Dhaval Desai Email & Phone Number

Brisbane, Queensland, Australia

Brisbane, Australia

• Core role includes enabling the team to do perform at their full potential by coaching, inspiring, motivating & leading by example. Responsible for the management, implementation and monitoring of all finance activity.
• Managing teams across 3 locations in Brisbane helping them achieve… Show more Core role includes enabling the team to do perform at their full potential by coaching, inspiring, motivating & leading by example..
• Managing teams across 3 locations in Brisbane helping them achieve their targets by assisting customers with their finance needs
• Coaching & mentoring the team to quality outcomes while ensuring that business growth targets are achieved
• Ensure team is trained and competent to maintain excellence in their roles
• Daily and weekly team huddles and individual conversations based on coaching needs identified

Adelaide, South Australia, Australia

• My role was to Identify and develop future business opportunities and to guide and assist clients in making one of the biggest financial decisions of their life, buying a house.
• Responsible for the entire life cycle of the loan process from assessing client’s financial position, recommending finance options based on their current situation and organising the finance
• Adept at handling complex scenarios including Guarantees, SMSF Lending and Debt Restructuring
• Dexterous with… Show more My role was to Identify and develop future business opportunities and to guide and assist clients in making one of the biggest financial decisions of their life, buying a house.
• Dexterous with comparative analysis; part of my day was spent comparing the products of all Lenders and highlighting the advantages of each product.
• Expert at recommending strategies via follow up to consolidate debt, reduce the term of their loan which in turn opens up further opportunities

• Credit management officer’s role is to find solutions for Customers with overdue consumer and commercial lending accounts.
• Demonstrated a timely and astute approach to all credit management inbound and outbound actions with care and diligence, adopting a sound commercial decision making approach at all times.
• Helped reduce the backlog from accounts being worked 30 days late to 14 days
• Partnered with 3rd party vendors to leverage their capabilities in reducing losses for the… Show more Credit management officer’s role is to find solutions for Customers with overdue consumer and commercial lending.
• Partnered with 3rd party vendors to leverage their capabilities in reducing losses for the bank
• Ensured a high level of service is provided to internal and external customers

- Responsible for the efficient functioning of the Cash Management function for J P Morgan's Private Banking division. - Managed teams at 2 locations across the country - Ensure all processes surpass achievement of delivery and service quality norms- Formulate strategies for process efficiencies, first contact resolution & cost reduction - Reviewing all.

- Responsible for overall performance of the unit, including productivity, unit cost, employee mobility, retention and risk management- Manage monthly sales targets and monitor key performance indicators- Manage customer files and maintain track of the interactions for future reference- Follow up on customer queries not immediately resolved

Credit Responsible Manager, Risk & Compliance

Tax Preparation Course, Taxation

Tier 2 General Insurance General Advice Course, General Insurance

Diploma Of Finance & Mortgage Broking, Mortgage & Finance, A+

Activities and Societies: Identify and develop complex broking options for clients, Implement Complex Loan structures, Comply with.

Certificate Iv, Finance And Mortgage Broking Fns40811

Activities and Societies: Deliver and Monitor Service to Customer, Design and Produce Business Documents, Process applications for Credit.

Pgdba, Marketing

Bachelor Of Commerce - Bcom, Accounting, 1St Class

Activities and Societies: - Bachelor's of commerce with specialization in Accounting