for 2002 and Q1 2003.
• Organized and implemented Product Marketing projects for Retail, Business and Government customers exceeding expectations and objectives set by the Bank.
• Analysed the income drivers of customer pool and proposed new evaluation scheme based on Cross Sales.
• Delivered successfully negotiations for €1m deal.