Summary
Overview
Work History
Education
Skills
Websites
Timeline
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Rohan Parikh

Melbourne,VIC

Summary

  • Seasoned Relationship Manager with a focus on healthcare, leveraging expertise in commercial banking to excel in a similar role. Proven track record of surpassing sales targets by over 20% annually, closing high-value transactions up to $10 million, and implementing innovative strategies resulting in an increase in client retention.
  • Specialized in structuring credit transactions for complex business and commercial customers, with proficiency in financial analysis and deep knowledge of regulatory compliance in the healthcare sector.
  • Recognized for exceptional leadership skills, having successfully mentored and coached associates to achieve peak performance and exceed organizational objectives. Received accolades from clients and colleagues for delivering exceptional service and consistently exceeding expectations.
  • Committed to continuous learning and development, actively pursuing relevant certifications and attending industry conferences to stay abreast of emerging trends and best practices. Eager to leverage expertise, creativity, and adaptability to drive growth and success in a dynamic commercial banking environment.

Overview

7
7
years of professional experience

Work History

Broker Relationship Manager - Commercial

BOQ Specialist
Melbourne, VIC
03.2022 - Current
  • Cultivated and managed relationships within the broker market in Victoria to foster portfolio growth, while also evaluating and facilitating broker-placed deals.
  • Proactively identified and pursued strategic business opportunities, resulting in exceeding an annual target of $40m and successfully closing transactions up to $10m, showcasing exceptional deal-making skills and ability to handle high-value deals.
  • Maintained proactive and effective communication with brokers, ensuring timely responses to inquiries, providing comprehensive education on BOQS policies and procedures, and offering tailored support to meet individual broker needs.
  • Demonstrated exceptional negotiation skills by consistently achieving favorable terms and maximizing portfolio returns, while also identifying and capitalizing on cross-selling opportunities to drive revenue growth.
  • Provided specialized knowledge within the healthcare industry, leveraging a deep understanding of finance requirements in medical, dental, and veterinary sectors to deliver insightful advice and attentive service to clients.
  • Led initiatives to optimize operational efficiency and streamline processes, contributing to improved productivity and cost savings within the department.
  • Successfully managed and mentored a team of junior staff members, fostering their professional development and contributing to overall team success.
  • Received recognition for outstanding performance and dedication, including awards for exceeding targets and consistently delivering exceptional results.
  • Actively participated in industry events and networking opportunities to expand professional connections and stay abreast of market trends and developments.
  • Demonstrated strong leadership qualities and the ability to thrive in high-pressure environments, consistently delivering results within tight deadlines and meeting high expectations.
  • Positioned as a trusted advisor and key influencer within the organization, establishing and maintaining effective working relationships with internal stakeholders and external partners.
  • Continuously sought opportunities for personal and professional growth, pursuing relevant certifications and training programs to enhance skills and expertise in the field.

Relationship Manager - Residential

BOQ Specialist
Adelaide, SA
10.2020 - 03.2022
  • Providing specialist knowledge to the healthcare industry and have a substantial track record of success
  • Have a vast understanding of the finance requirements of those in the medical, dental and veterinary industry which makes me highly valued by my clients for my insightful advice and attentive service
  • I have gained extensive experience in complicated finance arrangements for high-net-worth clients, assisting professionals with residential property purchases (both owner occupied and investment), and equity releases for various investments
  • Consistently exceeded individual margin and volume targets and performance objectives with a strong focus on book growth to the department's sales initiative, contributing $35 million to the state’s annual settlement target
  • Promote our commercial/residential product offering to core clients, including meeting clients at their residence and/or place of work to conduct interviews to determine financial situation and objectives, discussing options for the client and developing tailored solutions (Cross sell banking package KPI)
  • Manage relationships with clients leveraging and aligning internal resources to maximise client satisfaction and retention
  • In conjunction with clients’ accountants, proactively work with clients to understand financial objectives and help implementing plans to realise these objectives
  • Ability to deliver to tight deadlines and high expectations in a pressurised environment

