Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Guneet Madaan

Whitby,ON

Summary

Enthusiastic & seasoned finance professional with drive and determination to succeed in new business development. Excellent communicator skilled at relating with people at all levels.

Overview

8
8
years of professional experience

Work History

Mortgage Agent Level-2

Verico Legend Financial
11.2020 - Current
  • Assisted clients in understanding various mortgage options and helped them choose the most suitable one for their requirements.
  • Maintained a high standard of professionalism throughout all engagements, leading to the development of long-standing client relationships.

Realtor

Century 21 Legacy Ltd
03.2021 - Current
  • Coordinated real estate transactions by overseeing inspections, appraisals, and financing arrangements to ensure a smooth process for clients.
  • Built lasting relationships with clients through excellent communication, personalized service, and dedication to their needs.
  • Enhanced client satisfaction by diligently following up after closing, guaranteeing a positive overall experience.

Life Insurance Agent

Desjardins Financial Security Independent Network
03.2016 - Current
  • Developed comprehensive financial plans for clients, ensuring proper coverage and security for their familie
  • Attended continuing education courses and workshops to gain additional insurance industry knowledge.
  • Crafted clear, informative reports to explain life insurance policy features and benefits.


Education

MBA - Marketing & Finance

ICFAI Business School
New Delhi, India
05.1999

Skills

  • Strong negotiation skills
  • Closing process facilitation
  • Loan Underwriting
  • Team Handling

Languages

English
Full Professional
Punjabi
Full Professional
Hindi
Full Professional
Urdu
Professional Working

Timeline

Realtor

Century 21 Legacy Ltd
03.2021 - Current

Mortgage Agent Level-2

Verico Legend Financial
11.2020 - Current

Life Insurance Agent

Desjardins Financial Security Independent Network
03.2016 - Current

MBA - Marketing & Finance

ICFAI Business School

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Guneet Madaan