Yunesh Pokharel
Auckland,Papatoetoe
Summary
Driven and analytical Business Manager with 8+ years of experience in leading teams and achieving sales goals. Possesses a strong interest in transitioning to a career as a Financial Advisor and is actively pursuing relevant education and certifications. Skilled in communication, problem solving and building strong client relationships, all of which are transferable to the financial services industry. Eager to leverage business acumen and passion for finance to guide individuals towards their financial objectives.
Overview
8
8
years of professional experience
Work History
Finance and Insurance Manager
Andrew Simms
11.2022 - Current
- Offering vehicle finance and insurance to customer after understanding their needs.
- Ensuring all legal disclosure are made to customer.
- Ensuring all compliance and paperwork are sent to lender for finance approval.
- Maintaining good relationship with lender.
- Helping sales team to close deal.
- Reporting daily to Sales Manager about leads and what action were taken.
- Increased profit margins by selling more aftercare products.
Finance and Insurance Manager
Eagers Autotmotive
11.2021 - 11.2022
- Offering vehicle finance and insurance to customer after understanding their needs.
- Ensuring all legal disclosure are made to customer.
- Ensuring all compliance and paperwork are sent to lender for finance approval.
- Maintaining good relationship with lender.
- Helping sales team to close deal.
- Reporting daily to Sales Manager about leads and what action were taken.
- Increased profit margins by selling more aftercare products.
Finance and Insurance Manager
Zodiac Motors
03.2019 - 11.2021
Finance and Insurance Manager
The Wheel Deal
01.2016 - 03.2019
Education
New Zealand Certificate in Financial Services - Financial Advisor
Open Polytechnic of New Zealand
Lower Hutt, NZGraduate Diploma in Accounting - Accounting
Manukau Institute of Technology
Manukau, NZ12.2015
BBA - Accounting
Apex College
Nepal04.2014
Skills
- Product Education
- Process Improvement
- Microsoft Office
- Decision-Making
- Active Listening and Learning
- Eligibility Determination
- Customer Service
- Customer Relations
- Task Prioritization
- Calm Under Pressure
- Analytical Thinking
- Interpersonal Communication
Languages
Nepali
Native or Bilingual
Hindi
Full Professional
Timeline
Finance and Insurance Manager
Andrew Simms
11.2022 - Current
Finance and Insurance Manager
Eagers Autotmotive
11.2021 - 11.2022
Finance and Insurance Manager
Zodiac Motors
03.2019 - 11.2021
Finance and Insurance Manager
The Wheel Deal
01.2016 - 03.2019
New Zealand Certificate in Financial Services - Financial Advisor
Open Polytechnic of New Zealand
Graduate Diploma in Accounting - Accounting
Manukau Institute of Technology
BBA - Accounting
Apex College
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