Select

Find similar resumes

Director

Work Experience

Management Consultancy Experience and AchievementsApril 2003 to December 2003Watson Wyatt Insurance Consulting LimitedProject Manager IndonesiaSelected and requested by Watson Wyatt to be Project Manager for major Bancassurance Implementation project in Jakarta Indonesia, between Bank Mandiri and AXA and to set up a Joint Venture Company in this field.A bullet point breakdown of the key tasks performed follows:· Setting up of the project plan. · Design and run project structure. Ensuring that there was a tight project discipline throughout the project as we had over 1100 key tasks to perform with 97 major deliverables many that could affect the critical path.· Incorporate 1:1 structure with key project staff in 6 Action Implementation Teams (AIT), that of that of Sales, Marketing, Operations, Information Technology, Human Resources and Training and Legal and Finance.· Ensure all staff clear as to dependencies and interdependencies within the AIT structure as the project progressed.· Set up weekly AIT Sitrep meeting as a platform to view the project as a whole and to enable all key staff to maintain the overall objective and vision whilst airing their views and observations.· Designed ran and skill transferred the recruitment process for Financial Advisors, Area Sales Managers and Regional Sales Managers within Indonesia to achieve a maximum of 603 sales personnel in 2 years.· Skill transference to all key personnel that will be running the company after departure and to ensure a smooth transition in all areas.· Maintaining and promoting good working relationships between Bank Mandiri and AXA.· Troubleshooting.· Reporting to Main Board Directors, Project Directors and CEO Indonesia and Asia Pacific AXA This project was one of the most interesting and diverse projects I have ever run particularly when there is a need to hit the deck running and also to absorb the huge differences in culture when doing business in Indonesia.Gaining the respect of my predominately Indonesian team was of paramount importance in a project so vital to the success of these major players, Bank Mandiri and AXA. I learnt some valuable lessons early on as to how to do business in Indonesia and Asia generally and gained great respect from my new colleagues by burning the midnight oil and learning the Indonesian Language to a basic conversational level, this in turn enabled me to make many friends.April 2002 to Feb 2003KPMG and (internet company)Designed and set up a full assessment center for a contract won for KPMG.Wrote a full sales process and assessed directors of rightmove the internet property company in winning business in the New homes market. Executive Coaching and Feedback to some of the key directors.Coached Director and Head of New Homes to present major deal to key client. Deal secured for £250,000 in December 2002. Company now profitable and 13th largest internet company in the United Kingdom.September 2001 to March 2002 Equitable LifeHalifax Equitable Clerical MedicalHead of Training and Quality Assurance for part of the Rectification Scheme, that of POAP (Post Offer Acceptance Processing) and Contact Centre.In September 2001 the Managing Director of Huntswood Plc asked me to co write the bid for the Equitable Life Rectification Scheme Project. We were informed that there were 20 competitors bidding for this work.The work involved defining the tasks identified in the Request for Proposal supplied by Equitable Life and formulating the proposed solutions. A unique approach to this task was taken.Presentations were made to Equitable Life, which translated in our bid being accepted and subsequently employing in excess of 140 consultants with a project value of approximately £18,000,000.A bullet point breakdown of the key tasks performed follows:Job Role: TrainiInitial set up phase of the project· PR between Huntswood and 7c (Call Centre Company) at the initial set up phase.· Training and design work complimented by HECM Dave Wilmot as excellent and to export both that and the Supervisors training (Report available for inspection)· PR with the Associates, maintaining the morale during difficult times due to severe systems problems.· Planning and implementing contingencies due to systems problems. · Taking on additional work queues for HECM’s Customer Service Centre, training, implementation and follow up.· Help and support in setting up Contact Centre and ensuring it ran well and on time.· Support and advice at disciplinary meetings.· General trouble-shooter, any problems I tended to deal with especially at the initial stages.· Feedback and coaching.· The writing and implementation of the T & C Scheme. This now to be used as the main scheme for HECM as advised by KPMG.· The audit from KPMG re the T & C scheme.· Flexibility of approach and adaptabilityJuly-August 2001 (Call Centre)Designed and built a specialist course for pro active approach telephoning to they’re respective customers.Call center part of the staff requirements. Some de motivation to perform this task. Course consisted of the psychology of telephoning, handling complaints, irate customers, and key marketing messages.Excellent feedback, invited back as soon as available. July 2001 Strategic PlanningCurrently helping two companies with its strategic planning as it begins to experience growth and requires structure and process coupled with keen attention to risk management. This work is ongoing.April – June 2001 New Business Development . Proposal for Lincoln NationalWrote the proposal that lead to the business being gained at Lincoln.Liased with the main board directors and presented the facts as to their situation for starting a call center.Secured the business despite strong competition from other consultancies and became part of the design team.January – March 2001 KPMGDesigner/TrainerUlster Bank. Designed a complete 2 week program