ROHIT THAKRAL
Summary
Experienced and Client-Focused Personal Banking Manager seeking a Home Lending role, dedicated to nurturing and growing commercial and small business clientele. Proven expertise in delivering exceptional customer service and ensuring financial well being in banking operations, with a keen focus on relationship management and business development. Adept at fostering partnerships and identifying growth opportunities through strategic initiatives. Proficient in delivery management, adeptly orchestrating projects to achieve targeted objectives. Ready to lead and drive success.
Overview
13
13
years of professional experience
Work History
Personal Business Manager
ANZ Bank NZ LTD
12.2021 - Current
- Develops a comprehensive understanding of client's needs, based on the review and analysis of personal and business financial data gathered through relationship reviews and personal meetings
Senior Personal Banker
ANZ Bank New Zealand
11.2019 - 12.2021
- Building credit/risk analysis, strategy and communication skills, while working together with our customers and internal stakeholders to find the best course of action
Customer Financial Wellbeing / Quality Assurance
ANZ Bank New Zealand
03.2020 - 08.2020
- I helped CFW team with the increased amount of delinquencies during COVID-19
- Initially, I worked with customers to negotiate the payment of arrears in order to minimize losses to the bank whilst maintaining strong levels of customer service.
Personal Banker
ANZ Bank New Zealand
10.2018 - 11.2019
- Predominantly assist with ANZ's retail customers and tailor solutions for each customer under my credit approval discretion based on a risk perspective
Service Consultant
ANZ Bank New Zealand
07.2017 - 10.2018
- Understand my customer's situation and suggest product & service solutions that align both with the customer's initial need and ANZ's procedures, policies and goals
Technical Support Representative
Concentrix New Zealand
12.2016 - 07.2017
- Diagnose and resolve a customer's technical request, when possible, in a single telephone call using troubleshooting protocol
Retail Assistant
2DEGREES MOBILE
12.2015 - 12.2016
- Customer Service and building rapport with customers for future business
Assistant Manager
McDonald's
07.2011 - 12.2015
- Developed training manual for new staff to ease transition for new employees
Education
Cyber Security Ambassador Program -
ANZ Bank NZ LTD
05.2022
Microsoft Excel - Excel from Beginner to Advanced -
Udemy online
02.2021
Excel Essential Training (Office 365/Microsoft 365) -
LinkedIn Online
02.2021
ANZ Home Lender Development Program -
ANZ Bank NZ LTD
07.2020
Diploma in Business administration and Management -
New Zealand Career College
06.2012
Bachelor of Arts -
University of the Punjab
07.2009
Skills
- Proven credit and analytical skills, able to demonstrate sound credit judgement
- Strong interpersonal skills, able to quickly build trust and confidence with customer to build a foundation for successful negotiations
- Knowledge of Retail and Business lending products and technology systems
- Strategic partnerships, market analysis, client relationship management and sales funnel optimization
- Knowledge of small business operations, lending and transaction banking and working capital solutions
- Financial expertise: Proficient in terminology, statements and financing principal for business decision evaluation
Websites
References
- Kieran Williams, ANZ Lower Hutt, Kieran.Williams@anz.com, +64 21827408
- Lyn Tunnicliffe, ANZ, lyn.tunnicliffe@anz.com, +64 21827386
Hobbies and Interests
- Fitness enthusiast
- Cricket
- Spending time with family and socialising
Languages
Hindi
Full Professional
Punjabi
Full Professional
Timeline
Personal Business Manager
ANZ Bank NZ LTD
12.2021 - Current
Customer Financial Wellbeing / Quality Assurance
ANZ Bank New Zealand
03.2020 - 08.2020
Senior Personal Banker
ANZ Bank New Zealand
11.2019 - 12.2021
Personal Banker
ANZ Bank New Zealand
10.2018 - 11.2019
Service Consultant
ANZ Bank New Zealand
07.2017 - 10.2018
Technical Support Representative
Concentrix New Zealand
12.2016 - 07.2017
Retail Assistant
2DEGREES MOBILE
12.2015 - 12.2016
Assistant Manager
McDonald's
07.2011 - 12.2015
Cyber Security Ambassador Program -
ANZ Bank NZ LTD
Microsoft Excel - Excel from Beginner to Advanced -
Udemy online
Excel Essential Training (Office 365/Microsoft 365) -
LinkedIn Online
ANZ Home Lender Development Program -
ANZ Bank NZ LTD
Diploma in Business administration and Management -
New Zealand Career College
Bachelor of Arts -
University of the Punjab
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