Ashish Sharma
Adelaide,SA
Overview
17
17
years of professional experience
Work History
Mortgage Broker
Right Choice Finance
Adelaide, SA
07.2022 - Current
- Identify first home buyers by building referral relationship with real estate agents, accountants and promote business via social media advertisement.
- Managed loan pipelines efficiently, promptly addressing any issues or concerns that arose during the mortgage process.
- Developed and maintained relationships with customers, lenders and other third parties.
- Collaborated with different lenders to find best possible deal for homebuyers.
- Explained entire mortgage loan process to borrower.
- Assessed clients' financial data to determine loan suitability.
- Exceeded sales targets by cultivating strong relationships with real estate professionals, generating a steady stream of referral business.
- Enhanced client satisfaction by providing personalized mortgage solutions tailored to individual financial needs.
- Established strong relationships with borrowers, which helped to forge new business opportunities.
- Provided ongoing support for past clients to maintain strong relationships and encourage referrals for future business opportunities.
Mortgage Broker
Zanda Wealth
Adelaide, SA
04.2021 - 06.2022
- Managed loan pipelines efficiently, promptly addressing any issues or concerns that arose during the mortgage process.
- Assisted clients in improving their credit scores and overall financial standing, increasing their chances of loan approval and favorable terms.
- Collaborated with different lenders to find best possible deal for homebuyers.
- Explained entire mortgage loan process to borrower.
- Assessed clients' financial data to determine loan suitability.
- Exceeded sales targets by cultivating strong relationships with real estate professionals, generating a steady stream of referral business.
- Established strong relationships with borrowers, which helped to forge new business opportunities.
Personal Banker
Westpac Bank
Adelaide, SA
01.2008 - 03.2020
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
- Promoted financial products by maintaining excellent service offering knowledge.
- Cross-sold bank products and services to meet customer needs and provide options.
- Resolved client disputes with empathy and efficiency, restoring confidence in banking services.
- Verified customer identity and reviewed documentation for accuracy.
- Increased client satisfaction by providing car insurance recommendations and comprehensive policy explanations.
Timeline
Mortgage Broker
Right Choice Finance
07.2022 - Current
Mortgage Broker
Zanda Wealth
04.2021 - 06.2022
Personal Banker
Westpac Bank
01.2008 - 03.2020