Simerdeep Singh Email & Phone Number

Sydney, New South Wales, Australia

Sydney, New South Wales, Australia

International Distributors of Beer, Wine, Distilled Spirits and Tobacco

Singapore

International Distributors of Australian Wine and Distilled Spirits

North Sydney

Achievements- Successfully manage a growing corporate client book with employee benefit programs that have over $50 million in super FUM and over $250 million in insurance value.- Successfully formulated and documented time saving client on boarding and insurance review processes from corporate tendering to individual employee underwriting.Key Responsibilities - Implementing, administrating and coordinating 20 corporate client employee benefit programs to ensure effective on going management, client retention and service revenue. This involves a number of tasks involving liaising with directors and HR managers, individual employees and financial services providers e.g. Colonial, AMP, AIA, Onepath & MLC. - On boarding new corporate clients & their staff to their benefit programs to initiate commission revenues. This involves co-coordinating and conducting tender analysis, presentation preparation, application processing, advisor leads generation, transitioning staff super and insurance underwriting within life and disablement cover, income protection, trauma cover and private health - Conducting regular insurance and overseeing all benefit claims to maintain insurance revenue streams and to ensure all corporate client staff are entitled and where applicable receiving there appropriate benefit. - Addressing day to day corporate and employee queries, producing monthly progress reports for CA management and managing quarterly client invoicing to ensure advice service fee are paid. .

North Sydney

Achievements- Formulated and Lead successful Superannuation and insurance campaign that in a 6 month period brought over $3.6 million in new FUM revenue- Contributed in the successful establishment of the new Equity-Super Client services centre and transition of clients (corporate and retail) from the OAMPs Super to Equity Trustees Super via a $20 million takeover. - Attained a manager rating of ‘outstanding’ in the 2011/12 annual performance review Key Responsibilities - Maximising client retention by servicing corporate and retail queries regarding their accounts, insurances and their corporate super plans. - Servicing all Equity trustees and third party advisers regarding client accounts, insurances, trails, fees, asset allocations and fund performance. - Maximising client FUM and insurances revenue through leading a cross-selling and retention campaigns and initiatives. - Providing revenue generating fee for service Intra-fund investment and insurance advice to retail clients within Equity Super. Such “Statements of Advice” was provided through Coin software.

Sydney Area, Australia

Achievements- Promoted to Advisor within 12 months-Consistently met KPI’s in identifying & referring appropriate sales ,advisor and retentionKey Responsibilities- Maximising client retention by servicing clients of BT Super and BT managed funds. This involved addressing account enquiries and facilitating funds transactions such as amendments, redemption, deposits, switches and roll over’s. - Supporting and servicing authorised BT and Westpac advisers regarding client super and managed fund accounts. Typically this involved providing asset allocations, MER’s, insurance information, client fees and trails.- Educating clients on superannuation legislation, thresholds and limits.

Sydney

Achievements- Received commendations from management regarding skills training and business analysis and improved servicing outcomes- Implementation of recommended changes in service staff key performance indicators and trading services to maximise broker revenueKey Responsibilities- Up skilling, training and improving client service representatives in rapport building and service delivery.- Reviewing, analysing and recommending changes to client service and quality review processes.- Servicing clients in respect to placing share trades, providing stock quotes, market commentary. settlement instructions, IPO and managed fund information- Explaining and where necessary accepting corporate actions (e.g. takeovers, consolidations, rights issues) for clients in a concise and timely manner.

Singapore

Achievements - Exceeded sales targets of $250,000 a quarter.- Promoted from “Private Client Sales” (Division) in Dec 2007 to Associate within the Private Client Group. That sales role entailed implementing successful sales plans and sourcing clients (Individual & Corporate) to Saxo Capital Markets global broking services.Key Responsibilities- Managing a portfolio of 100 client trading accounts. This included monitoring trade positions in respect to margin accounts, placing spot and stop loss orders, ensuring trade turnover and monitoring day to day trading activities to maximise trade volume (revenue) and client retention. - Involved in the launch of Saxo Banks white label partnership with Citigroup. Specifically this involved providing trading platform and client services support within the Asia desk. - Increased sales revenue by identifying, selling and on-boarding high net worth clients (individual and small institutional clients) to CitiFx Pro Services. This included providing successful client trading and hedging strategies.

Sydney, Australia

Achievements - Promoted from Client Service Officer in Feb 2006. This role entailed facilitating client share, warrant and option trades, addressing account and trading queries and cross selling Commsec financial products including margin and portfolio loans. Key Responsibilities- Managing, investigating and resolving client complaints and account claims in a quick, efficient in a equitable manner to prevent escalation. This involved claims of miss-market opportunities, false trading and financial settlement disputes.- Negotiating compensation within disputes.- Addressing joint, company and superfund trading accounts in cases of divorce/separation, trust disputes and partnership disputes. - Ensuring client stock delivery by settlement & working with the Compliance Department to enforce ASX trading rules with clients.

Master Of Interantional Business, Business And Finance, Distinction Average

Activities and Societies: AustraAsian Institute of Banking and Finance Member Of the Masonic Lodge Completed ASIC's PF 146 Completed.

Bachelor Of Commerce (B.Com.), Banking And Finance, Credit

Activities and Societies: AustraAsian Institute of Banking and FinanceDouble Degree

Bachelor Of Business Administration (Bba), Business Administration And Management, General

Activities and Societies: AustraAsian Institute of Banking and FinanceDouble Degree

Education record