Anuj Verma
Home Loan Specialist @Ap Consulting
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WORK HISTORY
Home Loan Specialist @Ap Consulting
Delhi, IN
Our traditional business model is based on the fulfillment of all types of financial needs of customer ranging from Secured mortgage loan – LAP, Home Loan, Business loan, Working Capital- SME loans. Promoted business to increase customer base and grow revenue.Consulted with clients to assess and meet short- and long-term financial goals.Interviewed clients to identify income, expenses and financial objectives, developing customized financial plans suitable for needs.Oversaw and preserved records of financial transactions to optimize workflow and maintain consistent documentation.Addressed queries and provided advice regarding financial plans and strategies to educate and benefit customer needs.Regularly reviewed accounts to verify economic changes, situational concerns and financial performance, modifying plans to meet expectations of clients.Examined tax status and risk tolerance to maximiser income and save money.Performed daily maintenance of loan applicant database.Educated customers about conditions of credit and loans, repayment requirements and loan periods.
EDUCATION
Manav Rachna International University, Faridabad
Bachelor of Technology - BTech
NIMS UNIVERSITY JAIPUR
Diploma
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