Mohamad Dilati

Mohamad Dilati Email and Phone Number

Senior Financial Planner @ Forest Wealth
Australia
Mohamad Dilati's Location
Greater Sydney Area, Australia
Mohamad Dilati's Contact Details

Mohamad Dilati work email

Mohamad Dilati personal email

n/a
About Mohamad Dilati

Experienced Financial Planner with a demonstrated history of working in the banking industry. Skilled in Sales, Customer Relationship Management (CRM), Retirement Planning, Investment Advisory, and Management. Strong finance professional with a Diploma in Financial Services focused in Financial Planning from Kaplan Professional.

Mohamad Dilati's Current Company Details
Forest Wealth

Forest Wealth

View
Senior Financial Planner
Australia
Employees:
10
Mohamad Dilati Work Experience Details
  • Forest Wealth
    Senior Financial Planner
    Forest Wealth
    Australia
  • Grow Financial Services
    Principle Financial Planner At Grow Financial Services
    Grow Financial Services Feb 2022 - Present
    Sydney, New South Wales, Australia
  • Anz
    Financial Planner
    Anz May 2014 - Jun 2022
  • Amp
    Direct Sales Representative
    Amp May 2013 - May 2014
    • Provide General Advice about AMP Product• Make outbound calls to AMP customers to offer risk products with the aim of increasing revenue• Take inbound calls from AMP customers to provide risk product information with the aim of increasing revenue • Identify customer risk needs through appropriate questioning techniques which comply with no-advice boundaries• Achieve against agreed activity and productivity targets including call volumes and dollar revenue, measured using… Show more • Provide General Advice about AMP Product• Make outbound calls to AMP customers to offer risk products with the aim of increasing revenue• Take inbound calls from AMP customers to provide risk product information with the aim of increasing revenue • Identify customer risk needs through appropriate questioning techniques which comply with no-advice boundaries• Achieve against agreed activity and productivity targets including call volumes and dollar revenue, measured using the Management Operating System• Follow the prescribed call approach and structured framework for liaising with customers• Accurately record discussions and interactions with customers in the Client Relationship Management system• Maintain a robust diary system to ensure customers receive the correct information in a timely fashion by managing follow-ups and call-backs in an efficient manner• Identify and accept where skills and knowledge gaps are apparent, and work with leaders to increase your expertise through coaching, mentoring and training where necessary• Proactively and positively work with the team and business to achieve business outcomes, through effective relationship building• Embrace and promote Customer Service initiatives• Work in accordance with AMP’s policies, processes and procedures• Work in a fully compliant manner in line with internal guidelines and obligations, and external regulatory guidelines. • Remain 100% compliant with expectations for punctuality and attendance• Perform other duties and special projects as required Show less
  • Commsec
    Account Manager Margin Lending
    Commsec Feb 2010 - Apr 2013
    Sydney Cbd
    Duties Assist Customer enquiries Assisting clients in managing their Margin Loan  Placing trade orders for clients Follow up with clients requests Margin Call outbound Adhere with ASX rules and business rules Educating client on Margin Lending and ComSec Products  Assisting in establishing Self Managed Superfund and Superannuation products Dealing with HNW clients  Liaising with other stock brokers  Processing orders
  • National Australia Bank
    Customer Service Officer
    National Australia Bank Sep 2007 - Feb 2010
    Customer Service Specialist Duties Customer Service – Answering Phone calls, welcoming customers Sales and Cross selling other product lines Customer interaction and education on different products. Interacting positively with staff, management and customer Cash Handling , Receipting and balancing books Customer enquiries Ordering of cash Processing of ATM's and EBD's Processing of international transactions Despatching of overseas… Show more Customer Service Specialist Duties Customer Service – Answering Phone calls, welcoming customers Sales and Cross selling other product lines Customer interaction and education on different products. Interacting positively with staff, management and customer Cash Handling , Receipting and balancing books Customer enquiries Ordering of cash Processing of ATM's and EBD's Processing of international transactions Despatching of overseas currency Outbound calls Home loan preapproval  Give insurance quotes Establish Client relationship and analyse needs Develop, present and negotiate client solutions Provide appropriate services, advice and products to clients Show less

Mohamad Dilati Skills

Banking Retail Banking Relationship Management Wealth Management Financial Services Portfolio Management Loans Risk Management Mortgage Lending Investments Customer Experience Credit Management Trading Crm Financial Risk Insurance Sales Equities Financial Advisory Investment Advisory Customer Service Retirement Planning Investment Strategies Superannuation Finance Business Relationship Management

Mohamad Dilati Education Details

Frequently Asked Questions about Mohamad Dilati

What company does Mohamad Dilati work for?

Mohamad Dilati works for Forest Wealth

What is Mohamad Dilati's role at the current company?

Mohamad Dilati's current role is Senior Financial Planner.

What is Mohamad Dilati's email address?

Mohamad Dilati's email address is mo****@****anz.com

What schools did Mohamad Dilati attend?

Mohamad Dilati attended Kaplan Professional, Kaplan Professional, Kaplan Professional, University Of Western Sydney, Kaplan Professional, Tafe, Tafe, Chester Hill High School.

What skills is Mohamad Dilati known for?

Mohamad Dilati has skills like Banking, Retail Banking, Relationship Management, Wealth Management, Financial Services, Portfolio Management, Loans, Risk Management, Mortgage Lending, Investments, Customer Experience, Credit.

Who are Mohamad Dilati's colleagues?

Mohamad Dilati's colleagues are Sam Ryma, Robert Till, Philip Broadbent.

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