Malav Shah Email and Phone Number

o Providing support to the customer lifecycle process such as initial enquiries, enrolment, on-boarding, ongoing customer consultation and administration to ensure a proactive, customer focused serviceo Introducing the service to the prospects and effectively communicating the value propositiono Providing informed, targeted, and timely course information advice to customers to maximise engagement and promoting products and services throughout the customer lifecycle to increase customer… Show more o Providing support to the customer lifecycle process such as initial enquiries, enrolment, on-boarding, ongoing customer consultation and administration to ensure a proactive, customer focused serviceo Introducing the service to the prospects and effectively communicating the value propositiono Providing informed, targeted, and timely course information advice to customers to maximise engagement and promoting products and services throughout the customer lifecycle to increase customer uptake of products and services to contribute to customer satisfactiono Providing first-line support to customers and regularly collaborating with customer experience and product development team to discuss the pain points in the customer life cycle processo Strategizing and implementing the methods to pitch the service to the different client personas o Assisting in lodging quarterly business activity statement (BAS) and tax returns for the userso Training and mentoring new starters by conducting shadowing sessions to explain them how the process works Show less

o Handling inbound and outbound cases within the required time frameo Identifying the needs of the customers with patience and sending the referrals for an assessmento Managing the web referrals sent by the customers, health professionals, service providers, industry partners etc. throughout the day o Educating the new clients with my aged care process which includes registration, my aged care services, and assessment detailso Developing and maintaining a thorough understanding… Show more o Handling inbound and outbound cases within the required time frameo Identifying the needs of the customers with patience and sending the referrals for an assessmento Managing the web referrals sent by the customers, health professionals, service providers, industry partners etc. throughout the day o Educating the new clients with my aged care process which includes registration, my aged care services, and assessment detailso Developing and maintaining a thorough understanding of a service, processes, and systemso Meeting the quality standards and actively contributing to team meetings to assist in continual improvement o Ensuring the privacy and security of the client’s data base, including the compliance obligations o Training and budding the new employees at the initial stage Show less

o Working at Woolworths Supermarket East gardens, responsible for grocery and perishable department sales with duties ranging from merchandising to customer serviceo Attending customers in store and over the phone resolving product specific querieso Providing product alternatives to boost saleso Building attractive displays in the store to push the weekly promotional saleso Key role in suggesting the team for product placement during seasonal saleso Managing inventory with… Show more o Working at Woolworths Supermarket East gardens, responsible for grocery and perishable department sales with duties ranging from merchandising to customer serviceo Attending customers in store and over the phone resolving product specific querieso Providing product alternatives to boost saleso Building attractive displays in the store to push the weekly promotional saleso Key role in suggesting the team for product placement during seasonal saleso Managing inventory with daily stock on hand investigation and necessary adjustments, preparing daily stock scan report and quality assessment of the stock o Training and mentoring new recruits in the team Show less

o Assisting accounting team for preparing the returns o Maintaining the client database in case of any reshipment or return of the producto Preparing and processing orders on behalf of the logistics manager o Liaising with the suppliers for processing the outstanding paymentso Continuously coordinating with offshore team via emails and telephone in regard to any customer quires or availability of the product o Preparing and processing the invoices emailing them to the third… Show more o Assisting accounting team for preparing the returns o Maintaining the client database in case of any reshipment or return of the producto Preparing and processing orders on behalf of the logistics manager o Liaising with the suppliers for processing the outstanding paymentso Continuously coordinating with offshore team via emails and telephone in regard to any customer quires or availability of the product o Preparing and processing the invoices emailing them to the third partieso Maintaining the inventory register and data entryo Documentation and other clerical dutieso Identifying and implementing strategies with help of higher management in order to boost sales for the company Show less

o Managing the inbound & outbound calls from the customers, analysing the latest trends in the financial markets (local and global) and activating new client accountso Building relationship with the prospective clients (retail & high net investors) and guiding them towards building their portfolio by pitching them company’s products (equity, derivatives& Forex)o Maintaining existing client base by providing them excellent service, cross selling brokerage plans and other… Show more o Managing the inbound & outbound calls from the customers, analysing the latest trends in the financial markets (local and global) and activating new client accountso Building relationship with the prospective clients (retail & high net investors) and guiding them towards building their portfolio by pitching them company’s products (equity, derivatives& Forex)o Maintaining existing client base by providing them excellent service, cross selling brokerage plans and other productso Following up and converting the leads generated by Axis bank to expand businesso Excelling the KPI’s and achieving the monthly sales targets for the company’s financial products o Trading & settling accounts of the clients on behalf of the clientsAchievements:>Awarded for maximum account activations for the month of February 2013>Promoted to join a qualified research team called Delta Desk to strategize the new customer plan Show less