Sonam Sharma
Tarneit,VIC
Summary
Diligent banking professional with unsurpassed attention to detail, and superior work ethics. Focused on balancing customer needs, bank security requirements, and code of conduct. Strong work ethic, and effective communication skills. Eager to contribute to a dynamic team and support organizational goals.
Overview
13
13
years of professional experience
Work History
Associate
National Bank of Australia
Melbourne, Vic
04.2021 - Current
- Facilitated communication between client families and other service providers.
- To process the allocated workload within the area of operation efficiently, accurately, and within the timescales and standards set out in the service level agreement.
- To bring to the attention of the Team Leader any problems or issues identified in the process, to enable corrective action to be taken.
- To work at all times in the interests of the team, sharing knowledge, and assisting colleagues, as appropriate, or other teams, as specified by line management.
- Assisted with customer requests and answered questions to improve satisfaction.
Customer Service Officer
IGA
Melbourne, Australia
04.2016 - 12.2020
- Managing inventory, purchasing and back office operations
- Overseeing checkout counters and administration work
- Prepared Accounts reconciliation every month
- Accounts payable and receivable done every fortnightly
Tax Consultant/ Payment Collection Officer
H&R Block
Melbourne, Australia
06.2019 - 11.2020
- Preparing tax statements.
- Liaising with the Australian Taxation Office (ATO), and other regulatory bodies when required.
- Engaging regularly with clients, and maintaining strong relationships.
- Identifying areas where clients and businesses can reduce taxes, make claims, and increase profits.
- Successfully lodged more than 100 cases per month.
- Possessing a strong knowledge of tax law and statutory regulations.
- Making outbound calls to clients for debt collection.
Assistant Accountant
Perfect Global Solution
Melbourne, Australia
02.2018 - 01.2019
- Preparing and lodging Business Activity Statement (BAS)
- Filing and lodgement of individual tax returns
- Preparation of various accounts and ledgers
- Successfully prepared and lodged more than 50 +cases per month
- Increased client base by 35%
- General administration and office support
Deputy Manager
Kotak Mahindra Bank
India, India
12.2013 - 02.2016
- Company Overview: An investment bank with a market cap of approx
- A$ 52 billion
- Successfully managed a team of 10 tellers and Insurance Advisors
- Served as the key point of contact for client’s queries
- Purchases / Sales of Managed fund transaction for clients
- Assist clients in appropriate selection of retirement products including investments and accounts
- Advising on personal and general risk insurance products
- Increased the branch sales turnover by 25% by adding high net worth clients during the year
- Exceeding expectation and KPIs/ targets
- An investment bank with a market cap of approx
- A$ 52 billion
Personal Banker
Axis Bank
India, India
02.2012 - 12.2013
- Company Overview: Retail bank in India with a turnover of AUS $7.9 billion
- Trained and supervised new teller on bank procedure and sales techniques
- Expert in cross selling bank products like saving accounts, credit cards, general insurance to the clients
- Created, presented, and implemented new customer service strategy to expand sales to mass-market accounts and increasing sales by 35%
- Analysing applicant’s financial status and credit history for granting home loans
- Explain to customers the different types of loans and credit options that are available, as well as the terms of those services
- Retail bank in India with a turnover of AUS $7.9 billion
Education
Certified - Mental Health First Aider
Mental Health First Aid
Melbourne, VIC11-2024
Diploma -
Financial Planning
Melbourne01.2020
Certified -
H&R Block Income Tax course (Advance)
Melbourne01.2020
Certified -
H&R Block Income Tax course
Melbourne01.2019
Master of Professional Accounting (MPA) -
University of Sunshine Coast
QLD, Australia01.2017
Master of Business Administration (MBA) -
Lovely Professional University
India01.2009
Certified - Banking And Finance
Pursuing CQIB
Melbourne, VICSkills
- Attention to detail
- Problem-solving skills
- Learning ability
- Tax law knowledge
- Mental health awareness
- Team collaboration
- Customer service
- Process improvement
Accomplishments
- Received 'Lion of the year' award for my best performance in operational work in 2016 by Kotak Mahindra Bank.
- Got recognized in Axis Bank as 'Employee of the month' multiple times for exceeding target in selling bank products.
- Received scholarship during my Master’s in Business Administration (MBA).
Hobbies and Interests
- Basketball
- Photography
- Travelling
References
Will be given upon request
Timeline
Associate
National Bank of Australia
04.2021 - Current
Tax Consultant/ Payment Collection Officer
H&R Block
06.2019 - 11.2020
Assistant Accountant
Perfect Global Solution
02.2018 - 01.2019
Customer Service Officer
IGA
04.2016 - 12.2020
Deputy Manager
Kotak Mahindra Bank
12.2013 - 02.2016
Personal Banker
Axis Bank
02.2012 - 12.2013
Certified - Mental Health First Aider
Mental Health First Aid
Diploma -
Financial Planning
Certified -
H&R Block Income Tax course (Advance)
Certified -
H&R Block Income Tax course
Master of Professional Accounting (MPA) -
University of Sunshine Coast
Master of Business Administration (MBA) -
Lovely Professional University
Certified - Banking And Finance
Pursuing CQIB
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