Analyst

Commonwealth Bank of Australia
Adelaide, SA
07.2020 - 10.2020
  • I supported the Relationship Executive to manage a portfolio of agribusiness, commercial and corporate clients located in SA, NT and WA
  • My role is to assist the Relationship Executive generate cross-sell and new-to-bank business opportunities within our target market, as well as service existing client relationships
  • Preparing credit submissions for new and existing customers;
  • Completion of periodic reviews;
  • Covenant monitoring; and
  • Attending to relevant administrative activities
  • Liaising with Loans Centre & external professional services providers to ensure all documentation and settlements are processed promptly and accurately
  • Providing a high standard of customer service to generate new business and ensure client retention

Assistant Relationship Manager

BOQ Specialist
Adelaide, SA
05.2019 - 06.2020
  • Extensive experience in complicated finance arrangements for high-net-worth clients, assisting professionals with fit-out's, equipment financing, working capital, goodwill acquisition for purchase of interest into medical partnerships/associateship's and practice premises acquisition for new set-up, relocation and expansion for specialist practitioners
  • Built long-term relationships with lucrative clients by utilizing active listening, effective communication and dynamic interpersonal skills.
  • Extract and analyse income documentation including review of complex financial statements and reports to determine loan serviceability
  • Liaising with internal stakeholders as well as clients, accountants, solicitors and relevant 3rd parties to ensure efficient settlement of each deal
  • Answering inbound enquiries and providing exceptional customer service
  • Monitoring ongoing needs of existing client base, client maintenance and retention
  • Proposed solutions and leveraged cross-selling opportunities to existing and new clients.
  • Acted with minimal direction in self-directed capacities to resolve issues and implement strategies.

Relationship Manager - Graduates and Students

BOQ Specialist
Adelaide, SA
05.2018 - 05.2019
  • Manager looking after a high earning client base of 300 clients
  • Provided tailored financial solutions to young Doctors, Dentists and Vets, with particular experience in providing financial support, understanding their requirements and giving them access to a range of financial products and services specifically tailored for their needs
  • Supported them throughout the early stages of their career from setting up their accounts, getting their first credit card to buying their first home
  • Understanding the requirements of medical/dental professionals as they transition into their chosen specialty, providing financial solutions that meet their evolving income and lifestyle
  • Also, regularly host educational sessions at industry events, universities and hospitals to provide insight.

Customer Service Specialist

Commonwealth Bank
Adelaide, SA
05.2017 - 05.2018
  • Helping customers realize and achieve their financial goals by conducting financial health checks
  • By identifying particular needs and understanding customer's future plans, being able to explain the benefits of a comprehensive and diverse range of products and services
  • Subsequently meeting all of the customers' financial needs by understanding their broader investment and lending needs and solving more complex banking inquiries.

Education

Masters of Applied Finance - Finance

The University of Adelaide
South Australia
12.2019

Bachelor of Science - Space Science and Astrophysics

The University of Adelaide
South Australia
12.2016

Skills

  • Client Acquisition
  • Business Development and Growth
  • Wealth management of large portfolios (excess of $100m)
  • Solution management
  • Sales and marketing
  • Product expertise
  • Sales proficiency
  • Public speaking
  • Microsoft Access and Dynamics
  • Financial Analysis and well versed in structuring complex deals
  • Analyzing and Structuring credit transactions
  • Cash flow and business plan analysis
  • Client relationship management
  • Employee training
  • Deep extensive experience in Healthcare lending
  • Extensive and quality referral network
  • Driven and Motivated

Websites

Timeline

Broker Relationship Manager - Commercial

BOQ Specialist
03.2022 - Current

Relationship Manager - Residential

BOQ Specialist
10.2020 - 03.2022

Analyst

Commonwealth Bank of Australia
07.2020 - 10.2020

Assistant Relationship Manager

BOQ Specialist
05.2019 - 06.2020

Relationship Manager - Graduates and Students

BOQ Specialist
05.2018 - 05.2019

Customer Service Specialist

Commonwealth Bank
05.2017 - 05.2018

Masters of Applied Finance - Finance

The University of Adelaide

Bachelor of Science - Space Science and Astrophysics

The University of Adelaide

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Rohan Parikh