Raman Bhalla

Raman Bhalla Email and Phone Number

Business Solutions Manager- Transformation @ ClearView Wealth Limited
Raman Bhalla's Location
Greater Sydney Area, Australia
Raman Bhalla's Contact Details

Raman Bhalla personal email

n/a
About Raman Bhalla

Experienced Project/ Program and Sales Manager with a demonstrated history of working in the insurance and banking industry. Skilled in Project Management, Stakeholder Engagement, Strategy Implementation, Customer Experience and Business Relationship Management. Strong finance professional with a Master of Business Administration (MBA) focused in Finance and Financial Management Services from University of Wollongong. My most recent role is to build and maintain strategic relationships with big corporate clients. Biggest part of my recent role is stakeholder management and negotiate strategic business solutions.The key skills I possess • Excellent Stakeholder Management • Project Management ( end to end )• Account Management • Relationship Management• Team development and leadership• Managing large national teams

Raman Bhalla's Current Company Details
ClearView Wealth Limited

Clearview Wealth Limited

View
Business Solutions Manager- Transformation
Raman Bhalla Work Experience Details
  • Clearview Wealth Limited
    Business Solutions Manager - Transformation
    Clearview Wealth Limited May 2021 - Present
    Sydney, New South Wales, Australia
  • Zurich Insurance Company Ltd
    Project Lead - Remediations
    Zurich Insurance Company Ltd Aug 2020 - May 2021
    Sydney, New South Wales, Australia
    • Successful implementation of medium to large complexity projects of a program.• Select appropriate processes required to meet the project objectives.• Adapt to and apply different delivery methodologies including Scrum, Waterfall, and Lean.• Establish and maintain appropriate communication and engagement with stakeholders.• Comply with requirements to meet stakeholder needs and expectations.• Balance the competing constraints of scope, schedule, budget, quality, resources,… Show more • Successful implementation of medium to large complexity projects of a program.• Select appropriate processes required to meet the project objectives.• Adapt to and apply different delivery methodologies including Scrum, Waterfall, and Lean.• Establish and maintain appropriate communication and engagement with stakeholders.• Comply with requirements to meet stakeholder needs and expectations.• Balance the competing constraints of scope, schedule, budget, quality, resources, and risk to produce the specified product, service, or result.• Ensure change readiness of receiving organization.• Train and mentor next generation of project managers.• Promote project management profession in the Organization.• Identify, define, combine, unify, and coordinate the various project management processes and activities within the Zurich Project Management Framework to evaluate the proposed delivery method and (tailored) project management artifacts to be applied based on the circumstances and nature of the project, to manage successful project outcomes.• Make choices about resource allocation, make trade-offs among competing objectives and alternatives, and manage the interdependencies among the project management areas to ensure project success.• Develop a detailed project plan at task level based on the agreed business case, manage and control project delivery in accordance with baseline parameters and standards (time, cost, quality) to drive project success.• Ensure timely and appropriate planning, collection, creation, distribution, storage, retrieval, management, control, monitoring, and the ultimate disposition of project information to enable effective decision making and ensure successful project outcomes.• Conduct risk management planning, identification, analysis, response planning, and controlling risk on a project to increase the likelihood and impact of positive events, and decrease the likelihood and impact of negative events in the project. Show less
  • Zurich Insurance Company Ltd
    Account Manager - Transitions And On-Boarding
    Zurich Insurance Company Ltd Jan 2020 - Aug 2020
    Sydney, New South Wales, Australia
    Responsibilities  Responsible for leading the project squad of on-boarding corporate’s and super funds. Building strong ongoing relationships with external stakeholders like Super Funds and administrators  Leading the team of 25-30 project staff and empowering them deliver right business outcomes Working closely with the team to remove any obstacles. Evaluate project proposals and provide recommendations Responsible for overall delivery and client satisfaction… Show more Responsibilities  Responsible for leading the project squad of on-boarding corporate’s and super funds. Building strong ongoing relationships with external stakeholders like Super Funds and administrators  Leading the team of 25-30 project staff and empowering them deliver right business outcomes Working closely with the team to remove any obstacles. Evaluate project proposals and provide recommendations Responsible for overall delivery and client satisfaction, high-level client interaction, project status management and reporting Gap analysis – business and processes Setting clear objectives and deliverables of the project (Agile methodology) Project governance, reporting and risk management. Hold stakeholders from top to bottom accountable for delivery as per the agreement in project steering committees. Provide updates to the executive team/Board members on an ongoing basis. Show less
