Experience

Vistaara Financial Solutions
• United Kingdom
• Financial Services
• 1 - 100 Employee
• Managing Director- Financial Consultant

  • May 2015 - Present

Embrace Mortgage Services
• HNW Financial Consultant

  • May 2014 - May 2015

Nationwide Building Society
• United Kingdom
• Financial Services
• 700 & Above Employee
• Mortgage Consultant

  • Oct 2013 - May 2014


NatWest

• Banking
• 700 & Above Employee

• Personal Mortgage Advisor

  • Sep 2012 - Oct 2013

  Provide expert help and advice on our entire range of mortgage products. To act as a professional in the home buying process and understand the needs of customers both personal, business and investment. Building strong, trusted relationships and providing a professional and thorough service. Building effective relationships which is all part of retaining and growing customer business, be proactive in following up leads and referrals to develop new business and contacts. Engaging within the group to ensure leads are maximised from business, commercial and private customers. Provide leadership and advice to lead generators in morning and weekly meetings to ensure they stay up to date with products and rates meeting their customer needs. Carry out mentoring and coaching where needed and act as a mentor for trainee mortgage advisors. Take part in promotional events to grow the mortgage business and maintain brand presence for Natwest Mortgages. Show less



Countrywide Mortgage Services

• United Kingdom
• Financial Services
• 300 - 400 Employee

• Mortgage Consultant

  • Feb 2011 - Oct 2012

  Ranked number 1 Mortgage Consultant for quarter 2, 3 2012 in the Championship League, Countrywide Essex Underwent a one month intensive Mortgage Academy course, enabling me to act as an effective Mortgage Consultant. The aim of the role was to provide advice and recommend from a panel of lenders for potential home buyers, explaining rates, schemes and repayment methods. Cold calling and generating new business through estate agency, networking and available CRM systems. Carry out fact finds and go though IDD’s, helping homebuyers understand the steps involved in buying a property from both the financial and conveyancing perspective, and liaising with the necessary parties involved. Building relationships with both clients and BDM’s from lenders through to Solicitors and Surveyors, ensuring a holistic approach to the Mortgage process. Identifying protection needs covered under general insurance, from mortgage, personal through to lifestyle needs. Finally but more importantly packinging a proposal in line with FSA compliance and lender criteria. A large amount of time being spent on helping motivate, coach, train and Estate Agency staff in respect to closing first appointments, ensuring they know of any exclusive deals and the latest rates. Show less



Elite Mobile Limited

• United Kingdom
• Wholesale

• Relationship Manager

  • May 2010 - Dec 2010

  Elite Mobile PLC, London Provided leadership, motivation and strategic direction to a team of 10 to ensure a smooth returns and repairs process; ensuring customers and operations were satisfied and fulfilled respectively. Key achievements Maintained and developed key strategic alliances with dealer channels / networks, including: Car Phone Warehouse and Phones 4 You. Project managed the creation and implementation of a new Health and Safety policy, ensuring all risk assessments and fire drills were carried out in accordance with ISO 9001 standards and relevant legislation. Organised, prioritised and delegated workloads to multifaceted staff to satisfy fluctuating business / customer demand - ensuring all returns and repairs complied with Terms and Conditions as at the point of sale. Facilitated the timely completion of ad-hoc administrative activity, including: issuing and tracking credits. Reported regularly to the Managing Director in relation to operational, sales and financial performance - offering suggestions for improvements where needed. Interfaced daily with clients and customers, ensuring they received orders and consignments on time while promptly and effectively resolving any arising concerns. Show less



RCS Designs

• United States
• Environmental Services

• Managing Director

  • Mar 2006 - Feb 2010

  Managing Director 2007 - 2010 RCS Designs Limited, London Successfully established and managed this small ethnic menswear company turning over ~£500k per year; overseeing daily business operations, including: sales, administration, marketing, recruitment, financial controls and customer service. Managing Director 2007 - 2010 RCS Designs Limited, London Successfully established and managed this small ethnic menswear company turning over ~£500k per year; overseeing daily business operations, including: sales, administration, marketing, recruitment, financial controls and customer service.



Paul's Fruit

• United Kingdom
• Wholesale

• HS & Ops Manager

  • May 2005 - May 2007

  Multisite Operations and H&S Manager 2005 - 2007; Key point of call for Health and Safety queries for this multi-site operation; delegating work to on-site Health and Safety Supervisors while liaising with staff and contractors at all levels. Key achievements Established, implemented and maintained a new Health and Safety policy statement produced under guidance from an external consultancy, encompassing a revised look at general /fire risk assessments, manual handling, COSHH assessment and display screen equipment assessments through inspections, audits and surveys. Adopted a collaborative approach at all levels to ensure imports and exports were seen from start to finish through the relevant teams. Proactively led business development through field sales and cold calling. EARLY CAREER HIGHLIGHTS Adopted a consultative approach to analyse and delineate customer telecoms requirements as Sales Adviser for Vodafone Retail UK Ltd., between 2004 and 2005; playing a key role in the consistent achievement of KPIs and sales and service targets - resulting in award for Learning and Development. Forged, maintained and nurtured key customer relationships as Senior Sales Associate for Hutchison 3G in 2004, conducive to business growth while also training staff in product awareness and customer service. Increased profitability; having identified and exploited opportunities to maximise sales and improve customer service. Gained invaluable managerial Show less