Summary
Overview
Work History
Education
Skills
Languages
References
Timeline
Generic

Anchita Kaul

Albury,NSW

Summary

Highly skilled in banking consultancy, with a strong background in managing financial portfolios and optimizing investment strategies. Displaying solid skills in risk management and regulatory compliance. Known for refining banking processes to enhance efficiency and improve customer experience. With evident success in forging strong client relationships while providing strategic solutions to complex financial challenges. Commitment to continuous learning and adaptability ensures staying ahead of industry trends and regulations.

Overview

2
2
years of professional experience

Work History

Banking Consultant

ANZ
Albury, NSW
11.2023 - Current
  • Provided advice and assistance to customers on financial planning, budgeting, investments, mortgages, loans, insurance and other banking services.
  • Analyzed customer data to identify areas of improvement for banking operations.
  • Assisted customers with opening new accounts and applying for loans or credit cards.
  • Trained and coached less experienced team members in procedures, compliance standards and performance strategies.
  • Provided customer service and support to small business customers, including answering inquiries, resolving issues, and processing requests.
  • Conducted financial analysis of business accounts to identify trends and opportunities for growth.

Personal Banking Advisor

Westpac
Brisbane , QLD
06.2022 - 11.2023
  • Provided financial advice and guidance to clients on various banking products and services.
  • Developed customized financial plans based on individual customer needs, goals, and risk tolerance.
  • Responded promptly to customer inquiries regarding banking products or services via phone, email, or face-to-face meetings.
  • Reviewed existing customer portfolios regularly and recommended adjustments when necessary.
  • Collaborated with other departments within the organization to ensure a smooth onboarding experience for new customers.
  • Helped customers open and close accounts, apply for loans and make sound financial decisions.
  • Completed daily cash balancing and operated ATMs.

Education

BBA - Accounting

Queensland University of Technology
Brisbane, QLD
06-2026

High School Diploma -

Macgregor State High School
Brisbane, QLD
11-2020

Diploma - Business

Prestige Service Training
Brisbane, QLD
10-2020

Skills

  • Credit assessment
  • Sales proficiency
  • Verbal and written communication
  • Analytical thinking
  • Problem-solving skills
  • Banking operations
  • Multitasking
  • Developing customer relationships
  • Generating referrals
  • Self-motivated nature

Languages

English
Native/ Bilingual
Hindi
Native/ Bilingual
Kashmiri
Native/ Bilingual
Punjabi
Limited

References

References available upon request.

Timeline

Banking Consultant

ANZ
11.2023 - Current

Personal Banking Advisor

Westpac
06.2022 - 11.2023

BBA - Accounting

Queensland University of Technology

High School Diploma -

Macgregor State High School

Diploma - Business

Prestige Service Training

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Anchita Kaul