Experience

Mansfield Building Society

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Business Development Manager

  • May 2022 - Present



State Bank of India UK

• United Kingdom
• Banking
• 100 - 200 Employee

• Business Development Manager

  • Sep 2017 - May 2022

  The role of the Business Development Manager is to grow the business for the bank through pro-active research of new business opportunities through appropriate networking channels and by promoting customer/community awareness of the Banks services. As part of my role as Business Development Manager for the State Bank of India, it is part of my job role to promote and sell the banks Buy to Let proposition to the Intermediary/Broker Market. This is done through the development of relationships of a number of major Broker Networks. My duties as a Business Development Manager are: - Pro-actively grow the business opportunities for the bank by researching and developing networking channels - Increase customer awareness of the bank’s services, including buy-to-let offering - Educate broker / intermediary teams through strategic networking events - Manage existing broker relationships through regular contact and customer management - Create and implement business plans and strategies to target areas of business growth - Identify and rectify improvements in company procedures - Ensure ongoing customer satisfaction - Represent the bank at key industry events and forums Show less



HSBC

• United Kingdom
• Financial Services
• 700 & Above Employee

• Mortgage and Protection Manager

  • Jul 2014 - Sep 2017

  The role of the Mortgage and Manager is to provide a high quality compliant service to clients within both the existing client base, as well as prospecting for new clients. The role allows me to offer credible and knowledgeable advice to customers on mortgages and general insurance products, in order to meet customer needs and achieve performance targets within a regulatory environment. My duties as a Mortgage Adviser Included: - Identify customer pipeline to exceed financial targets for mortgage delivery - Manage the mortgage process for customers from inception to completion, including managing process with relevant brokers - Provide advice on Life Cover, Critical Illness, Income Protection and other insurance products - Manage, develop and coach junior team members and lead their development - Ensure all company procedures are adhered to Show less



Lloyds Bank

• United Kingdom
• Banking
• 700 & Above Employee

• Mortgage and Protection Adviser

  • Aug 2011 - Jul 2014

  The role of the Mortgage and Protection Adviser is to provide a high quality compliant service to clients within both the existing client base, as well as prospecting for new clients. The role allows me to offer credible and knowledgeable advice to customers on mortgages and general insurance products, in order to meet customer needs and achieve performance targets within a regulatory environment. My duties as a Mortgage Adviser Included: - Identify customer pipeline to exceed financial targets for mortgage delivery - Manage the mortgage process for customers from inception to completion, including managing process with relevant brokers - Build relationships with external vendors, including local authorities, housing associations and media Show less



Citi

• United States
• Financial Services
• 700 & Above Employee

• Relationship Associate

  • Sep 2010 - Jul 2011

  The Relationship Associate role is key to providing assistance to the Relationship Managers in delivering a robust oversight model for vendor services which are managed within the Vendor / Records Management and Business Support department. My duties as a Relationship Associate include:- Manage external relationships with key stakeholders, including vendors- Day-to-day monitoring of vendor performance and pro-actively resolving process and procedure gaps- Liaise with third-parties to identify procedural improvements and cost-conscious measures- Manage, develop and coach junior team members and lead their development - Ensure accuracy of key company databases through team management - Manage internal stakeholder relationships Show less

• Banking Operations Associate

  • Jun 2010 - Sep 2010

  This is a seconded role within Citi bank. This role involves of servicing customer requests and maintaining the banks control over transactional and non transactional processes within Citi Bank.My duties as a Banking Operations Associate include:- Maintain banking procedures and controls to ensure ongoing customer satisfaction - Investigate errors and identify procedure to correct these errors - Liaise with external banking institutions on behalf of Citi- Act as liaison with off-shore teams and manage off-shore relationships- Daily preparation of bank account reconciliations from source data Show less



Egg Banking

• Collections Specialist

  • Oct 2008 - Jun 2010

  The role of the collections specialist involves spending 100% of time engaged in collections activity in a customer- facing role. As a collections specialist I have a responsibility for mitigating losses, reducing net flows (in line with Business Plan) by reducing arrears on customer cards and loans. My duties as a Collection Specialist Include: - Negotiate the repayment of outstanding customer accounts - Ensure arrears management processes are met - Ensure ongoing customer satisfaction and ensure maintenance of company procedures and policies Show less



NatWest

• Banking
• 700 & Above Employee

• Personal Mortgage Adviser

  • Dec 2007 - Sep 2008

  The role of the Mortgage Adviser is there to indentify the needs of a customer and provide them with the service/product that they require and need. As a Mortgage Adviser I have developed my built my skills in the following area: I have good communication and listening skills, the ability to explain complex information clearly and simply, excellent customer service skills and am a honest and trustworthy attitude. Working with in the Private Section I was exposed to a higher calibre of cliental that had higher expectations of what the product would be for them. My duties as a Mortgage Adviser Included: - Identify customer pipeline to exceed financial targets for mortgage delivery - Manage the mortgage process for customers from inception to completion, including managing process with relevant brokers - Manage, develop and coach junior team members and lead their development Show less



Cheltenham and Gloucester

• Mortgage Adviser

  • Mar 2006 - Nov 2007

  The role was very much as above, however I would also carry out other Branch actives. This also included the added element of Supervision. As Mortgage Adviser at C&G I also dealt with the mortgage application\s that were sent through our broker bank. This included confirmation of criteria, processing and underwriting. My duties as a Mortgage Adviser/Supervisor Included: - Identify customer pipeline to exceed financial targets for mortgage delivery - Manage the mortgage process for customers from inception to completion, including managing process with relevant brokers - Supervise junior members of staff - Ensure upsell of insurance products Show less



Cheltenham & Gloucester

• Customer Service Assistant

  • Jul 2004 - Mar 2006

  As a Customer Service Adviser I was the first port of call for any customers that came into the branch. My duties as a Customer Service Adviser Included: - First point of contact for customer enquiries - Identify potential for upsell - Generate sales and assist in exceeding branch targets - Build relationships with intermediary bank - Process broker mortgages As a Customer Service Adviser I was the first port of call for any customers that came into the branch. My duties as a Customer Service Adviser Included: - First point of contact for customer enquiries - Identify potential for upsell - Generate sales and assist in exceeding branch targets - Build relationships with intermediary bank - Process broker mortgages