Deepak Pahilwani Dipfa Cemap Email & Phone Number

London, United Kingdom

London, United Kingdom

Consistently delivered best in class advice service for all customers, advising on both regulated and unregulated mortgage contracts. Assessing customers applications and issuing high-quality recommendations efficiently keeping my clients fully informed throughout the process.Provided a 5-star customer experience throughout all interactions putting the customer first & empathising with purpose.Delivering a high-quality level of communication via online live chatManaging ongoing… Show more Consistently delivered best in class advice service for all customers, advising on both regulated and unregulated mortgage contracts. Assessing customers applications and issuing high-quality recommendations efficiently keeping my clients fully informed throughout the process.Provided a 5-star customer experience throughout all interactions putting the customer first & empathising with purpose.Delivering a high-quality level of communication via online live chatManaging ongoing pipeline of applications proactively, efficiently & effectively.Working closely with direct Ops colleagues and the wider Habito group to deliver the best results for the customerOrganised & able to manage multiple cases in a fast-paced environment Show less

London, United Kingdom

Offered ‘whole of market’ mortgage and protection advice to high net worth clients to generate business and achieved the defined business targets by utilising mortgage and regulatory knowledge.Built and maintained productive relationships with own client bank to drive external business.Identified potential opportunities and generated mortgage business for the company by attending regular networking events.Represented the company at The Business Show 2017 at London Excel and… Show more Offered ‘whole of market’ mortgage and protection advice to high net worth clients to generate business and achieved the defined business targets by utilising mortgage and regulatory knowledge.Built and maintained productive relationships with own client bank to drive external business.Identified potential opportunities and generated mortgage business for the company by attending regular networking events.Represented the company at The Business Show 2017 at London Excel and developed strategic partner relationships to increase referral business. Show less

Mayfair, London

Delivered specialist Mortgage Advice to High Net Worth clients within the Lloyds Mayfair Private Banking division. Built rapport with customers throughout the fact-finding process and researched a range of areas, such as home insurance, life insurance, and everyday banking to make referrals.Provided exceptional service to the top business professionals, executive leaders, barristers, and solicitors with their unique and complex lending and financial needs and received excellent direct… Show more Delivered specialist Mortgage Advice to High Net Worth clients within the Lloyds Mayfair Private Banking division. Built rapport with customers throughout the fact-finding process and researched a range of areas, such as home insurance, life insurance, and everyday banking to make referrals.Provided exceptional service to the top business professionals, executive leaders, barristers, and solicitors with their unique and complex lending and financial needs and received excellent direct customer feedback.Exceeded standard underwriting mandates on regular basis, gained credit approval for a £5M complicated mortgage, and ensured all regulatory and service standards followed and compliantly fulfiled their needs.Improved the customer service index score by 100% through demonstrating a commitment to putting customers first and providing excellent customer service.Attracted new quality clients to the bank by organising networking and forum events as well as promoting mutually beneficial banking relationships. Show less

London, United Kingdom

Supported clients with their mortgage and protection requirements by providing quality advice as well as built excellent rapport with clients to achieve their satisfaction levels and increase referral business. Motivated and coached counter staff and banking advisers and enhanced their product knowledge to provide referrals with the use of word patterns. Promoted ‘1 stop shop service’ and helped clients in purchasing their dream home as well as protecting it.Developed opportunities… Show more Supported clients with their mortgage and protection requirements by providing quality advice as well as built excellent rapport with clients to achieve their satisfaction levels and increase referral business. Motivated and coached counter staff and banking advisers and enhanced their product knowledge to provide referrals with the use of word patterns. Promoted ‘1 stop shop service’ and helped clients in purchasing their dream home as well as protecting it.Developed opportunities for cross-selling products, such as Home Insurance and Banking Facilities, and delivered a professional and thorough service to both clients and colleagues.Established an excellent reputation within the region and deputised Area Mortgage Manager in supporting the team and ensuring the smooth running of operations.Ensured excellent compliance standards both in advice and paperwork after file checks by the Mortgage Business Quality Unit and maintained 100% compliance.Recommended in-house e-conveyancing service to provide a seamless hassle-free experience. Show less

Advised clients on life cover, critical illness cover, and income protection as well as provided professional financial advice to meet the client’s financial protection needs.Served as a top-performing consultant in the region within 2013 and 2014 and delivered 126% of the target overall in 2014.Offered a bespoke service and empowered clients to make an informed choice about their protection needs and delivered tailor-made, relationship-driven solutions to meet their needs.

Assisted in the delivery of a professional, international relationship management service to a portfolio of up to 40 of the most profitable and complex international relationships in the commercial centre.Effectively assessed customers credit risks when conducting lending applications through the analysis of financial accounts and in depth business reviews.Drove the acquisition of new business customers through networking and recommendation.Acted as a focal point within the… Show more Assisted in the delivery of a professional, international relationship management service to a portfolio of up to 40 of the most profitable and complex international relationships in the commercial centre.Effectively assessed customers credit risks when conducting lending applications through the analysis of financial accounts and in depth business reviews.Drove the acquisition of new business customers through networking and recommendation.Acted as a focal point within the commercial centre for international products and services.Proactively engaged with customers by regular customer visits and business reviews, identifying new opportunities with new and existing clients and helping to drive income for the commercial centre. Show less

Diploma (Dipfa), Diploma For Financial Advisers

Certificate (Cefap), Financial Administration & Planning

Certificate (Cemap), Mortgage Advice & Practice

Bsc (Hons), Business Management