Gianni Thapliyal

Partnership Support Manager at Fisher Funds
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Contact Information
us****@****om
(386) 825-5501
Location
NZ

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Bio

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Credentials

  • AML/CFT Training
    AML Solutions
    Oct, 2020
    - Nov, 2024
  • Financial Mentor Course
    FinCap
    May, 2020
    - Nov, 2024

Experience

    • New Zealand
    • Financial Services
    • 100 - 200 Employee
    • Partnership Support Manager
      • Mar 2023 - Present

    • Client Relationship Manager
      • Aug 2022 - Mar 2023

    • Client Operations - Claims Specialist
      • Jun 2021 - Aug 2022

    • New Zealand
    • Financial Services
    • 1 - 100 Employee
    • Bursar/Financial Administrator
      • 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

    • Cadet
      • Nov 2019 - Jan 2020

    • New Zealand
    • Telecommunications
    • 700 & Above Employee
    • Sales Consultant
      • 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

    • New Zealand
    • Banking
    • 700 & Above Employee
    • Data Analyst
      • 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.

    • Computers and Electronics Manufacturing
    • 300 - 400 Employee
    • Sales Consultant
      • 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.

    • United Kingdom
    • Telecommunications
    • 700 & Above Employee
    • Sales Consultant
      • 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.

Education

  • Auckland University of Technology
    Bachelor of Business, Economics
    2017 - 2019

Community

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