•Prepared legal summary reports for carbon projects detailing land holdings, project proponents and consent required from state authorities, mortgage providers and title holders.•Prepared data sheets for forest and human induced regeneration projects describing project objectives, Australian Carbon Credit Unit (ACCU) issuance and land area.•Reviewed and tabulated information related to servicing of client requirements.•Reviewed entry of Client Relationship Management data by staff members in liaison with senior colleagues, created new project and proponent profiles and identified requirements for improved entry and extraction of project data.•Researched corporations including large emitters registered with the ASX and Clean Energy Regulator, and created a data base of prospective corporate clientele.•Researched organisations and products registered with Climate Active and created a database of prospective clientele for investments in businesses aggregating smaller carbon farming projects or multi-year ACCU trading contracts for offsetting emissions.•Complied data on existing and potential events involving sustainable agriculture, landscape regeneration, bio-diversity conservation, environmental plantations and koala habitat restoration to increase engagement with companies and landholders.•Conducted research on regenerative farming, forestry, demographics and acceptance of carbon farming in the rangelands of New South Wales, Queensland and Western Australia.•Analysed target clientele for the Trading Division with regard to existing climate strategies, net zero emissions targets, decarbonization measures and carbon credit purchases.

•Prepared quarterly and fortnightly business acquisition reports for senior management.•Generated daily reports detailing changes in client portfolios for department members.•Conducted inter-departmental client acquisition drive as instructed by regional and zonal Heads.•Instructed branch officers in due diligence and customer onboarding procedures for institutional clientele, resulting in increased acquisition of non-personal transaction and investment accounts as well as term deposits.•Sourced $852,477 in working capital accounts.•Promoted value-added digital banking facilities to institutional clientele, thereby reducing transaction costs for the bank and increasing inflows in non-personal bank accounts.

•Managed institutional client account and term deposit portfolio of $2,841,592.•Acquired $355,198 in working capital accounts.•Collaborated with branch managers in sourcing institutional clientele via separate sales channels. •Prepared periodic reports on client acquisition data and departmental budget for review by the Zonal Head of institutional banking.•Reviewed customer grievances and assisted branch officers in resolving service issues, resulting in increased institutional customer retention.

•Acquired corporate pension fund accounts with a total investment portfolio of $55,230,447.•Facilitated merchant banking services and foreign exchange transactions for institutional clientele. •Procured $1,952,500 in non-personal society, trust and company account inflows.•Trained colleagues in foreign contribution account opening procedures in accordance with Ministry of Home Affairs’ regulations.•Conducted an event on changes in foreign remittance laws for existing and prospective NGO clientele.

•Disbursed $710,397 in working capital to facilitate the trade requirements of corporate clientele.•Attained throughput of $1,359,524 via diversification of equity, debt and insurance portfolios of high net-worth clientele.•Executed sale of residential real estate worth $541,670 in liaison with ICICI Property Search Group.•Serviced clients by periodically updating Know Your Customer records and addressing requests in liaison with Customer Service Officers.

•Evaluated competitive advantage and brand strength of Bailley Mineral Water and competitors.•Collected sales data from distributors of mineral water brands to evaluate market share.•Devised and presented marketing strategies for the Bailley brand to the marketing supervisor.•Prepared report on logistical and marketing budget constraints for the directors.•Sourced new wholesale customers in collaboration with team members.•Received letter of recognition for overall performance from the marketing supervisor.