Rajat Sehdev Email & Phone Number

Brampton, Ontario, Canada

• Prepare and audit loan files promptly and review signed settlement documents for accuracy.
• Developing, sending, and recording mortgage documents.
• Ensuring Mortage loan files are complete and ship them to investors and Lawyers
• Overseeing compliance with bank policies and ensure the title and lender are listed accurately on all paperwork.
• Remaining up to date on all regulatory training and maintaining excellent customer service. - Create superior customer sales experiences by engaging, listening and understanding the financial needs of potential.
• Demonstrating compassion and empathy toward customers to be able to hear their story and help with the most appropriate sale of our financial services based on individual needs

Brampton, Ontario, Canada

• Engaged customers in conversations about the features and advantages of the client bank’s Mastercard credit card.
• Developed innovative methods to involve customers and communicated effectively to deliver high-quality customer service.
• Assisted field marketing personnel in accurately filling out credit applications.
• Consistently achieved daily and weekly goals assigned by management.
• Actively participated in a collaborative team environment, gaining knowledge from peers and leadership.
• Successfully signed up over 2,000 customers, maintaining a Sales Per Hour (SPH) rate of 0.86.

Brampton, Ontario, Canada

Brampton, Ontario, Canada

India

• Managed daily administrative branch operations, including approving transactions, verifying documents, and account openings.
• Led a team 4 colleagues, establishing weekly objectives and devising strategies to ensure success.
• Monitored transaction volumes in customer accounts, ensuring 100% compliance with KYC and AML norms.
• Generated and recommended loans such as agriculture loans, home mortgage, and vehicle finance after verifying eligibility through income assessment and credit checks.
• Prepared daily, weekly, and monthly compliance reports, including operational, financial, and compliance reports for the regional office.
• Achieved an 80% reduction in branch NPAs by following up with clients regarding repayment and one-time settlements.

Jalandhar, Punjab, India

• Acted as a front-line customer service agent, handling over 50 customers daily, identifying, and resolving complaints.
• Processed electricity bill payments and handled cash transactions.
• Maintained office records and data entry using MS Excel and Word.
• Handled routine office work, including filing records, replying to emails, and managing dispatch.

Graduate Certificate In Hr & Business Management, Business Administration And Management, General

Activities and Societies: Business Management, entrepreneurship, Financial accounting, Economics

Bachelor Of Technology - Btech, Mechanical Engineering

Activities and Societies: Society of Mechanical engineering’s active member

12Th, A

Activities and Societies: Culture group