Summary
Overview
Work History
Education
Skills
Websites
Affiliations
Timeline
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Sagar Reddy

Spring Mountain,Australia

Summary

  • Dynamic professional with a proven track record at British Petroleum, where I drove a 15% increase in profit margins through strategic inventory management.
  • Skilled in financial analysis and relationship management, I excel in fostering client loyalty and delivering exceptional customer service while leading teams to achieve organizational goals. Results-driven individual with a solid track record in delivering quality work. Known for excellent communication and teamwork abilities, with a commitment to achieving company goals and delivering exceptional service.
  • Passionate about continuous learning and professional development. Customer-focused individual with a passion for delivering exceptional service. Strong interpersonal skills with a talent for effectively addressing concerns. Committed to improving customer satisfaction and driving positive outcomes.

Overview

13
13
years of professional experience

Work History

Associate (Business Direct & Small Business)

NAB (National Australia Bank)
Brisbane, Queensland
10.2022 - 11.2024
  • Create and prepare or assist in the creation and preparation of lending submissions including obtaining and collation of information for customers
  • Perform Credit Analysis, financial modelling and interpretation of customer’s financial information
  • Delivering a superior customer experience by managing the end to end lending process, maintaining accountability and engaging the necessary internal/external contacts
  • Developing strong customer relationships to identify new business, referral and refi opportunities and build advocacy
  • Contributing to, and actively participating in, team meetings, continuous improvement practices and sharing of skills and knowledge.
  • Collaborating with key stakeholders on strategic business initiatives by providing subject matter expertise on risk data, analytics, policy and guidance on risk appetite.
  • Resolved customer inquiries and complaints, ensuring satisfaction and compliance with banking regulations.

Manager

British Petroleum
Brisbane, Australia
02.2014 - 02.2017
  • Maximized overall product availability, optimizing inventory management and replenishment process to effectively Leverage the company’s profit margins by 15%
  • Oversaw key daily operational tasks, reconciliation of cash loss, producing staffing rosters, attendance reports, supporting with investigations, stock reconciliation & store auditing to ensure smooth operations of the business unit.
  • Thorough analysis of daily, weekly & monthly sales reports and accounting processes to effectively monitor fluctuations in sales reports and to be used for effective decision making.
  • Produced financial reports for quarterly taxation for ATO (Australian Tax Office) and BAS statements to meet regular taxation guidelines.
  • Initiated and oversaw new business accounts that drove business growth and gross sales over $10 million during 1st year of commencement by proactively meeting new business clients and taking initiative to meet business demand and growth.
  • Supervised, mentored and managed a team of 10 employees to effectively meet the organizational goals and objectives on a daily basis and also prepared monthly PAYG reports, rostering and superannuation payments to supplement staff and ensure smooth operations of the business unit.
  • Negotiated contracts and agreements with vendors and suppliers to reduce costs.

Personal Banker

ANZ (Australia & New Zealand Bank Group)
Springfield, Queensland
03.2012 - 01.2014
  • Oversaw client bank accounts including opening and closing accounts, and overseeing personal loans, transaction accounts & basic insurance to effectively meet business needs and growth.
  • Referred clients to in-house financial experts and relevant bank departments, such as mutual funds and trust management when necessary to successfully grow various business departments.
  • Performed administrative duties such as data entry into in-house software of business and individual clients to effectively manage client accounts to enhance customer service experience.
  • Consistently outperformed KPI’s by exceeding monthly sales and delivered 120% of sales quota by effectively managing client relationships, thorough understanding of the services offered and providing value added customer experience.
  • Developed relationships with clients to foster loyalty and trust.

Education

Certificate IV in Real Estate Practice QLD - Real Estate

Complete Property Training
Chermside, QLD
06-2025

Master of Science - Financial Analysis

University of San Francisco
12.2019

Bachelor of Commerce - Economics

Griffith University
Nathan, QLD
12.2012

Skills

  • Leadership: developed excellent interpersonal, management, and planning skills by managing and mentoring a team of 10 employees in BP to help promote brand awareness at trade fairs throughout Queensland, Australia
  • Communication: attained strong analytical writing and presentation skills exemplified in numerous Professional events during manager position at British Petroleum, a multinational oil and gas company
  • Problem-Solving: incorporated data analysis to solve problems at British Petroleum and maintained a collaborative working environment at BP and ANZ to drive high quality solutions
  • Earned Microsoft Excel Level 1 Certification; highly proficient in the use of Microsoft Office Suite
  • Excellent communication
  • Contract negotiation
  • Team collaboration
  • Written communication
  • Networking
  • Customer service
  • Financial analysis
  • Relationship management

Affiliations

  • Entrepreneurship Club
  • Finance Club – Committee Member 2018 - 2019
  • Student Managed Fund – University of San Francisco
  • Wall Street Journal Subscription

Timeline

Associate (Business Direct & Small Business)

NAB (National Australia Bank)
10.2022 - 11.2024

Manager

British Petroleum
02.2014 - 02.2017

Personal Banker

ANZ (Australia & New Zealand Bank Group)
03.2012 - 01.2014

Certificate IV in Real Estate Practice QLD - Real Estate

Complete Property Training

Master of Science - Financial Analysis

University of San Francisco

Bachelor of Commerce - Economics

Griffith University

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Sagar Reddy