Summary
Overview
Work History
Education
Skills
Timeline
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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 Zealand
03.2021

Master of Applied Finance -

AUT University
Auckland, New Zealand
04.2017

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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Vidhant Aggarwal