Sulo Kulendran

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• Provides holistic financial solutions and comprehensive financial advice to clients from initial meeting through to implementation and review
• Growing our client base through networking and referrals and identify cross-selling opportunities
• Demonstrated business development capabilities, strong business acumen and interpersonal skills
• Exceeded revenue targets and business expectations
• Ability to lead business partners towards success
• Ability to build strong, trusting relationships with business/ referral partners within the retail banking network
• Empower and provide tailored coaching to colleagues to become accountable for their own business success, to improve the relationships with referral partners and motivating the team towards achieving set targets
• Manage the relationships with the referral partners, ensuring unity in progressing towards becoming a successful branch
• Promote a culture of high performance in order to drive business outcomes
• Working closely with the Branch Manager to ensure alignment of strategic targets
• Ensure all legislative and compliance obligations are met
• Creating an environment of an open door policy, to ensure seamless communication with internal and external staff
• Build and maintain effective relationships with key stakeholders at all levels to ensure the efficient and effective running of the business
• Communicate with all relevant stakeholders in a professional and ethical manner to develop a shared understanding of the businesses and a clear and consistent message about how and what the business is trying to achieve
• Support and develop business partners to be customer focused and outcome driven
• Develop strategies to improve the productivity and efficiency of the business partners
• Work closely with referral partners to develop the value, consistency and quality of the referrals generated
• Managing and monitoring the daily operations of the branch, to improve the productivity and efficiency of existing referral partners
• Work collaboratively with the business units to increase process efficiencies.

• Solid technical knowledge across Investment, Superannuation, Insurance (personal and risk), Retirement Planning and Estate Planning
• Solid knowledge of financial planning products and processes
• Sound understanding and knowledge of compliance requirements
• Ability to analyse clients financial and risk requirements
• Providing holistic financial solutions and comprehensive financial advice to clients from initial meeting through to implementation and review
• Ability to formulate tailored strategies and develop tailored financial plans for a wide range of clients
• Consistently exceed sales targets for financial planning and outperform in referral building benchmarks
• Develop new business from internal and external sources, such as accountants and mortgage brokers
• Implementation of retirement and investment planning advice, wealth creation, income streams, gearing, taxation and estate planning advice
• Sustain strong long term relationships with clients as well as business partners within the organisation to ensure a constant flow of new business opportunities
• Identifying opportunities to cross sell banking products
• Fully compliant with all legislative and AFSL requirements
• Conduct ongoing training (technical and sales focus) for business partners within the organisation.

• Solid technical knowledge across Investment, Superannuation, Insurance, Retirement Planning and Estate Planning
• Solid knowledge of Insurance (personal and business risk) products and processes
• Sound understanding and knowledge of compliance requirements
• Conducting interviews and meetings with clients and referral sources
• Providing holistic financial solutions to clients from initial meeting through to implementation and review
• Ability to analyse clients financial and risk requirements
• Ability to formulate tailored strategies and develop tailored financial plans for HNW clients via a diverse range of products and services
• Involved in fund manager meetings, insurance and product research
• Ability to analyse financial products, interpret and explain the product
• Mentored and trained by senior financial advisors to attain sales targets
• Liaising with clients on the implementation and management of their portfolios
• Participate in team product knowledge sessions
• Participate in ongoing industry training.