Jai Surti Email & Phone Number

Sydney, Nsw, Au

Sydney, Nsw, Au

Sydney, New South Wales, Australia

Sydney, New South Wales, Australia

- Developed business relationships with a book of financial advisers in NSW & SA, promoting Pinnacle’s strategies providing tailored investment solutions to advisers to benefit client portfolios. - Acquired comprehensive expertise in investment strategies across major asset classes, including equities, fixed income, infrastructure & real estate, private credit, alternatives, and private equity. - Learn and utilised investment analysis software (Morningstar Direct) to build innovative investment portfolio solutions for financial advisers. - Utilised CRM software (Salesforce) to track client interactions, maintain accurate records, and monitor sales performance metrics assisting in developing Pinnacle’s ‘go-to market’ communications for ongoing marketing campaigns and events.

Sydney, New South Wales, Australia

- Responsible for the administration and client servicing of Clime’s products, managing client enquiries and accounts.- First point of contact for Clime’s direct investor clients, providing ongoing reporting on transaction statements, CGT reports, tax statements and updating personal details as required. - Supported Clime's wholesale advisers managing the daily fund order process through Apex registry, consisting of applications, redemptions and regular payments to meet client requests in a timely manner.- Designed and implemented a streamlined leads process for applications into Clime’s newly acquired advisory business (MTIS) and Clime’s SMAs, liaising with clients and platform providers (e.g. Praemium) to ensure a smooth application process. - Implemented a weekly trade reconciliation process for Clime’s SMAs to ensure accurate weightings across all platforms (e.g., Netwealth, Praemium & HUB24).

Sydney, New South Wales, Australia

- Research and conducted detailed analysis of ASX listed small-cap companies for Clime’s smaller company fund. - Delivered in-depth business valuations, monitored and analysed financial data trends, and worked on the development of monthly chart packs for internal research

Sydney, New South Wales, Australia

- Created a high school maths tutoring business, which involved marketing to the local community for new students, preparing weekly exam questions, study techniques and assisting with any mathematical concerns. - This also entailed texting parents, organising and arranging weekly lesson times

Sydney, New South Wales, Australia

- Prepared documentation and presentations to support the change management division- Conducted detailed statistical analysis and evaluations of resourcing requirements for project implementation- Completed a M&A research report on the interactions with AI solutions

Sydney, New South Wales, Australia

-Learned to work in a very fast paced and challenging environment. This involved serving customers, dealing with customer complaints and substantially improving my customer interaction skills. - Other duties included dealing with the register, cash handling, cooking responsibilities and cleaning the dining room.

Graduate Diploma Of Financial Planning, Financial Planning And Services

Rg146

Bachelor Of Commerce - Bcom, Finance, Business Law

Education record