Abdul Kamara

Abdul Kamara

Customer Advisor

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  • Timeline

  • About me

    Associate - Client Delivery at Tilney Group

  • Education

    • University of West of England Bristol

      2009 - 2013
      BA (Hons) Business Studies

      Activities and Societies: University football team

    • The Bulmershe School

      2005 - 2007
      A LEVEL - Law (C) Applied Business Studies (CC) PE (C)
    • The Piggott School

      1999 - 2004
      10 GCSE’s including Math and English
  • Experience

    • B&Q

      Nov 2004 - Feb 2015
      Customer Advisor

      Customer Advisor  Part/time and Full/time work during studies and in addition to Sovereign and Quantum.

    • Quantum Marketing

      Sept 2011 - Sept 2012
      Marketing consultant

      Main duties included:• Liaising with decision makers• Generating Leads• Attending Team meetings• Hitting Key Performance Indicators• writing up reports• Profiling database and spreadsheets.Main achievements:• Learnt how to adapt in an office environment• Learned how to organise and prioritise workload while hitting KPI'S as well as team targets.• Improved my communication level, at various levels.• Sustained invaluable experience, being part of a working team that included working to targets• Building rapport and achieving lead generation from decision makers Show less

    • Sovereign Housing Association

      Nov 2013 - Nov 2014
      Customer Service Advisor

      Main duties included:• Deliver first point of contact resolution in line with department targets and service levels. • Aligning the service provided to Quality and Data Protection guidelines.• Achievement of customer satisfaction results as set by the management team.• Dealing with both inbound and outbound calls. • Handling multiple points of customer contact as directed by Connect technologies.• Multi-skilled in Housing, Repairs, Reception and Careline and all other roles and work groups within connect.Main Achievements:• Raised and scheduled jobs for housing repairs.• Working with contractors externally and internally as well as working with maintenance managers.• Dealing with Rent arrears and housing issues.• Handling complaints. Show less

    • Acal BFi

      Nov 2014 - Apr 2018
      Customer Service Executive

      Main duties included:• Being the first point of contact to deal with customer queries, orders, quotes• To run DRP on a daily basis and purchase all required material • To liaise with Sales / Customer Service and refer to quoted Bill Of Materials to ensure that material is purchased in accordance with quoted price and lead time • To provide assistance with material quotation, by sourcing to different suppliers to get cheapest price and best lead time • Have the awareness to spot trends or potential issues when processing a large number of purchase orders • Review overdue purchase orders and supplier delivery/performance against expected delivery dates• Using call log system, to arrange parts for collection/replacement for customers.• Issuing credits and re-invoicing• Taking payments with card machine for pro-forma orders • Managing open order books for key accounts• Filling orders away, in accordance to rules and regulations especially for military and aerospace parts.Main achievements:• Account management – time management and task prioritising• Winning orders through successful quotation• Providing first class customer service• Key performance indicators - Keep un-actioned CRM purchasing messages below agreed level - Keep defects be-low agreed level on Daily Purchase Orders Key Performance Indicators. • Being left in charge of the department when management and senior members of staff were away Show less

    • Acal BFi UK Ltd

      Nov 2017 - May 2018
      Internal Sales Engineer

      Main duties Included:• Qualify and understand the nature of the request for the quote.• Determine resale price and lead time; working with External Sales, SDM or FAE asappropriate.• Enter quotation on Netsuite (CRM system)• Controlling and monitoring buffer, safety and consignment stock agreements.• Managing post-sale issues such as queries, complaints, RMAs and repairs.• Inbound call management and enquiries.• Work with relevant KAM or TSM to build effective working relationships to drivegrowth.• Working with the External Sales team; chasing outstanding quotations and keepingrelevant teams and systems updated.Main achievements:• Looking after territorial accounts in a geographical area.• Hitting agreed sales target.• Generating new business by spotting trends and patterns from old orders. Show less

    • LEBC Group

      May 2018 - Dec 2019
      Financial Services Administrator

      Main duties include:• Processing of application forms and ensuring back office systems are updated and maintained in regard to Defined benefits and Defined contributions Pensions, Investments and Flexible drawdown arrangements.• Management and processing of Outlook mailboxes.• Consistent approach to recording and managing diary systems on the back-office system and ensuring that they are maintained and kept up to date.• Ability to respond to individual client correspondence and telephone calls; ensuring timelines are met as agreed within the team.• Sending out Reports and Mailers• Handling complaintsMain achievements:• Ensuring pension CETV dates and annuit rates are met when processing new business applications.• Managing PIE projects.• Accurately completing Policy documents after Pension Transfers from ceding schemes to receiving schemes. Show less

    • Tilney Group

      Jan 2020 - now
      Associate - Client Delivery

      • Complying Meeting Packs • Loading Fact Finds• Obtaining Valuations and updating CRM System• Loading funds and assets onto CRM System• Dealing with AML, Smart search and Risk Profiling (using Oxford Risk)• To gain a good understanding of Consent Capture Form (Marketing, Self Cert) and the importance and use of them• On-boarding a client on CRM System• Preparing and sending out reports with all relevant completed forms when reports have been finalised by Financial Planner and Para planner. • Dealing with LOAs. • To ensure work queue is managed in a timely and efficient manner.• Dealing with Withdrawals single capital withdrawals & regular withdrawals.• Raising invoices.• Dealing with common issues raised by clients/Financial planners• To have a good understanding of how the Annual Suitability Review process works.• Processing New Business - updating New Business PipelineMain achievements:• Looking after 2 financial advisers one with 150 clients and the second with 60 clients• Delivering high standard services for the clients Show less

  • Licenses & Certifications

    • R01 Finacial Services, Regulations and Ethics

      Chartered Insurance Institute
      Aug 2019