in wealth management for Ulster Bank.Designed from scratch a completely new sales process with the focus on consultative selling to the affluent market.Further designed a client goal development model to share in the clients vision as to what they want for themselves and how we can help them get there.Incorporated into the sales process a form of contracting with the client in the form of ground rules and a referral process that was up front and both advisor and client friendly.Business Review Assessment Project Manager Implemented Business Review All candidates completed a formal written paper and were subject to a two stage Interview process.At completion of the task, over 30 Business Reviewers were placed on Klearnings books and available for work at a major contract just wonDesigned a comprehensive guide to running a project for training and design in Financial ServicesIn Total, helped to recruit through personal recommendation and second stage referrals over 70 Associates onto the database.New Business Development Helped KPMG Partner to close significant business with Ulster BankFSAVC Review Britannic Assurance Co Project Managed Help set up the call center for FSAVC Review. Co-Designed and ran a full training programme covering all aspects of the review including formalised training on the products and the key aspects of understanding and recognising the impact of poor advice and the steps taken to rectify this.July – December 2000Project Manager/Support KPMGConsultant role to the Consultants. Key role to re engineer KPMG’s launch into providing high quality Independent Training Consultants.(Associates)Helped to build the process for interview and assessment of the Training ConsultantsBrought in to support and help build K Learning from Scratch. Project Managed team of two other Designers to build the Proposition for the new Associates.Selected Louise Galloway to help design and implement a Business Review assessment for KPMGFebruary – July 2000 (KPMG/NR Consulting)Designer/Trainer Designed material and trained Nat West Investments personnel in wealth management. Worked closely with Louise Galloway who headed up the assessments of the sales processJanuary 99 – September 99 (KPMG/NR Consulting)Designer/Trainer/2ic Project Manager. With my knowledge of the sales force, I was asked to design the new management development structure for Britannic Assurance as well as liaison between KPMG and our co providers Cap Gemini.This was a huge responsibility as the sales force consisted of over 1500 field staff. Clear client objectives were of paramount importance and to marry up what was needed with what would work in the field. The 3 areas of concentration for the managers were Situational leadership, Goal setting and interpretation of management data.The whole project and subsequent results were a great successBritannic achieved 167% growth in 2 yearsMy other duties involved helping to design the skills necessary for Laptop Computer Training to the field force.Train the Trainer. Designed the train the trainer event and delivered to the trainers for implementation in the field.Trainer. Delivered to some of the pilot branches before main event.Initial success so high that Divisional Managers and Regional Directors came under the training so that everybody was singing from the same song sheet All design material available for perusal. Note After working exclusively under contract with Britannic for nearly two years I had developed a keen understanding of the culture and objectives of the organisation. This was reflected in the relationship I had with the Sales force especially the management team and I was always warmly received whenever I was on Branch visits.Main contact personnel were Martin Tuckwell, Bill Haynes, Bob Murrock, Steve Lane and Ian Plant.October 98 – December 98 (KPMG/NR Consulting)Project Manager/Designer. Given the task of designing a system of process and comprehensive ongoing structure to reduce the amount of proposals returned to Head Office for Britannic Assurance (running at 78%), the company had promised the city £x and was going to deliver £Y, this was a major problem. Also to design basic management structures and implement in the field. Within 6 weeks proposals returned was down to 23% Martin Tuckwell and the Britannic Board were delighted with the successTrain the Trainer. To design and run the Train the Trainer event for Field implementation.Coach/Trainer. Delivery to the field force.Note. Returns reduced to 28% by mid December 98.June 98 –October 98 (KPMG/NR Consulting)Trainer for the new sales process introduced to Britannic Assurance, Partnership For Life. May 98 (KPMG/NR Consulting)At less than 12 hours notice, stood in for an actor filming the new sales process under the banner of Partnership for life for Britannic Assurance.This was produced by Tom Ross, formerly the producer of Top GearAll videos available for perusal.January 98 – March 98 (KPMG/NR Consulting)Trainer/Assessor with Britannic Assurance. Reassessing the whole of the management team by use of observation aids on the sales process to an approved standard.The one course that I trained achieved a 97% pass rate.Note: Designer KPMG/KLearning With varying degrees of standards in Training and Consultancy in general, I designed a complete Guide to Project Management for financial services. This mapped out a suggested route for a Project Manager to take on beginning a new project. Whilst not definitive, it gives a clear process of the probable steps to be taken and acts as an aide memoir.In addition a Project Pack was also developed. This gave clear direction of how training notes were to be formatted and included various tools that could be used.Both of these are now complete and will aid Klearning in providing the highest standard of service and consistency and predictability through a given structure and process to their respective clients.

