Akash Kumar Email and Phone Number

As a business development manager at Infinite Success Group (ISG) helping out Australians households in their retirements plans and helping them sustain good portfolio of Investments and inform how to utilise the tax incentives which are put forward by Australian government.We ISG are basically "ONE STOP FINANCIAL SHOP" including the duties of Developing business are as following-Debt minimization -Redirection of Tax-Investment strategies -Wealth building-Retirement plans-Many more.

Offering specialized financial guidance and adviceCompleting financial needs analysesCreating and explaining customized plansUtilizing knowledge of tax investment strategiesAssessing clients' financial portfoliosAnalyzing clients' risk and encouraged clients to invest for the futureSuccessful acquisition of 90+ high grade insurance policies all over AustraliaMade 300+ cold calls every day, successfully acquired clients through various networking events Promoted to Senior Associate advisory.Handled Policy’s compliance and underwriting process for Insurance Point Managed CRM – HUBSPOT for new and existing customersAchieved $1.6 million in sales in month of November and December 2016Managed project of acquiring other financial services vendors for joint Insurance lead venture Successfully Transformed and Digitalize entire Insurance Point operations Successfully Setup Inbound Website portal for interested customers Successfully Created Mobile Application to help customers file claims and keep track of their policies, premiums and many moreSolely managed the transformation within given time and budgetImplemented the source of generating leads through Digital marketing and Social media lead generation Set up seminars for newly certified Trades persons to help them understand and educate them about importance of Personal InsuranceSuccessfully Managed team of 20+ Insurance Points agents all over Australia with on-going live support with Underwriting and Compliance Conducted weekly Compliance check and trained agents over new regularities.Managed internal communication within the teamSetup monthly targets for Agents and help them achieve the targetAcquired over $3 million in business in partnership with Real Estate agency with their existing customer base

Plus500 being an independent body has provided a platform every young to old investors have gained good return with having full support consultants.As being a consultant, duty is to educate public over financial saving and providing them with general financial advise.

administrative Duties, sales executive. invoicing , customer managment , quickbooks, data entry, office all rounder and complete office managment,Myob , xero , payroll duties

24option having great success with international share-portfolio specially US,Working as an equity trader taking practical approach and casually functional as well.Personal portfolio of 50 clients .

general warehouse duties , stocktake, dispatching stock and recieving deliveries and warehouse all rounder.

being an intern in accounts departments had carried out responsibilities of invoicing , double entry and single entry ledgers , managing cash flows, and etc.