Daleep Singh-Roud

Mortgage Advisor @L&C Mortgages

Bath, GB

Conduct financial assessments to understand clients’ risk tolerance, creating tailored solutions to meet objectives.Deliver mortgage and financial recommendations, and produce suitability reports that translate complex financial information into digestible and actionable advice.Lead 60+ monthly consultations with high-net-worth and retail clients, managing cases from initial inquiry to completion while cultivating trust, loyalty, and lasting relationships that drive repeat business.Monitor and leverage Bank of England and SONIA rate movements to guide clients on financial decisions, illustrating market awareness and data-driven decision-making.Consistently submit of business monthly, converting over 75% of leads, including self-generated opportunities.Enhanced knowledge of markets and FCA regulations, ensuring advice aligns with financial objectives.