Dibjot Singh Email & Phone Number

Sydney, New South Wales, Australia

1. Actively managing Client relationships.2. Assist with client enquiries in line with the company’s service offering and liaise with key relationships.3. Draft and produce client communications as required by advisors and managers.4. Managing Chat, email & phone enquiries from advisers/clients.5. Utilizing effective problem solving and time management skills in client service operations.

London, England, United Kingdom

1. Strategically expanding a global network of meetup group volunteers by proactively seeking out partnerships with new organisations to host run Nanak Naam group-learning courses.2. Enlisting, developing, managing and maintaining volunteers related to learning groups;3. Creating and executing a long-term strategy to expand the network of learning groups globally; 4. Collecting feedback from learning groups and developing the quality of online courses

Sydney, Australia

1. Managing and resolving complex client queries under KPIs. 2. Onboard new clients from existing client referrals.3. Liaising with regulatory bodies/technical specialists to assist clients resolve any compliance/complex issues.4. Liaising between the Client and Internal Accountants in the completion of annual tax returns.5. Arranging for reviews of Technical accounting and quality reviews of internally prepared fund documents (including accounts).6. Mentoring colleagues and… Show more 1. Managing and resolving complex client queries under KPIs. 2. Onboard new clients from existing client referrals.3. Liaising with regulatory bodies/technical specialists to assist clients resolve any compliance/complex issues.4. Liaising between the Client and Internal Accountants in the completion of annual tax returns.5. Arranging for reviews of Technical accounting and quality reviews of internally prepared fund documents (including accounts).6. Mentoring colleagues and any new staff around the role requirements and responsibilities.7. Communicating and escalating issues or work items that require leader intervention.8. Nominated for the Exceptional Customer Service award within 1 month of joining by Executive management.9. Promoted to one of the company’s principal ultra-high-net-growth client portfolio. Show less

1. Providing first level support to prospective clients and establish the Self-Managed Super Fund (SMSF) product efficiently and compliantly. 2. Identifying trends in the market/economy and evolving behaviours of the general populous that may support or impede the success of Squirrel’s client acquisition model and its business. 3. Formulating strategies to achieve personal KPIs/goals by identifying and prioritizing sales and marketing initiatives and setting analytics to measure the… Show more 1. Providing first level support to prospective clients and establish the Self-Managed Super Fund (SMSF) product efficiently and compliantly. 2. Identifying trends in the market/economy and evolving behaviours of the general populous that may support or impede the success of Squirrel’s client acquisition model and its business. 3. Formulating strategies to achieve personal KPIs/goals by identifying and prioritizing sales and marketing initiatives and setting analytics to measure the success of such initiatives. 4. Communicate personal company sales and marketing strategy to colleagues, business partners, customers, and stakeholders. 5. Ensuring any compliance and regulatory problems are escalated as per the company compliance guidelines in a timely manner. 6. Collaborating with the Marketing team to develop social media, radio, and television advertising and media assets. 7. Publishing numerous information-articles around basic do's and don't's of the SMSF and Superannuation in general (I can provide copies as evidence). 8. Suggesting improvements to the company's software development team to streamline the CRM and application process.9. Established a resource bank of FAQs. Project was adapted from written articles to videos and uploaded on the company YouTube channel.10. Accomplished the highest customer satisfaction rate of 98%. 11. Achieved the highest customer referral rate in the company for 2 consecutive years.12. Consistently performing in the top 2 of highest sales per month for 17 months. Show less

1. Undertaking rigorous training involving RG146 accreditation (Diploma of Financial Planning), encompassing retirement planning, securities and managed investments, and financial planning skills.2. Establishing relationships with all levels of management, from team members to the Program’s Leadership team. 3. Moving to Sydney Olympic Park for 12 weeks of intensive training involving data entry, data input, and document categorisation.4. Being flexible and quick in… Show more 1. Undertaking rigorous training involving RG146 accreditation (Diploma of Financial Planning), encompassing retirement planning, securities and managed investments, and financial planning skills.2. Establishing relationships with all levels of management, from team members to the Program’s Leadership team. 3. Moving to Sydney Olympic Park for 12 weeks of intensive training involving data entry, data input, and document categorisation.4. Being flexible and quick in learning of the complex IT systems and softwares involved in the Advice Review process.5. Working to strict KPIs to ensure timely responses for Customers.6. Assisting with the training of new Graduates to ensure efficient understanding of day-to-day life in the position. Show less

1. Undertaking face-to-face training on Financial statements, Sales training, Secured Consumer Lending workshops, AFSL Tier 2 (Australian Financial Services Licensees), Credit Writing and Lending Submissions, alongside Consumer Lending and Business Lending.2. Conducting Lease quotes, transactions, Production of Certificate of Titles, Business and Consumer Lending Submissions, completing Compliance requirements, Settlement processes, Drawdown processes and Bank Guarantees.3… Show more 1. Undertaking face-to-face training on Financial statements, Sales training, Secured Consumer Lending workshops, AFSL Tier 2 (Australian Financial Services Licensees), Credit Writing and Lending Submissions, alongside Consumer Lending and Business Lending.2. Conducting Lease quotes, transactions, Production of Certificate of Titles, Business and Consumer Lending Submissions, completing Compliance requirements, Settlement processes, Drawdown processes and Bank Guarantees.3. Meeting clients to identify their Business needs. Matching relevant products and selling the service/product. 4. Training new starters to ensure efficient understanding of tasks, appropriate customer service and customer relationship building skills, day-to-day business operations, further training opportunities, business and customer responsibilities.5. Liaising with Business Bankers to initiate, nurture, pitch and close product and service sales. Show less

Sydney, New South Wales, Australia

1. Assisting in the processing of library materials including retrieving and returning books and other items to designated locations.2. Preservation copying and scanning of bound and unbound materials.3. Sorting and scanning various library materials.4. Answering customers' queries.5. Implementing environmental practices within the workspace (such as Recycling boxes).

1. Started as a volunteer, raised to casual, then permanent part-time.2. Established relationships with Customers & Volunteers & improving quality of their library experience.3. Managed library Volunteers and provided them with tasks such as laminating. 4. Developed Mandarin skills and general communication skills applicable to multicultural customers after attending training course for staff and managers.5. Formulating strategies to deal with difficult… Show more 1. Started as a volunteer, raised to casual, then permanent part-time.2. Established relationships with Customers & Volunteers & improving quality of their library experience.3. Managed library Volunteers and provided them with tasks such as laminating. 4. Developed Mandarin skills and general communication skills applicable to multicultural customers after attending training course for staff and managers.5. Formulating strategies to deal with difficult customers. Show less

Master'S Degree, Secondary Education And Teaching

Masters in Teaching (Secondary) - majoring in Mathematics, Business Studies and History

Diploma (Rg 146), Financial Planning And Services

Activities and Societies: Diploma of Financial Planning (RG146)

Bachelor Of Commerce (International), Finance And International Finance

Activities and Societies: Sikh Students Association Graduated with Bachelor of Commerce (International). Majored in Finance.

Bachelor’S Degree, Business And Cultural Studies, Distinction

Activities and Societies: Sikh Society Volunteer As a part of the Bachelor Degree, I had the opportunity to travel to the University.

Bachelor'S Degree, International Business/Trade/Commerce