Overview
Work History
Timeline
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Ashish Sharma

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

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Ashish Sharma