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Renita Joyce Stanley
Post Graduate From Macquarie University
6/19 Pembroke Street, Epping, NSW 2121,NSW
Summary
Creative Finance graduate offering strong analytical and abstract reasoning skills. Excellent history of managing complex data. Well-versed in business operations, strategic planning and market analysis. Track record of positive academic performance and superior numerical and analytical skills.
Overview
4
4
Languages
6
6
years of post-secondary education
3
3
years of professional experience
Work History
Customer Service Supervisor
Coles Supermarkets
Sydney, NSW
04.2019 - Current
- Coached employees through day-to-day work and complex problems.
- Led process improvement and problem-solving efforts to create standard procedures and escalation policy for customer support team.
- Kept abreast of new company products and services to effectively answer questions and resolve complaints.
- Reviews orders prior to pick up for accuracy and purchase-by dates.
Equity Advisor
Motilal Oswal Securities Limited
Mumbai, Maharashtra
04.2017 - 03.2018
- Recruited, trained and mentored junior financial and support staff to generate ideas, share knowledge and commit to building successful company.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Capitalized on gaps in market and reached out personally to onboard new clients, process transfer paperwork and set up new accounts.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
- Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.
- Created plans and communicated deadlines to ensure projects were completed on time.
Education
Master of Banking And Finance -
08.2018 - 07.2021
Bachelor of Management Studies -
03.2013 - 05.2016
Skills
Team Building
Strategic planning
Presentation design
Interpersonal communication skills
Customer Relations
Accomplishments
- Achieved 25% growth in revenue by selling the Trade Guide Signal software to clients.
- Bagged an award for completing a PMS (Portfolio Management Strategy) worth INR 25,00,000 with accuracy and efficiency.
- Was given more HNI clients to generate revenue.
Interests
Art
Voluntary work
Timeline
Customer Service Supervisor - Coles Supermarkets
04.2019 - Current
Macquarie University - Master of Banking And Finance,
08.2018 - 07.2021
Equity Advisor - Motilal Oswal Securities Limited
04.2017 - 03.2018
SIES College of Commerce And Economics - Bachelor of Management Studies,
03.2013 - 05.2016