GAJAY SINGH
Kumeu,New Zealand
Summary
Professional with 8+ years in customer service, focusing on customized solutions and clear communication. Expertise in building strong client relationships and proficient in Microsoft Office Suite, customer relationship management, and complaint resolution. Demonstrated success in enhancing customer satisfaction and loyalty through effective sales strategies, contributing to significant client base and revenue growth. Strong skills in research, data analysis, negotiation, and strategic planning, essential for driving sales success.
Overview
14
14
years of professional experience
Work History
Senior Mortgage Advisor
Saaga Mortgages
Auckland, New Zealand
06.2023 - Current
- Developed new business opportunities through collaboration with developers, construction companies, and real estate agents.
- Provided customized mortgage advice to first-time buyers and high-net-worth individuals while ensuring regulatory compliance.
- Managed complete mortgage application processes, coordinating effectively with lenders, solicitors, and underwriters.
- Supported junior mortgage advisors by sharing expertise and promoting professional growth.
- Maintained accurate client records in internal CRM systems, ensuring compliance with industry standards.
- Monitored latest mortgage products, interest rates, market trends, and regulatory changes for informed decision-making.
Senior Financial Adviser
Global Financial Services
Auckland, New Zealand
05.2019 - 05.2023
- Ensured accurate maintenance of financial transaction records per generally accepted accounting principles.
- Delivered training sessions for junior staff on finance operations.
- Prepared and presented financial findings to the executive team to facilitate informed decision-making.
- Maintained client data and conducted analyses to ensure timely documentation and settlement.
- Gathered and organized client documents to ensure accuracy and completeness.
- Ensured timely documentation and settlement by maintaining and analyzing client data.
Administrator & Quality Controller
MG Marketing
Auckland, New Zealand
03.2016 - 04.2019
- Streamlined warehouse administration, ensuring operational efficiency and accurate record-keeping.
- Analyzed key accounts for pricing strategies and negotiated favorable terms with vendors and customers.
- Conducted quality inspections on incoming shipments to meet New Zealand MPI guidelines.
- Performed data entry from paper documents into computer databases to maintain accurate records.
- Verified completion of all paperwork prior to submission deadlines.
- Assisted in developing new administrative systems, procedures, and policies to enhance workflow.
- Responded to customer inquiries via phone, providing prompt and professional assistance.
- Created spreadsheets to track project progress, budgets, and related data efficiently.
Service Relationship Manager - Private Banking
HDFC Bank
Gurgaon, India
04.2013 - 02.2015
- Sourced high net-worth clients for account services, enhancing overall portfolio management.
- Managed diverse investment portfolios, focusing on mutual funds, equities, and insurance products.
- Expanded existing client base, boosting floats and fee income.
- Ensured compliance by monitoring transaction patterns of mapped clients.
- Facilitated onboarding for new merchants, ensuring thorough understanding of the platform.
- Led training sessions to promote effective usage of tools and policies.
- Analyzed merchant performance metrics to deliver actionable insights for enhanced outcomes.
- Reported merchant feedback to stakeholders to guide platform improvements.
Salary Relationship Manager
Axis Bank
India, India
06.2011 - 03.2013
- Sourced high net-worth clients for corporate salary and current accounts.
- Developed existing client base to enhance float and fee income.
- Ensured compliance with organizational policies and banking guidelines.
- Monitored transaction patterns of mapped clients for risk management.
- Cultivated relationships to deepen engagement and facilitate cross-selling opportunities.
- Collaborated with merchant acquisition teams to enhance merchant services.
- Partnered with merchant acquisition teams to optimize merchant services.
Education
MBA - Finance & Marketing
Apeejay School Of Management
Delhi, India05-2011
Skills
- Customer service and engagement
- Communication skills
- Microsoft Office proficiency
- Research and analysis
- Relationship management
- Complaint resolution
- Documentation management
- Service orientation
- Attention to detail
- Presentation skills
- Data entry
- Contract negotiation
- Problem solving
References
References available upon request.
Timeline
Senior Mortgage Advisor
Saaga Mortgages
06.2023 - Current
Senior Financial Adviser
Global Financial Services
05.2019 - 05.2023
Administrator & Quality Controller
MG Marketing
03.2016 - 04.2019
Service Relationship Manager - Private Banking
HDFC Bank
04.2013 - 02.2015
Salary Relationship Manager
Axis Bank
06.2011 - 03.2013
MBA - Finance & Marketing
Apeejay School Of Management