Professional Documents
Culture Documents
Shikha Resume 2009
Shikha Resume 2009
Shikha Resume 2009
Education/Qualifications
Institution: RG146 Training Australia – Pinnacle (Potts Point NSW)
City/Country: Sydney – Australia
Qualifications: Diploma of Financial Studies - RG 146
Commenced: Finance RG 146 ASIC Tier 1 and Tier 2
Feb 2009 – Will take approx 8 months
To complete through Distance Correspondence Learning
No Face to face teaching doing course at own pace.
Computer Skills:
•MS Access; Advanced.
•MS Excel; Intermediate.
•MS Office; Advanced.
•MS PowerPoint; Intermediate.
•MS Word; Advanced.
•Internet Skills - Advanced
•MS Outlook - Advanced
•Type 50 words per minute.
•Data entry speed for Alpha and Numerical Intermediate around 8000 keystrokes
•Siebel - Intermediate
•People Soft - Intermediate
•Lotus Notes – Intermediate
•JDE Data Entry - Intermediate
•Using VPN – working from home – Virtual Network remotely connected
•Using VOIP – CISCO phone
•VEDA ADVANTAGE – Credit Checking ( also known as Baycorp)
•12 C Financial Loan Manual Calculator (both computer and hand held portable)
Employment
770 Financial Planners – Assistant to Finance Planner and Referrer – as not licensed yet.
Bondi Junction Westfield Tower 1 - Start 16 March 2009 – still current while
studying.
• While studying Diploma of Finance through distance have been referring clients and gaining
work experience in a Financial Planning environment with weekly training involved by Mentor
• Sourcing and generating leads and giving very basic information (as a simple business card
stating a few services offered) for Financial Planner to call back clients or meet face to face to
organise Financial Plans as I am still studying at my own pace, after course done can do own
client consultations as representative of Licensee. As this is not a job just referrals.
• Once a week update in office and training for one hour per week but rest of week working out
of office autonomously while studying course and generating own leads.
• Working minimal part time hours over 24 / 7 time autonomously through similar means as VPN
at home, while studying Diploma of Finance RG 146 ASIC Tier 1 and Tier 2.
• Audit Contracts sent in for Optus, Virgin and M8 Telecom from Dealers to be paid commissions
• Order Hardware stock (Mobile phones, USB's and Modems) to stock all dealers
• Give advise for phones that have ELF (Early life), DOA's (dead on arrival) mobiles
• Data entry into Database through Microsoft Access with quick accurate and timely input into DB
• Inbound and outbound calling to Dealers Activation Centres for Optus, Virgin and M8 Telecom
Marcus Evans – Sales Executive Generating Leads – Next to Town Hall CBD Sydney
October – 29th – 21st November 2008
• Selling Business Intelligence B2B
• Selling Conference and Trainings to C-level
• Market Research on top 500 companies in Sector
• Call Based job, Lead Generation.
Electoral Commission - NSW Government – Admin/ Data Entry Oct 2008 – Oct 2008
• Admin/ Data Entry – to qualify needed to have over 8000 keystrokes as speed
• Testing of new software yet to be rolled out for counting ballot papers
• Giving suggestions and recommendations.
Centrelease – Finance Lease Broker / Personal Assistant – May 2008 – August 2008
• To represent Centrelease Australia Pty Ltd mainly to Small to Medium sized businesses (SME’s) to
who we offer Leasing and other business finance products
• Completion of effective loan applications, documentation of transactions
• Effective telephone manner to activate individual and supplied prospect list Diary management
• Co-coordinating/preparing meetings
• Travel arrangements
• Assisting with presentations & reports preparation
• Cost management
• Coding and submitting expenses
• Liaising with customers/suppliers
• Assisting with research
• General office management and other tasks as required.
• Computer training
• Leasing Advice
• VEDA ADVANTAGE
• Office management
• Employee training
• Staff liaison
• Client liaison
•
AMP Sydney - Financial Planners Policy Admin– Nov 2007 – Jan 2008
• transfers of policies from Advisors to other Advisors Previous Client’s on DB.
• Bulk transfers of policies.
• Mass mail outs of automated client letters
• Seibel , PeopleSoft , Lotus Notes
• Managed 10 in-house systems
• Team Leader Laura Ahern.
Macquarie Bank – Administration Tax Mid Yr Reporting - Jul 2007 - Sep 2007
•I had to prepare all banking letters such and paper work to be sent out to client and Auditors for tax
purposes.
•Audits, Redemptions, Statements with formal letters.
•90% admin and 10% on phones learning the systems.
•Double jacking (listening into the calls to learn scripts).
•Taught products such as trusts and superannuation with on the job training.
•Team Leader Deb Darley.
Salmat Advertising - Credit Manager (using Veda) - May 2007 - Jul 2007
•Data Entry into the JD Edwards system which is a window based data entry tool.
•I also did Credit checks on all business through the BayCorp System which was Internet Based.
•Making reports and maintaining the Customer Files on the computer and also through manual
systems.
•Filing into cabinets doing ad hoc duties.
•Team Leader Richard Azhar.
•Billing investigation through Telstra in house systems which were istrak, billtrack, provtrak, siiam, and
emptor.
•Billing case management.
•4 Week client account management training
•Change of Leasee cases under strict service level agreements
BAC Airport Corporation Brisbane – Administration archiving filing - Oct 2006 - Nov 2006
Creating Exceptional Leaders – Administration - Warm Calling DB - Aug 2006 - Sep 2006
•Receptionist / Administration - Answer phones, take cash and online payments for rent, Greet
customers, organise and place ads in brochures and newspapers, keep office tidy, use
word,excel,outlook, put sales and rental lists online realestate.com.au
•Sales Assistant - make layouts and jazz up advertisements for sales staff, help organise sales staff
with paper work for open for inspections and guest registers, type up contracts.
•Property Manager Assistant - to senior property manager calling up renters who were on arrears
list, organise maintenance, type up leases, update rental lists.
•Sales Agent - list, sell residential properties, sign count online and drive bys in the area, greeting and
promoting company through advertising, and collecting stats for weekly meetings.
Referees
Katriel Warlow-Shill CPA Dip FS(FP) B.Comm Hons (Accts) Authorised
Representative No 279576 of Synchron AFSL 243313
Phone: 0434 569 071 - admin@770financialplanners.com.au
Organisation: 770 Financial Planners – www.770financialplanners.com.au
Sam Kos
Phone: 0403 200 002 – Sam@m8telecom.com.au
Organisation: M8 Telecom – Dealer Support Manager
Mark A Smith
Phone: 0419 404 794 – Mark@centrelease.com.au
Organisation: Centrelease – Chairman and CEO
Larry A Smith
Phone: 0415 393 058 – Larry@centrelease.com.au
Organisation: Centrelease – Director
Douglas R Blunt
Phone: 0412 211 339 – Douglas@centrelease.com.au
Organisation: Centrelease – Director – Fleet Services and Trade
Manager
Phone: 07 32847477 – Admin@globenetrealty.com.au
Organisation: Globenet Realty Brisbane – Real Estate - Chantex P/L