Summary
Overview
Work History
Education
Skills
Prior Work Experience
References
Timeline
Generic

Amit Mahajan

Calamvale,Australia

Summary

Amit is an enthusiastic, presentable and sales hungry professional salesperson with over 15 years of experience who has a proven track record of achieving results in highly competitive environments. Proficient in all aspects of sales, management, and operation, including account management, customer service, staff coordination and product sales.

A true salesman who is driven to hunt for new business, and confidence to contribute to the smooth running of a company and possessing the 'can do' attitude required to be able to get things done. He is mentally resilient enough to be able to achieve the desired results.

Amit is a talented sales/marketing professional who can enhance the performance of any business by using his energy, drive and commitment to succeed to build outstanding relationships with customers and drive overall revenue growth. His performance is results driven and as a quick learner he is fast at absorbing new ideas and adapting to changing scenarios.

High-achieving Mortgage Broker with career spent building business opportunities and working with lenders. Exceptional loan origination knowledge and follow up with lenders and borrowers. Dedicated to best-in-class mathematical accuracy and efficiency. Savvy Home Mortgage Consultant with almost 2 years of experience fostering positive relationships with both borrowers and lenders. Skilled in workplace collaboration and strategy development. Meticulous professional with a background in assessing borrower needs and explaining the loan process in clear terms. A polished Mortgage Broker promoting exemplary talents in making mortgage program recommendations and providing loan advice.

Overview

15
15
years of professional experience

Work History

Mortgage Broker

Real Deal Melbourne
09.2023 - Current
  • Developed strategies to retain existing clients and maintain long-term connections, fostering customer loyalty and repeat business opportunities.
  • Collaborated with and facilitated communications between borrowers and lenders to obtain ideal loans for home purchases.
  • Fielded customer complaints and provided solutions.
  • Explained entire mortgage loan process to borrower.
  • Evaluated loan requests and documents to verify accuracy and completeness.
  • Analyzed potential risks and evaluated loan products to identify suitable options for customers.
  • Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
  • Stayed up-to-date on current market trends and regulatory changes, ensuring accurate advice and guidance for clients navigating the mortgage landscape.
  • Ensured exceptional customer service by maintaining consistent communication throughout the entire loan origination process.
  • Monitored portfolio performance and provided clients with periodic updates on loan progress.
  • Provided ongoing support for past clients to maintain strong relationships and encourage referrals for future business opportunities.
  • Developed extensive network of referral partners to source new mortgage loan opportunities.
  • Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.

Mortgage Broker

Compare Club Melbourne
04.2022 - 09.2023
  • Generating new business by leveraging existing relationships, prospecting, conducting market analysis and helping for launching new campaigns
  • Highly motivated Mortgage Banker with almost 2 years of experience in mortgage loan origination, underwriting and processing
  • Skilled in providing customers with outstanding customer service and effective communication
  • Ensuring and complying with all company, aggregator and BID policies, processes and procedures, and addressing any shortfalls
  • Provided customers with professional and accurate mortgage advice
  • Prepared loan applications collected necessary documents and monitored loan processing
  • Processed loan applications and kept borrowers informed of their loan status
  • Performed detailed analysis of borrowers' financial data and credit history
  • Evaluated loan applications and credit risk profiles to determine the appropriate loan amount
  • Developed and presented mortgage options to borrowers for their consideration
  • Negotiated loan terms and conditions with borrowers.
  • Developed strategies to retain existing clients and maintain long-term connections, fostering customer loyalty and repeat business opportunities.
  • Collaborated with and facilitated communications between borrowers and lenders to obtain ideal loans for home purchases.

Mortgage Broker

Credit Max Melbourne
10.2021 - 04.2022
  • Ensuring and complying with all company, aggregator and BID policies, processes, and procedures, and addressing any shortfalls
  • Developed and maintained relationships with real estate agents, builders, and financial advisors
  • Provided customers with professional and accurate mortgage advice
  • Prepared loan applications collected necessary documents and monitored loan processing
  • Processed loan applications and kept borrowers informed of their loan status
  • Performed detailed analysis of borrowers' financial data and credit history
  • Evaluated loan applications and credit risk profiles to determine the appropriate loan amount
  • Developed and presented mortgage options to borrowers for their consideration
  • Negotiated loan terms and conditions with borrowers.

Business Owner

Optus Business Partner Point Cook Melbourne
08.2017 - 03.2021
  • Lead staff of 20+ personnel by implementing training, engaging in proactive problem solving, and ensuring company compliance
  • Supervise staff in operations such as account management, sales and customer service
  • Maintaining a high level of customer service by ensuring that service standards are high and that any complaints from customers about products & process are quickly resolved
  • Generating new business by leveraging existing relationships, prospecting, conducting market analysis and launching campaigns
  • Recruiting, training and developing new sales and marketing teams
  • Driving and managing the entire sales process - targeting to top prospects, identifying client solutions, negotiating and closing
  • Ensuring staff comply with all company policies, processes and procedures, and addressing any shortfalls
  • Meeting and exceeding sales targets by managing time and delegating tasks to ensure sales are mainly focused throughout the month on existing business customers or new to Optus
  • Preparing future sales via the pipeline to be successful for later months to ensure targets are constantly being met
  • Have strong detail-orientated and organizational skills to ensure your emails, pipeline and database is kept up to date with accurate information at all times to ensure tasks are prioritized appropriately
  • Extensive knowledge on all Optus SMB and ICT products and expertise in selling them effectively
  • Up sell existing customers to upgrade their phone systems & cloud services
  • Providing efficient quotations and fixed solution to existing and new business customers.

