Pushkar Dutta
New Lambton,NSW
Summary
Hi, my name is Pushkar Dutta, and I am a graduate from the University of Newcastle. I have completed my master’s in business administration. I have accumulated experience in customer service and basic financial knowledge through my previous jobs. In my recent role as a Customer Service officer at Aware I have learned a lot about how Super funds work and how they are managed. I have also gained experience in Client engagement and document management, liaising with internal teams and colleagues for conflict resolution and find solutions. I have also been able to manage to comply with company policies and maintain high standards of confidentiality.
Overview
3
3
years of professional experience
Work History
Client Service Officer
Aware Super
08.2023 - Current
- Client engagement and document management and work alongside Financial Planners and help implement financial plans.
- Managed approximately 10-15 calls a day along with walk in clients.
- Portfolio Management and Stakeholder management
- Processing Statements of Advice given by Planners and Lodging applications and preparing submissions for new business
- Liaising with internal teams and colleagues for conflict resolution and find solutions
- Processing client orders, such as new company formations, trusts, or self-managed superannuation funds
- Assessing client budgets and implementing financial plans
- Providing technical support and managing Electronic Document processing
- Complying with company policies and maintaining high standards of privacy and confidentiality.
Sales Associate/ Store Manager
Vodafone Hutchison Australia
08.2022 - 08.2023
- Exceeded sales goals and improve profitability by aligning sales strategies and business plans with market trends
- Maintained a professional network of potential clients and business opportunities
- Managed the adequate stock levels and liaised with other stores in Newcastle-Hunter region for resolutions and conflict resolution
- Provided Technical support to the clients regarding new connection setups
- Maintained confidentiality of client information and company documents
- Followed proper record keeping procedures along with Electronic Document processing
- Excellent customer service by giving the customer accurate information of the company product and explaining policies to the customer aligning to customer query
- Creating custom plans for the customer according to their requirements.
Store Manager – Corporate Multi-store Retail Management
7 Eleven Australia
04.2022 - 08.2022
- Management of the store and fuel station
- Customer Service and Query management
- Managing stock and stock ordering of the store
- Time management and flexibility according to the need of the hour
- Store financials management and reporting of weekly cashflow by finalizing the accounts
- Employee management
- Setting up Monthly and quarterly target and delivering reports based on those targets.
Sustainability Co-ordinator
Lake Macquarie Business
10.2021 - 04.2022
- Developing and implementing sustainability solutions for environmental issues faced by businesses and community of Lake Macquarie counsel area
- Developing plans to introduce and implement circular economy within the community
- Coordinate other sustainability related events and tasks required
- Research about current issues within the community and businesses and propose possible solutions to the directors
- Create sustainability portfolios for different departments within LMB
- Managing different portfolios according to the needs of the clients
- Providing insights about business improvement and innovative ideas to implement sustainability.
Education
Master of Business Administration - Marketing & Operations
University of Newcastle
India12.2022
Bachelor of Commerce - Finance | Accounting
Himachal Pradesh University
India03.2019
Skills
- Compliance understanding
- Administrative and Office Support Salesforce
- Siebel
- Bluedoor
- Zendesk
- CRM software expertise
- Financial Acumen
- Time management skills
- Issue and Complaint Resolution
- Administrative and Office Support
- Galileo
- Sonata Alta
- Amadeus
- Microsoft Office Specialist
Hobbies and Interests
- Trekking (Cross-Himalayan certified trekker)
- Book reading
- Photography
- Quantum Physics
Languages
English
Native or Bilingual
Hindi
Native or Bilingual
Punjabi
Native or Bilingual
Timeline
Client Service Officer
Aware Super
08.2023 - Current
Sales Associate/ Store Manager
Vodafone Hutchison Australia
08.2022 - 08.2023
Store Manager – Corporate Multi-store Retail Management
7 Eleven Australia
04.2022 - 08.2022
Sustainability Co-ordinator
Lake Macquarie Business
10.2021 - 04.2022
Master of Business Administration - Marketing & Operations
University of Newcastle
Bachelor of Commerce - Finance | Accounting
Himachal Pradesh University
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