Summary
Overview
Work History
Education
Skills
Timeline
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Avishek Prasad

Summary

Detail-oriented and adaptable professional with a proven track record in brand operations, client onboarding, and content coordination. Leverages a robust background in customer service, marketing and administrative support to excel in stakeholder communication, ensure data accuracy, and drive process improvements. Proficient in Microsoft Office, Salesforce, and various content management platforms, thriving in fast-paced, collaborative environments. Motivated by opportunities to contribute meaningfully, learn swiftly, and consistently deliver high-quality outcomes across diverse industries.

Overview

7
7
years of professional experience

Work History

Post Trade Operations

CMC Markets
12.2023 - 02.2025
  • Worked directly with clients and legal representatives to manage inherited trading portfolios, ensuring accurate and compliant asset transfers.
  • Delivered a high standard of customer service, guiding clients through sensitive estate processes with empathy and professionalism.
  • Maintained and updated data across GBST and Salesforce systems with a focus on accuracy and efficiency.
  • Collaborated with internal departments to ensure timely account settlements, clear communication, and a seamless client experience.
  • Worked effectively in fast-paced environments.

Onboarding Specialist

CMC Markets
03.2023 - 12.2023
  • Developed experience as an Onboarding Specialist, with a strong understanding of account management and transition.
  • Profound knowledge of regulatory requirements, particularly KYC and AML standards, ensuring adherence to compliance mandates.
  • Proficiency in processing and updating client information within relevant systems including GBST, DCA and Salesforce
  • Providing administrative support of approximately 90 tasks per day and seamless communication to our stakeholders to maintain a consistently superior client experience.
  • Successfully handled the transition and management of deceased trading accounts, following legal and regulatory obligations with sensitivity and precision.

Optical Assistant / Team Leader

Specsavers
01.2021 - 01.2023
  • Extensive team communication and coordination to achieve store key performance indicators
  • Proven experience of providing excellent customer service and handling customer complaints or issues.
  • Performing clinic management under fast-paced conditions
  • Identifying continuous process improvements and suggesting new innovative work practices and products
  • Daily handling of cash flows accounts and ancillary benefits
  • Assisted with training new staff members

Optical Assistant

Specsavers
01.2018 - 01.2021
  • Stock order management and processing
  • Dispensing optical glasses and contact lenses
  • Engaging with patients to ascertain optical needs and providing recommendations accordingly
  • Troubleshooting patient optical difficulties and escalating matters as required
  • Conducting preliminary eye tests

Education

Bachelor of Business - Economics, Marketing, and Information Systems

University of Technology
Sydney, NSW
01-2022

Skills

  • Product and content management
  • Data entry and system accuracy
  • Marketing and eCommerce foundations
  • Creative problem-solving
  • Stakeholder liaison and support
  • Strong teamwork collaboration
  • High adaptability in fast paced environments
  • Excellent written and verbal communication
  • Proficient in Microsoft Office and Salesforce

Timeline

Post Trade Operations

CMC Markets
12.2023 - 02.2025

Onboarding Specialist

CMC Markets
03.2023 - 12.2023

Optical Assistant / Team Leader

Specsavers
01.2021 - 01.2023

Optical Assistant

Specsavers
01.2018 - 01.2021

Bachelor of Business - Economics, Marketing, and Information Systems

University of Technology

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Avishek Prasad