About Me
Dynamic Mortgage and Protection Adviser
Specializing in consultative sales and client retention within the property sector. Proven track record in managing high-value transactions, securing over $5M while ensuring 95% project delivery on time and budget.
Expertise in the full sales cycle, from lead generation to closing, with a focus on enhancing client satisfaction and driving strategic growth. Adept at leveraging CRM platforms and analytics tools to foster relationships, identify opportunities, and deliver measurable results.
Committed to upholding industry standards, FCA regulations, and legal requirements in mortgage and protection advice.
Proficiencies
Resume
Employment
Commercial Property Consultant
MRB Investments
- Oversaw full sales cycle from initial enquiry to proposal and follow-up, ensuring adherence to property management industry standards.
- Collaborated with global suppliers and clients to prepare competitive tenders, demonstrating strong negotiation skills.
- Developed pricing strategies considering exchange rates and market conditions; closed key international deals enhancing growth.
- Improved reporting accuracy by 20%, accelerating quoting and decision-making processes.
Relationship Manager
Whitewill
- Managed client relationships, securing $5M+ in high-value transactions through consultative sales.
- Delivered 95% on-time and on-budget project outcomes over three years, upholding rigorous safety standards.
- Reduced project costs by 15% via strategic planning and budget management.
- Guided clients through complex transactions for seamless execution and advised new staff on best practices.
Banking Intern
Mediolanum Bank
- Assisted in driving sales growth through strategic upselling of banking products, demonstrating sales acumen.
- Analysed and optimised financial planning for over 10 clients monthly, identifying cost-saving opportunities.
- Enhanced sales techniques for increased revenue through confident communication and client engagement.
Education & Courses
Certificate in Mortgage Advice and Practice (CeMAP 3)
LIFB, London
Foundation Degree
Business Administration & Finance, Milan
Professional Courses / CPD
- Certification in Business Analysis Practice and Management
- Business Analyst Workshop
- Certification in Investment Banking Management
- Mergers & Acquisitions Analyst Workshop
Portfolio
Listed below are selected projects that reached execution or completion. Numerous other initiatives were evaluated, structured, or discontinued prior to launch.
£2.3M Property Deal
Successfully managed and closed the sale of a premium £2.3M property in the exclusive Holborn area.
Manchester Portfolio
Negotiated and executed the sale of 2 distinct properties in the Manchester area totaling £630k.
£1M Chelsea Sale
Orchestrated the seamless transaction of a £1M luxury property located in the highly sought-after Chelsea area.
Hotel Acquisition
Acted as a key advisor assisting in the complex acquisition process of a commercial hotel property.
SPV Bridging Loan
Assisted with securing a successful bridging loan tailored for a high-yield property investment via an SPV structure.
Strategic Advisory
Delivered comprehensive advisory, managing 10+ strategic client cases ensuring optimized financial outcomes.