Richard Sodiya DipPFS, MBA

Experience

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  Guaranty Trust Assurance plc

  Oct 2007 - Nov 2008

  Executive Officer

  Selling insurance and other financial products,Attending broker meetings and inquiries,claims processing and administration,risk management procedures and surveys,unit and departmental reports, team player,

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  Classic Property Ltd

  Dec 2008 - Feb 2010

  Office Assistant Customer Service/Office Assistant

  Attending to client enquiries and taking the necessary action, ensuring proper organizationand prioritization of all official tasks, attending toto the telephone, maintain correspondence withall customers and suppliers where necessary etc.

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  Lloyds Banking Group

  Jan 2011 - Mar 2013

  Customer Adviser

  Processing client transactions in a smooth and hassle-free way,Establishing rapport and maintaining good customer relationship,Ensuring proper documentation of all till activities including balancing and accurate reporting,Team work, Taking ownership of circumstances and proffering solutions to any problems,Helping the business to grow to lead generation and meeting targets.

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  Halifax

  Mar 2013 - Sept 2013

  Banking Consultant

  Conduct structured Personal Review interviews (face-to-face or by telephone)with customers to review their financial position and needs.Identify complaints and take ownership of complaints which can be resolvedimmediately, in accordance with service level agreements.Coaching and working with colleagues to enhance their ability to develop leadsand increase the quality and volume of referrals.Provide customers with ideas/options on financial products and services thatare directly relevant to their needs, helping our customers make the right decisions.Managing the diary – ensuring I maintain a full diary of appointments orcontacts to make with customers.Identify sales, cross-sales and referral opportunities from their interviews.Attend daily preview/review team meeting and share knowledge.Deal with incoming customer queries on the telephone or in the branch.Ensure paperwork is kept up-to-date – e.g. referral of leads, logging concerns,completing applications, monitoring progress of applications on behalf of customer,managing customer pipeline (e.g. future needs).Take leading role in the weekly Branch team meeting. Show less

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  Lloyds Bank

  Sept 2013 - Sept 2014

  Wealth Management Assistant
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  Lloyds Private Banking (Investments & Banking)

  Sept 2014 - May 2016

  Relationship Associate

  Working alongside the Private Banking Manager (PBAM) to ensure clients get the best possible service experience. Ensuring consistent regulatory, Group policy and risk compliance.Be the first point of call for all client and stakeholder (including 3rd parties) queries regarding their portfolio.Administering client portfolio including valuation communications, disinvestments, additions, tax positions etcDiary and Portfolio Management, prioritising tasks and planning daily activitiesFacilitating client ISA transactions including transfers and annual allowances usage.Proficiency in the use of the bank's Portfolio Management System (RMS) for day to day administration.Liaising with the investment unit regarding any portfolio queries such as performance, CGT, income distribution etc. Show less

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  Lloyds Banking Group

  May 2016 - May 2023

  Personal Relationship Manager (Wealth & Mass Affluent)

  Objective:Help customers meet their financial goals. Attract and retain customers and deepen their relationship with Lloyds Bank. Make sure they have an excellent experience, fair outcomes and make our customers better off, including working as one team by referring them to the right person or channel as appropriate. Act in line with Group Values and Behaviours, and owning my development.<br><br>Building and maintaining own portfolio of customers based on defined criteria for Wealth customers.<br>Conducting regular factfind and product-specific reviews with customers and identifying <br>Identifying client needs and proffering suitable solutions through the process of informed choice from the bank's products line including fiduciary services such as tax, wills, and estate planning.<br>Maintaining excellent client relationship (both existing and establishing new ones) by consultative interaction and taking ownership of (and resolving) any complaints raised by customers.<br>Carrying out ongoing Know Your Customer (KYC) and Customer Due Diligence. <br>Continuous professional development to ensure up to date knowledge base to meet company and client expectations. Show less

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  Lloyds Bank Corporate Markets

  Jan 2023 - now

  International Acquisition Manager

  Offering our customers International banking products that help them meet their international banking, savings, and transactional needs.leveraging unique, and bespoke private banking options to achieve their goals