Umang Wani Email & Phone Number

Sydney, New South Wales, Australia

Quick2Lend Finance is dedicated to providing you with fast and secure lending solutions, including personal loans, commercial loans and auto loans. With over 10 years’ experience, we have built an unmatched panel of financial partners which helps us to provide solutions quickly and effectively.When you work with Quick2Lend Finance, you work with a team of experts who are passionately focused and committed to developing a financial strategy tailored to your specific needs. We have built… Show more Quick2Lend Finance is dedicated to providing you with fast and secure lending solutions, including personal loans, commercial loans and auto loans. With over 10 years’ experience, we have built an unmatched panel of financial partners which helps us to provide solutions quickly and effectively.When you work with Quick2Lend Finance, you work with a team of experts who are passionately focused and committed to developing a financial strategy tailored to your specific needs. We have built our reputation on providing high quality services based on our clients’ individual needs and expectations.Customer First Philosophy / Ethics – Umang’s biggest enjoyment from work is seeing his clients overjoyed with their new home or seeing his clients relieved from financial stress by restructuring their finances with Refinances and lower rate and better offers . We treat all clients no matter how small or big with our utmost care.Passion for Property & Finance – Umang is an avid property investor who has first-hand experience in building his property portfolio. He also has a keen interest in Personal Finances.We do all sort of Loans and Referral Services1 Home Loans2. Personal Loans3. Asset Finances4. Small Business Cash Flow5. SMSF 6. Auto Loans7. Property InvestmentQuick ApprovalAt Quick2Lend Finance we have the perfect solution to all your finance needs. We take all the guesswork out and ensure quick approval for personal loans, commercial loans and auto loans. Our experienced Quick2Lend Finance Specialists provides solution that saves you hassle, time and money.Mortgage solution based on Clients needsWhether you are a looking first home-buyer looking for a home loan or a business owner seeking commercial loan, Quick2Lend Finance can provide mortgage solution based on clients need. We pride ourselves on having extensive experience in all aspects of personal and commercial loans. Show less

Sydney, New South Wales, Australia

PROFESSIONAL EXPERIENCECommunity First Credit Union Aug 2017 – PresentRELIEF SALES CONSULTANT (MORTGAGE LENDER)Responsible for visiting different branches across Sydney and helping stores with home loan applications, providingdifferent financial products, and creating long term relationships with clients to help them achieve their financial goals.Providing support to team members and senior management with operational duties, and assisting with the executionof store… Show more PROFESSIONAL EXPERIENCECommunity First Credit Union Aug 2017 – PresentRELIEF SALES CONSULTANT (MORTGAGE LENDER)Responsible for visiting different branches across Sydney and helping stores with home loan applications, providingdifferent financial products, and creating long term relationships with clients to help them achieve their financial goals.Providing support to team members and senior management with operational duties, and assisting with the executionof store commercial strategies.Other Duties Include:• Bridging, purchase, construction and refinance home loan discussions and assessments with members• Recommend loan approvals and denials based on customer loan application reviews• Executing loan application process for clients including home loans, personal loans, and credit card loans• Interviewing clients to assess their financial position, and providing financial advice and instruments to achieveboth short and long term financial goals• Assisting the store manager in pipeline creation for future home loan members, and assuring the branch isfunctional• Assess borrowing capacity and other key credit criteria to ensure lending solutions presented for clients issuitable and compliant• Home loan retention and assuring portfolio members are on the best product that suits them• Operational activities such as cash handling, AUSTRAC reporting, assisting customers with everyday bankingneeds, and preparing loan packages for credit assessment teams• Insurance cross selling including car insurance, landlord insurance, and travel insurance• Compile database of loan applicants' credit histories, corporate financial statements and other financialInformation• Training staff members in the use banking software and systems to carry out activities such as cash handling,withdrawal/deposits, cheque, new accounts, and other banking transactions• Ensuring all banking activities are compliant and in adherence with industrial regulations and legislation Show less

Paramatta

LOAN PAKAGING EXPERT ROLE• Assess loan applications (Personal loans) and perform a detailed credit analysis (Checking credit file details, confirming employment status with employers, check and confirm residential address details, check for loan defaults and existing credit providers, title searches, cross reference checks etc).• Decide on viability of loan applications based on principles of 4C’s.• Review and process high volume of loan applications and supporting… Show more LOAN PAKAGING EXPERT ROLE• Assess loan applications (Personal loans) and perform a detailed credit analysis (Checking credit file details, confirming employment status with employers, check and confirm residential address details, check for loan defaults and existing credit providers, title searches, cross reference checks etc).• Decide on viability of loan applications based on principles of 4C’s.• Review and process high volume of loan applications and supporting documents.• Undertake compliance checks for correctness and progress to authorization for settlement.• Prepare loan contract documents and forward to customers for final settlement.• Setup customer account, update database and setup appropriate loan repayment medium.• Educate customer for online acceptance for contracts.• Prepare and send cheques to customer or credit allocated financial institution.• Follow up with customers to answer questions and resolve concerns.• Try to sell Loan Protection Insurance.• Achieve KPI of LPI conversion ratio , Total Loan settled, Total cash achieved, Total Application picked up, LPI cash value.• Had Compliance champion role.• Training and helping new staff.Achievements: Achieved 55% LPI conversion(KPI=45%), Loan settled 65 units(KPI=50 UNITS) with 1 million new cash achieved in month of September 2016 which was one of great achievement Show less

