Mortgage manager
Globaleye
Total years of experience :13 years, 9 Months
Supplied and offered consultation to the largest blue chip companies regarding SAP and SAP consultants.
Recruit manage and motivate a team of agents to perform to a high level and achieve monthly targets
● Recruiting and training new starters, so they are capable of doing the job to the high company
standard.
● Overseeing their day to day activities making sure they interact with the customers in a
respectable informative way.
● Organizing and Motivating members of team and retraining when required (team of 5-7) so
they hit the individual and team targets every day. (4 individual contract each)
● Also still hitting my own personal sales target 3-4 contracts per dayGenerated new business from scratch by
calling new clients for the first time to build relationships and sell new contracts.
£39, 000)
Highest deal banked in June 07 (£30, 000)
Promoted to
and then German Bund
trader
● Passed 3 month internship came 4th
out 25 for overall score. 7
● Traded the spread between German Bunds and Bonds
Achievements
Outperformed trading targets each month.
Best month was £11, 000 net profit
Skills
Direct trading using Bid, Offer Ladders.
Created new relationships with clients and designed and implemented a Personal investment plan and agreed on
which products to use with the client for the short medium and long term
● Introducing myself and
● Set up a regulated internal mortgage department from scratch with limited budget.
● Negotiated and completed the terms of business with all major international UK banks and international
property brokers
● Designed and wrote marketing material, including mortgage pages of website, landing pages, fliers,
downloadable guides. Also wrote contributions for
Lead generation
● 100% of business written was self-generated and I was not permitted to have a dedicated BDM. I had to
generate all my own leads using social media channels like LinkedIn and Facebook, PPC advertising,
Networking, Introducer agreements, cold door knocking an Seminar events. I also generated regular
appointments from each of my clients via referrals and introductions.
Financial Planner
● Gathered detailed information from clients and offered advice using a written proposal in all of the
following area’s Mortgages, Wills, Guardianships, Estate planning, Debt Management, Budgeting,
Protection, Tax planning, Savings, Retirement planning, Education Planning, Investments, Offshore
banking, Currency exchange and UK Pension transfers.
● Gave a written proposal with verbal explanation of solutions where necessary. Then made the application
with the client and followed up with regular quarterly or 6 monthly reviews depending on the clients
circumstance.
Mortgage Consultant
● Generated UK and UAE leads from networking and personal marketing campaigns, also serviced internal
clients of Holborn Assets.
● Gave a personal one to one service with every client from the start to the very end of the process.
● Built strong network with real estate advisers and regularly receive leads.
Achievements
2014 Wrote $69, 000 gross commission in my first year from cold standing start.
2015 Wrote $155, 000 Gross commission
Set up Facebook marketing campaign and generated 170 Mortgage leads
● Speaking to potential customers One to One face to face or over the phone, Large Group Presentations, or on Exhibition
stands to explain how the products and services of the company could benefit their individual needs.
● Gathering detailed specific information from the client to and then advising using a written
proposal on, medical insurance, life insurance, critical illness protection
New Business Development
● Get in contact with HR manager’s of large business’s who the company had no previous relationship with
to introduce the product, design bespoke products and set up a long term contract to regularly visit their
sites and offer the product to their employees.
Account Management
● Constantly speak to HR Managers and Directors of companies including
on the Preferred Supplier List and built good relationship
with the CIO’s Deutsche Bank, Delloittes, Accenture,
Cap Gemini,
BP, News International, Barclays Wealth.
Created new contract with Barclays wealth added to Preferred
Supplier list SAP IT consultants
Achieved all probation targets within first 3 month probation period,
including 6 client meetings, 250 new manager names, 1 new client
and position filled, 4 existing client positions filled, assessed
presentation of the company in front of the office floor.
Generated new business by calling on potential customers in their homes open present and close in
one visit
● Business was generated by introducing myself and the company for the first time to clients by
knocking on their door (cold calling) explain our products and services and seeing how they could
benefit from the features.
● Once we established they could gain from it I would ask for permission to go in and do a full
presentation in the home in more detail explain how much they could save per year and see how
other features could save them money on usage reduction like smart meters, draft extractors and
boiler service, repair and replacement.
● By getting feedback from the client we’d try and improve the details if possible. Then finalise the
terms of the contract and leave the customer with all the information they need to get in contact if
they need any help in the future.
GCSE 10 – A to C’s inc Maths C and English C A-Level Business Studies B English D General Studies B Bsc Economics 2:1 pass 68% May 2012 Royal Marine Commando Course Computer Studies D Jan 2015 CISI International Certificate in Wealth Management.