Jaspreet Mair

• I have demonstrated ability to transform complex data into actionable insights that inform critical business decisions
• Specifically: Data collection: Conducted thorough data analysis to uncover valuable insights and identify opportunities for process optimization and revenue growth
• Problem solving: Proactively identified and resolved potential conflicts within datasets by leveraging advanced problem-solving skills and developing effective strategies
• Critical Thinking: Utilized strong critical thinking skills to meticulously evaluate data quality and identify potential issues related to data integrity
• Communication: Effectively communicated findings and insights to clients, utilizing clear and concise language to ensure understanding and alignment
• Time Management: Excelled in managing multiple cases simultaneously and delivering high- quality results within tight deadlines
• Collaboration: Built strong, collaborative relationships with business development managers and clients alike, contributing to increased productivity and successful case outcomes
• My strong experience in estate agency and brokerage based mortgage lending further enhances my ability to apply data analysis and problem-solving skills to a diverse range of business challenges
• In all roles, I leveraged my exceptional verbal communication skills to build strong, trusting relationships with clients and colleagues, lending to positive outcomes and improved customer satisfaction.
• Combined human experience and expertise with technological insights to present sound, informed advice.
• Researched and identified new markets and potential clients for increased revenue.
• Maximized referral opportunities and reciprocal business by delivering exceptional consultancy service exceeding client expectations.
• Provided clear guidance by simplifying complex financial topics and jargon.
• Recommended solutions to help clients maximise compliance with financial services regulations.
• Demonstrated strong interest in financial planning, current affairs and financial markets.
• Prioritised tasks when managing concurrent client projects with conflicting deadlines.
• Determined financial situation of clients by gathering and analysing financial documentation.
• Developed professional expertise within mortgage and protection advising by pursuing further training opportunities.
• Successfully onboarded multiple companies to our employee referral scheme, this has resulted in on-going lead referrals.
• Completed quarterly on-site workshops/surgeries which led to £10,000 plus of generated business for the company, per workshop.

• Recommended solutions to help clients maximise compliance with financial services regulations.
• Combined human experience and expertise with technological insights to present sound, informed advice.
• Maximised referral opportunities and reciprocal business by delivering exceptional consultancy service exceeding client expectations.

• Telephone based role, therefore verbal and written communication skills were of paramount importance.
• Built positive relationships with lenders to achieve optimal outcomes for clients.
• Reviewed and submitted applications to management with recommendations.
• Conveyed terms and conditions to applicants to inform about loan rates, repayment requirements and potential actions in case of default.
• Analysed financial statements to identify client viability and risk.
• Maintained impeccable compliance records.
• Consistently met targets of £24,000 plus of submitted business per month
• Had an 80% protection business conversion rate

· Managerial and reporting: Deciding business direction and strategy to boost account productivity. Managing account and teams of staff. Meeting sales targets and developing business. Motivating employees and managing team morale. Trained Staff on new launches. Interviewing potential candidates for the business

· Daily, mid-week, Weekly, monthly, quarterly and yearly reporting of figures to area manager and analysis of sales figures.

· Produced management team reports on account health and target delivery.

· Setting monthly targets and objectives for employees to develop them in their role

· Collaboration: Building and maintaining strong working relations with store management and brand management

· Oversaw account growth sales activities. Pulled back 100% of inherited deficit and exceeded targets by 65%

· Addressed problems in proactive and knowledgeable manner to maintain and enhance client satisfaction.

· Retained existing customer accounts through consistent engagement and sales data analysis.

· Trained team of 6 to exceed targets and effectively retain accounts.

· Determined client needs to help tailor onboarding experience and identify cross-selling opportunities.