Pasquale Caia

I am an honest, reliable, keen go getter who can work under any circumstances - my key strengths are my ability to sell, self manage and also lead by example. My ability to strive for excellence and achieve, assists me to be able to be the best I can be. My leadership skills allow me to manage a team successfully and be a role model. In my current role, I am able to establish and sustain long term relationships with internal and external business partners and thoroughly understand systems and product specifics. I have shown to be self motivated and driven for success. I am a high achiever and a leader of my peers. My statistics show that I am a successful businessman and salesman who will strive to be the best at everything that I do.

• Better Business Best BDM Non-Bank BDM of the year winner 2021
• Pepper Money ANZ CEO Salesman of the year 2014
• MFAA BDM of the Year finalist 2014,2016-19, 2021-23.
• Better Business Best BDM Non-Bank finalist 2014-2016, 2018-2021, 2023-24.
• Finsure Best Non-Bank BDM finalist 2023
• AMA Best Non-Bank BDM finalist 2019
• Best of the Best NAB Award: 2010, 2009
• Number 1 Mobile Banker in State for year: 2010
• Number 1 Mobile Banker in Country for year: 2010
• Multiple awards for Mobile Banker of the Month/Quarter: 2008 - 2011
• Train, coach and mentor new staff to roles
• Manage and chair sales meetings
• Achieve a personal/state best of $72miillion drawn loans in 2010
• 2011 year $62million drawn loans
• Best of the Best NAB Award: 2007
• Multiple Personal Banker of the Month Awards: 2007 - 2008
• Best of the Best NAB Award: 2004
• John Stewart Award for Excellence: 2004
• Multiple service awards for Month/Quarter/Year: 2004 - 2007

• State Growth Manager and Senior BDM VIC/TAS To generate new business by identifying needs for customers, To establish, manage and maintain new relationships with external stakeholders such as brokers and aggregator. Comprehensive product and sales knowledge, Self Manage and generate leads, To be a one stop solution for all financial services and products for the customer, Structuring finance solutions to create value for customers and migrating customers to the appropriate channels where possible, Putting strategies in place for brokers to better understand the third party channel, Working closely with internal business partners to ensure total market coverage, Relationship and stakeholder management, Create and present quarterly and annual business proposals/strategies, Work within the business to develop internal and external business partners knowledge and key strategies, Manage and report weekly to all internal partners on strategies/best practices, Chair and arrange weekly conferences via face to face or over the phone fortnightly. Train new staff on best practices and policies, Mentor new staff members and train weekly with monthly feedback sessions.
• Loan Specialist/Business Development Manager, Aussie Dreams Home Loans, To generate new business by identifying needs for customers, To establish, manage and maintain new relationships with external stakeholders such as referral sources, Comprehensive product and sales knowledge, Self Manage and generate leads, To be a one stop solution for all financial services and products for the customer, Structuring finance solutions to create value for customers and migrating customers to the appropriate channels where possible, Putting strategies in place for clients to better manage and maintain finances, Working closely with internal business partners to ensure total market coverage, Relationship and stakeholder management, Create and present quarterly and annual business proposals/strategies, Work within the business to develop internal and external business partners knowledge and key strategies, Manage and report weekly to all internal partners on strategies/best practices, Chair and arrange weekly conferences via face to face or over the phone fortnightly
• Mobile Banker, NAB, 03/01/08, 06/01/11, To generate new to bank business by identifying needs for customers, To establish, manage and maintain new relationships with external stakeholders such as referral sources, Comprehensive product and sales knowledge, To be a one stop solution for all financial services and products for the customer, Cross sell specialist (general insurance, transaction & debt protection), Structuring finance solutions to create value for customers and migrating customers to the appropriate channels where possible, Putting strategies in place for clients to better manage and maintain finances, Actively represent the NAB within the local community through membership of local community groups and other committees, Working closely with internal business partners to ensure total market coverage, Relationship and stakeholder management, Create and present quarterly and annual business proposals/strategies
• Personal Banker, NAB, 01/01/07, 03/01/08, Manage portfolio of approximately $350 million for eastern branch, To maintain and retain existing customers on the branches portfolio, To generate new to bank business by identifying needs for customers, Cross sell specialist (general insurance, transaction & debt protection), Knowledge of individual systems, Ensure revenue growth, customer service scores and sales targets are achieved, Liaising with solicitors, conveyancers, valuers and other NAB internal departments on home loan requirements, Outbound calls to customers to uncover and meet banking needs, End to end process of home loans, personal loans and credit cards
• Call Centre Home Loan Specialist, NAB, 01/01/07, 04/01/04, Servicing inbound home loan calls with my strong communication skills, Outbound calls to new and existing home loan customers, Provide a financial profiling service (FiNAP) to customers, analyse customer needs and maximise sales opportunities by offering solutions, Participate in the implementation of local sales campaigns, Review own performance against target in conjunction with Sales/Service Manager, Achieve sales, deposit and lead generation targets, Drive quality service delivery with regular customer contact during management of home loan process from application to settlement and draw down, Provide leads and referral customers to sales staff in other segments, Present a professional image to customers and model appropriate behaviours

• Family
• Football
• Sport in general
• Travel