Anil Anand Duggal
Wolverhampton,West Midlands
Summary
Experienced and client-focused Mortgage & Protection Advisor with a strong track record of delivering tailored mortgage solutions and comprehensive financial protection advice. Skilled in navigating the complexities of mortgage products, insurance solutions, and financial planning, I am dedicated to helping clients make informed decisions to secure their financial futures. Known for building long-lasting relationships based on trust, transparency, and exceptional customer service.
Overview
9
9
years of professional experience
6
6
years of post-secondary education
1
1
Certification
Work History
Mortgage & Protection Advisor
Personal Financial Matters Ltd
Wolverhampton, West Midlands
08.2020 - Current
- Provide expert mortgage advice to a wide range of clients, including first-time buyers, homeowners seeking remortgages, and property investors.
- Assess clients' financial situations to recommend appropriate mortgage products that suit their needs, ensuring they receive competitive rates and terms.
- Advise clients on protection products such as life insurance, income protection, critical illness cover, and home insurance, ensuring their financial security in case of unforeseen events.
- Build and maintain long-term client relationships, offering regular reviews and updates on mortgage and protection products.
- Collaborate with lenders, insurers, and other financial professionals to ensure smooth processing of applications and claims.
- Stay updated on the latest market trends, regulations, and product offerings to provide clients with the most relevant and informed advice.
Transport Administration
Bimson Haulage Ltd
Wolverhampton, West Midlands
02.2018 - 07.2020
- Maintained regular contact with customers for updates on delivery status.
- Updated vehicle records regularly, maintaining an accurate database.
- Managed customer orders and inquiries, providing accurate delivery updates and handling any complaints or issues to maintain a high level of customer satisfaction.
- Entered and updated transportation data into company systems, producing regular reports on fleet performance, delivery times, and any operational inefficiencies for senior management.
Graphic Designer
The Peoples Orchestra
West Bromwich, Sandwell
01.2016 - 05.2017
- Implemented regular feedback from clients into designs for improved product reception.
- Managed multiple projects simultaneously, ensuring timely delivery of all tasks.
- Enhanced brand recognition by creating visually appealing and effective graphic designs.
- Demonstrated excellent time management skills whilst juggling multiple deadlines.
Education
Automotive & Industrial Design BA 3yrs - Transport Design
Coventry University
Coventry 09.2007 - 07.2011
Product Design BA - Product Design BA
Birmingham City University
Birmingham 09.2006 - 07.2007
BTEC National Diploma - 3D Design
Sutton Coldfield College
Sutton Coldfield, Birmingham 09.2003 - 07.2005
Skills
- Mortgage Advice & Planning
- Protection & Insurance Solutions
- Client Relationship Management
- Financial Planning & Strategy
- Excellent Communication Skills
- Regulatory Compliance (FCA, MCOB, etc)
- Market Research & Financial Analysis
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Key Achievements
- Consistently achieved sales targets and contributed to a significant increase in the company’s mortgage product sales.
- Successfully guided numerous first-time buyers through the mortgage process, helping them secure their first home with tailored mortgage solutions.
- Led protection reviews for clients, increasing the take-up rate of life insurance and income protection policies, ensuring clients' peace of mind.
- Played a key role in increasing the client base and improving customer satisfaction through exceptional service and expert advice.
Certification
CeMAP (Certificate in Mortgage Advice and Practice) | 2020
Technical Skills
- Proficient in Microsoft Office Suite (Word, Excel, PowerPoint)
- Mortgage sourcing systems (e.g., Trigold, Twenty7Tec)
- CRM systems (e.g., Xplan, Smartr365, Intelligent Office, Solutions Builder)
Timeline
Mortgage & Protection Advisor
Personal Financial Matters Ltd
08.2020 - Current
Transport Administration
Bimson Haulage Ltd
02.2018 - 07.2020
Graphic Designer
The Peoples Orchestra
01.2016 - 05.2017
Automotive & Industrial Design BA 3yrs - Transport Design
Coventry University
09.2007 - 07.2011
Product Design BA - Product Design BA
Birmingham City University
09.2006 - 07.2007
BTEC National Diploma - 3D Design
Sutton Coldfield College
09.2003 - 07.2005
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