Toneglobal
Limited
Director / Consultant |
1998
to Present |
Launched
the company and developed both client and
peer networks throughout the UK.
Maintained
financial services industry knowledge and
skill by undertaking personal study and self-improvement.
Further
improved training expertise and knowledge
through the attainment of the Certificate
in Training Practice through the Chartered
Institute of Personnel and Development.
Continuous
building and managing long term relationships
with clients and consultancy partnerships.
Training
and Assessment Centre – nationwide re-assessment
process
-
Managed a salesforce training and assessment
centre consequent to an FSA directive
- Delivered
sales process training and re-training to
District Managers, Sales Managers and Agents
- Assessed
the competence of Agents, Sales Managers
and District Managers against the appropriate
sales process and supervisor skill standards
- Planned
and managed internal and external assessors
and other resources
- Successfully
implemented the assessment centre decommissioning
process
Financial
Crime Programme – HR Impact Analysis
- Researched,
formulated and delivered full, detailed
impact analysis to identify potential risks
and proposed solutions
Screen
Based Account Opening – national process
roll out
-
Designed and developed user manual for new
national account opening process for major
UK banking group
Apex
Project – new product launch·
- Designed
and developed training material to support
launch of market leading new product launch
by major UK banking group, ensuring full
understanding and implementation of key
strategic messages across the business
Remote
Integrated Office Project – national
laptop point of sale roll-out
- Designed
and updated key elements of the training
material to ensure consistency was maintained
and software enhancements were delivered
- Delivered
point of sale training and support across
management and sales teams within various
distribution channels and corporate partnerships
- Delivered
key up-date workshops to middle management
and their sales teams enhancing their understanding
of the effective use of the system for multi-sales
etc
Call
Centre Lead Development
- Designed
and developed training workshop materials
for key call centre managers and their sales
teams
- Managed
the process of creating audio learning materials
including overseeing the recording procedures
-
Involved in the planning and implementation
of a successful programme of training and
embedding to ensure knowledge transfer to
key call centre staff
Business
Banking Relationship Management
-
Designed and developed training materials
to support a new strategic relationship
management programme for business managers
within a major UK bank
-
Delivered training to that population, ensuring
the successful integration of the new strategy
into the company nationwide
- Undertook
follow-up training workshops to reinforce
key messages
Sales
Force Technology
-
Designed and developed a range of training
materials to support the national introduction
of a sales force laptop technology point
of sale system within a major UK insurance
group
-
Represented the Training team at project
meetings and focus groups
-
Delivered technology based training to the
sales force throughout the UK
Graduate
recruitment training
-
Delivered a series of intensive workshops
to graduate new entrants of a major UK technology
company
Professional
advisers’ programme
- Designed
and delivered training to support the restructuring
of a salesforce of over 3500 professionals
Setting
up New Life Operations Division
-
Member of the project team involved in creating
a new life operations division for a major
UK bank
- Designed
and developed training material in support
of the strategic objectives of the new division
- Delivered
training to the new key sales manager population
and their sales force to ensure the successful
roll-out of the newly formed division
Financial
Planning Certificate training
- Successfully
delivered training for the Financial Planning
Certificate to the sales forces of a number
of major UK insurers
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