Cert IV Digital Media

Took time out for family in NZ and Sydney

Converted leads and quotes into sales and follow up existing clients to maintain steady sales pipeline. Met or exceeded targets in 10 out of 12 months per year, conversion rate in high 40%.

Used Salesforce in logging leads and qualified appointments for start-up mortgage broker and maintained sales pipeline with follow up calls to close appointments. Met and exceeded daily targets (6 – 8) for face to face and (up to 7) for phone appointments from 2nd week after training.

Project managed new product lines for architectural firms & developers sourced through networking and seminars. Broker export of commodities to Singapore by cold calling and customer needs analysis. Achieved: 50% additional revenue within 3 mths from starting brokerage business. Business projects consulting viable within 6 months of startup

Facilitated seminars for new trade finance products (structured/warehouse financing, factoring, supply chain financing) and collaborated with RMs and Sales team to identify the corporate clients to introduce these new products . Achieved: Increased deals and revenue for trade finance from existing customers by 10%. Engaged new clients by 15% through new trade finance products

Managed the design and build streams of Program to build capability for business data analytics of Wholesale Banking products’ profitability and risk management for C-suite Committee. Achieved: Established data warehouse management and information collection program across regional hubs UK, India, Singapore on time and within budget. Enabled reporting of forex and trade sales (~$100m/mth) Africa and Asia regions

Scoped project for Product Control to manage risk drivers and revenue reporting for global markets and derivatives products. Analysed product controllers’ requirements for P & L reporting. Achieved: Improved risk and revenue management on daily basis for $500m plus assets

Implemented new business planning process for all Departments, facilitated meetings with Head of Departments (3) and their Division Directors and implemented new business planning process in each department. Achieved: Annual plans with 15% more targets achieved and improved accountability.

Facilitated and ensured RMs and Business Managers captured business requirements for sales and pipeline reporting of retail products, funds and premium banking. Achieved: Delivered system capability for weekly reporting of retail assets (weekly net growth up to $0.5bn) and improved NIM & other income profitability by 5%

Developed and launched new asset finance products (leasing, mezzanine) working with Marketing Directors and C-suite Committee and across front to back office teams. Gained efficiencies by implementing new business processes for RMs, sales reps, customer service and back office in onboarding and supporting clients so saving over 70% of extra costs. Achieved: New finance products resulted in 10% increase in revenue and a 30% increase in customer base in the SMEs and education sectors in Australia.

Worked with clients’ C-suite execs to develop new strategies and implemented post-merger business change initiatives timely and on budget by leading multiple workstreams (team of 5 per workstream). Scoped projects, identified delivery targets and roadmap for implementing business change and new products/business lines. Achieved: 30% market share (business segment) within 2 years of market entry for new NZ retail energy company. For a major Australian energy company, 10% increase in cashflow over 5 years; Standardised product development processes across different energy products eg. gas & electricity products for large corporate & business vs retail; re-engineered and developed new strategic business processes for product and sales.