Sharleen Kumar
Summary
Results-driven professional with experience in client relationship management, analytics, and sales support across diverse industries. Adept at engaging with clients, understanding technical solutions, and driving business growth. Passionate about financial services, sustainability, and reshaping industries through innovative solutions. Proficient in data analysis, financial planning, and process improvement.
Overview
6
6
years of professional experience
Work History
Financial Advisory Intern
On Point Financial Advice
02.2025 - Current
- Supporting the financial advisor with lead screening for insurance clients, conducting fact finds, and assisting in client onboarding
- Shadowing client meetings to develop a deeper understanding of financial advisory services
- Enhancing product knowledge through research and professional development
- Completed a three-day training course with Partners Life and enrolled in a 12-month mentorship program
Allocation Analyst
Bendon Limited
04.2024 - 08.2024
- Analyzed data to optimize inventory levels across various retail locations, ensuring optimal product availability while minimizing stockouts and overstock situations
- Monitored and adjusted stock allocations based on real-time sales performance, seasonal trends, and promotional activities
- Initiated and managed the cycle count process for stores with poor stocktake results, enhancing the accuracy and efficiency of stock allocation processes
- Utilized advanced Excel skills daily for comprehensive data analysis and inventory management
Commercial Graduate
Humm Group
08.2022 - 03.2024
- Secured a competitive graduate role while completing my degree part-time
- Worked with Sales teams, including Business Development Managers and Account Managers, to facilitate finance broker applications
- Ensured AML compliance and conducted audits to maintain up-to-date records
- Provided training on Microsoft CRM systems and internal platforms
- Managed post-sales relationships and identified opportunities for business growth
Copy Center Specialist
Warehouse Stationery
05.2020 - 09.2022
- Assisted customers with tailored printing, copying, and design solutions while providing excellent service under tight deadlines
- Built strong relationships with individual and business clients
- Managed inventory, stock accuracy, and team training for operational efficiency
Customer Service Representative
3 Wise Men
11.2018 - 03.2020
- Managed customer interactions, met sales KPIs, and maintained store operations
- Provided exceptional customer service to a diverse clientele, including high-profile individuals
- Handled daily accounts and customer feedback reporting to senior management
Education
NZ Certificate in Financial Services (Level 5) - Financial Services
ProfessionalIQ
05.2025
Bachelor of Science & Bachelor of Commerce - Statistics, Economics, Geography
University of Auckland
11.2026
Nanodegree: Artificial Intelligence & Python Basics -
Udacity
High School Diploma -
Tuakau College
Skills
- CRM Systems
- Microsoft Dynamics
- Azure
- Excel (Advanced)
- Power BI
- R Programming
- Python
- HTML
- Time Management
- Effective Collaboration
- Cultural Awareness
- Communication
- Creative Problem-Solving
- Customer Service Excellence
Projects And Leadership
- Student Representative | University of Auckland, 2022, Established communication between students and faculty to improve course delivery.
- Young Sustainability Leaders, 2022, Received mentorship from industry professionals and led a project to develop a university bee sanctuary.
- Founder & President | Tuakau Interact Club (Rotary), 2018 – 2019, Organized scholarships, fundraising efforts, and mentoring programs for students., Featured in the Rotary Magazine for successful leadership initiatives.
Additional Skills And Attributes
- Time Management, Utilizes a structured seven-tab Excel sheet to optimize productivity.
- Effective Collaboration, Experienced in working with cross-functional teams.
- Cultural Awareness, Adaptable and sensitive to diverse backgrounds.
- Communication, Strong verbal and written skills; able to explain financial concepts clearly.
- Creative Problem-Solving, Innovative thinker with a track record of developing effective solutions.
- Customer Service Excellence, Proven ability to handle a diverse clientele, including individuals with disabilities.
Professional Development
- Currently enhancing Power BI data visualization skills through an online course.
- Engaged in continuous learning on sustainability and financial literacy.
Timeline
Financial Advisory Intern
On Point Financial Advice
02.2025 - Current
Allocation Analyst
Bendon Limited
04.2024 - 08.2024
Commercial Graduate
Humm Group
08.2022 - 03.2024
Copy Center Specialist
Warehouse Stationery
05.2020 - 09.2022
Customer Service Representative
3 Wise Men
11.2018 - 03.2020
Nanodegree: Artificial Intelligence & Python Basics -
Udacity
High School Diploma -
Tuakau College
NZ Certificate in Financial Services (Level 5) - Financial Services
ProfessionalIQ
Bachelor of Science & Bachelor of Commerce - Statistics, Economics, Geography
University of Auckland
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