  • Zurich Insurance Company Ltd
    Program Manager - Business Transformation
    Zurich Insurance Company Ltd May 2019 - Jan 2020
    Sydney, Australia
    - Responsible for leading the transformation of the biggest Insurance team in the nation.- Managing all streams including HR, IT (data migration, systems etc), Infrastructure, change and communication- Building and maintaining relationships with internal and external stakeholders (vendors)- Keeping executive team across the progress of the project- Leading Project steering committees, working groups and change workshops- Reviewing and signing off on external and internal… Show more - Responsible for leading the transformation of the biggest Insurance team in the nation.- Managing all streams including HR, IT (data migration, systems etc), Infrastructure, change and communication- Building and maintaining relationships with internal and external stakeholders (vendors)- Keeping executive team across the progress of the project- Leading Project steering committees, working groups and change workshops- Reviewing and signing off on external and internal communications- Assessing risks associated with the project and working with different head of departments to come up with mitigation's.- Maintaining budget for the entire project.- Project Governance Show less
  • Anz
    National Sales Manager - Phone Bdm Team (Life Risk/ Wrap/ Investment Platforms)
    Anz Jan 2014 - May 2019
    Anz Tower: 242 Pitt Street, Sydney, 2000
    The purpose of my role is to manage three different teams that drive increased profitability and efficiency by supporting and coaching both aligned and non-aligned financial planners with the implementation of their advice strategies. This leads to increased revenue and share of wallet for the ANZ Wealth (OnePath) suite of products and services.I am also, responsible for the Phone Based BDM sales team and the BDM support team within Advice & Distribution.My achievements… Show more The purpose of my role is to manage three different teams that drive increased profitability and efficiency by supporting and coaching both aligned and non-aligned financial planners with the implementation of their advice strategies. This leads to increased revenue and share of wallet for the ANZ Wealth (OnePath) suite of products and services.I am also, responsible for the Phone Based BDM sales team and the BDM support team within Advice & Distribution.My achievements include:• Developing and implementing effective sales strategies and campaigns in order to meet the national LR Phone Based BDM's sales target• Growing OnePath's footprint by targeting new advisers • Monitoring sales results and identifying areas of focus/opportunity/threat• Growing OnePath's share of wallet by helping existing advisers grow from new adviser to C&D segment and then on Starboard/ Star access level• Representing distribution in numerous projects related to ebusiness • Collecting adviser & competitor feedback and passing back to the business for enhancements• Work with Phone Based BDM team in identifying and developing individual sales plans• Monitoring the day to day management of phone based BDM team, Business Implementation Team and OneCall team• Responsible for working closely with Project and Product Managers in developing and executing national take to market plans of any major or minor enhancement to our product and technology Show less
  • Anz
    Adviser Training Manager
    Anz Apr 2010 - Jan 2014
    Anz Tower: 242 Pitt Street, Sydney
    The purpose of this role was to manage a team that drives increased profitability and efficiency by supporting and coaching both aligned and non-aligned financial advisers with the implementation of their advice strategies. This leads to increased revenue and share of wallet for ANZ wealth suite of products and services.This role is also responsible for remotely managing the operations of the BDM Support Team, ensuring resolution of business issues raised through Advice & Distribution… Show more The purpose of this role was to manage a team that drives increased profitability and efficiency by supporting and coaching both aligned and non-aligned financial advisers with the implementation of their advice strategies. This leads to increased revenue and share of wallet for ANZ wealth suite of products and services.This role is also responsible for remotely managing the operations of the BDM Support Team, ensuring resolution of business issues raised through Advice & Distribution and identifying and implementing process changes. My responsibilities included:• Building and convert strategies into actions that ultimately result in greater efficiency within ANZ business and also lead to increased revenue.