Anil Mistry Email & Phone Number

Leicester, Gb

Leicester, England, United Kingdom

Leicester, England, United Kingdom

Leicester, United Kingdom

Leicester, United Kingdom

Working in a face to face environment within a very busy Branch that has a very heavy foot traffic. Due to the location it involves giving advice in other languages, while still following compliance. Coaching and developing other Branch staff to pass leads and book appointments for me. This has seen appointments/leads booked by the Branch staff more than double over a three months period and it has remain consistent. BTL Mortgage experience. Protection is done though a single provider, but done by having the effective conversation with the customer around their protection needs.

Northampton, United Kingdom

Part of a niche Specialist/Complex Transactions Team. Dealing with very high risk applications, such as Multiple Account Porting, Multiple Transactions involving an additional borrowing, term change and rate change, which involves giving a holistic advice on the current Mortgage and new additional borrowing. Ring fenced team that deals with Nationwide's Borrowing in Retirement applications. Due to the very high risk in terms of advice, compliance checks are done more frequently than a BAU MC role.The above team was set up 18 months after I started to work for Nationwide. I was successful in applying for the above team and this made me the "newest" advisor in the team.

Leicester, United Kingdom

Working as a MPA giving advice on Santander Mortgages in line with regulation and TCF.• Exceeding targets.• Went to the Annual Santander Recognition Event in February 2013, for 2012 Sales and Customer Service Recognition.• Identifying customer’s needs and priorities.• Keeping the customers updated and providing a single point of contact for any queries or issues.• Be proactive and chase leads where only facts and figures were provided, in order to fill my diary.• Building relationships with Regional Managers and Branches in order to drive Business.• Training fellow staff in generating leads for my diary.• Giving feedback to leads generated by fellow staff.

Working as a Financial Advisor giving advice on Santander investment products and protection products from another company.Achievements and Main Duties:• Holistic Financial Planning Advice to customers by going through a fact find.• Self-generating appointments for my diary.• Training fellow staff in generating leads for my diary.• Giving feedback to leads generated by fellow staff.• Walking the “floor” and helping the bank in general.• Regular meeting with the Branch Manager about business.

Working in the Further Loans department selling Further Loans (Advances) to existing Alliance & Leicester Mortgage customers within a regulated environment.Achievements and Main Duties:• Exceeding Targets.• Top Three Performance.• Invited and Attended Recognition Lunch and Dinner hosted by Director of Telephone Distribution.• Asking opened questions in order to fact find to understand customers’ needs.• Asking for the business on every occasion.• Identifying opportunities to create leads in relation to Santander Insurance.• Taking ownership of a sale from original call to completion. • Share best practice with fellow colleagues to help achieve team targets. • Target driven environment.

Working in the Card Processing department selling the facility for commercial customers to take card payments on the Internet.Achievements and Main Duties:• Exceeding Targets.• Sales of related facilities.• Closing the sale on every occasion.• Identify any cross sale opportunities for other areas.• Dealing with customer related quires.• Target driven environment.

Working for one year in a Retail Branch in face-to-face sales. Then working at E2Save, which is part of Carphone Warehouse in telesales.Achievements and Main Duties:• Achieved the top number of sales in the first full month at E2Save.• Exceeding Targets.• Finding the needs of the customer by asking the correct questions.• Presenting the facts to the customer.• Close the sale on every occasion.• Try to cross sell other products on every occasion.• Managing the store and part-timers if the Manager and Asst. Manager are not in.• Target driven environment.

Cefa, Certificate For Financial Advisers

Cemap, Certificate In Mortgage Advice And Practice