Gianni Thapliyal
Partnership Support Manager at Fisher Funds- Claim this Profile
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Bio
Credentials
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AML/CFT Training
AML SolutionsOct, 2020- Nov, 2024 -
Financial Mentor Course
FinCapMay, 2020- Nov, 2024
Experience
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Fisher Funds
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New Zealand
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Financial Services
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100 - 200 Employee
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Partnership Support Manager
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Mar 2023 - Present
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Client Relationship Manager
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Aug 2022 - Mar 2023
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Client Operations - Claims Specialist
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Jun 2021 - Aug 2022
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Debtfix | Debt Relief Foundation
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New Zealand
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Financial Services
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1 - 100 Employee
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Bursar/Financial Administrator
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Jan 2020 - Jun 2021
Debtfix is an organisation that provides support and implementation of debt solutions.My Role involved:- Giving budgeting and debt advice to clients- Ensuring compliance with AML/CTF regulations- Management of Client Trust Accounts and Creditor Payments, with over $30m worth of debts being managed.- Business process improvements as our client base grows
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Cadet
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Nov 2019 - Jan 2020
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2degrees
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New Zealand
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Telecommunications
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700 & Above Employee
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Sales Consultant
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Nov 2018 - Nov 2019
The skills I possessed that enabled me to be a high achiever in this role were: - Excellent time management skills and attention to detail - A successful team player - Passion for technology and providing excellent service - An energetic and positive attitude - A confident demeanor and ability to use initiative - Well-developed communication and listening skills The skills I possessed that enabled me to be a high achiever in this role were: - Excellent time management skills and attention to detail - A successful team player - Passion for technology and providing excellent service - An energetic and positive attitude - A confident demeanor and ability to use initiative - Well-developed communication and listening skills
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Bank of New Zealand
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New Zealand
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Banking
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700 & Above Employee
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Data Analyst
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Feb 2016 - Oct 2016
I worked alongside BNZ Partners in their Quay Park office, monitoring customer lending files and dealing with securitised loans in the agricultural sector. I worked alongside BNZ Partners in their Quay Park office, monitoring customer lending files and dealing with securitised loans in the agricultural sector.
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Dick Smith Electronics
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Computers and Electronics Manufacturing
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300 - 400 Employee
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Sales Consultant
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Apr 2015 - May 2016
My role as a salesperson at Dick Smith required me to deal with customers to drive sales, manage refunds and customer disputes. This required strong interpersonal skills and a professional manner. I also merchandised the store by changing displays, restocking shelves, and working with brand representatives for certain products. My role as a salesperson at Dick Smith required me to deal with customers to drive sales, manage refunds and customer disputes. This required strong interpersonal skills and a professional manner. I also merchandised the store by changing displays, restocking shelves, and working with brand representatives for certain products.
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Vodafone
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United Kingdom
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Telecommunications
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700 & Above Employee
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Sales Consultant
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Dec 2013 - Apr 2015
I worked in a busy Vodafone retail store in Newmarket whilst at school. My responsibilities involved selling Vodafone products and services. Customer service was a significant part of my role and this included: providing consumer and business customers with information regarding the plans, pricing structure and technical support as required by the customers visiting the store. I worked in a busy Vodafone retail store in Newmarket whilst at school. My responsibilities involved selling Vodafone products and services. Customer service was a significant part of my role and this included: providing consumer and business customers with information regarding the plans, pricing structure and technical support as required by the customers visiting the store.
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Education
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Auckland University of Technology
Bachelor of Business, Economics