Experience in the financial sector within large organizations. My professional experiences extend into financial/banking as an advisor, accounts management, business development, financial management, business coordination and administration. I have enjoyed great success working for BNZ and Westpac and have enhanced my customer service and relationship skills. I take pride in the services I provide and always aim to go above and beyond in achieving business targets while providing efficient and long-lasting quality services.
Overview
15
15
years of professional experience
Work History
Personal Manager
Westpac New Zealand Limited
04.2019 - Current
Processing Business and Retail Personal Lending, Providing Financial Advice, Networking and outreach for new business Business Development, Seeking and developing opportunities for new business, Conducting full financial reviews, Having risk conversations, Usage and sound knowledge on Nomis for pricing and empowerments, Excellent knowledge of Westpac Banking Products, Coaching and mentoring staff on lending product, Holder of CAL 2, Managing the branch in the absence of the Branch Manager, Excellent product knowledge
Self-motivated, with a strong sense of personal responsibility.
Skilled at working independently and collaboratively in a team environment.
Proven ability to learn quickly and adapt to new situations.
Worked well in a team setting, providing support and guidance.
Worked effectively in fast-paced environments.
Managed time efficiently in order to complete all tasks within deadlines.
Demonstrated respect, friendliness and willingness to help wherever needed.
Excellent communication skills, both verbal and written.
Passionate about learning and committed to continual improvement.
Proved successful working within tight deadlines and a fast-paced environment.
Strengthened communication skills through regular interactions with others.
Organized and detail-oriented with a strong work ethic.
Adaptable and proficient in learning new concepts quickly and efficiently.
Used critical thinking to break down problems, evaluate solutions and make decisions.
Paid attention to detail while completing assignments.
Developed and maintained courteous and effective working relationships.
Identified issues, analyzed information and provided solutions to problems.
Participated in team projects, demonstrating an ability to work collaboratively and effectively.
Cultivated interpersonal skills by building positive relationships with others.
Premium Wealth Banking Advisor
Bank of New Zealand
06.2018 - 04.2019
Taking care of customers lending mortgages, restructures etc., Provide expert financial advice, Conduct full financial reviews on customers and develop solutions to benefit the customers and the business, Proactively networking for the new business, Actively seeking and developing opportunities for new business
BNZ Consultant
BNZ
06.2018 - 07.2018
Consultant for the Sedwick Project 2018, Work on implementation of current IDP, Implementation and changes of new and existing learning modules, Work on a new structure of scorecards and KPIs of Bankers and Customer services consultants.
Improved client satisfaction by effectively managing multiple projects and consistently meeting deadlines.
Developed innovative strategies for clients, resulting in increased revenue and business growth.
Banking/ Financial Advisor
Bank of New Zealand
01.2009 - 01.2018
Acquiring new business while retaining existing business through promotion of the banking products & services, through business development, Proactively networking to seek new business, level of customer services, Holder of a DCA (Delegated Commitment Authority) and exercising it where applicable, Ensure relationships with key stakeholder groups are maintained and developed, Resource and prepare reports and presentations to reporting manager, risk and insurance and other business units as required, Ensure service provided by the team are of excellent quality, Ensure customer relations are managed to balance the objectives of the division and organizations of the interested parties.
Education
New Zealand Certificate in Financial Services Lvl5 -
Strategi
Auckland, NZ
02.2024
Skills
Resource Allocation
Operations Analysis
Configuration Management
Disaster Recovery Planning
Management Coaching
Best Practices Implementation
Staff Management
Performance Tracking
Continuous Improvement
Business Planning
Client Requirements Assessment
Timeline Development
Employee Management
Quality Assurance
Assessments
Problem-Solving
Safety Regulations
Process Optimization
Client Rapport
Client Relationships
Project Implementation
Accomplishments
Westpac, 2019 - Current
Nominated for Westpac Legends 4 times.
Nominated for Best customer outcomes 6 times.
Successfully completed BCA Level 5 Lending
Successfully completed BCA Level 5 General Insurances
Successfully completed BCA Level 5 Life, Disability and Health Insurance
Bank of New Zealand, 2007 - 2019
Nominated for Chevron Award 2012
Titanium & Platinum award holder from BNZ life insurances
Winner of the Silver Kiwi Award for customer services
Have had opportunities to take part in Pilot Projects
Successfully completed the Inspire Training and the Leadership program conducted by the bank.
Successfully completed Health & Safety Training Course Level 1
Skills - I T Skills
Microsoft Office (Word, Excel, PowerPoint etc.)
SAP
Understanding Accounting
Web-Based
Quick Typing Skills (60+ WPM)
Personal Information
Title: PERSONAL MANAGER
References
Available upon request
Languages
Hindi
Native or Bilingual
Timeline
Personal Manager
Westpac New Zealand Limited
04.2019 - Current
Premium Wealth Banking Advisor
Bank of New Zealand
06.2018 - 04.2019
BNZ Consultant
BNZ
06.2018 - 07.2018
Banking/ Financial Advisor
Bank of New Zealand
01.2009 - 01.2018
New Zealand Certificate in Financial Services Lvl5 -
Strategi
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