Thomas Barks

Account Manager @ Pepperstone

About

Sales and trading specialist with 10 years of front-office experience, leveraging sharp market insight and enthusiasm to boost revenue growth. Proven track record of top performance at global brokerages.

Country

City

United Kingdom

Industry

Financial Services

Skill

Market Knowledge, Onboarding, International Clients, Client Services, Economic Indicators, Financial Instruments, Derivatives Trading, Futures, Brokerage, Customer Relationship Management (CRM), Technical Support, Trading Systems, Cross-Selling, Attention to Detail, Customer Satisfaction, Problem Solving, Consultative Selling, Customer Support, Electronic Trading, Sales

Experience

Account Manager

Pepperstone

2024-3 - Present · 2 yrs 7 mos

City Of London

• Generated over £2.1m in trading revenue and £6.5m in net deposits across 1,800 qualified sales, consistently exceeding performance targets • Took clients to restaurants and events to build rapport and stimulate trading activity • Used technical and fundamental analysis of stocks, indices, currencies, commodities and treasuries to encourage trading activity on our Spreadbet and CFD accounts

Senior Sales Executive

CMC Markets

2022-1 - 2024-2 · 2 yrs 2 mos

City Of London, England, United Kingdom

• Achieved the highest conversion rate for 6 consecutive months • Led sales workshops that boosted quarterly team conversions by 15% • Launched daily market updates that drove a 10% increase in outbound calls • Sent monthly reports to management to help identify sales trends

Sales Executive

CMC Markets

2021-1 - 2022-2 · 1 yr 2 mos

City of London, England, United Kingdom

• Registered the most call minutes for 6 consecutive months due to a consultative approach • Recorded YouTube videos about the trading platform to educate and interest clients • Executed client trades over the phone which required great arithmetic and communication

Sales and Support Representative

INFINOX Capital

2019-10 - 2021-1 · 1 yr 4 mos

City Of London, England, United Kingdom

• Managed client queries with 100% positive feedback on my Trustpilot reviews • Provided weekly internal training sessions on economics, trading and products • Created platform guides for the website

Financial Services Representative

FXCM

2017-11 - 2019-5 · 1 yr 7 mos

City Of London, England, United Kingdom

• Increased client equity under my name tenfold in a year • Discussed market movements and events with clients to provoke trading activity • Created reports on Salesforce for marketing campaigns and targeted sales

Education

Tilburg University

Economics - Money, Banking & Financial Markets

2016 - 2018 · 2 yrs

• Specialised in the ‘Money, Banking & Financial Markets’ track • Focus on financial economics , featuring courses such as Financial Markets & Institutions, Investment Analysis and Corporate Governance • Use of Excel, Stata and Python to manipulate and analyse data • Frequent group work with students of different nationalities and backgrounds • Voluntary participation in the Winter School on Entrepreneurship for extra credit • Empirical thesis on the mediating effect of income on economic freedom and life expectancy

The University of Sheffield

Economics

2012 - 2015 · 3 yrs

• Strong performance in financial modules: Introductory Finance for Economics (85%), Money, Banking and Finance (81%) and Modern Finance (83%) • Economics is both qualitative and quantitative, thus the study of it has honed my numerical and written capabilities • Group presentations and discussions helped foster both articulation and confidence • Extensive use of Microsoft Office and other software has enhanced my IT proficiency