Ruban Sohana

Inquirer
DISC Type : cd

Director | Mortgage Broker | Commercial Finance Specialist at Win Square Finance

Greater Sydney Area, Australia

Overview

Ruban Sohana is the Director of Win Square Finance and Co-Founder of Pacta Real Estate, specializing in RSU & ESS income solutions. With a Diploma in Finance and Mortgage Broking Management, he is described by clients as professional, supportive, and precise in finding financial solutions to help them grow their wealth.

Ruban follows the market strategies and influence of major global corporations, particularly in the finance and technology sectors. His interests in companies like J. P. Morgan and Amazon align with his professional focus on economic trends and wealth management for his clients.

He has earned a near-perfect 4. 9-star rating from numerous verified client reviews on the "Rate my agent" platform.

Personality Overview

Demanding

ROI Conscious

Upfront

They focus on objectivity in a pitch and pay little attention to bells and whistles.  They respond well to confident salespeople. They care equally about the product and its potential impact.

Topics They Care About

Australian Economy
Actively posts analysis on RBA cash rate decisions, inflation trends, and housing market profits, showing a deep interest in macroeconomic factors affecting his clients.
Client Wealth Growth
His stated passion is to see his clients grow their wealth and achieve their financial goals, taking a holistic and professional approach to their needs.
Real Estate Investment
As the Co-Founder of Pacta Real Estate, he is actively involved in the property market as a vehicle for investment and wealth creation.

Media Appearances

Ruban Sohana-Led Win Square Finance Announces a New Company Launch. Featured in Digital Journal

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Ruban Sohana-Led Win Square Finance Announces a New Company Launch. Featured in Yahoo Finance

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Ruban Sohana – Win Square Finance – Mortgage Broker. Featured in Win Square Finance

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Work History

7-2021
Director | Mortgage Broker | Commercial Finance Specialist at Win Square Finance
12-2020 - 6-2021
Sub Introducer - Mortgage Broker at Norwest Finsure
6-2020 - 12-2020
Mortgage Broker at Origin Finance
9-2014 - 7-2015
Business Consultant at LJ Hooker Business Broking Pty Ltd
11-2010 - 10-2019
Business Owner at Cambridge Park Cellars

Education

2019 - 2020
Certificate IV in Finance and Mortgage Broking from Mentor Education
Diploma of Finance and Mortgage Broking Management from Mentor Education

More Information

Social Presence :

Prographics :

Exp : 14 Location : Greater Sydney Area, Australia Job Level : Mid-senior Designation : Director | Mortgage Broker | Commercial Finance Specialist at Win Square Finance
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Insights For Selling To Ruban

During A Call Or A Meeting

DO's

  • Stress on the business value that your product offers
  • Make sure that they have the necessary authority, they could present false stature sometimes
  • Highlight the competitive differentiation of your product

DONT's

  • Don’t try to be an alpha salesperson, give them equal space
  • Refrain from asking too many questions
  • Do not give up if they are not convinced, try again with a different approach

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Ruban is

  • Belief in the product plays an important role, followed by objective proof and testimonials.
  • Will you ever get a clear answer from Ruban

  • They may hesitate slightly, but if they are not convinced, they will say no.

Insights For Deal Planning

    How fast (or slow) will Ruban move?

  • Their decision making speed is somewhere in the middle.
  • Can Ruban take some risk or not?

  • They can take risks only after they have analyzed the advantages and disadvantages.

You And Ruban

Personality Compatibility


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