Patrikas Petrovas

As Sales Director at Concrete Care, I drive growth and efficiency by overseeing supplier management, procurement, and inventory control in the construction sector. I negotiate favorable supplier terms, implement cost-effective procurement strategies, and optimize workflows to reduce overheads and improve performance. I manage inventory and supply chain operations to ensure quality and timely delivery, while also handling financial administration, including bookkeeping, payments, and cost analysis to identify savings. I support product development by onboarding new products and conducting market research to meet customer needs. Collaborating with cross-functional teams, I resolve operational challenges, streamline communication, and ensure smooth execution of strategic goals. Through data-driven decision-making and process improvements, I strengthen operational foundations, enhance client satisfaction, and contribute to Concrete Care’s long-term success.

As Client Journeys Lead at Schroders Personal Wealth, I focus on enhancing customer experiences and driving operational efficiency. I lead initiatives that save an average of 3,000 adviser hours per month and streamline workflows, boosting adviser productivity by 10%. By designing intuitive client journeys, I achieve a 10–15% increase in engagement and foster stronger relationships. I manage communication projects that reduce unnecessary client collateral by 20%, lowering costs and improving relationships. Partnering with Marketing, I help deliver personalized content that drives a 15% increase in email open rates. I collaborate closely with stakeholders across the business to ensure alignment and successful execution of initiatives. My work directly contributes to Schroders’ mission of delivering exceptional wealth advice through efficiency, personalization, and client-centric strategies.

As a Client Engagement Associate, I acted as the key liaison between Personal Wealth Advisers and clients, ensuring client needs were understood and addressed effectively. I consistently exceeded targets, achieving 79% Intro Calls with 64% converted into adviser meetings, and averaging 10 calls daily against a target of 9. I leveraged Salesforce extensively, both for day-to-day client management and to improve business processes, sharing best practices with colleagues through training sessions. My role also involved managing client-facing and administrative tasks using Salesforce, Excel, and Word, as well as analyzing data to enhance client experience and efficiency. I built strong client relationships to identify financial planning opportunities, contributed to CRM development by optimizing Salesforce processes for stakeholders, and presented client and business insights to stakeholders to strengthen marketing and outreach.