1. VISHAL GUPTA
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London-UB1 1PA Mobile: 074 1495 9117
Email: vishalgupta1321@yahoo.co.in
Qualified and experienced ‘whole-of-market’ mortgage and protection advisor.
Customer retention and strong client base with repeat business and referrals.
Exceeding targets.
Career History
Fairstone Financial Management Ltd, London Feb 2015- Present
T/A Lending UK (A subsidiary of London Property & Finance)
Position: Financial Advisor
Brief Responsibilities:
To advise on whole-of-market mortgage and protection solutions.
London Property & Finance, London
Position: Accounts Manager (PR) Sep 2014- Nov 2015
Brief Responsibilities:
To address finance issues of business strategy, products and services.
To develop client proposals and implement public relations activity associated with financial
decisions.
To prepare financial reports and meeting with clients.
To develop and implement financial tools and templates complying with data protection
regulations.
Sullivan Bus and Coach Ltd, London
Position: Controller/Supervisor Apr 2012- Aug 2014
Brief Responsibilities:
To run the bus service appropriately.
To comply with health & safety legislation governing drivers’ driving hours and passenger
carrying norms.
Homebase Ltd Brentford, London
Position: Service Assistant (Part–time) May 2010- Jul 2014
Brief Responsibilities:
To work within a team to ensure enough stock availability on the shop floor.
To deal with customers on a day-to-day basis ensuring high standards of customer care,
courtesy and service.
To comply with health & safety legislation.
Bharti AXA Life Insurance Co Ltd, India
Position: Manager of Agency – Sr. Executive Feb 2008 – Aug 2009
Brief Responsibilities:
To implement financial and managerial decisions to monitor the team performance.
To recruit and train insurance advisors.
To organize and motivate my team to meet company objectives and targets to set deadlines.
2. New Kar-O-Bar, India
Position: Manager Jun 2005 – Jan 2008
Brief Responsibilities:
To manage office and financial activities.
To accomplish customer needs.
Aptech Computer Education Ltd, India
Position: Administration and Marketing Manager Apr 2001 – May 2005
Brief Responsibilities:
To manage office and financial activities.
To promote Aptech brand.
Professional Qualification
Sep 2014 ifs University College
Certificate in Mortgage Advice and Practice (CeMAP)
Education
Jan 2016 – May 2017 Glasgow Caledonian University (London Campus) - Pursuing
MSc – International Banking, Finance and Risk Management
Feb 2010 – Mar 2012 University of West London, London – 53% (Pass)
Masters - Business Administration (MBA)
Aug 1998 – Mar 2001 University of Jammu, India – 64% (2:1 equivalent)
Bachelor Degree - Business Administration
Apr 1996 – Mar 1998 Jammu and Kashmir State Board, India – 74% (A-Levels equivalent)
Languages and Certificates
English (fluent), Hindi (mother tongue), Punjabi (fluent).
Interests
Watching cricket and travelling.
References
Available on request.