Open to opportunities

Manuel Martins

@manuelmartins

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Customer advisor with a focus on financial services and problem-solving.

United Kingdom

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What I'm looking for

I am looking for a role that allows me to leverage my customer service skills in a financial context, with opportunities for growth and development.

My name is Manuel Martins, and I am currently pursuing an Honors Degree in Business & Finance at the University of the West of Scotland. With a strong foundation in customer service and problem-solving, I have developed a keen interest in financial advisory roles that enhance customer experiences. My academic journey has equipped me with essential skills in finance, management, and data analysis, which I am eager to apply in a professional setting.

Throughout my career, I have gained valuable experience in various customer-facing roles, including my current position as a Customer Advisor and Representative at Diligenta, where I provide exceptional service to Prudential customers. My previous roles as a Bar Supervisor and Bartender have honed my ability to work under pressure, manage stock, and create engaging drink menus. I thrive in collaborative environments and am committed to continuous learning and development in the financial sector.

Experience

Work history, roles, and key accomplishments

Current

Customer Advisor and Representative

Current

Diligenta / Prudential / M&G Wealth

Jan 2022 - Present (3 years 6 months)

Provided exceptional service to Prudential customers, handling interactions and confidential data. Supported back-office tasks and assisted customers with policy details.

Customer Service Back Office Support Policy Management

Bar Supervisor

The Eagle Lodge

Jan 2021 - Dec 2022 (1 year 11 months)

Supervised four different bars, overseeing operations and staff. Managed stock counting and order duties, and designed drink menus and cocktails.

Bar Supervision Stock Management Menu Design Team Leadership

Bar Steward

Belmond Royal Scotsman Train

Jan 2018 - Dec 2021 (3 years 11 months)

Prepared and made various drinks and cocktails, ensuring high-quality service for customers. Managed stock control efficiently to maintain inventory levels.

Cocktail Preparation Stock Control Customer Service Bartending Inventory Management

Bartender

Hilton

Jan 2017 - Dec 2020 (3 years 11 months)

Prepared drinks and cocktails, ensuring customer satisfaction. Handled cashier duties and transactions accurately.

Stock Control Cashiering Customer Service

Education

Degrees, certifications, and relevant coursework

University of the West of Scotland

Bachelor of Arts (Honours), Business & Finance

Currently pursuing an Honours Degree in Business & Finance. The program includes modules such as Exploring Finance, Business Economics, Financial Management, and Business Law. The dissertation topic is 'Actively Managed Funds vs Index Funds'.