Vidhant Aggarwal
Auckland,New Zealand
Summary
Financial adviser with over seven years of experience helping clients achieve long-term financial goals. Skilled in mortgage, budgeting, and structuring loans for clients. Passionate about delivering tailored financial strategies, and building strong client relationships.
Overview
8
8
years of professional experience
Work History
Business Development Manager / Financial Adviser
Insure My Mortgage
Auckland, New Zealand
02.2025 - Current
- Advise clients on mortgage structuring, refinancing, and budgeting solutions aligned with their financial goals
- Identify and develop new business opportunities through strategic partnerships and referral networks
- Conduct detailed financial assessments to recommend suitable lending products across banks and non-bank lenders
- Collaborate with internal and external stakeholders to streamline loan processing and ensure timely approvals
- Drive company growth by achieving sales targets and expanding the firm’s market presence across Auckland
Mortgage Adviser
Fundmaster
Auckland, New Zealand
08.2021 - 01.2025
- Assisted clients in securing residential and investment property loans
- Conducted financial assessments and developed mortgage solutions tailored to client needs
- Built strong relationships with major banks and lenders to negotiate favorable terms
- Provided end-to-end support from loan application through to settlement
- Maintained high levels of customer satisfaction and client retention
Mortgage Adviser
Global Financial Services
Auckland, New Zealand
06.2017 - 07.2021
- Delivered tailored mortgage advice to a diverse portfolio of clients
- Helped first-home buyers navigate loan options and eligibility
- Maintained compliance with all regulatory and legal requirements
- Worked closely with real estate agents and solicitors to ensure smooth settlement processes
- Generated repeat business through referrals and long-term client relationships
Education
New Zealand Certificate in Financial Services (Level 5) -
Professional IQ College
Auckland, New Zealand03.2021
Master of Applied Finance -
AUT University
Auckland, New Zealand04.2017
Skills
- Mortgage Structuring & Advice
- Budgeting & Financial Planning
- Client Relationship Management
- Residential & Investment Loans
- Insurance Solutions
- Loan Application Processing
- Banking & Non-Bank Lending
- Microsoft Excel & CRM Tools
- Compliance & Regulatory Knowledge
- Business Development & Sales Strategy
Timeline
Business Development Manager / Financial Adviser
Insure My Mortgage
02.2025 - Current
Mortgage Adviser
Fundmaster
08.2021 - 01.2025
Mortgage Adviser
Global Financial Services
06.2017 - 07.2021
New Zealand Certificate in Financial Services (Level 5) -
Professional IQ College
Master of Applied Finance -
AUT University
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