Karan Rohira Email & Phone Number

Melbourne, Victoria, Australia

Melbourne, Victoria, Australia

Victoria's local bank since 2011, Bank of Melbourne has branches spread around Victoria, with our headquarters and contact centre located in the heart of Melbourne's CBD. My role is assisting clients with different products, assisting the lender with maintenance while providing them with the best imaginable service. Within the last 7 years with Bank of Melbourne and St George group, I have worked across a variety of roles including providing support, leadership, coaching and customer retention. Most recently I am working within the Digital lending space providing clients with solutions without a need to visit a Branch thru Microsoft teams. I currently support Bank of Melbourne, Bank SA and St George Bank clients.Key ResponsibilitiesCustomer Support Home lending clients achieve their financial goalsAlways being curious to uncover their true need to better support themAct as a single point of contact with all their needs and refer them on Business Bankers and Financial Planners when additional advice soughtDRA holder Generate a strong percentage of new business thru existing referralsTraining and SupportProvide constant support, feedback and assistance to my newer team members to help them growActed as a People leader for 1 month while my people leader was on leaveUtilise knowledge gained from subject matter experts to further support the teamGrowth mindsetConstantly upskilling with newer system and constantly being aware of the credit policyEngaging with subject matter experts to provide my clients with accurate answers in the first instanceBuilding relationships with Potential refers and workplace banking partners Key AchievementsOn target performance for the last 3 Bank halves, Including a half with an average of 1.3million/week of settlementsWon the Q4 2018 award for one team and customer experience, received 15 nominations over the past bank halfNominated for multiple awards over the 5-year period

Melbourne, Australia

Key ResponsibilitiesCustomer Assist customers with their queries and provide them with the best imaginable serviceDiscuss and assist with product and solutions based on their stated and unstated needs Maintain regular contact with existing home loan customers and provide retention solutions when relevant to ensure Bank of Melbourne is bank of choiceAssist customers achieve short and long-term financial goalsHome loan increases up-to 100KRefer clients to Lenders, Business Bankers and Financial Planners when additional advice soughtTraining and SupportProvide constant support, feedback and assistance to my current team members to help them growWhile at other branches lead by example for home loans and support the teams to build confidence in themGrowth mindsetConstantly upskilling with different tools including self learning of Lending toolsAssisting Lenders to growth their referral network and working to establish relationship with brokers to build trust Key AchievementsRetained $1- 2 million of home loan customers on average months at my current siteRanked as the number 1 customer service advisor in my first halfHit plan in my first half as a specialist with the highest home loan opportunities among retail team Won the Q4 2018 award for one team and customer experience, received 7 nominations over the past 2.5 yearsConsistently refer between 1-2 leads/week to other specialists like Financial Planners and Business Bankers

Melbourne, Australia

Operating since 1993, WhiteStar has been assisting clients throughout Australia with Finance and Insurance needs. More recently WhiteStar has grown to include Financial Control programs and Property Education.My role is sales and client support for the financial control programme. Its is the only one of its kind which assists client to achieve their financial and personal goals while getting in front of their mortgageKey ResponsibilitiesSales• Generate additional leads through cold calling and referrals• Consistently achieving and exceeding sales goals • Provide personalized support to clients to ensure a smooth transition• Liaise with the plan preparation team to fulfill client's short term and long term goals • Uncover opportunities during client discussions to generate revenue for other parts of the business such as Investment properties Marketing• Provide constant feedback to update the sales strategy and marketing plan• Trial, improve and implement additional marketing channels including SMS to improve client contact rate • Create referral networks especially through real estate agents for different parts of business including financial control programme Process• Improve lead management and tracking• Understand sales funnel and advise improvements to sales process

Victoria, Australia

Employ a consultative approach to provide suitable solar solution for residential and small to medium business customers based on their current usage and future needs Create relationships with Real Estate Agents, Builders and Loan Brokers for an improved and consistent source of leads Recruiting, Training, Developing and Managing the sales teamLiaison with Sales director and lead generation manager to improve the quality of leads and improve productivity

Melbourne North/Cbd

Self-generate leads through cold calling and through referralsProvide the appropriate solution for Business customers based on their requirements and budget Provide personalized support to clients to ensure a smoother transitionUncover opportunities for additional services like IT and electrical during client discussions to further upsell other services

Melbourne, Australia

• Identify, prospect and negotiate revenue opportunities from both new and existing customers.• Promote the business and identify future opportunities.• Manage relationships and meet expectations from customers, internal staff, and other stakeholders.• Perform general account and territory management including market segmentation for prospecting purposes.• Provide input into, and assist where relevant, in executing the Sales and Marketing Plan .• Develop expertise in the company’s products and technical operating environment.• Participate in industry and promotional activities.

Vodafone Hutchinson Australia Select Store

Consistently managing and achieving targets in line with company objectives.Training new employees and playing a key role in systems training for existingemployees during the operational upgrades.Stock ordering ,control and reconciliation.Training and development of staff especially during major plan and system launches.Introduction and supervise a resign campaign for all 6 partner stores of the retailchain.Ensuring extraordinary customer service provided by the complete team.Networking with business clients to further improve sales with referrals.Co ordinate staffing and stock with other store managers.Acting Operations Manager in the absence of the Operations Manager

To understand client’s needs and to deliver the appropriate product to meet the client’s requirements.Creating repair orders and organising loan handsets.Handling billing inquires and escalating to the relevant department.Maintain the the store as per the latest Visual Merchandise.Rotation between different stores to cover shifts and also to provide training updates.

Provided business information and library services to investment banking and professional services clients.Worked in Conjunction with US and UK customers to provide high level professional customer service via telephone and email.Databases used included Bloomberg, Factiva, Hoover's, ICC Juniper, LexisNexis, OneSource, Thomson One Banker, Thomson Research, Venture Source to provide timely, relevant and accurate information to the bankers to make the best possible decisions.Prepared the Company information reports for the bankers for required for the pre-acquisition pitch.Provided basic analysis to various companies including credit ratings and relevant news to get them started.

Masters, Applied Finance. 2007

Graduate Diploma Of Accounting, 2008

Bachelors, Management; Finance Specialization 2005

Education record