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Usha Mistry is listed as Credit Analyst, Coutts, Manchester at Coutts, a company with 2259 employees, based in Manchester Area, United Kingdom, United Kingdom. AeroLeads shows a work email signal at rbs.co.uk and a matched LinkedIn profile for Usha Mistry.
Usha Mistry previously worked as Credit Analyst at Coutts and Client Liaison Manager at Chartered Wealth Management (Cwm).
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A trusted advisor with over 32 years experience in Retail & Affluent Banking, of which 20 years spent in Premier Relationship Management, providing a world-class service to high net worth clients, assisting with all their banking, lending & complex mortgage needs.Having worked for the same organisation for over 3 decades, I built a reputation of loyalty and trust amongst my colleagues and peers, often giving me a huge advantage when seeking approval and sanction for high level lending facilities, creating great customer satisfaction and repeated business in years to come.Managing a diverse portfolio of high net worth clients allowed me to use numerous skill sets, adapting to my client's needs and circumstances, being intuitive and not afraid to challenge up the line which often resulted in a positive outcome.A ‘can-do’ attitude with the ability to learn and respond quickly in a fast paced environment. My commitment and dedication has always been the driving force in why I've been in Relationship Banking for several years. Even through the financial crisis, I thrived on challenges & supported my clients including those vulnerable and elderly, showing empathy at all times, the satisfaction when I deliver on my promise is equally fulfilling and rewarding.As measured by Net Promoter Score, I've achieved over 96 %+ consistent positive client feedback for in depth knowledge, exceptional service and delivery outcomes.My determination and passion to collaborate a solid working partnership with internal stakeholders and external professionals has been the core of my success as a Relationship Manager. This in turn has assisted with repeated new acquisitions and business opportunities whilst I continued to nurture my existing connections to increase productivity growth.Risk & Audit played an important part in my role as an advisor working in a regulatory environment. I'm delighted to have had positive control and compliance results year on year, consistently scoring above 96% with a few 100%!
Listed skills include Asset Based Lending, Commercial Banking, Credit, Management, and 5 others.
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Greater Manchester, England, United Kingdom
Supporting Regulated Private Bankers to deliver thorough and suitable lending advice to our clients. Undertake accurate and relevant research and data analysis, providing suitable credit solutions. Preparing reports and credit submissions in relation to regulated and non-regulated lending.Using client documentation to analyse and interpret client needs.
Manchester Area, United Kingdom
Working closely with an experienced team of Chartered Advisors and Para-planners, processing pension transfers and investments for high net worth clients, overseeing the full transfer from start to finish whilst delivering a world class service. Arranging client meetings, preparing review packs and portfolio valuations.Promote ‘Trust in Excellence’ by way.
Stockport, England, United Kingdom
First point of contact, assisting members with their queries and setting up new medical claims.
Greater Manchester, England, United Kingdom
Working in a fast paced environment, conducting Financial Health Checks via Zoom, face to face and telephone, offering clients a bespoke tailored solution in achieving their financial goals and plans. Delivering good customer outcomes, reviewing client needs and supporting this with my recommendation from our product suite. Proactively educating customers.
Greater Manchester, England, United Kingdom
A Trusted Advisor working very closely with the Corporate & Commercial Division, supporting their wealthy clients in providing exceptional guidance across banking, complex lending and mortgage products, helping customers with a wide spectrum of financial solutions, introducing specialists where required for third party advice.Deliver sustainable growth.
Greater Manchester, England, United Kingdom
Close working relationship with Corporate & Commercial Division, supporting their wealthy clients with a full Private Banking proposition.Regularly attended seminars & networking events promoting "my brand" to successfully drive new business & acquisition thus increasing profit & income for the group.
Manchester, England, United Kingdom
Supporting a regulated Private Banking Manager with clerical duties.
Other employees you can reach at coutts.com. View company contacts for 2259 employees →
Robert Mcguinness
Colleague at Coutts
Sedgefield, England, United Kingdom, United Kingdom
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Ishpaul Lally
Colleague at Coutts
Greater London, England, United Kingdom, United Kingdom
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William Leung
Colleague at Coutts
Hong Kong SAR, Hong Kong
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GC
Georgia Collett
Colleague at Coutts
United Kingdom, United Kingdom
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RM
Riyad Malik
Colleague at Coutts
United Kingdom, United Kingdom
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EH
Emma Hazlett
Colleague at Coutts
Bristol, England, United Kingdom, United Kingdom
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GM
Gita Maru
Colleague at Coutts
London, England, United Kingdom, United Kingdom
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MC
Matthew Conyard
Colleague at Coutts
London, England, United Kingdom, United Kingdom
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AS
Anusha Smith
Colleague at Coutts
South Croydon, England, United Kingdom, United Kingdom
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MG
Miles Griffiths
Colleague at Coutts
Portishead, England, United Kingdom, United Kingdom
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Quick answers generated from the profile data available on this page.
Usha Mistry works for Coutts.
Usha Mistry is listed as Credit Analyst, Coutts, Manchester at Coutts.
AeroLeads has found 1 work email signal at @rbs.co.uk for Usha Mistry at Coutts.
Usha Mistry is based in Manchester Area, United Kingdom, United Kingdom while working with Coutts.
Usha Mistry has worked for Coutts, Chartered Wealth Management (Cwm), Vitality, Rbs, and The Co-Operative Bank Plc.
Usha Mistry's colleagues at Coutts include Robert Mcguinness, Ishpaul Lally, William Leung, Georgia Collett, and Riyad Malik.
You can use AeroLeads to view verified contact signals for Usha Mistry at Coutts, including work email, phone, and LinkedIn data when available.
Usha Mistry is listed with skills including Asset Based Lending, Commercial Banking, Credit, Management, Private Banking, Wealth Management, Finance, and Portfolio Management.
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