• Carrying national eBusiness targets for both Life Risk and Wealth Management products (For Aligned, Open Market and ANZFP) • Ensuring that stakeholder’s expectations are understood & delivered to agreed timeframes. • Developing and execute strategies in collaboration with key stakeholders to identify, target and realise increased uptake of electronic solutions.• Accurately and effectively advise external adviser clients by planning national workshops, seminars and technology updates ensuring the effective delivery and understanding of all OnePath products. • Working closely with Project and Product Managers in developing and executing national take to market plans of any major or minor enhancement to our product and technology. • Pre-empting issues, product and technology updates, and administration outstanding requirements.• Project Management of national initiatives within the State• Working with State Manager to ensure key business objectives are met • Ensuring teams understand the vision and strategy and how they contribute to its attainment. • Providing direction and effective communication to ensure the teams are informed and committed to achieve Practice, State, ANZFP and ANZ Wealth objectives. Show less
  • Anz Wealth (Onepath)
    Platform Implementation Consultant (Life Risk/ Pensions/ Investments)
    Anz Wealth (Onepath) Oct 2009 - Apr 2010
    Sydney, Australia
    My responsibilities included:• Implementing tailored induction programs for new advisers and support staff to train them on ING's eBusiness solutions, with the aim of embedding those solutions in day-to-day business practices. • Ensuring that adequate eBusiness training is provided in your State to advisers and their support staff on an ongoing basis, including:• Implementing highly targeted campaigns aimed at increasing online usage with ING, as agreed with your direct manager… Show more My responsibilities included:• Implementing tailored induction programs for new advisers and support staff to train them on ING's eBusiness solutions, with the aim of embedding those solutions in day-to-day business practices. • Ensuring that adequate eBusiness training is provided in your State to advisers and their support staff on an ongoing basis, including:• Implementing highly targeted campaigns aimed at increasing online usage with ING, as agreed with your direct manager and SMs. • Implementing highly targeted campaigns aimed at further embedding ING's eBusiness functionality within adviser businesses, as agreed with your direct manager and SMs.• Working closely with stakeholders to ensure that eBusiness strategies are communicated and aligned.• Working closely with Business Solutions Managers to identifying opportunities to further embed ING’s eBusiness solutions or products within businesses, with the aim of growing ING’s share of wallet. Show less
  • Anz
    Adviser Service Specialist
    Anz Mar 2008 - Oct 2009
    Sydney, Australia
    The pupose of this role was to be an SME for website related issues and escalate to 3rd level support when required
  • Anz Wealth (Onepath)
    Outbound Sales Consultant
    Anz Wealth (Onepath) Jul 2007 - Mar 2008
    Sydney, Australia

Raman Bhalla Skills

Stakeholder Management Team Management Business Transformation Training Relationship Management Strategy Training Delivery Team Leadership Strategy Implementation Change Management Process Improvement Leadership Financial Services People Development Customer Experience Risk Management Information Technology Technology Software Implementation Banking Business Analysis Workforce Planning Vendor Management Recruiting Wealth Management Management Business Relationship Management Business Process Improvement

Raman Bhalla Education Details

Frequently Asked Questions about Raman Bhalla

What company does Raman Bhalla work for?

Raman Bhalla works for Clearview Wealth Limited

What is Raman Bhalla's role at the current company?

Raman Bhalla's current role is Business Solutions Manager- Transformation.

What is Raman Bhalla's email address?

Raman Bhalla's email address is ra****@****anz.com

What schools did Raman Bhalla attend?

Raman Bhalla attended University Of Wollongong, Ansals Institute Of Technology.

What skills is Raman Bhalla known for?

Raman Bhalla has skills like Stakeholder Management, Team Management, Business Transformation, Training, Relationship Management, Strategy, Training Delivery, Team Leadership, Strategy Implementation, Change Management, Process Improvement, Leadership.

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