Dhanvi Dave
West Pennant Hills,NSW
Summary
A growth mindset individual with excellent communication ability, exceeding expectations, ensuring results and cultivating lasting relationships. I have professional experience in sales, marketing and finance. From my past experiences as a leader, a team member and a student I am equipped with the determination and passion required to work with real-world business problems and bring positive changes with my work.
Overview
2
2
years of professional experience
Work History
Customer and Transaction Processing Advisor
National Australia Bank
05.2023 - Current
- Extensively trained to discern incoming and outgoing money transfers that could violate NAB's anti-money laundering and counter-terrorism financing policies. I have taken responsibility of monitoring and reporting these transactions, successfully identifying and flagging 60+ transfers to ensure compliance with AUSTRAC standards.
- Oversaw cash reconciliations and end-of-day reporting at NAB. It is my responsibility to ensure the balance of our cash accounts by meticulously tracking client withdrawals and deposits, thereby maintaining an accurate and balanced financial record to report to regulatory bodies including ASIC.
- I hold a lending accreditation and possess the requisite licensing to proficiently navigate the intricacies of consumer loans. This credential underscores my expertise in processing and finalising loans, reflecting a commitment to compliant transactions.
- Moreover, I play a key role in training and mentoring new members at NAB, guiding on the intricacies of the organisation's operations and processes.
- Streamlined communication processes to ensure clients received regular updates on their investments and financial plans progress. I achieved results by reaching out to customers regarding their loans and advising reviews when necessary exceeding my KPI by 50%.
Business Development Representative
Endevour Group
08.2022 - 02.2023
- Provided exceptional customer service, resulting in increased client satisfaction and repeat business. I communicated effectively by listening to client requirements while identifying needs and facilitating products ultimately focusing on solutions, rapport and positive language.
- Managed a diverse portfolio of clients across multiple businesses, ensuring a deep understanding of each sector''s unique challenges and opportunities. I managed different campaigns across wineries speaking to clients resulting in $5000 revenue on average per week.
- Expanded business through effective network development, identifying new, and prospective clients. I worked on campaigns which had limited engagement to boost sales for the organisation resulting in 10% higher yields.
- I maintained extensive knowledge of company products and services to provide exclusive expertise to customers. Engaging within new campaigns required updating knowledge upon wine components to achieve results with clients.
Education
Bachelor of Commerce - Marketing And Management
Macquarie University
Sydney, NSW02.2024
Skills
Knowledge of Loan IQ and Bloomberg
Microsoft Office applications
AFSL, Lending Accreditation
Risk Management
Analytical skills
Complex problem solving
Polished communication skills
Entrepreneurial
Risk Management
Marketing
Objection handling
Teamwork
Emotional intelligence
Accomplishments
- Leadership: Within 4 months I was training new staff on risk, client satisfaction and KPIs while also achieving my own metrics.
- Self-motivator: I maintained full-time university alongside full-time work during my final year while maintaining a distinction grade proving my ability to commit and remain focused.
- Risk: I was able to stop a scam while conducting an RTGS as there were multiple large transfers with unsubstantial context for the transfer.
Timeline
Customer and Transaction Processing Advisor
National Australia Bank
05.2023 - Current
Business Development Representative
Endevour Group
08.2022 - 02.2023
Bachelor of Commerce - Marketing And Management
Macquarie University
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