Suman Shaw
Hamilton,New Zealand
Summary
Seeking to build on career pathway, eager to utilize skills and achieve impactful results in new role. Drawn to positions aligning with passion for helping others and making positive contribution to society. Strong drive to learn and succeed, motivated and determined to become valuable asset to any team.
Overview
6
6
years of professional experience
Work History
Consultant
The Co-operative bank
Hamilton, Waikato
06.2022 - Current
- Provide excellent customer service
- Personal lending, processing lending files and making decisions on credit cards, personal loan and overdraft application.
- Onboarding customers
- Discuss life Insurance, kiwi saver and other banking products and suggest products relevant to customers need.
- Cash management
- Help training new team member.
- Contribute into day-to-day branch activities
- Car/house/content Insurances
- Maintaining Compliance and need based conversations with customers
Business Consultant
Kiwi Bank
01.2021 - 05.2022
- Making outbounds/inbounds call to business customer
- Dealing with business customers enquiries via email/call
- On-board new business customers (sole trader, limited company, partnership, charitable trust)
- Online Relationship Management (SecureMail) - responding to and actioning customer questions and requests sent through their Internet Banking from all over the country
- Providing support and admin work to business and commercial managers
- Problem solving situations and proactively handling aggressive and dissatisfied customers
- Working independently and general administrative duties
- Attending various courses and development modules.
Banking Assistant (BA2 Personal Banker)
Kiwi Bank
12.2018 - 01.2021
- Assisting & Educating customers in digital banking
- Onboarding new customers
- Provides excellent customer service and maintain relationships
- Discuss Insurance (Life & Living Protection) & Kiwi Saver
- Follow AML (Anti-Money Laundering) and CDD (Customer Due Diligence) compliance
- Trusts and Non-Personal Customers (On-boarding and assisting) And various other courses/modules
- Cash Management
- Use of multiple software systems pertaining to Kiwi bank as well as Microsoft Office Suite (Word, Excel, Outlook)
- Discussing and in-depth conversation relating variety of products and services
- Follow ups to go above and beyond for customers
Education
O level - English
St Xavier's College
Calcutta, WEST BENGAL01.2017
Bachelor of Commerce - Commerce
Calcutta University
Calcutta, WEST BENGAL01.2014
Skills
- Excellent Customer Service
- Relationship building
- Attention to detail
- Team Player
- Multi - Task
- Excellent communication and interpersonal skills
- Digital Savvy
- Sales
- Self Motivated
- Can speak 4 languages ( English, Hindi , Punjabu , Bengali )
Achievementsrewards
- THE CO-OPERATIVE BANK:
- 1. Star performer in Life Insurance (Nationwide)
- 2. Recognised and appreciated by CEO for life Insurance performance
- 3. Broken National record by achieving 12 life insurance sales in a week
- 4. Star performance of the Hamilton Branch overall in Sales and Customer service
- 5. Double Grade promotion in 9 months after joining
- KIWI BANK:
- 1. Got promoted twice
- 2. Started as a fixed term employee, got permanent role and promotion due to my performance
References
Available on request
Timeline
Consultant
The Co-operative bank
06.2022 - Current
Business Consultant
Kiwi Bank
01.2021 - 05.2022
Banking Assistant (BA2 Personal Banker)
Kiwi Bank
12.2018 - 01.2021
O level - English
St Xavier's College
Bachelor of Commerce - Commerce
Calcutta University