Drishty Bhanot
Melbourne,Victoria
Summary
Highly adaptable and motivated professional with a strong foundation in finance, administration, and client service. Recognized for a flexible and proactive approach, with the ability to quickly learn new systems and processes in dynamic environments. Skilled in stakeholder engagement, training coordination, and supporting business operations with accuracy and efficiency. Committed to continuous learning and improvement, with a growth mindset and a strong drive to contribute to high-performing, people-focused teams.
Overview
10
10
years of professional experience
Work History
Investor Service Officer
Foresters Financial
Melbourne, VIC
09.2023 - Current
- Conduct critical analysis of claims and financial data, interpreting policy guidelines to support accurate and informed decision-making.
Collaborate cross-functionally with internal teams to streamline workflows, address operational concerns, and enhance service delivery.
Supported Business functions by identifying process inefficiencies and recommending practical solutions, resulting in improved turnaround times and operational effectiveness.
Manage client communications with professionalism and empathy, ensuring transparency and compliance with internal policies and industry standards.
Assist in drafting and refining Standard Operating Procedures (SOPs), while contributing to the training of new team members for improved team capability.
Process financial transactions related to bond claims, maintaining strict accuracy and regulatory compliance.
Led improvements to customer experience by reviewing and updating Death Claim and Direct Debit forms based on user feedback, ensuring a clearer and more accessible process.
Investment Operations Analyst
Marsh & McClennan Companies Ltd
Melbourne
10.2017 - 05.2018
- Played a key role in the Fees Project, managing multiple tasks and deadlines to ensure project completion ahead of schedule
- This included creating spreadsheets to track client fees and performing analysis
- Analyzed and interpreted large data sets (e.g., unit prices, asset allocations) and provided detailed reports to support decision-making, a skill critical in tracking project progress, costs, and performance metrics
- Coordinated with investment managers and custodians to manage portfolio subscriptions, redemptions, and reporting, demonstrating your experience in working with various teams and stakeholders
- Ensured adherence to internal procedures and regulatory guidelines
Digital Platform Consultant - North Online Superannuation
AMP Financial Services
Melbourne
10.2016 - 10.2017
- Managed customer queries related to superannuation and investment products, ensuring clear communication and efficient resolution of issues
- Worked to improve internal processes for handling inbound calls and client requests, optimizing workflows and ensuring efficiency
- Collaborated with multiple teams to resolve complex issues and assist with administrative tasks to ensure tasks are completed on time and within scope
- Took on a leadership role in mentoring new team members
- Mastered the product knowledge within a few months after starting (given the complexity of the product and operations)
- Chosen as a mentor to train new starters because of my knowledge and skills
Accounting Intern
Counting sense Pty Ltd
Melbourne
02.2016 - 06.2016
- Assisted in managing day-to-day accounting tasks such as data entry, report generation, and cash flow analysis
- Supported the team with administrative duties
- Contributed to the preparation of operational and procedures manuals ensuring all project processes are documented and standardized for future use
English Tutor Volunteer
Melbourne AMEP Volunteer Tutor Scheme
02.2025 - Current
- Provide personalized one-on-one English tutoring to support migrants in improving their language proficiency and integrating into the community
- Design tailored lesson plans, improving student's confidence and communication skills
- Foster a positive and inclusive learning environment, enabling smoother transitions for the learner into Australian society
Business and Law Mentor- Volunteer
Deakin University
Melbourne, VIC
03.2015 - 03.2016
- Helped new students from diverse background in the university and gave them tips regarding assignments, exams and other university resources
- Guided them on how to adjust in university life and make full use of resources provided by university
Connect Leader-Volunteer
Deakin University
Melbourne, VIC
07.2015 - 09.2015
- Orientation Welcome Desk/Rover
- Assisted individuals or small groups of newly arrived students by answering general questions, providing directions and referrals to other areas on campus
- Involvement in International Student Welcome Day (ISW)
- Provided campus tours (During orientation)
- Assisted on the ground with events throughout the trimester
Education
Bachelor of Commerce - Accounting And Finance
Deakin University
Melbourne, VIC03.2016
Graduate Diploma of Early Childhood Education - Early Childhood Education
Southern Cross Education Institute
Melbourne07.2023
The Complete Project Management Course - Project Managment
Udemy Online
Online04.2025
Skills
Systems & Tools
- Microsoft Office Suite (Advanced Excel, Word, Outlook, PowerPoint)
Dynamics 365 - Project Management Basics
Personal Attributes
Strong organizational and time management skills
Clear and confident communicator
Comfortable navigating policies and procedures
Collaborative and people-focused
Process Improvement
Adaptable and tech-savvy- Training and coordination
Timeline
English Tutor Volunteer
Melbourne AMEP Volunteer Tutor Scheme
02.2025 - Current
Investor Service Officer
Foresters Financial
09.2023 - Current
Investment Operations Analyst
Marsh & McClennan Companies Ltd
10.2017 - 05.2018
Digital Platform Consultant - North Online Superannuation
AMP Financial Services
10.2016 - 10.2017
Accounting Intern
Counting sense Pty Ltd
02.2016 - 06.2016
Connect Leader-Volunteer
Deakin University
07.2015 - 09.2015
Business and Law Mentor- Volunteer
Deakin University
03.2015 - 03.2016
Bachelor of Commerce - Accounting And Finance
Deakin University
Graduate Diploma of Early Childhood Education - Early Childhood Education
Southern Cross Education Institute
The Complete Project Management Course - Project Managment
Udemy Online
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