I have more than 10 years of experience in the finance industry, where I have developed extensive expertise in mortgage and personal insurance products.• Assist Clients with their Debt reduction strategies, Risk Management and Cashflow Management.• Assist Clients create wealth strategies via investing in property market.• Assist clients in understanding how mortgage works, evaluating different mortgage options, and securing the most suitable home loan with favourable terms and interest rates.• Analyse clients' financial situations and goals to develop tailored mortgage and insurance strategies.• Evaluate and compare insurance policies from multiple providers to find the most suitable coverage at competitive rates.• Address complex financial situations and provide creative solutions to meet clients' unique needs effectively.• Foster strong client relationships by providing ongoing support and monitoring their financial progress.• Conduct periodic reviews of clients' financial situations to ensure their mortgage and insurance plans align with changing circumstances.• Stay up-to-date with the latest market trends, interest rates, and insurance products to offer the most current and relevant advice to clients.• Participate in professional development opportunities to enhance expertise and knowledge in mortgage and insurance fields.I also hold a bachelor’s degree in Graduate Diploma in Applied Business Studies, an MBA major in Sales and Marketing and a New Zealand Certificate in Financial Services Level 5 in Residential Property Lending and Life, Disability and Health Insurance.

• Manage end to end process including lead generation, submission and issuance of insurance policies.• Arrange different lead generation activities like cold calling, Tele calling, References, promotion activities.• Generate leads for the business • To understand the client’s requirement on the base of need analysis is the most important responsibility.• Use of different tools to get the best outcome for the client.• Give best recommendations to the client by using full of product knowledge• Good relationship building with Insurer companies different departments.• After sales service• Periodically review provide to the customers There was 9 months break was there due to Covid – Stuck up in Australia