Business Manager

Telstra - Epping Store Melbourne
09.2013 - 07.2017
  • Achievement of store monthly & annual sales budgets as set out by the Area Manager
  • Maintaining a high level of customer service by ensuring that service standards are high and that any complaints from customers about products & process are quickly resolved
  • Maximizing profitability by effectively managing wages, rostering, controllable expenses, budget allocations and ensuring all team members are coached to exceed sales & KPI targets
  • Controlling stock by monitoring stock levels, rotating stock & placing orders, and conduct monthly stock takes in line with store standards & compliance
  • Building a team culture of outperform & being the local leader in the telecommunications field
  • Managing and providing guidance to the Sales manager for selling, closing, servicing and expanding the current customer base within an assigned territory
  • Managing relationships with suppliers, vendors, sponsors, internal clients and community partners
  • Traveling to regional stores, meeting area managers and getting product feedback from them
  • Providing highly professional sales and marketing expertise and back up to sales representatives
  • Working closely with distributor field teams to help lead strategic field initiatives
  • Participating in district sales events as well as regional and national distributor trade shows and conferences.

Store Manager

Optus Melbourne
07.2009 - 09.2013
  • Responsible for organizing and leading a team and developing and delivering the company's Sales and Marketing strategy within a specific region
  • In charge of ensuring that existing and new customer relationships are strengthened to continue to grow, and that revenue and profit targets are achieved
  • Although store based, also required to spend a considerable amount of time visiting sales teams within other retail stores
  • Generating new business by leveraging existing relationships, prospecting, conducting market analysis and launching campaigns
  • Maximizing sales performance through delivering an exceptional customer experience, people management and cost control
  • Developing and maintaining efficient & effective reporting systems for tracking prospects from initial enquiry through to close
  • Identifying and developing sustainable relationships with key accounts at both strategic and tactical level
  • Recruiting, training and developing new sales and marketing teams
  • Driving and managing the entire sales process - targeting to top prospects, identifying client solutions, negotiating and closing
  • Acting as a role model for junior staff by setting high standards through personal behavior and actions
  • Ensuring staff comply with all company policies, processes and procedures, and addressing any shortfalls
  • Use of telecommunications based Systems Administration software such as Pronto, Click POS, Signature, Seibel on a daily basis for client data management and stock/ inventory management.

Education

Cert IV in Finance and Mortgage Broking -

01.2022

Diploma of Building and Construction -

Melbourne, VIC
01.2020

Cert III in Printing and Press Multimedia -

01.2012

Advanced Diploma in Retail Management - Swinburne University -

Swinburne University
Prahran, VIC
01.2009

Diploma in Business Management - Swinburne University -

Swinburne University
Prahran, VIC
01.2008

Bachelor of Commerce - Delhi University, India - Accounting And Finance

India
04.2003

Skills

  • Able to manage complex sales processes and negotiations to successful conclusion
  • Excellent verbal and written communication skills
  • Strong marketing orientation with the ability to develop strategies to edge out the competition
  • Constantly looking at way to improve performance, achieve set targets and build the company's brand
  • Ability to impact sales through coaching, counseling, and influencing others to accomplish desired outcomes
  • Researching, developing and executing new product launches
  • Identifying and selling against merchandising plans
  • Compiling and maintaining customer database that documents appropriate customer information and contacts
  • Property Evaluation
  • Reliable networking
  • Financial History Analysis
  • Persistent Follow-Up
  • Processing loan applications
  • Regulatory Disclosure Preparation
  • Document Review/ Process improvement
  • Marketing strategies / Marketing campaigns
  • Strong closing and Influencing skills
  • Building relationships/ Selling and Up-selling creatively
  • People management/ Business planning/ Analyzing data
  • Mercury
  • CRM
  • AOL( Apply Online)
  • PRONTO / Click POS/ POS (point of sale)
  • Signature/ SEIBEL/ Console ( Telstra System)
  • Sales Force
  • Microsoft Office 365
  • ADOBE/ Photo-Shop /Coral Draw / Flash Player

Prior Work Experience

  • 1 Year experience at Managing Yaringa Marina Restaurant (2008-2009)
  • 1 Year experience in Sales Cobra Group (American Express Campaign) (2007-2008)
  • Casual Shift Manager in Coffee Club Cranbourne (2011-2012)

References

Available upon request

Timeline

Mortgage Broker

Real Deal Melbourne
09.2023 - Current

Mortgage Broker

Compare Club Melbourne
04.2022 - 09.2023

Mortgage Broker

Credit Max Melbourne
10.2021 - 04.2022

Business Owner

Optus Business Partner Point Cook Melbourne
08.2017 - 03.2021

Business Manager

Telstra - Epping Store Melbourne
09.2013 - 07.2017

Store Manager

Optus Melbourne
07.2009 - 09.2013

Cert IV in Finance and Mortgage Broking -

Diploma of Building and Construction -

Cert III in Printing and Press Multimedia -

Advanced Diploma in Retail Management - Swinburne University -

Swinburne University

Diploma in Business Management - Swinburne University -

Swinburne University

Bachelor of Commerce - Delhi University, India - Accounting And Finance

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Amit Mahajan