Sonny Uppal Ba(Hons), CeMAP, CertCII,

Director at Journey Mortgages
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Contact Information
us****@****om
(386) 825-5501
Location
Oxford, England, United Kingdom, GB

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Experience

    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Director
      • Oct 2018 - Present

      Specialists in Retail and Commercial Mortgages. From Residential to Buy to Lets. From Commercial Mortgages, Bridging Finance to Commercial Lending. Specialists in Retail and Commercial Mortgages. From Residential to Buy to Lets. From Commercial Mortgages, Bridging Finance to Commercial Lending.

    • UK and European Sales Manager
      • Mar 2018 - Sep 2018

      Sonny has been promoted to the position of UK and European Sales Manager, concentrating in the renewables industry, dealing and placing business throughout Europe. Sonny is continuing to work closely with all our partners and developing new business relationships on an international scale.

    • UK Sales Manager
      • Oct 2017 - Feb 2018

      Sonny is head of all UK Sales, also helping in dealing with queries and quotes from the portfolio managers across Europe. Sonny is continuing to market and sell our new products. As a Lloyd’s Coverholder, he has the added responsibility in ensuring the balance between risk and reward for our insurers in the Lloyd’s market.

    • Sales Executive
      • Apr 2017 - Sep 2017

      Sonny is currently working for CNC Asset Ltd as a Sales Executive. CNC Asset Ltd are an accredited Lloyd’s of London and London Market Insurance and Finance business producer established in 1999. CNC Asset Ltd are experts in designing, underwriting and managing insurance programs, specialising in developing extended warranty programs for indoor and outdoor machinery, renewables and claims management.Sonny has extensive product knowledge in the areas of Wind Turbines, Solar PV, Machine Tools, Combustion engines, Biomass and Outdoor machinery, helping CNC Asset clients with their extended warranty needs and ensuring business growth. As well as extensive knowledge developing extended warranty programmes, CNC Asset Finance Ltd facilitate commercial asset funding for industrial customers. Sonny is proactive in sourcing finance deals but also gives the clients peace of mind with their warranty needs, leaving all our customers to focus on what they are best at, which is growing their businesses.

    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Assistant Relationship Manager SME Commercial Banking
      • Oct 2015 - Mar 2017

      In commercial banking: Sonny supported business customers, providing people from diverse companies with helpful information, guidance and answers. Responding to individual customers' business issues. Identifying and selling solutions that best meet their needs. Taking the time to listen to customers, to ensure that our products and services are working for them. These are Sonny's key elements to his success as a relationship manager. He builds customers' confidence, and helps them and their businesses prosper.

    • Financial Consultant
      • Nov 2013 - Oct 2015

      Sonny delivered quality business that was both compliant and profitable: providing clear and appropriate advice on Protection products. Sonny was a top 10 national performing consultant, exceeding in sales and customer experiences.

    • Transport Administrator
      • May 2011 - Nov 2013

      Sonny worked in the transport department in a fresh produce company, ensuring that all deliveries went out on time to meet customer deadlines and expectations. Sonny's other duties included de-briefing returning employees ensuring that all paperwork was completed to a compliant standard. Answering calls from various departments to arrange delivery and collection times for suppliers and customers, ensuring that delivery slots and times are met whilst maximising fuel consumption and efficiency in the fleet of 60+ vehicles.

    • United Kingdom
    • Insurance
    • 700 & Above Employee
    • Bicester, Insurance Broker
      • Jan 2009 - Apr 2011

      Primarily broker sales, Sonny exceeded client expectations in the delivery of the services and products provided by the company. Sonny delivered results in a growing and ever changing environment, analysing several risks at any one time. He had to take the company and insurers into consideration when analysing risks as to ensure the correct risks are placed efficiently and effectively.AchievementsSonny passed my CII exams within 2 months.In Sonny's first year, he was second in sales. This was achieved by learning about the industry and doing my exams, all in my first year. After 6 months, Sonny was compiling management reports for head office.

    • Supervisor
      • Mar 2009 - Dec 2009

      Sonny worked a supervisor and line assistant, with up to 20 people under his supervision within a printing firm. Sonny's main duties involved production levels remaining on time and efficient whilst ensuring that all staff members were fully competent and equipped in order for them to carry out their tasks.AchievementsLeadership, having up to 20 members of staff to train and induct,Communication, most of the staff were from the EU, so English was not their main language, so it was an uphill challenge trying to explain the job roles to them. Time management, as it was a production line, Sonny had to keep on time and efficient all the time or the production output would fall.

Education

  • Oxford Brookes University
    BA(Hons), Business Economics
    2005 - 2008
  • The London Institute of Banking & Finance
    CeMAP, Certificate in Mortgage Advice
    2018 - 2018
  • Institute of Financial Services
    CeFap, Financial Planning and Administration
    2013 - 2013
  • The Chartered Insurance Institute
    Certificate of Insurance, Insurance
    2010 - 2010

Community

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