Sagar Kumar Email & Phone Number

Sydney, Nsw, Au

Sydney, Nsw, Au

Sydney, New South Wales, Australia

Sydney, New South Wales, Australia

MUFG Retirement SolutionsPension & Market Services

● Financial Forecasting: Worked with a Senior Credit Analyst to analyze historical financial data (Excel) and develop a 3-year forecast, presenting a forecasted 15% increase in net income over 3 years to the CEO.● Stakeholder Management: Liaised with clients and lenders to process 30+ new loans (approx. $300k+), ensuring efficient and compliant processing of bank records, employment history, and other financial information.● Business Development: Consulted 30+ prospects to secure $50k in new loan deals and up to $7k+ in profit.● Customer Relationship Management: Maintained strong customer relations with 40+ lenders and customers, resulting in 95% client satisfaction rate, a personal gift hamper from a client, and a $1K bonus from the CEO.● Presentation: Developed pitch decks to present to 10+ lenders (senior management) at their head offices in Sydney alongside CEO, securing 4 new potential lenders.

● Customer Service: Provided exceptional customer service, contributing to an estimated 25% increase in customer satisfaction.● Process Improvement: Implemented new customer service workflow which helped improve staff productivity by an estimated 10%.● Leadership: Trained over 25 new staff, helping to improve customer service speed by an estimated 10%.

● Teamwork: Collaborated effectively with 15 team members, ensuring an increase in team performance.

● Presentation Skills: Presented key findings to professors, reducing an estimated 10% reduction in problems.

● Project Management: Liaised with 50+ clients to deliver property services, maintain customer database (Excel) and process 5 loans (~$3M+), ensuring compliant processing of sensitive financial information.

● Time Management: Prioritised and managed multiple tasks contributing to an estimated 15% improvement

● Financial Analysis & Reporting: Worked with Finance Manager to prepare detailed reports (Excel) for non-profit ($100M+ rev.), including forecasting, and competitor analysis, to improve decision-making by an estimated 5%.

● Financial Modelling: Analysed 3-year financial models for 100 start-up investments (Excel), reporting insights to Head of Finance of a ~$2M revenue venture capital company, identifying 15 potentially lucrative investments.

Delhi, India

Master Of Banking And Finance

Courses: Investments (Distinction), Principles of Finance, Financial Statement Analysis & Modelling, Banking & Financial Intermediation.

Bachelor Of Commerce (Hons), Commerce

Courses: Financial Management (80%), Banking & Insurance (80%), Int’l Trade & Finance (80%), Corporate Tax Planning (80%), Financial.