Summary
Overview
Work History
Education
Skills
Timeline
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Jeff Varghese

Jeff Varghese

Adelaide,SA

Summary

With over 13+ years of experience in Mortgage industry, I bring to the table expert client management skills, an intuitive understanding of mortgage markets, and a knack for securing the best deals for the clients. Proudly owned, managed & serviced 200+ client portfolio .

Overview

13
13
years of professional experience

Work History

Mortgage & Insurance Broker

Nsure Insurance & Mortgage
01.2020 - 03.2024
  • Maintained thorough knowledge of insurance regulations, staying up-to-date on changes that could impact clients or business operations.
  • Developed strong relationships with insurance carriers, allowing for more efficient claim resolution processes.
  • Generated referral business from satisfied customers who shared positive experiences with friends and colleagues.
  • Participated in ongoing professional development, staying current with insurance & Mortgage best practices and emerging industry trends.
  • Owned, Managed & Serviced 200+ client portfolios for both Insurance & Mortgage.
  • Worked closely with developers & supplying their financials needs for constructing new houses.

Contractor

Futurisk Insurance & Mortgage
03.2011 - 02.2020
  • Managed a Portfolio of 300+ clients, Maintaining long lasting relationship based on trust and reliable advice.
  • Demonstrated Expert knowledge of mortgage market, resulting in 50% increase of new clients.
  • Delivered outstanding service to customers to maintain and extend relationships for future business opportunities.
  • Established long-term relationships with clients, resulting in increased repeat business.

Education

NZ Certificate in Financial Services _ Level 5 - Certificate in Financial Services Level 5 Lending

Strategi Insitute Ltd
Auckland, New Zealand
06.2022

BBA - Business Management

Mangalore University
NITTE College, Karkala, Mangalore
03.2000

Skills

  • Proactive team player
  • Networking capabilities
  • Sales Presentations
  • Claims Handling
  • Client relations expert
  • Customer follow-up
  • New Client Acquisition
  • Leads Prospecting
  • Negotiation
  • Regulatory Compliance

Timeline

Mortgage & Insurance Broker

Nsure Insurance & Mortgage
01.2020 - 03.2024

Contractor

Futurisk Insurance & Mortgage
03.2011 - 02.2020

NZ Certificate in Financial Services _ Level 5 - Certificate in Financial Services Level 5 Lending

Strategi Insitute Ltd

BBA - Business Management

Mangalore University

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Jeff Varghese