
Mr. Mohit Kharel
MBA Finance & Marketing, BBA
Experience
5+ years
mohit.wealthwise@outlook.com
Phone
+977-9815338646
About Mohit Kharel
Mr. Mohit Kharel holds an MBA in Finance and Marketing, along with a BBA, both earned from a reputable institution in Dehradun, India. He currently serves as the Client Relationship Manager at Wealthwise Consulting Pvt. Ltd., where he oversees client communication, service coordination, and relationship management with a focus on delivering seamless financial experiences.
In addition to his role at Wealthwise, Mr. Kharel is actively involved as a Client Account Manager for an Australian mortgage company. In this capacity, he works closely with brokers, solicitors, and lenders to facilitate end-to-end home loan processes, from loan structuring and document preparation to settlement coordination and post-settlement support. His deep understanding of the Australian mortgage landscape allows him to provide clients with clear guidance, tailored financial solutions, and timely updates throughout their loan journey.
Known for his exceptional interpersonal and communication skills, Mr. Kharel builds strong, trust-based relationships with clients and stakeholders alike. His professional background spans both accounting and marketing, with previous experience at a UK-based AACA firm and a private company. This diverse expertise positions him as a trusted advisor and invaluable point of contact for clients at Wealthwise.
Education & Qualifications
MBA in Finance and Marketing from Dehradun, India
BBA from Dehradun, India
