Sudhir Malik
Finance Manager at RFS Finance- Claim this Profile
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English, Hindi, Punjabi Full professional proficiency
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Bio
Vinney Saini
Very passionate what he does. Always put his clients in middle of everything he do. He gets his job done and feels very proud after filling his clietns dreams. Will be great asset to any organization he will work for.
Vincent Sudarmana
I have known Sudhir Malik when Sudhir was in the same St. George Bank Branch at Toowong Branch when I was doing my Lending Manager Job and He was doing his CSS Role... I found Sudhir to be an intelligent, hard working and fast learner in his field and has the self motivation and drive to excel in his work. I have no hesitation to recommend him for the job he is qualified to do and Sudhir would be an asset to your organization. Vincent Sudarmana Relationship Manager Auswide Bank Ltd.
Vinney Saini
Very passionate what he does. Always put his clients in middle of everything he do. He gets his job done and feels very proud after filling his clietns dreams. Will be great asset to any organization he will work for.
Vincent Sudarmana
I have known Sudhir Malik when Sudhir was in the same St. George Bank Branch at Toowong Branch when I was doing my Lending Manager Job and He was doing his CSS Role... I found Sudhir to be an intelligent, hard working and fast learner in his field and has the self motivation and drive to excel in his work. I have no hesitation to recommend him for the job he is qualified to do and Sudhir would be an asset to your organization. Vincent Sudarmana Relationship Manager Auswide Bank Ltd.
Vinney Saini
Very passionate what he does. Always put his clients in middle of everything he do. He gets his job done and feels very proud after filling his clietns dreams. Will be great asset to any organization he will work for.
Vincent Sudarmana
I have known Sudhir Malik when Sudhir was in the same St. George Bank Branch at Toowong Branch when I was doing my Lending Manager Job and He was doing his CSS Role... I found Sudhir to be an intelligent, hard working and fast learner in his field and has the self motivation and drive to excel in his work. I have no hesitation to recommend him for the job he is qualified to do and Sudhir would be an asset to your organization. Vincent Sudarmana Relationship Manager Auswide Bank Ltd.
Vinney Saini
Very passionate what he does. Always put his clients in middle of everything he do. He gets his job done and feels very proud after filling his clietns dreams. Will be great asset to any organization he will work for.
Vincent Sudarmana
I have known Sudhir Malik when Sudhir was in the same St. George Bank Branch at Toowong Branch when I was doing my Lending Manager Job and He was doing his CSS Role... I found Sudhir to be an intelligent, hard working and fast learner in his field and has the self motivation and drive to excel in his work. I have no hesitation to recommend him for the job he is qualified to do and Sudhir would be an asset to your organization. Vincent Sudarmana Relationship Manager Auswide Bank Ltd.
Credentials
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Diploma of Finance and Mortgage Broking- FNS50315
Mentor EducationFeb, 2018- Nov, 2024 -
Certificate IV in Business Sales
Esset AustraliaNov, 2011- Nov, 2024
Experience
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RFS Finance
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Australia
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Financial Services
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1 - 100 Employee
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Finance Manager
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Aug 2018 - Present
Meticulous professional with a background in assessing borrower needs and explaining the loan process in clear terms. A polished Mortgage Broker promoting exemplary talents in making mortgage program recommendations and providing loan advice. As a Finance manager, I work with clients over their entire lifecycles from starting out, specialisation and retirement. I use my knowledge, experience and contacts to bring the best solutions and ideas to my clients and help them achieve their professional and personal financial goals. Working with RFS Finance , who also has over 20 years banking and finance experience offer our clients is a holistic and trusted service - where all of your major financial needs are met in the one place, education on financial products to suit your lifestyle is provided, and access to the right financial solutions is made easy
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Chapter One Restaurant / Café & Wine Room
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Sydney- Bondi, Perth-Subiaco, Australia
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Co-Owner
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Mar 2013 - Present
Company Profile:- Chapter One is what fine dining is all about. Exceptional food in a stylish setting. An extensive list of carefully chosen wines. Impeccable service with meticulous attention to detail. At Chapter One we've created a first-class dining experience that's contemporary and cosmopolitan – inspired modern-European cooking making the most of fresh, seasonal ingredients. Yet it's also firmly rooted in traditional culinary excellence, subtly referencing the elegance, refinement and integrity. Key Duties :- -Conducted recruitment and make financial arrangement. -Reviewed the report of production in relationship with sales. -Compared sales with intended goals on short and long-term basis. -Made trips to make the purchase of important inventory. -Portrayed products and services to the right audience through the creation of marketing campaigns. -Took advantage of the social media, l events, and other publicity media to promote the business. -Made a viable feasibility assessment of the business to check its chances of success. -Offered presentations to clients concerning company products.
