Summary
Overview
Work History
Education
Skills
References
Certification
Languages
Timeline
Generic

Sheetal Nayak

Eltham,VIC

Summary

Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.

Overview

18
18
years of professional experience
1
1
Certification

Work History

Client Services Associate

Whittle & Skok Financial Services
09.2016 - Current


  • Assisting financial advisers with preparation of client review meetings and review packs
  • Liaising with clients, third parties and other financial service providers for collecting information and completing fact find process
  • Implementing advice strategies accurately as recommended in the Statement of Advice
  • Managing portfolio administration and investment operations
  • Running product comparisons and current scenario modelling using XPlan tools
  • Liaising with platform providers and keep internal teams up to date with product enhancements,and new processes
  • Managing workflows, ensuring adherence to timeframes by efficiently prioritising tasks
  • Maintaining client records and ensuring compliance with internal procedures and regulatory requirements
  • Preparing Fee Disclosure Statements and Opt-Ins
  • Assisting in projects to improve processes and client experiences
  • Managing client relationships
  • Liaising with third parties and other financial service providers to gather information and requirements as needed


Client Service Consultant

The National Mutual Life Association of Australasia Limited
03.2015 - 08.2015


  • Managed customer queries and resolved issues related to multiple superannuation products and procedures and delivered a superior customer experience
  • This involved coordinating with administration team to investigate, follow up and successfully meet customer needs
  • Identified and evaluated opportunities improving the administration procedure and customer experience
  • Efficiently used CRM (Siebel) and WMS software along with other applications and systems to manage customer data
  • Maintained records of communication with client and handled escalated and upset calls
  • Undertook extensive training in superannuation legislations, products and services


Client Coordinator

C-F-S Career Management
05.2014 - 10.2014


  • Effectively updated client servicing records on CRM by extensively interacting with clients to get required detailed information
  • Assisted organisational clients in the development of personal profiles by suggesting range of recommendations to ensure the production of an effective CV and profile, thus delivering an excellent customer service
  • Indexed and organised the company library, allowing efficient access to required physical materials


Process Executive - Market Risk

Tata Consultancy Services
01.2009 - 01.2011
  • Daily monitoring and reporting on market risk positions, risk submissions and validations utilizing Value at Risk (VaR)
  • Analysis and interpretation of the results of risk sensitivities and stress tests
  • Validation of VaR, Incremental Risk Change, Comprehensive Risk Measure & Economic Capital numbers and sign-off on the relevant Risk systems
  • Production of global and business reports on market risk for clients
  • Identification of opportunities to streamline reporting and analytical requirements and performance of risk validation checks
  • Extensive communication with risks managers for the administration of market exposure and the review of risk strategies
  • Validation of and approval for relevant risk measurements, monitoring and administration of risk limits and recommendation and creation of risk limitations
  • Tata Consultancy Services is a leader in the global marketplace and is among the top ten technology firms in the world

Financial Operations Consultant

Induslnd Bank Limited
01.2007 - 01.2009


  • Handling of customer transactions, remittances, teller operations, maintaining appropriate cash levels within the branch and tallying the branch accounts
  • Delivering excellent customer service and ensuring customer satisfaction by personally contacting customers and obtaining details, assuring them of service delivery, feeding all information into the banking software, facilitating the opening of customer accounts and the provision of bank kits
  • Ensuring compliance with Know Your Customer (KYC) norms while opening accounts for customers, monitoring their accounts for any risky transactions and responding to AML alerts and mail queries from head office and reconciling the internal suspense accounts
  • Resolution of customer complaints and inbound calls
  • Experienced in all aspects of retail banking financial operations
  • Cross sale of third party products and generating referrals through cold calls

Education

Business Analyst

RMIT University
Melbourne, VIC
11-2024

Master of Finance and Control -

Utkal University
12.2007

Bachelor of Arts - Economic Honours

Ramadevi Women’s Autonomous College
12.2005

Skills

  • Xplan
  • Macquarie WRAP platform
  • Netwealth
  • CRM (Siebel)
  • Microsoft Office Suite
  • Various In-house Banking Systems

References

Available on request

Certification

Business Analyst Course

Diploma in Financial Planning

Diploma in Financial Services

Certificate IV in Business

Certificate III in Business Administration

Languages

Hindi
Native or Bilingual

Timeline

Client Services Associate

Whittle & Skok Financial Services
09.2016 - Current

Client Service Consultant

The National Mutual Life Association of Australasia Limited
03.2015 - 08.2015

Client Coordinator

C-F-S Career Management
05.2014 - 10.2014

Process Executive - Market Risk

Tata Consultancy Services
01.2009 - 01.2011

Financial Operations Consultant

Induslnd Bank Limited
01.2007 - 01.2009

Master of Finance and Control -

Utkal University

Bachelor of Arts - Economic Honours

Ramadevi Women’s Autonomous College

Business Analyst

RMIT University

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Sheetal Nayak