Experienced Financial Services Consultant 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
3
3
years of professional experience
Work History
Finance Broker
Perthgrow Finance
01.2022 - 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.
Discussed financial options with clients and provided informed suggestions.
Compiled and analyzed data to determine approaches to improve sales and performance.
Met with members to understand goals and recommend solutions to fit specific needs.
Managed and supported team member alongside and below myself
Attended ongoing and continual growth opportunities with high success
Kitchen Worker
Spur Steak & Grill Wanneroo
03.2021 - 09.2022
Maintained clean, trash-free workspaces to maximize productivity and safety.
Followed proper handling and sanitation procedures to comply with food safety standards and protocols.
Cleaned and sanitized dishes and utensils, consistently keeping adequate supplies on hand for expected customer loads.
Sanitized dining ware and kitchen equipment according to health code standards.
Restocked supplies and prepared additional ingredients during downtime for expected busy periods.
Learned other teammates' work tasks to train as backup.
Managed time to juggle multiple tasks simultaneously with ease.
Assisted in setting up and breaking down kitchen stations.
Reduced kitchen accidents by maintaining high standards of cleanliness and organization.
Trained new staff on food preparation and safety procedures.
Education
Diploma of Finance & Mortgage Broking Management - Finance
AAMC
Perth, WA
01.2023
High School Diploma -
Ashdale Secondary College
Darch, WA
11.2021
Skills
Financial modeling
Portfolio management
Investment strategies
Business development
Relationship building
Client management
Loan structuring
Teamwork abilities
Industry knowledge
Problem solving
Customer Service
Timeline
Finance Broker
Perthgrow Finance
01.2022 - Current
Kitchen Worker
Spur Steak & Grill Wanneroo
03.2021 - 09.2022
Diploma of Finance & Mortgage Broking Management - Finance
Financial Services Representative at World Finance (Formerly Always Money Finance)Financial Services Representative at World Finance (Formerly Always Money Finance)
Finance Operations Manager at Fincare small finance bank(Now AU small finance bank)Finance Operations Manager at Fincare small finance bank(Now AU small finance bank)