- Business Professional with 5 years of experience- Business Development, Technical Sales, Commercial Lending, Financial Services
- Completed New Brunswick Mortgage Associate Course from Mortgage Professionals Canada
- Certified in Enterprise Architecture (EA) from Udemy.
- Masters in Business Management from Crandall University, Moncton, NB, CA Permanent Resident of Canada
- Post-Graduate Diploma in Management (Marketing and Sales) from Balaji Institute, India
- Core skills include lead generation, relationship management, sales optimization, objection handling, negotiations
Hi, I’m
Prateek Devnani
Moncton,Canada
Summary
Overview
10
years of professional experience
Work History
Citadel Mortgages
Mortgage Associate
09.2024 - Current
Job overview
- Act as an intermediary between borrowers and lenders to secure suitable mortgage loans.
- Advise clients on mortgage products, terms, and eligibility criteria.
- Assess clients' financial profiles and evaluate loan eligibility.
- Research and compare loan products to identify the best options for clients.
- Collect and verify necessary documentation, submit loan applications, and follow up with lenders.
- Negotiate favorable rates and terms with lenders while ensuring compliance with regulatory standards.
- Guide clients through the mortgage approval and closing process.
World Financial Group Insurance Agency of Canada
Financial Advisor, Life Insurance Agent
04.2023 - Current
Job overview
- Financial and Consumer Services Commission (License #230031813)
Route 6 Spicy Ball and Grill
Food & Beverage Manager
06.2019 - Current
Job overview
- Designed special drink and cocktail offerings on monthly basis as part of seasonal offerings
- Strategized plans to increase bar revenue through innovative promotional concepts, specialty drinks and customer-focused events
- Took customer orders and capitalized on opportunities to sell special beverages and food options
- Reduced labor costs by improving employee schedules and workflows to capitalize on individual strengths and better meet forecasted customer demands
- Determined business needs by acquiring client feedback for process improvements
T&T Power Group
Technical Sales Representative
01.2021 - 01.2023
Job overview
- Establishing the technical needs of the customer and suggesting appropriate products (Generators, VFD's, sensors, PLC and SCADA systems)
- Explaining complex technical information to customers in a way that is easily understandable
- Following up with customers and internal team and resolving any issues that may arise
- Keeping customers informed about new technological products
- Compiling proposals and reports related to technical products
- Ensuring that sales targets are consistently met
- Reporting to management about sales made
- Develops new accounts by researching and identifying potential leads, soliciting new business, building connections, providing technical information and advice, and preparing quotes
Reliance Commercial Finance Ltd
Branch Sales Manager (Mortgage Lending)
03.2018 - 12.2019
Job overview
- Accountable for achieving Sales targets for a city/location through Direct efforts or through assigned Relationships (DSA/Off Roles Resources)
- Market the assigned Products and Grow the business through existing and new Relationships
- Development of channels for provision of the highest level of service
- Achieve the sales budgets set for a channel or group of channels
- Build and manage direct and indirect sourcing channels, Alternate channels tele-Sales to achieve the required channel and product mix
- Manage Profitability-Productivity, Yield and Acquisition cost within the Budgeted levels
- Develop locations to deliver the optimum throughput and identify new business opportunities
OYO Hotels and Homes
Business Development Associate
04.2015 - 05.2016
Job overview
- Responsible for P&L driven decisions for the assigned area
- Identifying and finalizing new properties, and for maintaining relationship with all stakeholders to run these properties profitably
- Responsible for end-to-end business development of the assigned area
- Includes planning and building short-term and long-term supplies
- Proposes potential business deals by contacting potential partners, discovering and exploring opportunities
Education
Crandall UniversityMoncton, NB
MBA from Management
12-2020
University Overview
Balaji Institute of International BusinessPune, India
Post Graduate Diploma In Management from Marketing And Sales
08-2018
University Overview
Rajasthan Technical UniversityKota, India
Bachelor of Technology from Electrical Engineering
04-2015
University Overview
Skills
- Document review
- Credit analysis
- Critical thinking
- Multitasking Abilities
- Problem-solving abilities
- Written communication
- Industry networking
- Goal oriented
- Document analysis
- Relationship selling
- Refinancing options
- Teamwork
Languages
English
Full Professional
Timeline
Mortgage Associate
Citadel Mortgages
09.2024 - Current
Financial Advisor, Life Insurance Agent
World Financial Group Insurance Agency of Canada
04.2023 - Current
Technical Sales Representative
T&T Power Group
01.2021 - 01.2023
Food & Beverage Manager
Route 6 Spicy Ball and Grill
06.2019 - Current
Branch Sales Manager (Mortgage Lending)
Reliance Commercial Finance Ltd
03.2018 - 12.2019
Business Development Associate
OYO Hotels and Homes
04.2015 - 05.2016
Crandall University
MBA from Management
Balaji Institute of International Business
Post Graduate Diploma In Management from Marketing And Sales
Rajasthan Technical University
Bachelor of Technology from Electrical Engineering
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