Puja Adhikari

Results-driven Business Development, Banking and Home Lending professional with more than 18 years of experience in relationship management, customer acquisition, sales growth and stakeholder engagement. Proven ability to build trusted relationships, generate self-sourced opportunities and consistently exceed targets, including achieving over 200% of home loan referral goals. Recognised for strong networking skills, community engagement and delivering outstanding customer outcomes.

HOME LENDING SPECIALIST

(2024-11)

• Develop and maintain strong customer and referral partner relationships.
• Generate new business opportunities through networking and proactive engagement.
• Manage lending enquiries and support customers throughout the lending journey.
• Consistently achieve lending and referral targets.
• Deliver tailored lending solutions aligned with customer goals.

SENIOR CUSTOMER SERVICE SPECIALIST - St George Bank

(2018-08)

• Achieved more than 200% of home loan referral targets through self-generated leads.
• Built strong customer relationships resulting in repeat business and referrals.
• Identified and converted opportunities across lending and banking products.
• Worked closely with internal stakeholders to deliver positive customer outcomes.
• Achieved exceptional sales and performance targets.

CUSTOMER SERVICE SPECIALIST - St George Bank

(2008-12 - 2018-08)

• Built long-term customer relationships through personalised service.
• Generated referrals and promoted banking products based on customer needs.
• Assisted with onboarding and mentoring team members.

REAL ESTATE AGENT - Marinovic Real Estate

(2007-06 - 2008-12)

• Generated new business through networking and prospecting.
• Managed client relationships and negotiated successful outcomes.
• Assisted first-home buyers through the property purchasing process.

Bachelor of Computer Application - Computer Application - Purbanchal University

Certificate III - Finance

Certificate IV - Business