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 customers and matching their needs to our lending solutions in a pleasurable sales environment•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• Welcome and engage customers visiting your branch location or by actively prospecting new clients through a combination marketing and outbound sales call activity with a view to achieving and exceeding branch sales targets• Capitalise on financial cross-sales and add-on products by paying attention to customer needs to specifically pinpoint sales opportunities while transparently and openly communicating the terms and conditions of our financial products• Review and evaluate online financial loan applications, assess the applicants' credit worthiness, perform financial analysis, and other risk assessments to maximize quality of the sale and limit future collection items• Manage collections activities for all past due financial accounts, maintaining an impeccable level of service• Accurately secure all required information to fulfill customer applications for products and maintain information and records to limit errors

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.• Recipient of the Gold Sales Award for outstanding performance.

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.• Achieved 86% average of quarterly sales targets by selling banking products and services.• Initiated and successfully conducted community programs to raise awareness about banking facilities and promote financial inclusion in remote areas

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