Summary
Overview
Work history
Education
Skills
Languages
Timeline
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Trusha Dave

Dubai,UAE

Summary

Thorough banking professional knowledgeable about bank products, processes and regulations. Confident and organised in helping consumers navigate sometimes-complex systems to achieve financial goals and boost bank profitability. History completing impeccable work balancing institutional and consumer needs.

Overview

7
7
years of professional experience
8
8
years of post-secondary education

Work history

Mortgage consultant

YOUAE Mortgages
Dubai, UAE
07.2022 - Current
  • Established viability and creditworthiness, analysing financial statements, credits and payment history.
  • Improved lead generation by through effective use of business development tools, social media assets.
  • Maintained up-to-date knowledge on mortgage market trends to develop robust business development strategies and accurate revenue forecasting.
  • Generated leads through sales presentations and cold calling to build new business, increasing sales revenue.
  • Forged exceptional relationships with lenders and estate agents, aiding smooth-running property purchase proceedings.
  • Adhered to all compliance guidelines for retail mortgage lending.
  • Assessed clients' financial situations to evaluate readiness for mortgage application to help maintain high approval ratings.
  • Processed and underwrote loans, verifying consistent regulatory compliance with financial laws in all documention to maximise chance of approval.
  • Provided exceptional level of customer service at all stages of mortgage loan process.
  • Secured affordable, cost-effective mortgage options tailored to client needs to drive satisfaction rates.
  • Evaluated bespoke client needs to source products best suited to current financial circumstances.
  • Explained payment terms and conditions for loans, offering one-on-one appointments for clients with complex loan needs to aid understanding.

Business development officer

Mashreq Bank
Dubai, UAE
07.2018 - 11.2020
  • Maximised cross-selling opportunities to increase new and current client spending.
  • Supported creation and execution of achievable, aspirational marketing strategy plans.
  • Created and presented persuasive proposals to close new business sales.
  • Presented regular stakeholder updates on new business progress, enabling performance monitoring.
  • Led and delivered business development initiatives to achieve key company targets.
  • Tailored pitches and proposals to bespoke client needs, increasing engagement and securing sales.
  • Networked at industry events to secure partnership and new business deals.
  • Generated leads to bring in new client revenue and improve bottom-line profitability.
  • Maintained client records in bespoke CRM systems, ensuring streamlined data processes for maximum efficiency.
  • Identified opportunities to drive business growth, diversification and expansion.
  • Formulated actionable plans to leverage insightful data on latest customer demographics.
  • Closed complex, lucrative deals with new customers using strategic sales and negotiation tactics.
  • Oversaw record-keeping for company's long-term planning, ensuring accuracy, accessibility and security.

Team leader - CRM operations

Flying Colour Business Setup Services
Dubai, UAE
09.2016 - 04.2018
  • Segmented customers to deliver tailored retention, conversion and activation campaigns with maximum impact.
  • Owned optimisation of data-driven CRM strategy to achieve set objectives.
  • Improved performance and user experience through strategic system administration and maintenance.
  • Optimised strategies based on latest user insights, helping to maximise segment value.
  • Liaised with stakeholders and wider programme project managers to review, plan and implement updates.
  • Elevated campaign efficiency and quality to improve key engagement metrics.
  • Delivered lifecycle, transactional and marketing communications across various channels.
  • Boosted customer retention by coordinating launch of new loyalty programme.
  • Drove user retention and customer lifetime value by refining existing processes.
  • Transitioned teams to new CRM platforms with focused, helpful education and resources.
  • Gathered insights from stakeholders and users to align product evolution with current regulations and business needs.

Education

Bachelor of Commerce - Commerce

Narsee Monjee College of Commerce
Mumbai
06.2007 - 04.2013

The Institute of Company Secretaries of India
06.2013 - 03.2015

Skills

  • Cross-selling strategies
  • Data analysis
  • Product research
  • Financial management
  • Sales data analysis
  • Financial planning
  • Client relations

Languages

English
Proficient (C2)
Hindi
Proficient (C2)
Gujarati
Proficient (C2)
Marathi
Proficient (C2)

Timeline

Mortgage consultant

YOUAE Mortgages
07.2022 - Current

Business development officer

Mashreq Bank
07.2018 - 11.2020

Team leader - CRM operations

Flying Colour Business Setup Services
09.2016 - 04.2018

The Institute of Company Secretaries of India
06.2013 - 03.2015

Bachelor of Commerce - Commerce

Narsee Monjee College of Commerce
06.2007 - 04.2013

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Trusha Dave