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ANZ
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Australia
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Banking
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700 & Above Employee
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Personal Banker
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Jul 2014 - Feb 2015
Company Profile:- ANZ has an exciting ambition to become a super-regional bank – providing the scale and quality of a global business to customers in our core markets of Australia, New Zealand, Asia and the Pacific. Key Duties – Personal Banker :- -Day to day coordination of administrative and business support for branch and ensuring that customers are truly delighted with the service provided. -Lead and manage staff by fostering and committing to deliver successful business outcomes. -Understanding customer current situation and finances, exploring their current and future goals, and deliver a tailored solution that clearly links back to customer financial goals. -Sell financial products proactively by contacting customers to set-up appointments, as well as assist those who walk into the branch. -Run business campaigns in community and provide information about new banking products sales and service, tools and training. -Generate leads across wealth, insurance, home loan and small business lending. -Record customer communications and interactions on appropriate system such as Ikow, Mytell, Microsoft outlook Ensure customers and other staffs are treated fairly and with mutual respect and understanding, regardless of cultural, religious, ethnic and linguistic backgrounds
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St.George Bank
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Australia
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Banking
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700 & Above Employee
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Customer Service Specialist
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Jul 2007 - Sep 2013
Company Profile:- St George Bank is a subsidiary of Westpac Banking Corporation since 2008, providing services primarily in New South Wales but with growing representation across a number of industry and business segment in Queensland and Western Australia. Key Duties – Customer Service Specialist:- -Manage and oversee the entire branch operations, assisting the Manager in all areas for branch success -Support branch business plans to retain and expand customer base by developing relationships with individual customers, identifying their needs and requirements, provide a friendly service, communicate with customers to create interest in products and services that may suit their needs. -Promote awareness to customers about the range of banking products and services, introducing special offers, organisational promotions and unique or specialised products. -Work in a team to develop a branch business plan that will sell financial products and promote new business, identify solutions according to customer financial needs and save their money and their true value of time. -Achieve sales targets including individual sales and closed referrals. -Undertake assigned sales and service activities to develop new and existing customer relationships. -Develop and execute branch business plans, demonstrate sales and service activities to all branch staff. -Participate in the implementation of campaigns through support and development of branch staff. -Process customer requests through to successful completion in a courteous, efficient manner. -Profile new and existing customers to identify stated/unstated customer needs, proposing solutions. -Oversee the entire branch operations, assisting the Manager in all areas for branch success -Constructively participating in team meetings - Big Rocks. -Work effectively to an assigned roster, ensuring the team maintains a high standard. -Adhere to all corporate security, cash handling and audit policies and procedures.
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Small Business Banking Specialist / Home Loan Service Specialist
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Aug 2010 - Jan 2011
Key Duties - Small Business Banking Specialist (SBBS):- -Profile new and existing small and medium enterprise customers and make appropriate recommendations and service business customers with enquiries and do maintenance for business accounts -Explore self-employed business owners lending and financial planning potential opportunities and expand focus on referral products-Identify business development strategies to generate new business through CSO (customer service officer) team members and manage ongoing referral network -Work closely with the Branch Manager to create LAM campaigns, actively participate in rock meetings and support other branch staff. -Facilitate small business banking specialist teleconference, identify common issues, skill gaps and provide solutions. Key Duties - Home Loan Service Specialist (HLSS):-- Understand St George lending products and identify sales triggers and refer leads to lender -Read CLAS Financial map and start a relevant need based conversation with customers -Perform loan service requests , mortgage enquiries, confidently review and explain loan and mortgage documentation - Work with lenders to assist with the on boarding -Develop relationship between HLSS, Business Development Manager and Brokers -Identify customer financial lending needs and manage ongoing referral network using different lending IT software (CLASS,LIS,DDA,SPIDER,ACE,PANAGON) -Work with Branch manager create LAM campaigns, actively participate in big rock meetings and support other staff members in Branch
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IBM
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United States
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IT Services and IT Consulting
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700 & Above Employee
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System Support Officer
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Mar 2006 - Apr 2007
Company Profile:- In Australia, IBM has been operating for over 81 years and has significantly invested in the local economy. With natural resources, digital transformation, and sustainable cities at the forefront of the national agenda, IBM's global expertise and innovation is helping Australia compete in the world economy. Key Duties:- -Provide first and second level support to the client’s system. -Perform System Administration tasks, perform Citrix Administration tasks and troubleshoot issues. -Perform changes, adhering to the change management process -Ensure backups have been completed successfully. -Undertake planning and respond to service outages and other problems. -Troubleshooting of issues relating to Exchange server 2003 and 2007 and maintain and manage them. -Manage and maintain the Active Directory structure for the client which involves the following tasks: Group Policies Monitoring replication and related troubleshooting issues General Active Directory monitoring and maintenance tasks Back-up Active Directory and restoring it if required Introduce 2008 Servers and assign tasks -Perform tasks related to desktops, customised packages, networking issues, application troubleshooting etc. -Manage back-ups for servers, Antivirus updates and patching, Windows updates. -Support servers on VMware platform; and that includes basic VMware troubleshooting and management. -Provide local and remote desktop support to users in person and on phone. -Provide information to customers in regards to system upgrades. -Installation, upgrade and support of Hardware/Software. -Monitor, manage and troubleshot network connectivity and network print devices. -Provide knowledge sharing training on hardware/software to team members. -Utilise Problem Management tool to record and track issues. -Maintain documentation as per company’s policies and procedures.
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Education
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2000 - 2003
Central Queensland University
Master's Degree, Masters of Information Systems -
1992 - 1993
Tagore Baal Niketan Senior Secondary School,Karnal ,India
Year 12, Physics, Chemistry,Mathematics
Community