Parramatta

Direct sales Associate• Calling existing GE customers and identify Financial goals and find out ways to achieve financial goals • Helping the customer to simply debts by consolidation loan and for refinancing existing personal loans • Going through whole process of Application starting from interview with customer and Submitting the Application and letting customer know outcome.• Educate customer about online acceptance of… Show more Direct sales Associate• Calling existing GE customers and identify Financial goals and find out ways to achieve financial goals • Helping the customer to simply debts by consolidation loan and for refinancing existing personal loans • Going through whole process of Application starting from interview with customer and Submitting the Application and letting customer know outcome.• Educate customer about online acceptance of contracts.• Request required documents from customer.• Try to Upsell loan amount.• Sell Motor Vehicle insurance and Master card.• Educate customer with important of LPI and try to sell it.• Achieve KPI of Total calls, Total Applications taken, Total RPC, Total Settled loan. Show less

Blacktown Branch

• Interaction with Broker/Customer over the phone and face to face in order to answer Personal loan products and services related queries.• Helping other branches by going at PENRITH,ROUSE HILL,BANKSTOWN GE branches and working there and training new staff .• Processing emails from the brokers/customer for various enquiries and responding to them• Responding to any general enquiries from customer received and gives first call resolution.• Advice best solutions available… Show more • Interaction with Broker/Customer over the phone and face to face in order to answer Personal loan products and services related queries.• Helping other branches by going at PENRITH,ROUSE HILL,BANKSTOWN GE branches and working there and training new staff .• Processing emails from the brokers/customer for various enquiries and responding to them• Responding to any general enquiries from customer received and gives first call resolution.• Advice best solutions available within business to suit broker as well as their customer’s needs.• Management of inbound calls from the broker and customer and outbound calls to current GE customers and identifies their financial needs and takes applications from them and settle Personal loan.• Try to upsell Personal Loan amount value and cross sell GE Credit card and GE Auto loan products• Try to help customer by addressing customer enquiries like update address, issue to statements, other account related enquiries and sorting customer complaints.• Undergo regular compliance training need to comply with ASIC requirement• Give quotation for Motor Vehicle Insurance and try to sell it.• Responding to customer complaints by interacting with other teams/stake holders to try and resolve the issue and respond to customer by email or phone calls in a timely manner and with maximum customer satisfactionAchieve KPI of LPI conversion ratio , Total Loan settled, Total cash achieved,• Total Application taken, Total calls , LPI cash value, Total master card Application, Motor vehicle insurance quotationAchievements: • Awarded best sales person during 2011.Took average of 50 outbound Applications and settled 30 Application with new cash average of $15000 per loan and 50% LPI per month conversion during that period.• Trained various new staff at branch and helped them when required for policy, procedure for taking application and settlement Show less

* Make outbound calls to prospects and new accounts to develop customers from first time purchase to a buying habit.* Working with the Areas Sales/Telesales Manager,use analysis of contact lists to prioritise call lists.* Achieve minimum KPI for outbound calls,call time,sales targets.* Maintain accurate and up-to-date data of customers within the Pivotal CRM system.* To Introduct new contacts/customers to the RS Value and product range to position RS as supplier of… Show more * Make outbound calls to prospects and new accounts to develop customers from first time purchase to a buying habit.* Working with the Areas Sales/Telesales Manager,use analysis of contact lists to prioritise call lists.* Achieve minimum KPI for outbound calls,call time,sales targets.* Maintain accurate and up-to-date data of customers within the Pivotal CRM system.* To Introduct new contacts/customers to the RS Value and product range to position RS as supplier of choice.* Issue,followup and convert profitable quatations* Support Marketing campaigns to drive activity and sales.* Process order in JDE ERP environment.* Achieve 4 x 4 purchase targets for lapsed,reactivated,new customers.* More focus on electronics products purchase of customers. Show less

Outbound/Customer service consultant (Customer service and face to face):FMCG products Responsible for driving sales with new clients through own research by calling customer over phone, making appointments and meeting customers face to face with attitude of solution sales. Calling existing customers as well as potential customer by phone and meeting face to face by setting appointment. Receiving calls from existing customers and new customer and sorting their queries and cross… Show more Outbound/Customer service consultant (Customer service and face to face):FMCG products Responsible for driving sales with new clients through own research by calling customer over phone, making appointments and meeting customers face to face with attitude of solution sales. Calling existing customers as well as potential customer by phone and meeting face to face by setting appointment. Receiving calls from existing customers and new customer and sorting their queries and cross selling and upselling products by explaining benefits and features of products. Promoted and sold FMCG products for companies like P&G, Nestle, Cadbury, Arcor (Brazil), Tiger brand (South Africa) and many more. Increased the existing clients from 200 clients to 600 clients by calling them and explaining schemes and prices to new potential customer and sold products to them. Maintained the existing data base of key customers and meet them face to face to explained about new schemes/new product launched and booked the new order from them. Handled sales cycle from fresh approach till end of sales. Managed all paper work by fax, email or mail out. Provided customer service of highest order by winning satisfaction in terms of correct information with respect of fees, charges, services and company policies. Show less

Worked as Territory sales Incharge.

Ahmedabad

Ahmedabad

WORKED AS SALES OFFICER, WORKED FOR ABOUT 3.5 YRS IN GUJARAT

Diploma In Mortgage Broking, Mortgage Broking

Mba Marketing, Marketing

Bsc, Biology