As the Strategic Relationships Manager at Westbridge Funds Management, I focus on building strong, long-term connections with key partners who work with clients eager to grow their wealth. I’m all about linking these clients with unique and compelling investment opportunities in commercial property and residential developments that offer solid returns. By collaborating closely with our partners and their clients, I foster mutually beneficial relationships that drive value and deliver results for everyone involved.

As a Growth Markets Account Manager with Allianz Australia my main responsibilities was to manage the front end General Insurance performance for NAB, Citi Bank, CUA and several of the nation’s largest mortgage broker groups in Western Australia. One of my main goals was to influence my clients on the benefits of diversifying their business and income stream by offering a cross sell solution to their customers with the Allianz General Insurance products. I also designed and facilitated training and sales coaching programs tailored to suit their businesses to ultimately increase revenue for them and premium growth for Allianz in Western Australia.

This position allowed me to sell and provide support for the Allianz life insurance products. The main goal is to provide provisional quotes to the customer and convert them to doing an application to purchase.