Inder Ghai

I am a dedicated professional with expertise in many aspects of financial services gained over 20 years. I have a proven ability to navigate complex financial landscapes and deliver tailored solutions to meet client needs. Committed to enhancing client satisfaction through strategic problem-solving and comprehensive financial guidance throughout their working life and into retirement. I am seeking opportunities to leverage skills and knowledge in a dynamic financial services setting.

I have worked as a results-driven Mortgage Broker experienced in generating new business and achieving completion targets whilst maintaining exceptional market knowledge for informative, up-to-date client advice in mortgages, protection and equity release. I am resilient with a positive can-do attitude bringing strong communication and analytical skills. Proven in customer service with aptitude for problem-solving and attention to detail.

Knowledgeable about financial planning and customer service, with strong communication and analytical skills. I possess a solid foundation in understanding pension schemes and regulatory requirements. Ready to use and develop problem-solving, interpersonal, and advisory skills.

I have worked efficiently resolving regulated customer complaints in mortgages. Capable of delivering high customer satisfaction by employing strong communication and problem-solving skills. Adept at identifying root causes and implementing solutions to prevent future issues within targeted timescales.

Successfully completed secondments gaining experience in other areas

- Mortgage team leader - Lloyds Bank - manging Mortgage Advisors to deliver fair customer outcomes and maintain competency

- Mortgage Advice Assessor - NBS - reviewing completed applications to ensure fair outcomes have been achieved. Identifying cases where standards have not been met and providing feedback to advisors to rectify

- Distribution Project consultant - NBS - analysis design, test and developed part of the after sales process for Nationwide Later life mortgage process to ensure a smooth customer journey

DipFA

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