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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