Vasant Avhad
Home Financing Advisor @Scotiabank
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WORK HISTORY
Home Financing Advisor @Scotiabank
Edmonton, AB, CA
Helped clients passionately with strong understanding of residential mortgage products & expertise with A, B Lending and Private Lending, creating a great client experience. Recommended the best mortgage options, helping clients with proficiency in closing mortgages in time. • Worked closely with mortgage underwriters to help clients fulfill their mortgage needs. • Provided mortgage advice to help customers find the best mortgage & rates. • Effectively followed-up on applications & answered client inquiries using digital tools. • Walked the client through the commitment and ensured the conditions are fulfilled. Leveraged latest mortgage tools to make life easier, have greater client experience & impact.
EDUCATION
Canadian Securities Institute ,Toronto ,Canada
Financial Planning I, Financial Planning, 79%
Canadian Securities Institute ,Toronto ,Canada
Certificate in Personal Financial Services Advice, Personal Financial Services Advice, 73%
Sydenham College ,Mumbai , India
B.Com, Commerce and Economics, higher second Class
• REMIC Toronto- Mortgage Agent Certificate
• Mortgage Agent Course, Mortgage Agent Certificate, 80%
Canadian Securities Institute ,Toronto ,Canada
Financial Planning II, Financial Planning, 68%
IFSE ,Toronto ,Canada
⦁ Investment Fund In Canada, IFC- April 2019, Canadian Mutual Fund Licence, 83%
ABOUT VASANT AVHAD
customer-focused, qualified and experience professional with B.Com, LL.B. degree and Mortgage Agent course. • Simplifies the complex by listening and understanding customers’ needs and guiding them with the right options/solutions. • 9 years of financial Advice experience with expertise in Mortgage having thorough & vast knowledge in Motgage industry • Excellent team leader with time management and organization skills. • Passionate to help clients, putting clients first by building trust and long term relationship. • Continuous learner and keeps up to date on changes in customer needs, procedures and products with proficiency in mortgage procedures, systems & applications. •Offers comprehensive financial advice and recommendations by delivering fantastic customer experience in achieving their evolving financial goals. • Exceptional communication (Multi-language) skills with fluency in Hindi, Punjabi, Marathi, Urdu, Gujarati & other Indian/ SE Asian languages-ZyTech Building System LP -Credit Controller -CIBC -Financial Advisor -RBC,Royal Bank -Account Manager -ICICI Bank Canada -Customer Service Representative -State Bank of India - Coordinator (150 Branches)- State Bank of India -Branch Manager -State Bank of India -Deputy Manager (Planning 150 Branches)-State Bank of India -Assistant Manager
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