Abdulmalik Abid
Melbourne,VIC
Summary
Dedicated financial planner with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable, with exceptional customer service, sales, and communication skills. Seeking to contribute to a dynamic advisory firm where I can continue driving positive financial outcomes for clients, while growing as a trusted and strategic adviser.
Overview
11
11
years of professional experience
Work History
Professional Year and Provisional Financial Advisor
Rebellis Financial Services and Reilly Financial Services
St Kilda , Victoria
01.2022 - 09.2024
- Conducted supervised initial and follow-up meetings to identify clients' financial goals and needs.
- Collected and reviewed clients' financial information, including income, debts, and assets.
- Established long-term client relationships through effective communication and trust-building.
- Analyzed cash flow by evaluating clients' income and expenditures.
- Assessed risks and collaborated on strategies to recommend suitable insurance products, such as life insurance.
- Drafted detailed statements of advice outlining clients' financial strategies specifically related to insurance.
- Presented financial plans to clients, clarifying advice, outcomes, and associated risks. All supervised by my mentor.
- Maintained compliance with ethical standards and regulatory requirements in all advice.
Customer Service Advisor
National Australia Bank Ltd (NAB)
10.2020 - 06.2022
- Answered inbound calls from existing customers with prompt and efficient service.
- Delivered exceptional customer service in compliance with banking regulations.
- Explained billing charges, residual interest, and discrepancies for credit card inquiries.
- Cultivated rapport with clients to encourage sign-ups for beneficial products like Voice ID.
- Achieved recognition as ‘Banker of the Week’ in December 2020 for outstanding performance.
NBN Technical Advisor
Singtel Optus Pty Ltd
03.2020 - 08.2020
- Resolved technical issues for high-value customers' internet services.
- Delivered prompt solutions to complex inquiries and concerns.
- Collaborated with NBN and other departments to address client resolutions.
- Managed electronic chat platform and telephone queries efficiently.
Sales Associate
Singtel Optus Pty Ltd
01.2017 - 08.2020
- Identified, resolved, and documented customer issues related to billing, technical faults, and inquiries.
- Delivered tailored solutions by creating bundles that align with client lifestyles.
- Facilitated communication across departments and management levels to enhance customer experience.
- Fostered a positive team atmosphere during challenging periods and shift changes.
- Assumed ad-hoc managerial shifts on weekends, effectively leading the team.
Customer Service Officer
ANZ Banking Group
03.2016 - 12.2016
- Diagnosed and escalated queries related to fraudulent behavior and identity theft.
- Delivered first-level technical support for internet banking to customers.
- Executed clerical tasks, including faxing, paperwork completion, and email responses.
- Facilitated warm transfers to appropriate departments as required.
Retail Sales Consultant
Telstra
01.2014 - 03.2016
- Delivered personalized customer service to enhance customer satisfaction.
- Upsold Telstra products and services to boost revenue.
- Engaged customers with hands-on merchandise to stimulate interest in offerings.
- Maintained high-quality service standards in a collaborative team atmosphere.
- Resolved complaints by converting challenges into positive sales experiences.
- Managed store operations, including opening, closing, and staff coaching.
- Communicated daily results and improvement areas to upper management.
- Achieved multiple sales and customer service awards for outstanding performance.
Education
FASEA exam completed - Financial Advisor
ASIC/APRA Registered
12-2023
Graduate Diploma of Financial Planning -
Kaplan University
Melbourne, VIC06-2023
Bachelor of Economics & Finance - Business
RMIT University
Melbourne, VIC01.2020
Graduate Certificate - Fintech Bootcamp
Monash University
Melbourne, VICSkills
- Team collaboration
- Flexibility and adaptability
- Analytical problem solving
- Emotional resilience
- Customer service excellence
- Sales proficiency
Websites
Extracurricular Activities
Football (Soccer), Fitness, Muay Thai, Travelling
Timeline
Professional Year and Provisional Financial Advisor
Rebellis Financial Services and Reilly Financial Services
01.2022 - 09.2024
Customer Service Advisor
National Australia Bank Ltd (NAB)
10.2020 - 06.2022
NBN Technical Advisor
Singtel Optus Pty Ltd
03.2020 - 08.2020
Sales Associate
Singtel Optus Pty Ltd
01.2017 - 08.2020
Customer Service Officer
ANZ Banking Group
03.2016 - 12.2016
Retail Sales Consultant
Telstra
01.2014 - 03.2016
FASEA exam completed - Financial Advisor
ASIC/APRA Registered
Graduate Diploma of Financial Planning -
Kaplan University
Bachelor of Economics & Finance - Business
RMIT University
Graduate Certificate - Fintech Bootcamp
Monash University
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