Research Manager - Client Acquisitions
Holborn Assets Ltd
Total years of experience :9 years, 6 Months
Collaborated with the Director of Client Acquisitions and Chief Operating Officer to strategize and implement new lead generation avenues directly impacting client acquisitions.
Developed and nurtured B2B relationships across multiple projects, contributing to a 23% expansion in business opportunities within client acquisitions.
Partnered with the in-house IT department to plan, oversee, and implement a custom CRM system, resulting in an 80% improvement in workflow efficiency and client data management.
Designed and implemented quality assurance processes, ensuring the accuracy and integrity of generated leads, which led to a substantial increase in lead quality.
Spearheaded the entire prospect generation process for client acquisition driving a surge in new client engagement and expanding the client base.
Utilized advanced CRM analytics to monitor client engagement, that boosted conversion rates twofold.
Generated detailed performance reports on lead generation and research teams to senior management with actionable insights for strategic planning.
Restructured the lead generation team and existing processes through targeted recruitment, training, and automation.
Scaled the team from 10 to 100 members within 4 months by recruiting talent from the Philippines, Sri Lanka, and the UK.
Product portfolio transition from generating QROPS product leads to UK property and citizenship by investment leads.
Achieved monthly targets throughout the portfolio transition, demonstrating adaptability and effective strategy execution.
Identified inefficiencies in lead generation methods, introducing 4 automated research processes reducing bottlenecks and streamlined workflows.
Created impactful training materials and conducted performance evaluations, leading one-on one mentoring sessions that boosted team productivity by 50%.
Successfully managed the retrenchment of the 100+ Research Team members in the Sri Lanka operations including legal, logistical, and asset liquidation tasks, marking a major operational achievement.
Implemented quality metrics and conducted bi-weekly audits to ensure the accuracy and reliability of research outputs.
Provided constructive feedback to the QA team, consistently maintaining high standards and reducing errors by 17%.
Built and led a 20+ member quality assurance team, increasing production output by 100% through strategic training and process improvements.
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