Sachit Thatai
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Sachit Thatai Email & Phone Number

Location: Auckland, Auckland, New Zealand 7 work roles 3 schools
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Role
Mortgage Advisor
Location
Auckland, Auckland, New Zealand
Company size

Who is Sachit Thatai? Overview

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Quick answer

Sachit Thatai is listed as Mortgage Advisor at Global Financial Services Ltd, a company with 78 employees, based in Auckland, Auckland, New Zealand. AeroLeads shows a matched LinkedIn profile for Sachit Thatai.

Sachit Thatai previously worked as Mortgage Adviser at Global Financial Services Ltd and Entrepreneur at Self Employed. Sachit Thatai holds Master Of Financial Management (Mfm) from University Of Canterbury.

Company email context

Email format at Global Financial Services Ltd

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Global Financial Services Ltd

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Profile bio

About Sachit Thatai

I am a dedicated financial professional with over 13 years of experience in operations, loans, mortgages, and relationship management within the financial sector. Currently, I serve as a Financial Advisor – Mortgage at Global Financial Services in Auckland, where I specialize in mortgage advisory.I hold a Master of Financial Management from the University of Canterbury and have completed the NZ Certificate in Financial Services (Level 5) with strands in RPL, LDH, GI, and Investment. Additionally, I am a Certified Financial Planner (CFP) from India and an Associate Member of CPA Australia.Throughout my career, I have consistently demonstrated strong analytical skills, client-focused service, and a commitment to delivering tailored financial solutions. I have a proven track record in building and maintaining healthy client relationships, managing complex credit administration tasks, and optimizing financial strategies for individual and business clients.Passionate about helping clients achieve their financial goals, I bring a wealth of knowledge and expertise to every role. I am always eager to learn and adapt, staying abreast of the latest trends and technologies in the financial industry to provide the best possible advice and solutions.

Listed skills include Banking and Credit.

Current workplace

Sachit Thatai's current company

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Global Financial Services Ltd
Global Financial Services Ltd
Mortgage Advisor
Hamilton, NZ
Employees
78
AeroLeads page
7 roles

Sachit Thatai work experience

A career timeline built from the work history available for this profile.

Entrepreneur

Punjab, India

Managed ancestral mandarin fruit orchard in Punjab, India for around 4.5 years. Along with it started a new dairy farm in 2016. Gained a valuable experience into the agriculture and dairy industry during this period by engaging in inter-cropping, implementing latest farming methods, milk production and retailing, calf rearing, green fodder production and.

May 2015 - Sep 2019

Manager Mid Office - Wholesale Banking

Gurugram, Haryana, India

Worked as a part of Wholesale Banking Team and was assigned responsibility of acting as a bridge between Customer’s, Relationship Managers and Credit Team. We ensure smooth operation of Wholesale Banking related credit documentation, mortgage creation and account monitoring. All post sanctioning and disbursal activities of Wholesale Banking group were.

Apr 2013 - Apr 2015

Manager

Gurugram, Haryana, India

The primary responsibility is to ensure smooth day-to-day operation of Business Banking and Loan Against Shares related post sanctioning credit activities through active coordination and execution of the core tasks i.e. to check credit appraisals are adequately approved, relevant documents are prepared, Verification of title deeds for mortgage.

Jan 2010 - Apr 2013

Team Leader

Rbs

Gurugram, Haryana, India

Worked in Depository operations team for one year and was responsible for regulatory compliance. Had a good exposure of regulatory reporting, audit & compliance. Also got exposure to other depository operation i.e. Billing, Account opening, maintenance. Supported actively while migration of depository operations from Mumbai to Delhi. Also worked with LAS.

Aug 2007 - Dec 2009

Ludhiana Assistant Manager

Ludhiana, Punjab, India

Was head of branch operations team at IndusInd Bank Ludhiana for around 2 years. Was responsible for supervision of complete branch banking operations like clearing, cash, FD’s, Account Opening. Continuously upgraded operational requirements of the branch for smooth functioning. Managed a very good relationship with hundred plus commodity brokers of.

May 2005 - Feb 2007
Team & coworkers

Colleagues at Global Financial Services Ltd

Other employees you can reach at globalfinance.co.nz. View company contacts for 78 employees →

3 education records

Sachit Thatai education

Mba, Finance

Icfai Business School, Bangalore, Icfai University In 2005

Bba, Finance

D.A.V College, Abohar, Panjab University
FAQ

Frequently asked questions about Sachit Thatai

Quick answers generated from the profile data available on this page.

What company does Sachit Thatai work for?

Sachit Thatai works for Global Financial Services Ltd.

What is Sachit Thatai's role at Global Financial Services Ltd?

Sachit Thatai is listed as Mortgage Advisor at Global Financial Services Ltd.

Where is Sachit Thatai based?

Sachit Thatai is based in Auckland, Auckland, New Zealand while working with Global Financial Services Ltd.

What companies has Sachit Thatai worked for?

Sachit Thatai has worked for Global Financial Services Ltd, Self Employed, Ing Vysya Bank, Yes Bank, Gurgaon Noc, and Rbs.

Who are Sachit Thatai's colleagues at Global Financial Services Ltd?

Sachit Thatai's colleagues at Global Financial Services Ltd include Kerul Patil, Mani Rajeshkumar, Changjie Li, Aseem Agarwal, and Rohan Wadhwa.

How can I contact Sachit Thatai?

You can use AeroLeads to view verified contact signals for Sachit Thatai at Global Financial Services Ltd, including work email, phone, and LinkedIn data when available.

What schools did Sachit Thatai attend?

Sachit Thatai holds Master Of Financial Management (Mfm) from University Of Canterbury.

What skills is Sachit Thatai known for?

Sachit Thatai is listed with skills including Banking and Credit.

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