Proven sales leader with 5+ years of experience driving revenue growth, managing client relationships, and aligning business needs with high-impact solutions. Skilled in consultative selling, strategic planning, and team leadership, with a strong ability to close deals, build lasting partnerships, and adapt quickly in competitive markets. Results-oriented, relationship-driven, and ready to exceed goals in high-performance sales environments.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Mortgage Loan Originator
The Mortgage Firm
10.2020 - Current
Consistently closed an average of 4–5 loans per month, generating $15M/year in volume over the past 4 years.
Originated and managed residential and investment loans from application to closing, ensuring seamless borrower experiences.
Built and maintained referral relationships with realtors, financial advisors, CPAs, attorneys, and past clients through 50+ weekly outreach calls.
Led personalized marketing strategies via social media, email campaigns, flyers, sponsored events, and CRM (Surefire) to grow pipeline.
Collaborated with underwriters to troubleshoot and resolve application issues quickly and accurately.
Cultivated business with investors through networking, events, client dinners, and sports outings to strengthen long-term relationships.
Partnered with sales agents, financial planners, and accountants to cross-sell services and generate new opportunities.
BNY Mellon Pershing
Senior Analyst, Business Technology Liaison
10.2022 - Current
Performed system analysis, documentation, testing, implementation, and user support for platform transitions.
Investigated system issues and implemented resolutions to reduce downtime.
Identified and resolved problems through root cause analysis and research.
Recommended process improvements to continually identify, analyze and fix constraints and challenges.
Monitored compliance and filing requirements in conjunction with staff and management.
Cultivated relationships with industry leaders and within company to share tips and information.
Researched and adopted new technologies to add value to existing offerings.
Conducted system analysis and implementation to maintain and improve computer systems.
Provided technical support for troubleshooting analytics and reporting issues.
Configured hardware, devices, and software to set up work stations for employees.
Broke down and evaluated user problems, using test scripts, personal expertise, and probing questions.
Tested new software and hardware prior to deployment.
Assisted in development of system security protocols.
Personal Banker
SunTrust now Truist
04.2018 - 10.2020
Utilized resources to conduct effective consultative client conversations
Brought in $750K in new money, $600K in Lending per month & referred 10 people per week to business partners to attain more business
Build strong relationship with business owners
Providing financial solutions that meet client needs such as deposit and credit and including all product and service lines
Referring to other lines of business partners for additional business growth opportunities
Partners include, but are not limited to Financial Advisor, Residential mortgages, Trust, Wealth, Business Banking, Treasury
Services, and Merchant Services
Focuses on all client segments serviced through retail Branch Banking network
Branch teammate and client referrals
Building a strong relationship with clients to cater to their needs
Using branch book of business for opportunities
Outbound/Inbound calling, outbound calling 30 dials a day
Organizing clients details, setting appointments, and task in Microsoft Outlook
Sales Representative → Assistant Manager → Store M
T-Mobile
05.2016 - 04.2018
Promoted 2x in under 2 years from Sales Representative to Store Manager based on performance, leadership, and results.
Led transformation of underperforming store, increasing monthly revenue from $7K to $23K and raising national ranking from #235 to Top 10 in just 4 months.
Hired, trained, and managed high-performing teams, fostering a culture of customer focus, sales excellence, and accountability.
Delivered tailored product recommendations and hands-on tech demonstrations to support customer decisions across in-store, online, and care channels.
Ensured smooth daily operations including scheduling, inventory control, and team motivation to consistently exceed company targets.
Coached team on T-Mobile’s products, services, and promotions while modeling empathetic, solution-driven customer service.
Sourced and developed talent, implemented training programs, and maintained high standards of store presentation and performance.
Regularly identified small business leads and partnered across departments to enhance customer experience and drive growth.
Sales Consultant
AT&T
05.2014 - 04.2016
Improving customer satisfaction and helping clients purchase the product that suits their needs and
preferences
Fully understanding, acceptance and execution of AT&T Retail Promise
Meet and exceed assigned goals for customer experience and reputation, sales and service, revenue, and
productivity
Digital & In-Person Marketing Strategy Pipeline Development & Lead Generation
Cross-Functional Collaboration
Leadership & Team Development
Financial & Product Consultative Selling
Public Speaking & Relationship Cultivation
Accomplishments
Generated $15M+ in annual loan volume over the past 4 years by consistently closing 4–5 mortgage loans per month.
Transformed an underperforming retail store, increasing monthly revenue from $7K to $23K and raising the store’s national ranking from #235 to Top 10 within just 4 months as Store Manager.
Built and maintained a high-converting referral network by making 50+ weekly outreach calls to realtors, CPAs, attorneys, and financial advisors.
Launched and executed multi-channel marketing campaigns using social media, email blasts, CRM (Surefire), and event sponsorships to generate new business.
Certification
Agile & Palm model
Languages
Gujarati
Native or Bilingual
Hindi
Professional Working
Timeline
BNY Mellon Pershing
Senior Analyst, Business Technology Liaison
10.2022 - Current
Mortgage Loan Originator
The Mortgage Firm
10.2020 - Current
Personal Banker
SunTrust now Truist
04.2018 - 10.2020
Sales Representative → Assistant Manager → Store M