Vick Satgunasingam

Senior Client Services Manager at Findex
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Contact Information
us****@****om
(386) 825-5501
Location
Ringwood, Victoria, Australia, AU
Languages
  • English Native or bilingual proficiency
  • Bahasa Malaysia Full professional proficiency
  • Tamil Elementary proficiency
  • Cantonese Elementary proficiency
  • Mandarin Elementary proficiency

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Credentials

  • Certificate IV in Finance & Mortgage Broking
    Kaplan Education Pty Ltd
    May, 2016
    - Oct, 2024
  • Diploma of Financial Planning
    Monarch Institute Pty Ltd
    Jul, 2015
    - Oct, 2024
  • Computerised Unit Trust Examination
    Federation of Investment Managers Malaysia
    Mar, 2013
    - Oct, 2024
  • Pre-Contract Examination for Insurance Agents (General)
    The Malaysian Insurance Institute
    Aug, 2011
    - Oct, 2024
  • Sales Management Coaching Program
    Ventrax Management
    Nov, 2010
    - Oct, 2024
  • Winning Performance Culture - Team Engagement
    Ventrax Management
    Nov, 2008
    - Oct, 2024
  • Certificate In Investment-Linked Life Insurance
    The Malaysian Insurance Institute
    Dec, 2007
    - Oct, 2024
  • Pre-Contract Examinations for Insurance Agents (LIFE)
    The Malaysian Insurance Institute
    Sep, 2007
    - Oct, 2024
  • Certificate 2 in General Education
    Yarra Advantage
    Sep, 2013
    - Oct, 2024
  • CPA Australia - Associate Member
    CPA Australia
    Jan, 2009
    - Oct, 2024
  • Bachelor of Commerce
    University of Queensland
    Feb, 2003
    - Oct, 2024

Experience

    • Australia
    • Financial Services
    • 700 & Above Employee
    • Senior Client Services Manager
      • Aug 2021 - Present

    • Australia
    • Banking
    • 500 - 600 Employee
    • Lending Manager
      • Nov 2020 - Jun 2021

    • Senior Customer Service Specialist
      • Jun 2020 - Oct 2020

    • Customer Service Specialist
      • Oct 2018 - May 2020

    • Customer Service Officer
      • Aug 2015 - Sep 2018

    • Customer Service Representative
      • 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.

    • Insurance
    • 1 - 100 Employee
    • Sales Manager
      • 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.

    • Local Area Sales Support
      • 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.

    • Management Trainee
      • 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.

    • