Summary
Overview
Work History
Education
Skills
Accomplishments
Affiliations
References
Timeline
Generic

Kunal Verma

SUCCESS,WA

Summary

Dynamic Site Manager at Compass Group with a proven track record in event logistics and financial reporting. Skilled in team leadership and cost controls, I enhanced operational efficiency, achieving a significant reduction in wage costs. Passionate about client satisfaction and relationship building, I thrive in fast-paced environments while driving business success.

Overview

17
17
years of professional experience

Work History

Site Manager

Compass Group
Perth, WA
10.2023 - Current
  • Oversaw the coordination of event logistics.
  • Verified event venues met client specifications.
  • Assessed client needs for event planning.
  • Created comprehensive reports, detailing every facet of events.
  • Reviewed event expenses to pinpoint areas for cost reduction.
  • Oversaw payroll accuracy, compliance with timekeeping standards and staff record management.
  • Updated financial records with precise transaction reconciliation.
  • Ensured high-quality food and exceptional service consistently.
  • Remedied non-compliance issues by conducting thorough evaluations of protocols.
  • Maintained up-to-date financial records through diligent tracking of daily sales and invoice data.
  • Managed site reviews, documented concerns, elevated to executive leadership.
  • Maximized overall efficiency and profitability through resource management.
  • Logistically managed work performance documentation.
  • Oversaw hiring process for new employees.
  • Ensured site compliance with HACCP, state, and local regulations.
  • Collaborated with local building inspectors for building code compliance.
  • Facilitated company evolution and growth through strategic improvements.
  • Adhered to safe operating protocols while evaluating procedural efficiency.
  • Set performance goals for employees and gave feedback on reaching them.
  • Contributed to the design and introduction of innovative meals, increasing culinary variety available.
  • Applied advanced customer service abilities and problem-solving skills to effectively resolve concerns.
  • Streamlined staffing processes for high-demand periods via proactive scheduling and call-out monitoring.
  • Maintained department alignment with sales and profit goals through strategic initiatives.
  • Handled creation, implementation, and management of business strategies for increasing food and beverage revenue.
  • Directed workforce attendance logs, oversaw payment distribution, and coordinated resource acquisition.
  • Prepared periodic reports highlighting key insights to support leadership decisions.
  • Developed risk mitigation strategies by fostering efficient supplier engagement in supply chain processes.

Client Success Manager

Automic Group
Sydney, NSW
03.2023 - 10.2023
  • Coordinated with the operations team to manage capital movements.
  • Coordinated client-approved email communications to ensure accurate delivery to investors.
  • Analyzed customer complaints, executed corrective measures, and ensured ongoing client contentment through regular communication.
  • Conducted regular status updates through daily calls and weekly ad hoc meetings, fostering a satisfied client base.
  • Managed existing client renewals, keeping accounts, information, and documents in conformance with compliance standards.
  • Tailored customer relationships by determining expected needs and finding correct solutions.
  • Established strong relationships with key customers, resulting in increased customer loyalty.
  • Assisted customers with onboarding and product set up to foster successful adoption and usage.
  • Played an instrumental role in client satisfaction by working with operational teams for the proper resolution of service issues.
  • Utilized customer feedback to inform changes and improvements to customer success plans.
  • Built client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients.
  • Collaborated with the finance department on invoicing accuracy for applicable products and services.
  • Maintained client files with sales contracts, records of client interactions, client notes, and other information.

Account Manager

BNP PARIBAS
Sydney, NSW
10.2022 - 03.2023
  • Pricing and Operations, Managed, Providing custodian services to the customers along with processing the monthly rebates, and distributions.
  • Daily price settlements and making swift payments to clients.
  • Thorough understanding of Hiport, FOMS, DMS, NEOLINK, and BIRD systems.
  • Reporting to the Senior Client Service Manager and responsible for providing services in relation to Middle Office, Custody, and Administration aspects for a Superannuation Fund..
  • Work closely with the offshore and onshore teams to implement new processes and funds and on project delivery.
  • Liaising with the registry team on a daily basis and making sure that all the trades are actioned correctly.
  • Making sure all the static data is entered correctly.
  • Ensure the technical adequacy of the middle office reporting and processes.
  • Review specific calculations, reports, and returns on an as-needed basis.
  • Assist the Manager, of Investment Operations in coordinating the overall team deliverables, including appropriate coverage, and training within the team.
  • Regular liaison with various external outsource service providers such as middle/back office, and prime broker to ensure the efficient delivery of operational processes.
  • Daily Processing of Income & Transfers.
  • Continuous improvement of Investment Operations processes, controls, systems, and policies to support a contemporary Target Operating Model.
  • Daily escalation and briefing to the Manager, Investment Operations of relevant operational issues.
  • Management and/or contribution to key projects, and organizational change as the need arises.
  • Ensure all staffs are up to date with operational procedures and ensure AML/KYC policies are understood and followed.
  • Extract, chase, and collect instructions from third parties, including fund manager statements.
  • Ensure that all operational registry and reporting deliverables to both internal and external clients are met.
  • Authorize all custody-related processes such as all the cash, income, transfers, and year-end associated deliverables.
  • Facilitate the investigation and timely resolution of queries and exceptions through effective communication with internal and external stakeholders, as required.

Team Leader

Link Group
Parramatta, NSW
07.2021 - 10.2022
  • Managed unlisted funds along with the daily BAU's like daily bank reconciliation, monthly distributions, and accruals also generating end-of-day reports(NAVRR, RRSUM, RR, MRR) and statements via, Hi-Trust Miracle, Web Focus, and Lotus notes and making sure deliverables meet the deadline.
  • Generating the monthly and daily reports like IDPVR (Investor details pre-distribution verification reports) & DPVR (Distribution details pre-verification reports).
  • Assisting with client onboarding and coding broker rules.
  • Manage new client adoption and regular review stream (as required), to ensure that all requests are approved in accordance with regulatory requirements and responsible for ensuring timely, complete, and accurate processing of AML and KYC.
  • Making daily redemption funding/ ABLE payments from custody accounts to customers.
  • Generating and authorising TI (TRADE INSTRUCTIONS) payments.
  • Communicating with the fund accounting team for fund pricing and making sure the correct reports are generated and fund prices are dropped and settled on time.
  • Liaising with the team in Mumbai for the daily processing of applications and doing a quality review, ensuring all the setup is done properly and once checked, then authorising the application and sending the confirmation to clients and investors.
  • Review and complete pre-trade & post-trade activities.
  • Communicating with the investors and clients for any general queries and at the same time weekly catching up with clients making sure all the deadlines are matched and taking any kind of feedback for improvement and passing on to the team if there is any.
  • Distribution of finalized Net Asset Value / Unit prices to data providers and shareholders.
  • Built client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients.
  • Handled complaints, provided appropriate solutions and alternatives within appropriate timeframes, and followed up to achieve resolution.
  • Delivered outstanding service to clients to maintain and extend relationships for future business opportunities.
  • Achieved high staff morale and retention through effective communication, prompt problem resolution, proactive supervisory practices, and facilitation of a proactive work environment.
  • Scheduled and attended meetings with clients and prospective clients as requested.
  • Interacted with clients on a regular basis to quickly alleviate issues and provide project updates.

Fraud Analyst Officer APS 4

Services Australia
Parramatta, NSW
01.2021 - 07.2021
  • Baseline Security Clearance Negative Vetting Level 1.
  • Handling Fraudulent claims related to COVID such as blacklisted bank accounts, Red flagged CRN's, Centrelink, and any government-related payments paid into customer's payment destinations.
  • Collecting information and analysing data through Fraud Management Systems (FMS), IQ tool (Teradata CRM) systems, and Customer First.
  • Identifying if the customer has been the victim of payment redirection or if the case is related to an ongoing investigation or a perpetrator.
  • Telephonic interactions with customers directly to identify if they have been victims of identity theft by asking them Identity-related questions.
  • Managing back-end operations such as locking customer's online services and asking them to visit Centrelink Service Centres to identify themselves if they have been victims of payment hijack or identity theft.
  • Analysing data, summarising cases, and passing on the Fraudulent claims information to Investigators, Senior Management, or Tactical Intelligence Team.
  • Closing the cases into Referral Management Systems (RMS), by documenting the case-related information.
  • Rebranding all the documents from the Department of Human Services to Services Australia.
  • Ensure decisions are governed by the application of regulations, best practice principles and the agency's operating instructions and procedures.
  • Critical thinking to break down problems, evaluate solutions and make decisions prepared reports of investigation in accordance with guidelines and instructions.
  • Monitored data export from internal and external systems, identifying and reporting potential risks.
  • Gained extensive knowledge in data entry, analysis, and reporting.

Restaurant Manager

Garfish Restaurants
Crows Nest, Sydney
11.2009 - 01.2021
  • Managed and drove the performance of 25-member team with emphasis on competitive customer satisfaction.
  • Leveraged robust client relationship skills for outstanding, tailored client service and effective business partnership cultivation.
  • Directed front-of-house and back-of-house team efforts, achieving $50-$55K in weekly sales during 2012.
  • Developing the staff incentive program in order to deliver the best items on the menu, highlights include finalist in the Restaurant and catering awards
    2011 for the first time and managing to bring the average per head spend from $50.00 per person in 2011 to $58.00 per person in 2012.
  • Optimized team performance, contributing to a reduction in wage costs from 21% to 19% in 2012.
  • Immediately resolved issues with patrons by employing careful listening and communication skills.
  • Kept restaurant compliant with all federal, state, and local hygiene and food safety regulations.
  • Motivated staff to perform at peak efficiency and quality.
  • Worked well independently and on a team to solve problems.
  • Avoided the drop in revenue and managed to keep it the same as in 2019 even in the Pandemic with only 6-day operation instead of 7 days.
  • Promoted safe working conditions by monitoring safety procedures and equipment.
  • Oversaw the recruitment, hiring, onboarding, training, scheduling and evaluation of employees.

Bar Manager

Novotel Sydney Olympic Park
Olympic Park, New South Wales
01.2008 - 11.2009
  • Performed at the national level in the bar show in 2009 and became the top 100 bartenders of Australia.
  • Analyzed sales data to identify trends and adjust purchasing decisions
    accordingly.
  • Managing a department in full hands-on operation and leading by example, self-driven, and ability to perform in multifunctional departments.
  • Establishing sophisticated statistical and programming procedures that allowed in-depth data analysis for forecasting during upcoming events
    making a 100% success rate.
  • Carrying out effective research and intelligence into competitor products & other trends.
  • Overseeing and managing financial budgets in order to keep the beverage and wage cost low.

Education

Certificate IV - Real Estate

REINSW
Sydney

Certificate IV - Hospitality Management

William Angliss
Melbourne

Skills

  • Warehousing functions
  • On-site demonstrations and training
  • Site investigation reports
  • Interpersonal and client communications
  • Relationship cultivation and retention
  • Client satisfaction-driven
  • Team leadership and collaboration
  • Up-selling and cross-selling techniques
  • Order management
  • Cost reviewing
  • Business development and planning
  • Sales expertise
  • Attention to Detail
  • Organization and Time Management
  • Fraud detection
  • Fraud investigation
  • Fraud prevention
  • Food and beverage knowledge
  • Kitchen equipment operation and maintenance
  • Budgeting
  • Cost controls
  • Performance improvement
  • Event logistics
  • Financial reporting
  • Problem solving
  • Staff management
  • Supplier engagement
  • Risk assessment
  • Team building
  • Process improvement
  • Performance evaluation
  • Regulatory compliance
  • Budget management
  • Marketing management
  • Relationship building

Accomplishments

  • Bartender of the Year 2009 Finalist

Affiliations

  • Advisory Board member of Atwell College

References

References available upon request.

Timeline

Site Manager

Compass Group
10.2023 - Current

Client Success Manager

Automic Group
03.2023 - 10.2023

Account Manager

BNP PARIBAS
10.2022 - 03.2023

Team Leader

Link Group
07.2021 - 10.2022

Fraud Analyst Officer APS 4

Services Australia
01.2021 - 07.2021

Restaurant Manager

Garfish Restaurants
11.2009 - 01.2021

Bar Manager

Novotel Sydney Olympic Park
01.2008 - 11.2009

Certificate IV - Real Estate

REINSW

Certificate IV - Hospitality Management

William Angliss

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