Aditya Bhatli

Drive client value creation

• Understand the client's business, priorities, and leadership agenda.
• Co-create with the client, articulate transformation, and drive innovation agenda for the client.
• Align the right teams or capabilities to enable (sell and deliver) a successful transformation/innovation agenda.

Build long-standing, trust-based relationships

• Establish self as a trusted advisor with the client C-suite through an in-depth understanding of the client, as well as the industry.
• Build networks at Accenture to be able to bring the best of Accenture to the client.

Grow the business/account

• Drive sales, revenue, and profitability, and be responsible for account financials and key commercial processes for the account.
• Help originate deals based on defined commercial pathways; drive innovative deal construction and solutions to grow business.
• Delivery ownership and excellence.

• CRM development and administration
• People leadership, 3-5 direct reports; coordination of the Operations Administrator, KiwiSaver Administrator and Manager, Custodial Services in their roles, ensuring that client relationships, service levels, timelines and quality of work are maintained to a high standard
• Leading, managing and developing the operations team staff
• This includes staff recruitment, objective setting, and performance management which incorporate the implementation of individual staff training and development plans
• Coordination and management of Kiwisaver early withdrawal applications
• Overseeing mortgage custody functions
• Supporting the General Manager across key business functions
• Provide guidance and mentoring to staff
• Ensure deadlines and client service levels are met
• Liaison with the wider Corporate Trust team on their CTS CRM, its functionality and ensuring it is always fit for purpose to keep pace with the maturing supervision framework
• General administration supervision
• Coordination of the mortgage custody operation and performance measurements
• Ensure compliance with AML/CFT regulations and TE procedures in regard to banking/settlements
• Support the General Manager, Head of Client Supervision and the Compliance Manager to prepare for and comply with relevant regulatory obligations applicable to TE and / or CTS

• Project Lead for Microsoft CRM and SharePoint implementation
• Training coordinator for the Corporate Trustees Department
• Managing a team of two direct reports and their daily operations
• Maintaining the KiwiSaver client relationships and ensuring customers are up to date on the latest industry changes
• Super User for Microsoft Dynamics CRM and Share Point solution
• Coordinate and maintain department scheduled reporting, including end of month and billing reconciliation reporting
• Attend Companies and Corporate Trustees strategy, RFP meetings
• Maintain AML, CFT and KYC register for existing and new clients ensuring all documentation complies with regulations
• Manage all IT requirements for the Auckland site
• Managing Client and Staff entertainment within budget
• Peer review all KiwiSaver assessments before sending final decision to the clients

• Provide operational support and delivery of corporate trust services for a portfolio of KiwiSaver Scheme Providers (Mercer, Fisher Funds, Milford, Funds Administrations New Zealand)
• Approval management of KiwiSaver Financial Hardship and Serious Illness received by the Trustee
• Coordination of all administration associated with KiwiSaver Significant Financial Hardship and Serious Illness received by the Supervisor
• Administrating of internal systems by allocating scheduled reports to the business analyst team for review

• As per previous role description at Trustees Executors Ltd as well as additional tasks:
• Trustee reviewer for KiwiSaver scheme providers; ANZ, BNZ, AMP and Westpac
• Provide operational support and delivery of corporate trust services
• Ensure compliance of KiwiSaver Act rules
• Manage client escalations

• Provide support to investors with queries related to ANZ investments; Superannuation, Unit Trusts and KiwiSaver
• Assess the KiwiSaver early withdrawal applications under the grounds of Significant Financial Hardship, First Home, Permanent Emigration, Serious Illness and Deceased Estate

• Identify process improvement opportunity
• Staff management including, performance review, new hires, HR processes
• Manage and lead teams for running successful process operations and experience of developing procedures, service standards for business excellence