Anjali Malik
Wollongong
Summary
Customer-focused banking and financial services professional with 5+ years of experience across retail banking, wealth advisory, and frontline customer service. Known for delivering simple, clear, and trustworthy interactions—consistently achieving high customer satisfaction and business growth. Proven ability to build long-term customer relationships, support diverse customer needs, and act with integrity and ownership in fast-paced environments. Eager to begin my banking journey in Australia with NAB.
Overview
9
9
years of professional experience
Work History
Wealth Planning Manager
Bajaj Allianz Life Insurance Co. Ltd
01.2024 - 03.2025
- Developed comprehensive financial plans, addressing tax minimization, estate planning, and investment strategies.
- Assisted families in creating succession plans that minimize taxes and preserve generational wealth transfer.
- Participated in firm-wide initiatives aimed at improving overall business operations or increasing revenue opportunities.
- Led cross-functional teams to enhance client engagement and service delivery
- Streamlined portfolio management processes to improve efficiency and accuracy
Deputy Sales Manager
ICICI Prudential Life Insurance Co. Ltd
09.2020 - 12.2023
- Provided needs-based financial guidance to retail and HNW customers, ensuring conversations were simple, honest, and aligned to their long-term wellbeing.
- Managed and grew a customer portfolio through exceptional service, timely follow-ups, and a relationship-first mindset.
- Led, trained and supported sales teams to improve product knowledge and customer experience, fostering respect and teamwork.
- Partnered with alliance banking channels (IndusInd Bank) to strengthen cross-functional collaboration and deliver consistent service standards.
- Took ownership of customer requests, ensuring accuracy in paperwork, compliance, and service delivery
Office Administrator
PR Education Solutions
06.2016 - 04.2018
- Delivered frontline support by answering client queries promptly, professionally, and with empathy — making processes simple and stress-free for customers.
- Maintained accurate electronic records and administrative processes, demonstrating reliability, attention to detail, and integrity.
- Supported staff coordination, scheduled meetings, and ensured clear communication across departments.
- Identified small operational improvements to increase efficiency — reflecting initiative and problem-solving.
Education
MBA - Finance & HR
Banasthali Vidyapeeth
01.2020
BBA - Banking & Finance
G.V.M. Girls College
01.2016
Skills
- Customer-Centric Service & Relationship Building
- Responsible Banking & Compliance Awareness
- Transaction Accuracy & Attention to Detail
- Sales Support, Cross-Selling & Needs-Based Conversations
- Team Collaboration & Respectful Communication
- Initiative, Ownership & Problem Solving
- Time Management & Organisational Skills
- Fixed income strategies
Accomplishments
- Multiple performance awards for excellence in customer service, relationship building, and ethical sales.
- Represented company internationally (Baku, Thailand, Singapore) for outstanding performance.
Timeline
Wealth Planning Manager
Bajaj Allianz Life Insurance Co. Ltd
01.2024 - 03.2025
Deputy Sales Manager
ICICI Prudential Life Insurance Co. Ltd
09.2020 - 12.2023
Office Administrator
PR Education Solutions
06.2016 - 04.2018
BBA - Banking & Finance
G.V.M. Girls College
MBA - Finance & HR
Banasthali Vidyapeeth