Samip Shah Email & Phone Number

Auckland, Nz

Auckland, New Zealand

Played the pivotal part in starting up the operations of Aussizz Group in Auckland, New Zealand. The work responsibilities include; handling client cases related to student, work, residency, business and visitor visas both for New Zealand and Australia. Effectively managing the team and overall operations of the branch. Spearheading the marketing, advertising, and financial responsibilities of Aussizz Group New Zealand. Maintain high approval rate of visas along with maintaining a customer-centric work culture.

Ahmedabad Area, India

Creating the process for IELTS and PTE course including content creation for website and various training material. Have also played an important role in conceptualizing and building www.ptetutorials.com. Obtained my immigration advisor's certification (OMARA-Australia and IAA-New Zealand). Moved to Auckland, New Zealand to start-up Aussizz branch and take the reigns as Operations Manager and Immigration Adviser.

India

Effectively shouldered the responsibility of Investment Specialist which included vital duties of performing technical analysis of stock evaluation for clients. Handled and managed the portfolios of clients and created a strong business-client relationship. As a lead investment specialist, I also trained the existing relationship managers in basic skills of stock evaluation and customer service to ensure the standard of relationship management is maintained.Thoroughly analysed equity markets (small caps and mid caps) to create content related to choosing the right stock and weekly write-ups to provide information to the clients.

Australia

As a Support/Train & process adviser, my main duty was to provide in-depth guidance, project advice and training to case managers. My responsibility also involved assigning the incoming work flow to the case officers and monitoring their progress. I specialise in project initiation including designing off shore process and lead an offshore team in setting up the call handling and the work flow management process.

Australia

As a Case manager I had to deal with client base consisting of small to medium enterprises with a portfolio size of 10-15 clients. In my role I had the responsibility of acting as prime liasor between the client and the contractor in order to ensure efficient communication of requirements between them. My prime responsibility involved simplifying the activation process and being their trusted point of contact for managing their case load, follow-ups and competing work in progress(WIP).

India

As a Stock Analyst my main responsibilities involved in-depth evaluation of stocks based on set financial parameters to identify undervalued stocks and offer diverse investment options to the clients. I also performed the additional duties of providing valuable recommendation to the clients after evaluating their investment needs.

Graduate Diploma In Migration Law, Migration Law, Distinction

Graduate, Finance, General