Sonal R. Email & Phone Number

Melbourne, Vic, Au

Melbourne, Victoria, Australia

Melbourne, Victoria, Australia

Melbourne, Victoria, Australia

Melbourne, Victoria, Australia

Melbourne, Australia

Melbourne, Victoria, Australia

Melbourne, Australia

- Assisted the founders of the meetup in organising monthly meetups- Planning the events for the year- Contacting potential speakers / panelists depending upon the theme of the meetup - Coordinating to finalise venue / date / time of the meetups- Managing communications before and and after event

Melbourne, Australia

• As a support analyst (shadowing), I co facilitated agile design sprints to understand problems and test solutions for better customer experience outcomes a.) Identified and scoped problems within customer service teams and prioritised themb.) Applied Service Design tools to understand current state of mental health of overseas students• Encouraged human-centred design capability and ways of working internallyAchievements:• Awarded as Most Valuable Player of the team (2018)• Customer Insights Champ – One of the few selected consultants responsible for supporting National Operations Head to highlight the customer pain points & ways to resolve them

Aditya Birla Group is the third largest Indian private conglomerate that operates in 40 countries in the world & about 1,20,000 employees worldwide. Aditya Birla Money is the financial services arm of this conglomerate. Responsibilities:- Managing product enquiries- Reviewing and maintaining products documentation and content ensuring it is up to date and compliant including PDSs, fact sheets and communications- Reviewing and maintaining product related regulatory and compliance documentation- Preparation of management reporting and annual service provider reviews- Analysing data, feedback and reports that assist with products enhancements and pricing- Reviewing product benefits to identify issues & determine customer requirements- Preparation of competitor reviews & maintenance of industry intelligence- Providing input into product training in collaboration with key stakeholders- Planning with the relevant stakeholders to onboard new set of product bouquet- Liaising with the third party product providers, managing the products solicited to the customers & updating the product performances & portfolios at regular intervals- Ensuring the sales & service targets are achieved - Conducting knowledge based trainings and workshops - Organising client events

ICICI Securities Ltd, is a part of ICICI Group, which is India’s second largest multinational banking & financial services institution. ICICI Securities Limited provides institutional and retail broking, investment banking, and advisory services to corporates, financial institutions, high net-worth individuals, and retail investors in India.Responsibilities: - Managing the P&L of product advisory - Understanding the financial requirements of customers and creating a need for our products - On boarding competitive products & managing existing ones, ranging from stocks, mutual funds, private equity, bonds, ETFs, Insurance, real estate to even estate planning- Responsible for providing market updates, making portfolio reports & presentations, seeking compliance approvals ,organising corporate events for the clients and managing third party relationships like insurance, asset management companies, banking & tax.

ABN AMRO Bank is a Dutch state-owned bank with headquarters in Amsterdam. It is the third-largest bank in the Netherlands. It was re-established, in its current form in 2009, following the acquisition and break-up of the original ABN AMRO by a banking consortium consisting of Royal Bank of Scotland Group, Santander Group and Fortis. My stint with Royal Bank Of Scotland (erstwhile ABN AMRO Bank) has been an enriching experience in NRI Banking and related banking operations. Responsibilities:- managing qualified UHNI NRI clients of bank - client retention, revenue & AUM generation- creating delta on remittances to bank - creating & designing NRI welcome promotions to add new set of NRI accounts - making reports and presentations about market updates and portfolios and sending personalised reports to clients- keeping updated about the legal scenarios pertaining to various countries so that no wrong product is solicited to the clients- arranging and conducting training sessions for business development team

ICICI Bank is an Indian multinational banking and financial services company. It is the second largest bank in India in terms of assets and third in term of market capitalization.Joined as a Management Trainee, International Banking Group of ICICI Bank was a great learning platform.With the help of excellent training sessions under Industry experts & seasoned and veteran bank employees and guidance of seniors around, I got a very rich exposure of NRI banking and Private Wealth Management.In my first year of career, I was much appreciated for my good relationship skills with clients and being able to generate substantial business from both existing and new clients.

Advanced Product Management

Customer Experience And Strategy, Customer Experience

Service Design

Master Of Business Administration - Mba, Marketing And Finance