Vick Satgunasingam
Senior Client Services Manager at Findex- Claim this Profile
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English Native or bilingual proficiency
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Bahasa Malaysia Full professional proficiency
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Tamil Elementary proficiency
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Cantonese Elementary proficiency
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Mandarin Elementary proficiency
Topline Score
Bio
Credentials
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Certificate IV in Finance & Mortgage Broking
Kaplan Education Pty LtdMay, 2016- Oct, 2024 -
Diploma of Financial Planning
Monarch Institute Pty LtdJul, 2015- Oct, 2024 -
Computerised Unit Trust Examination
Federation of Investment Managers MalaysiaMar, 2013- Oct, 2024 -
Pre-Contract Examination for Insurance Agents (General)
The Malaysian Insurance InstituteAug, 2011- Oct, 2024 -
Sales Management Coaching Program
Ventrax ManagementNov, 2010- Oct, 2024 -
Winning Performance Culture - Team Engagement
Ventrax ManagementNov, 2008- Oct, 2024 -
Certificate In Investment-Linked Life Insurance
The Malaysian Insurance InstituteDec, 2007- Oct, 2024 -
Pre-Contract Examinations for Insurance Agents (LIFE)
The Malaysian Insurance InstituteSep, 2007- Oct, 2024 -
Certificate 2 in General Education
Yarra AdvantageSep, 2013- Oct, 2024 -
CPA Australia - Associate Member
CPA AustraliaJan, 2009- Oct, 2024 -
Bachelor of Commerce
University of QueenslandFeb, 2003- Oct, 2024
Experience
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Findex
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Australia
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Financial Services
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700 & Above Employee
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Senior Client Services Manager
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Aug 2021 - Present
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Bank of Melbourne
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Australia
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Banking
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500 - 600 Employee
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Lending Manager
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Nov 2020 - Jun 2021
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Senior Customer Service Specialist
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Jun 2020 - Oct 2020
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Customer Service Specialist
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Oct 2018 - May 2020
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Customer Service Officer
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Aug 2015 - Sep 2018
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Customer Service Representative
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Oct 2013 - May 2015
Roles & Responsibilities : • Provide professional, accurate & courteous customer service information relating to traffic infringement procedures & services. • Facilitate the clearance of debts by providing payment options. • Advising the public of their rights & obligations under relevant acts. • Arranging & negotiating part payments within business guidelines. • Providing advice in relation to council processes to members of the public, financial counselors, solicitors, police officers & council staff. • Data entry & call summary recording into relevant systems. • Help to achieve the contractual departmental & client goals for the state government.
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ING Insurance Bhd
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Insurance
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1 - 100 Employee
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Sales Manager
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Jan 2012 - Jun 2013
Roles & Responsibilities :• Sales management.• Client relationship management.• Supervised a portfolio of 19 bank branches with 33 Financial Executives.• Strategic planning on sales activities.• Product training & presentations.• Customer & client servicing.• Motivating sales staff.• Training internal & external staff.• Chairing a sales review meeting.• Developing sales scripts & training modules.
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Local Area Sales Support
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Nov 2008 - Dec 2011
Roles & Responsibilities :• Customer & client servicing.• Sales management.• Supervised a portfolio of 7 bank branches with 13 Financial Executives.• Sales staff motivation. • Strategic planning on sales activities.• Product training & presentations.
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Management Trainee
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May 2007 - Oct 2008
Roles & Responsibilities :• Customer & client servicing.• Product training & presentations.• Sales staff motivation. • Strategic planning on sales activities.• Preparation of sales materials & tools.• Member of corporate communications / branding department for charity events.
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Malaysian Cricket Association
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Malaysia
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Spectator Sports
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1 - 100 Employee
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National Cricket Player
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Jan 2000 - Dec 2008
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Sales Executive
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Feb 2004 - Jan 2008
Roles & Responsibilities : • Managing cricket store including inventory handling & stock takes. • Selling & promoting cricket equipment to individuals, club, state & corporate teams. • Contributing ideas for upcoming tournaments & new product features. • Managing roadshow events during major cricket tournaments. • Preparing invoices & cover notes. • Packing & dispatch of equipment for respective teams. • Repairing / preparing old / newly purchased cricket bats for use. • Sourcing for sponsors for kid’s cricket tournaments.
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Audit Assistant
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Jan 2006 - Feb 2006
Roles & Responsibilities : • Performed reviews and audit procedures for all balance sheet accounts to ascertain the appropriate accounting treatments, including review of balance sheet reconciliations. • Prepared memos to outline the technical issues and provide appropriate accounting solutions in accordance with the appropriate accounting standards or legislations. • Reviewed statutory financial statements to ensure compliance with applicable accounting standards and regulations. Roles & Responsibilities : • Performed reviews and audit procedures for all balance sheet accounts to ascertain the appropriate accounting treatments, including review of balance sheet reconciliations. • Prepared memos to outline the technical issues and provide appropriate accounting solutions in accordance with the appropriate accounting standards or legislations. • Reviewed statutory financial statements to ensure compliance with applicable accounting standards and regulations.
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Education
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Kaplan Professional Pty Ltd
Certificate IV, Banking, Corporate, Finance, and Securities Law -
Monarch Institute
Diploma, Diploma of Financial Planning -
University Of Queensland
Bachelor of Commerce (B.Com.), Accounting & Finance -
University of Queensland Foundation Year
Foundation Year, Foundation Year for Bachelor of Commerce