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@mercer.com
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1 phone found area 140
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Anisha Bhanuri is listed as Senior Analyst at Equity Trustees, a with 254 employees, based in Hillside, Victoria, Australia. AeroLeads shows a work email signal at mercer.com, phone signal with area code 140, and a matched LinkedIn profile for Anisha Bhanuri.
Anisha Bhanuri previously worked as Senior Client Services Officer at Equity Trustees and Senior Client Services Administrator at Equity Trustees. Anisha Bhanuri holds Mba, Human Resources from St Ann'S Pg College.
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AeroLeads found 1 current-domain work email signal for Anisha Bhanuri. Compare company email patterns before reaching out.
RG146 Qualified professional with over 13 years of experience in Superannuation and Financial Advice Industries. Pursuing Advanced Diploma in Paraplanning.I'm passionate about new legislative changes and enjoy complex research and Investigation. Always go above and beyond my role to assist and train internal and external stakeholders. I'm very friendly, empathetic and smart Analyst with great attention to detail.
Listed skills include Team Management, Employee Engagement, Customer Service, Finance, and 3 others.
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A career timeline built from the work history available for this profile.
Melbourne, Victoria, Australia
- All Financial Advice SOA & ROA Implementations-Health & Personal Injury clients Implementations-Direct - to - platform Trading and Administration (HUB24, Macquaire Wrap, FOC, MyNorth)- Client Services duties
Melbourne, Victoria, Australia
Working with Client Services team who mainly focus on Financial Advice and Health and Personal Injury clients. Implementation of financial advice by supporting 6 Advisors and Paraplanning Team. In addition to that SME for Inspecie Asset Transfer process and run end to end.
Melbourne, Victoria, Australia
Senior for the Technical Operations team who mainly focuses on client services for Financial Advice, Trusts, Compensation Trusts, Estates and Philanthropy clients. Allocation of work to 6 staff members and managing daily workflow. Managing complex inquiries and Inspecie Transfers for ASX stocks and Managed Investments
Acted as an assistant for 3 Financial advisors in the practice, who together managed 250+ clients. Responsible for arranging & preparing client review meetings. Prepared SOA/ ROA/ Execution only meeting documents and necessary forms for signing. Responded to all day to day client inquires regarding superannuation, insurance, investment accounts. Ensured smooth implementation of financial advice, drafting out implementation steps, following up with third party providers. Researched client products and updated product questionnaires and loaded onto Xplan for advisors review.
727 Collins St, Melbourne Vic 3000
Investigating, gathering all information and preparing complex member inquiry letters and incident outcome letters. Rectifying, reviewing, reversing and reinstating transactions on member/fund level as required. Processing complex administration tasks.
Casselden Place, Cnr Of Lonsdale And Spring St, Melbourne Cbd
I have been helping the Incomestream members for a multi-fund (HESTA, IRIS, AUSTSAFE) as an additional responsibility to my other job at Superpartners. The calls I receive will be a priority one for the Incomestream member and then the Employers.
Melbourne, Australia
Answering the queries of members and employers regarding superannuation queries. Liaising with internal staff at various levels like finance, benefits and contribution departments when required. Cross train the new representatives on the software application, explain the call flow of each and every customer scenario.
Other employees you can reach at eqt.com.au. View company contacts for 254 employees →
Melanie H.
Colleague at Equity TrusteesPerth, Western Australia, Australia
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Jing Chen
Colleague at Equity TrusteesMelbourne, Victoria, Australia
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Julie O'Neil
Colleague at Equity TrusteesGreater Melbourne Area, Australia
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Stuart Mcphee
Colleague at Equity TrusteesMelbourne, Victoria, Australia
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Luke Costa
Colleague at Equity TrusteesGreater Melbourne Area, Australia
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Brendan Kerry
Colleague at Equity TrusteesMelbourne, Victoria, Australia
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Phitchaya M.
Colleague at Equity TrusteesMelbourne, Victoria, Australia
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Pam Thode
Colleague at Equity TrusteesAustralia
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Briar Stevens
Colleague at Equity TrusteesMelbourne, Victoria, Australia
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Christian Owens
Colleague at Equity TrusteesThomasville, North Carolina, United States
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Master's in Business Administration
Bachelor's degree in Commerce
Pursuing ADP 3 now
Quick answers generated from the profile data available on this page.
Anisha Bhanuri works for Equity Trustees.
Anisha Bhanuri is listed as Senior Analyst at Equity Trustees.
AeroLeads has found 1 work email signal at @mercer.com for Anisha Bhanuri at Equity Trustees.
AeroLeads has found 1 phone signal(s) with area code 140 for Anisha Bhanuri at Equity Trustees.
Anisha Bhanuri is based in Hillside, Victoria, Australia while working with Equity Trustees.
Anisha Bhanuri has worked for Equity Trustees, Capital Wealth Advisers, Mercer, Superpartners, and Foxtel.
Anisha Bhanuri's colleagues at Equity Trustees include Melanie H., Jing Chen, Julie O'Neil, Stuart Mcphee, and Luke Costa.
You can use AeroLeads to view verified contact signals for Anisha Bhanuri at Equity Trustees, including work email, phone, and LinkedIn data when available.
Anisha Bhanuri holds Mba, Human Resources from St Ann'S Pg College.
Anisha Bhanuri is listed with skills including Team Management, Employee Engagement, Customer Service, Finance, Call Centers, Customer Experience, and Integration.
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