Rachana Golwala
Canberra,ACT
Summary
Dedicated and result-driven customer service professional with 7 years of experience working in financial industry. Adept at managing high profile client accounts and establishing strong business relationships. Progressive thinker with leadership qualities, process and performance oriented with abilities to attain organisational goals.
Overview
15
15
years of professional experience
Work History
Member Services Specialist
People's Choice Credit Union
11.2022 - Current
- Deliver excellent service with the aim to provide holistic solutions in timely manner and set members for future success
- Enhanced customer experience by effectively using organisation resources for accurate data delivery
- Engage in training programs, employee engagement activities, and team meetings to maintain current knowledge.
- Followed standardised protocols to safeguard sensitive member information after every contact.
- Directed departmental queries to appropriate teams for streamlined service and smooth process.
Client Service Manager
Centennial Wealth
03.2017 - 11.2022
- Fostered strong relationships with both existing and new clients during all stages of engagement.
- Anticipated financial requirements and provided tailored solutions through offerings.
- Expanded client base through innovative acquisition strategies.
- Directed team training and development initiatives to enhance overall performance and achieve improved results.
- Develop new policies and procedures; prepare development plans for the continuous growth of the business
- Managed sensitive client data securely, ensuring strict adherence to privacy standards.
Senior Project Coordinator
Vodafone South Ltd
05.2013 - 01.2017
- Executed significant tasks for Vodafone projects ensuring objectives were accomplished.
- Delivered comprehensive training to more than 50 store managers on new initiatives from start to finish.
- Directed the establishment of protocols for product launches in regional Vodafone outlets, exemplified by 'M-pesa' and 'Vodafone Red'.
- Developed and integrated sales and marketing strategies to increase revenue generation and new account acquisition
- Collaborated on Vodafone HSW projects, driving improvements in workplace safety protocols.
- Led initiatives such as 'Vodafone Marshals', 'V-Lot' and 'Ace Executive' to boost staff motivation.
Customer Service
Swarovski UK Ltd
11.2009 - 09.2011
- Directed daily store operations, achieving high weekly sales with exceptional customer service and enticing displays.
- Responsible for the training of new employees, sales targets, customer service, store displays and stock
- Enhanced overall marketing strategy, contributing to significant business success at the location.
- Developed engaging display designs for both window fronts and interior spaces to drive brand awareness and encourage consumer interest.
Education
MPA - Professional Accounting
Torrens University
Sydney01.2019
MBA - Business Administration
University of Wales Institute Cardiff
01.2009
BA - English Literature
L D Arts College
Ahmedabad01.2007
Skills
- Client Service Management
- Business Development
- Leadership & motivation
- Time management
- Recruitments & retentions
- Customer relationship
- Team player
- Attention to detail
- Sale generation
- Training & development
- Customer acquisition
- P & L management
- Project management
- Organize and Prioritize
- Research and analysis
- Daily/monthly Reports
- CRM system management
- Health and Safety
Timeline
Member Services Specialist
People's Choice Credit Union
11.2022 - Current
Client Service Manager
Centennial Wealth
03.2017 - 11.2022
Senior Project Coordinator
Vodafone South Ltd
05.2013 - 01.2017
Customer Service
Swarovski UK Ltd
11.2009 - 09.2011
MPA - Professional Accounting
Torrens University
MBA - Business Administration
University of Wales Institute Cardiff
BA - English Literature
L D Arts College
Similar Profiles
Serena RossanoSerena Rossano
Member Service Consultant at People's Choice Credit UnionMember Service Consultant at People's Choice Credit Union
Jeremy NILOJeremy NILO
Manager Trust Management at People First Bank (formerly People's Choice Credit Union)Manager Trust Management at People First Bank (formerly People's Choice Credit Union)
Harmandeep Singh BrarHarmandeep Singh Brar
Acting Branch Manager at People's Choice Credit UnionActing Branch Manager at People's Choice Credit Union
Joshua WilkinsonJoshua Wilkinson
Apprentice Electrician at National Electrical Solutions (NES)Apprentice Electrician at National Electrical Solutions (NES)
Staly Mailammelil DevassiaStaly Mailammelil Devassia
Registered Nurse Level 2 at CHS ward 5bRegistered Nurse Level 2 at CHS ward 5b