Mortgage & Financial Services Professional
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Dynamic Mortgage and Financial Services Professional with over 15 years of experience in banking, mortgage lending, customer relationship management, and business development. Proven success in building referral networks, providing tailored financing solutions, and delivering exceptional client experiences.
Manager, Mobile Mortgage Specialist - TD Bank - British Columbia
(2017-01)
Advising clients on purchases, refinances, renewals, and investment property financing while developing strong referral partnerships across British Columbia.
Self-Employed - U & S Developers - Punjab, India
(2009-01 - 2016-12)
Managed family-owned real estate development business, overseeing residential and commercial development projects, client relations, business operations, and strategic planning. Led project coordination, sales, and financial management activities while contributing to business growth and operational efficiency.
Trainee Financial Advisor - Financial Advice Centre - Sydney, Australia
(2004-01 - 2009-12)
Provided financial guidance, insurance sales, customer service, and cross-selling of banking products.
Marketing, Advertising & Sales Manager - Australian Sales & Marketing Pty. Ltd.
(1998-01 - 2003-12)
Led sales and marketing initiatives, managed client relationships, and trained sales professionals.
Advance Diploma in Business Marketing - Business Marketing - NSW Business College (1996-01 - 1998-12)
Master of Business Administration (MBA) - Marketing - Pune University (1993-01 - 1995-12)
