Mohnish Gulati

Background

About Mohnish Gulati

A passionate individual with 90 percentile in CFA Level 1 economics, derivatives and equity. Excelled in client acquisition and acquired over $10mn portfolio for ASR and secured over 1500 clients for Latitude Financial. Assisted brokers in portfolio rebalancing for ASR. Strong analytical skills and prepared report for Siemen’s Australia in Shale gas investment project. Financially modelled ASX returns with movements in NYSE and USD/AUD exchange rate. Undertook risk analysis by analysing credit profiles to undertake responsible lending. Possess 7 years’ phone and face-to-face sales experience. Excelled at personal loan sales and settlement role by acquiring over 1500 customers on Latitude’s personal loan books generating cash revenue over $20 million. Simultaneously, sold over 700 insurance contracts and awarded best insurance agent of the quarter. Managed broker relationship and settled over broker loans each month. Acquired over $5mn client portfolios for ASR as advisor. Undertook risk analysis by analysing credit profiles and AML to ensure responsible lending.