Dipesh Marwah Email & Phone Number
Financial Adviser and Planner @ SurePlan Financial
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Dipesh Marwah Location
- Auckland, NZ
Dipesh Marwah Work
- Financial Adviser and Planner @ (January 2024 - Present)
- ANZ Investment Adviser @ (March 2022 - December 2023)
- Team Leader - Wealth Direct @ (March 2018 - February 2022)
- Wealth Specialist @ (May 2014 - February 2022)
- Direct Business Banking Manager @ (June 2013 - April 2014)
- Home Loan Specialist @ (November 2011 - June 2013)
- Senior Personal Banker @ (March 2008 - November 2011)
- Assistant Manager-Front Office @ The Hyatt Regency Auckland (October 2005 - March 2008)
- Front Office Executive @ (March 2001 - December 2003)
Dipesh Marwah Education
- Auckland University of Technology
Master's degree (International Business)
2008-2010 - PIHMS - Pacific International Hotel Management School, New Plymouth, New Zealand
Post Graduate Diploma (Hotel Management)
2004-2005 - MMK College - India
Bachelor of Commerce - BCom (Business/Commerce, General)
1995-1999 - Open Polytechnic, Auckland, NZ
National Certificate in Financial Services (Level 5 - Investments)
Dipesh Marwah Skills
- Mortgage Lending
- Manage Client Relationships
- New Business Development
- Sales
- Maintaining Strong Client Relationships
- Loans
- Relationship Management
- Risk Management
- Insurance
- Home Equity Loans
- Mortgage Underwriting
- Residential Mortgages
- Construction Loans
- Mortgage Banking
- Investments
- Cross Selling
- Commercial Banking
- Business Relationship Management
- Small Business
- Business
- Life Insurance
- Account Management
- Financial Analysis
- Business Development
- CRM
Dipesh Marwah Summary
- Dipesh Marwah, based in Auckland, NZ, is currently a Financial Adviser and Planner at SurePlan Financial. Dipesh Marwah brings experience from previous roles at ANZ. Dipesh Marwah holds a 2008 - 2010 Master's degree in International Business @ Auckland University of Technology. With a robust skill set that includes Mortgage Lending, Manage Client Relationships, New Business Development, Sales, Maintaining Strong Client Relationships and more.
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