Summary
Overview
Work History
Education
Skills
Timeline
Generic

Alaa Chaar

Sydney,New South Wales

Summary

I'm achievement driven and a result orientated Self Managed Superfund Associate, with 6+ years experience for the National Australia Bank. I'm Experienced in the Stock exchange realm,assessing Investment portfolios . I've demonstrated success in building customer loyalty, adhering to changing regulatory conditions in the Australian banking industry and achieving KPI'S for the Bank.

You should always keep your target position in mind. Write your summary to show how your experience and skills will easily translate to your new position. You have included some relevant content, but it is too weak to adequately highlight your experience or skillset. The goal is to convince hiring professionals that you are the ideal candidate for this role by including just the right amount of wording and avoiding any extra verbiage that is not directly relevant to the target role.

Overview

9
9
years of professional experience

Work History

Self-Managed Superfund Associate

National Australia Bank (Nabtrade Division)
Sydney
12.2021 - Current
  • Onboarding clients,facilitating is establishing bank accounts and account maintenance.
  • Answering product and service questions.
  • Assessing Trust deeds.
  • Successfully activating a average of 8 to 10 Self Manged Superfund share trading accounts per week.
  • Achieving KPI'S such as establishing an average of 5 to 8 High interest accounts and activating international trading account weekly.
  • Liaising with other bankers and branch managers for leads.
  • Working and assisting the Nabtrade back office processing and compliance team.
  • Supported team to facilitate task completion and meet performance goals.

One strategy is to think in terms of how you made a difference. Describe what impact you had, what you changed or what you improved while in the position. Your past duties can be helpful in illustrating your skills and strengths so I suggest you select 4-6 valuecentered bullet points for each role in the past 10 years. Keep your target job role in mind and choose to include descriptions that show transferable skills and valuable contributions. Here are some questions to ask yourself to help identify what experience would be beneficial: What would your manager say were your strengths? What projects did you work on? What were the results? Did you manage others, work on a team or serve customers? What did you accomplish?

Senior Client Services Consultant

National Australia Bank (Nabtrade Division)
North Sydney
07.2017 - 12.2021
  • Assisting clients in establishing Individual, Joint, Business and Trust share trading accounts.
  • Provided timely and accurate responses to customer inquiries via phone, email, and chat.
  • Liaising with fund managers, share registries and bankers.
  • Educating clients on Investment trading products such as Managed funds,ETF's, Mfunds and Options.
  • Assist customers in buying,amending and selling shares, including manual orders over the phone using Iress.
  • Attained a average of 93% to 95% positive Customer satisfaction feedback rate every quarter.
  • Identified consumer needs, clarified information and researched issues to provide alternative solutions.
  • Answering up to an average of 15-20 inbound call per day.
  • Assisting in account maintenance.

Sales Representative/Administration (Casual)

Hot Spot Autos
Granville
01.2015 - 07.2017
  • Achieved a average of $80,000-$100,000 of vehicle sales monthly.
  • Developed customized sales techniques to successfully sell and upsell services such as warranty to new and existing clients.
  • Website maintenance and marketing.
  • Developed key customer relationships to increase sales.
  • Leveraged CRM system to manage sales activities and track sales performance.
  • Answered customer emails and telephone requests for information.

Education

RG146 Tier 1 - Securities (General Advice) -

Kaplan Professional
01.2020

RG146 Tier 1 - General Knowledge -

Kaplan Professional
01.2019

Bachelor of Business, University of Technology Sydney - International Business, Human Resources

University of Tech Sydney
Sydney, NSW
06.2017

Diploma of Business Management -

TAFE NSW South Western Sydney
Granville, NSW
12.2012

Certificate 4 in Business -

TAFE NSW South Western Sydney
Granville, NSW
06.2012

Skills

  • Proficient in MS Office
  • Proficient in NAB banking software's (nabONE,Siebel)
  • Skilled in using Anti Money Laundering software's such as greenID
  • Proficient in IRESS Trader

Timeline

Self-Managed Superfund Associate

National Australia Bank (Nabtrade Division)
12.2021 - Current

Senior Client Services Consultant

National Australia Bank (Nabtrade Division)
07.2017 - 12.2021

Sales Representative/Administration (Casual)

Hot Spot Autos
01.2015 - 07.2017

RG146 Tier 1 - Securities (General Advice) -

Kaplan Professional

RG146 Tier 1 - General Knowledge -

Kaplan Professional

Bachelor of Business, University of Technology Sydney - International Business, Human Resources

University of Tech Sydney

Diploma of Business Management -

TAFE NSW South Western Sydney

Certificate 4 in Business -

TAFE NSW South Western Sydney
Alaa Chaar