Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Akhil Augustine

Sydney,Australia

Summary

I have 4 years of experience in the mutual fund industry as a relationship manager and relationship officer, where I specialized in managing client relationships, providing personalized investment advice and driving sales of mutual fund products. I consistently met and exceeded targets by staying updated on market trends and offering tailored solutions to help clients achieve their financial goals. My role also involved resolving client queries and ensuring a seamless experience, which honed my problem-solving and communication skills. Additionally, I have more than 2 years of experience working in a warehouse, where I gained expertise in Assistant team leader, forklift operator, picking and packing in Retail and Online, Dispatch, and process optimization. I have experience working as a safety officer in a warehouse setting. In this role, I was responsible for maintaining safety standards, ensuring compliance with regulatory protocols, and creating a safe working environment for all staff. This combination of client-focused financial expertise and hands-on operational experience allow me to bring a well rounded skill set to any future role.

Overview

7
7
years of professional experience
1
1
Certification

Work History

FORKLIFT OPERATOR, PICKER AND PACKER

PETstock NDC Pty Ltd
06.2022 - Current
  • Followed safety protocols and regulations for operating a forklift
  • Inspected forklift equipment daily to ensure proper functioning
  • Practiced safe driving habits while maneuvering around warehouse environments
  • Handled multiple tasks simultaneously without compromising quality standards
  • Continuously monitored surroundings for potential hazards or obstacles during operation of forklifts
  • Placed and arranged items and packages on pallets for transport
  • Maintained organized and clean work area
  • Rotated between jobs to pull items, pack items, and load pallets
  • Operated pallet jacks and forklifts to move heavy loads safely around the warehouse
  • Prioritized tasks efficiently based on urgency of orders received from customers
  • Assisted with loading and unloading of trucks in a timely manner
  • Displayed ability to work well under pressure and follow strict deadlines efficiently

RELATIONSHIP MANAGER

Aditya Birla Sun Life Asset Management Company Limited
07.2019 - 03.2022
  • Assisted clients in identifying their needs and provided suitable solutions to meet their requirements
  • Conducted regular meetings with clients to discuss their requirements and offered appropriate solutions
  • Exceeded sales goals by promoting products and services to maximize client financial needs
  • Built and expanded existing client relationships through proactive contact and effective pipeline management
  • Retained and acquired new customers with financial needs in deposit and investment products
  • Conducted market research to identify potential customers, analyze trends, and develop new business opportunities

RELATIONSHIP OFFICER

Reliance Nippon Life Asset Management Company LTD
03.2018 - 06.2019
  • Handled incoming inquiries from customers via telephone, email, or face-to-face contact in a professional manner
  • Assisted customers in resolving complaints regarding products or services in a timely manner
  • Developed strong relationships with customers by providing helpful advice and support when needed
  • Analyzed market trends and identified potential new business opportunities
  • Participated in training sessions related to relationship management principles and practices
  • Cultivated positive relationships with internal stakeholders such as sales teams and management personnel
  • Developed creative marketing campaigns aimed at increasing brand awareness among target audience
  • Assisted clients in identifying their needs and provided suitable solutions to meet their requirements
  • Exceeded sales goals by promoting products and services to maximize client financial needs

Education

MASTER OF BUSINESS ADMINISTRATION (M.B.A.) - HUMAN RESOURCES MANAGEMENT

Bharathiar University
India
12.2019

BACHELOR OF BUSINESS ADMINISTRATION -

Mahatma Gandhi University
India
04.2017

Skills

  • Forklift operation
  • Loading and unloading
  • Warehouse operations
  • Forklift operator certification
  • Order picking
  • Teamwork and collaboration
  • Warehouse safety
  • Material handling
  • Team player
  • Safety awareness
  • Order picking and processing
  • RF scanner

  • Problem-solving
  • Time management
  • Problem-solving abilities
  • Decision-making
  • Relationship building
  • Product knowledge
  • Client relations
  • Know your customer
  • Goal setting
  • Strategic planning
  • Wealth management
  • Portfolio management
  • Asset allocation
  • Investment strategy development

Certification

  • Forklift License

Timeline

FORKLIFT OPERATOR, PICKER AND PACKER

PETstock NDC Pty Ltd
06.2022 - Current

RELATIONSHIP MANAGER

Aditya Birla Sun Life Asset Management Company Limited
07.2019 - 03.2022

RELATIONSHIP OFFICER

Reliance Nippon Life Asset Management Company LTD
03.2018 - 06.2019

MASTER OF BUSINESS ADMINISTRATION (M.B.A.) - HUMAN RESOURCES MANAGEMENT

Bharathiar University

BACHELOR OF BUSINESS ADMINISTRATION -

Mahatma Gandhi University
Akhil Augustine