Richard Rogers

Experience

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  Midland Bank

  Jan 1975 - Jan 1990

  Qualified as a Financial Planner and attained top Financial Planning Manager position within one of the UK's 5 banking divisions and in addition, provided market intelligence to area management and fostered sound working relationships with branch staff and management assisting in sales growth. Managed 230 investment portfolios valued at GBP 15m and 75 trusts value GBP 5m in 1988 From 1975 to 1986, a variety of positions were held covering management of private client portfolios, trusts, interacting with clients, providing marketing support for various bank branches, fiscal compliance, shares trading, property management and general branch related business.

  • Senior Financial Planning Manager

    Jan 1988 - Jan 1990

  • Private Banking Manager (Trust Officer) Midland Bank Trust Co. Ltd

    Jan 1986 - Jan 1988

  • Various

    Jan 1975 - Jan 1986
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  Midland Bank (HSBC Group)

  Jan 1990 - Jan 1994

  Area Sales Manager, London West End (Wealth Management)

  Turned around an under-performing business; addressed several areas in need of immediate improvement: staff performance and professional disciplines necessary to drive business, implemented a recruitment drive and forged sound working relationships with Branch and Area Managers. Business performance drastically improved attaining 3rd place within UK in 1993.

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  HSBC Bank UK

  Jan 1994 - Dec 1996

  Received three awards for outstanding sales performance through the efficient management of 6 area sales teams. Commenced management of 8 area sales teams before divisional boundary changes meant a move of region.

  • Regional Sales Manager (Wealth Management)

    Jan 1994 - Dec 1996

  • Regional Sales Manager, London & South West (Wealth Management)

    Jan 1994 - Jan 1994
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  HSBC Bank UK

  May 1997 - Apr 2000

  Regional Sales Manager (Wealth Management)

  Successfully managed 12 area sales teams that resulted in healthy revenue and business margins and personally achieved a National Award for Outstanding Sales Performance. Developed and implemented a regional business strategy that maximized use of existing resources through teambuilding, coaching, training and development initiatives for all managers. Fostered sound working relationships with Bank Area Managers to develop trust and maximize business opportunities. Implemented and maintained operating standards exceeding the minimum regulatory authority requirements resulting in an ethical, high performance business. Show less

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  HSBC Bank Middle East

  May 2000 - Apr 2006

  Implemented process changes and a business improvement plan that resulted in turning around a stagnant business to a 27% revenue increase in 2004 and 53% in 2005. Worked with marketing to strengthen sales and marketing operations improving the effectiveness of the business. In particular, attention was paid to enhancing management processes, distribution channels and internal providers. Staff development initiatives included training, development and sales culture management programmes launched to ensure smooth integration within United Arab Emirates business. Show less Planned and developed a regulated-industry sales strategy and business infrastructure resulting in the establishment of a new financial services proposition across 7 Middle East countries. In addition, supported creation of similar business in HSBC Egypt. Recruited and developed key staff to drive the business: Area Managers, Field Quality Managers, Financial Planning Managers and Trainees. Established a business support culture that supported the business during start-up and growth. First year business produced outstanding results, of note, a 220% increase in revenues, which was specifically mentioned in 2001 HSBC Group results. Show less

  • Senior Sales Development Manager (Retail Bank)

    May 2004 - Apr 2006

  • Regional Manager (Wealth Management)

    May 2000 - Apr 2004
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  HSBC Group Insurance

  Apr 2006 - May 2007

  Senior Sales Development Manager (Business Development)

  Developed a ‘good practice’ guide for businesses on how to plan for, recruit, train, incentivise and sales manage a compliant sales force to deliver volume life, pensions, investment and general insurance sales. Utilising personal experience in life, pensions, investment and general sales across all channels to create a management information pack for effective sales management of local and Head Office reporting. Contributed to development of business management planning and training tool to deliver volume insurance product sales. Retail banking, insurance and wealth management consultancy provided to HSBC Greece and HSBC Malaysia. Insurance and wealth management consultancy provided to Saudi British Bank (part of HSBC Group). Show less

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  SABB Takaful

  Jun 2007 - Dec 2007

  Head of Business Development SABB Takaful

  Involved in launching Islamic Insurance Company in Saudi Arabia owned by Saudi British Bank (SABB).HSBC Group and external shareholders. HSBC Group and SABB then requested my move into SABB retail to develop new Takaful business and set up Sales Development to cover the whole retail banking proposition based upon the success of creating a sales development function for the retail bank of HSBC Middle East United Arab Emirates.

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  The Saudi British Bank

  Jan 2008 - Jul 2011

  Head of Sales Development (Retail Bank)

  The Head of Sales Development role involved development of business planning tools, management information, recruitment process, training materials, sales management tools, and incentive and recognition schemes. Additionally focussed on how to introduce and develop a new Shariah compliant insurance business the concept of which was new to staff and customers. Utilised experiences in wealth management, lending and card sales to instigate a program of change to help the retail banking business develop for the future. Contributed to growing income in 2008 by 17% to SAR 1,891m. This was maintained in 2009 despite the start of the world-wide economic meltdown which impacted all banking businesses across the world through to 2010. Grew Shariah compliant insurance income by 50% in 2009 and 25% in 2010. Retired from Saudi British Bank and HSBC Group 31 July 2011. Show less

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  Retail Banking, Wealth Management, Insurance and Takaful Business Development Consultancy

  Aug 2011 - now

  Business Development Consultant

  Offering businesses the opportunity to increase customer service and income by utilising 39 years experience gained from working with HSBC Group in the UK, Bahrain, Egypt,Jordan, Lebanon,Oman,Qatar, United Arab Emirates,Saudi Arabia, Greece and Malaysia.In 2012 the Consultancy provided services to an Indian Life Assurance Company and its partner banks.In 2013 the Consultancy has provided guidance to companies on setting up wealth management and retail banking businesses in the Middle East.In 2014 the Consultancy concentrated on delivering training services in the Far East to senior managers from retail banking, insurance and Takaful companies.The Consultancy is able to:* develop sales strategies,procedures and capacity plans * develop service and sales skills with clients covering retail banking products as well as wealth management and insurance products including Islamic Insurance (Takaful)* develop sales management skills including sales activity management* develop coaching skills* influence draft regulatory requirements from the Regulator, client and insurance/bank distributor points of view* contribute to improving execution of existing Regulatory compliance procedures and processes* create and support business projects Show less