Piyush Kaushal
Summary
Resourceful Loan Advisor with comprehensive knowledge in financial counseling, loan origination and processing. Demonstrated strengths include keen ability to assess client needs, develop responsive solutions, and close deals effectively. Previous roles underscored commitment to customer satisfaction and driving sales growth.
Results-oriented professional knowledgeable about wide range of loan products. Professionally works with different customers to meet individual needs and maximize bank revenue. Analytical problem-solver tenacious in pursuing sales opportunities.
Overview
9
9
years of professional experience
Work History
Loan Advisor
Piyush
03.2023 - 06.2026
- I’m a freelancer and providing my Financial experience and services to Clients.
- I’m Currently doing all types of loans (Business Loan, Personal Loan, Home Loan, Loan Against Property, Car Loan, Balance Transfer)
- Evaluated loan applications for accuracy and completeness.
- Assisted clients in understanding loan products and terms.
- Collaborated with underwriters to streamline approval processes.
• Providing Assistance to Clients for Financial Services.
Insurance Broker
Santosh Kumar
02.2017 - 10.2021
- Reviewed and analyzed client insurance needs and risk profiles.
- Developed comprehensive insurance proposals tailored to client requirements.
- Assisted clients in selecting appropriate insurance coverage options.
Education
Tyagi Public School
DelhiSkills
- Loan analysis
- Credit evaluation
- Loan application management
- Loan servicing
- Financial modeling
- Regulatory compliance
- Risk evaluation
- Financial planning
- Sales techniques
- Process improvement
- Time management
- Adaptability
- Multitasking
- Adaptability
- Teamwork
- Active listening
- Goal setting
- Client relationship building
Languages
Hindi
First Language
English
Beginner (A1)
A1
Timeline
Loan Advisor
Piyush
03.2023 - 06.2026
Insurance Broker
Santosh Kumar
02.2017 - 10.2021
Tyagi Public School