Education

Head Boy at Boarding School, achieved colours in football cricket and athletics. At Age 14 represented Chelmsford Rifle Club at competition shooting at Bisley, one of the youngest ever to do soGCE’S. English Language, English Literature, Art. History, Geography, Business Studies, Navigation. College of Preceptors. English Language, English Literature, Art, and Mathematics. Full FPC.

Skills

· Project Management· Training· Design· Recruitment· Implementation of Structure and Process· Follow up of implementation· Wealth Management· Troubleshooting· Management Development· Executive coaching and feedback· Consultative Sales Skills· Leadership· Team Building· New Business Development· Specialist Performance Review· Strategic Planning· Change Management· Creative thinker, thinks out of the box to find the solution· Board Negotiation

Languages

Conversational Spanish and Indonesian Bahas

Other

Background (in brief)1983 – 1997 Life Assurance IndustryDivision Manager/Project Managed Essex Division Acuma American Express, and built operation from scratch to 50 Advisors in 3 years. Passed for Senior Vice President Scotland by Philip Simensen Amex. Essex Division was a “Model” Division and attracted visits from both other Divisions and from America. I was introduced and personally thanked by Jeffery E Steifler later CEO of American Express Worldwide for the work conducted (copy of letter from J Steifler available upon request)Location Head/Project Managed Chelmsford Location for Allied DunbarRequested by Allied Dunbar Regional Director to troubleshoot and manage a sensitive situation. Chelmsford location had once been one of the premier locations in Dunbar and due to poor management and motivation (11 changes of management in 2 years) production had fallen to unacceptable levelKey implementation points· Personally interviewed all staff, ascertained what they wanted, then what I wanted· Instilled a sense of pride. Office had 1970’s furniture some broken and stacked around the building. Was unclean and generally messy.· Personally disposed of the broken furniture and cleaned the office with volunteers over a weekend.· Gave strong leadership and direction on the set objective· Personally ran developmental training every morning for low producers· Had individual business meetings with what used to be the best producersResult was that I doubled production at in 6 monthsA full Board Director of Allied Dunbar (Peter Allen) asked me to help with a problem regarding the acquisition of Save and Prosper and the transition of their sales force into Allied DunbarAllied Dunbar believed it a lost cause and expected to loose most of the Save and Prosper sales force while retaining the client bank. My approach was similar to the Chelmsford problem, though this was more of a relationship issue. In essence they did not want to be there.By managing the relationships, especially with the key players, my part of the operation turned around and achieved +38% in the year of disclosure for the industry as the City of London Group for Allied Dunbar. Convention Qualified. (Due to an ownership issue on a large case which missed the deadline for Convention to San Francisco, this case had not been included in the awards for Allied Dunbar’s Top Manager held at Wembly Conference Centre. I was informed by Convention Department that had this case been included, my Group could have come 3rd in the company, this conversation was never made official,. I did however go to San Francisco) Conventions include San Francisco, Cannes, Glen Eagles, and Majorca.Earnings well in excess of £150,000 pa for many years.Maintained high degree of quality assurance throughout all operations by conducting selective business reviews of all cases submitted. Received excellent reports from compliance department and from Regulatory visits incurred. Division was seen and held up as a model operation.1978 – 1983 Direct SalesCommission only salesman selling kitchens and double-glazing. Achieved 2nd top position in sales for double-glazing in November 79.1972 – 1978 Royal NavyGeneral Service initially followed by helicopter aircrew on Search and Rescue and anti submarine warfare. Also Special Duties. Developed a rapid thought process for making the right decision whilst on rescue missions and attended 54 rescues. Keen interest in and success at boxing· Attended leadership Courses.· Escape and evade.· Lead teams of personnel who were being assessed for special duties over the Ochill Mountains in Scotland.· Survival Courses and numerous other interesting activities.· Marksman with both handguns and rifles.· Special Duties.

 Select