Professional Documents
Culture Documents
Work Experience
Feb09 – To date HSBC Bank UK Leeds
Financial Sales Consultant /Mortgages
I am currently working with HSBC UK as a mortgages consultant in a highly regulated and competitive
environment. I am successfully achieving and exceeding my sales, cross sales, procedural, and compliance
targets. Being a tide agent my role includes processing residential mortgages from a limited rang of HSBC
mortgage product on non advised basis. Whilst doing this the role includes treating customers fairly
according to the guide lines of Financial Services Authority UK and Bank’s own procedures and
compliance. The role also involves maintaining world class customer services standards, this is
demonstrated through extensive product knowledge to answer any questions customer may ask and by
matching banks other products like protections, savings and investments.
The role involves liaising with other departments of the bank which highlights my ability to communicate
on all levels and provide a seamless service to the customers.
I actively aim to achieve my individual targets as well as contributing to the team’s overall performance.
On a daily basis I always monitor the team’s statistics for that day so I am constantly aware of how well
the team is performing and so that I know what I need to achieve in order to help the team achieve its
targets.
As a proactive team player I also keep the team informed and updated of individual and collective
performances in order to drive sales and keep everyone motivated.
As a part of personal development I also conduct team huddles once a week in which I discuss
performance and any issues that have arisen. To motivate the team and drive performance I carry out
regular energizers.
I always relay any communications that is required for that day or week. I also share best practices with
the team in huddles and buzz sessions influencing their performances and helping them with their sales
techniques.
In my role as Mortgages Consultant I strive to achieve and exceed my daily targets in respect of the points
I need and the other sales which I need to be converting at the right levels.
In my time in HSBC Group I have achieved my bonus in every quarter and met the stretch targets.
Typical job responsibilities include the following:
Main Modules: C/C++ (OOP), Data structures, Operating System (Windows NT, Unix), Exchange Server
5x, Database systems (Access, SQL), Computers and Applications, Calculus and Analytical Geometry.
Computer Logic and Design, Liner Algebra, Probability and Statistics, Assembly Language Programming,
, Software Engineering, Numerical Methods, Programming Languages, Discrete Mathematics, Computer
Architecture and Organization, Theory of Automata, Artificial Intelligence, Computer Communication,
Ordinary Differential Equations, Design and Analysis of Algorithms, Compiler Construction, Information
System Analysis and Design, Operations Research, Programming techniques, Advanced Computer
Programming, Advanced Internet Programming (J2EE), Object Oriented Analysis and Design (Rational
Rose), Computer Networks, Parallel Processing, Distributed Systems
References
Available on request