Rahul Mishra
Hornsby,NSW
Summary
Experienced Foreign Exchange Dealer and proven leader at building vibrant businesses by developing new prospects and accounts and managing customer relationships to achieve sales goals. Dedicated to generating customer goodwill and loyalty by developing key relationships with decision-makers. Demonstrated leverage network of customer contacts to increase understanding of customer needs and employ business-growth strategies.
Overview
4
4
years of professional experience
Work History
FX Dealer
Monoova
11.2021 - Current
- Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
- Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
- Compiled and analyzed data to determine approaches to improve sales and performance.
- Worked with clients to provide competitive commercial banking solutions and retail financing plans.
- Developed advanced product knowledge to share current information while generating and delivering products quotes.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Up-Sold and cross-sold products to existing client base, articulating features and values of new products
- Managed a portfolio of clients across different verticals, including import/export, remittance, digital assets, wealth management platforms, accounting for 40% of the FX desk revenue.
Transactions Officer
Monoova
08.2021 - 11.2021
- Wrote detailed narrative reports for use in investigations.
- Attended personnel meetings and training sessions to improve skills and learn new policies and procedures.
- Addressed public questions, complaints and requests and provided necessary assistance.
- Identified threats, vulnerabilities and suspicious behaviour patterns to recommend mitigation measures.
- Documented research findings to support risk-based decision-making and resolution to escalated fraud incidents.
- Partnered with fraud manager to research and investigate cases.
- Scams and frauds were reduced by 15%
Account Manager
AFEX - Associated Foreign Exchange
09.2020 - 06.2021
- Built and strengthened long-lasting client relationships based on accurate price quotes and customer-centric terms.
- Educated clients on new products or services to increase customer engagement with brand.
- Facilitated client satisfaction and renewed customer relations to drive growth.
- Set and achieved company defined sales goals.
- Developed and implemented strategies to increase client retention.
- Reviewed and mitigated discrepancies to increase sales, reduce costs and streamline processes.
- Managed over 1500 accounts of low value customers, maintained monthly revenue goals and achieved a migration rate from 35% to 87% to the online platform in a period of 9 months.
Business Development Specialist
AFEX - Associated Foreign Exchange
01.2020 - 09.2020
- Maintained extensive knowledge of company products and services to provide top-notch expertise to customers.
- Developed business pipeline using cold and warm techniques.
- Identified business development challenges and customer concerns for proactive resolution.
- Collaborated with sales and marketing departments to support client acquisition.
- Dialled at least 30 calls per day, with at least 1 hour of call time per day
- Achieved sales goals of number of companies onboarded and leads passed through on monthly basis.
Education
AFMA Accreditation - Financial Markets Certificate
Macquarie Business School
Sydney, NSW06.2024
Bachelor of Security Studies -
Macquarie University
Sydney, NSW02.2023
RG146 Tier 1 - General Knowledge, Derivatives, Foreign Exchange,
Kaplan Professional
Sydney, NSW03.2020
Skills
- Client Relationship Management
- International Markets
- AML Procedures
- Develop Proposals
- Strategic Planning
- Financial Services
- Domestic and International Payments Technology
- Risk Management
- Time Management
- Task Prioritisation
Timeline
FX Dealer
Monoova
11.2021 - Current
Transactions Officer
Monoova
08.2021 - 11.2021
Account Manager
AFEX - Associated Foreign Exchange
09.2020 - 06.2021
Business Development Specialist
AFEX - Associated Foreign Exchange
01.2020 - 09.2020
AFMA Accreditation - Financial Markets Certificate
Macquarie Business School
Bachelor of Security Studies -
Macquarie University
RG146 Tier 1 - General Knowledge, Derivatives, Foreign Exchange,
Kaplan Professional
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