Dylan Lim Email & Phone Number

Petaling Jaya, My

Petaling Jaya, Selangor, Malaysia

Petaling Jaya, Selangor, Malaysia

Melbourne, Australia

- Develop and maintain an in-depth knowledge and understanding of Corporate Superannuation, Investment and Mature products including the constant changes in Australian legislation as well as organisational environment to be able to provide informative, accurate and up-to-date answer to customer and Financial Adviser - Add value to each customer interaction by understanding the customer needs and adapting to provide the best service approach- Assess and calculate tax return on non-concessional superannuation contribution, escalate complaints to the complaints tribunal, process payments in and generating statement of advice- Focus on identifying retention and growth leads- Constant high achiever key performance metrics via Net Promoter System and First Contact Resolution- Confidently navigate and source information from multiple internal systems and reference materials- Communicate in a professional and approachable manner, that can be easily understood

Bachelor Of Business, Accounting And Banking & Finance, Distinction Average

Activities and Societies: Badminton Club, Malaysian Student Association at Monash Caulfield.- Represented Monash University for Colour Run.

Bachelor Of Business And Commerce, Accounting And Finance, Distinction Average

Activities and Societies: - Member of Monash Business ClubStarted Year 1 of my Bachelor Degree in the Malaysian Campus. Scored.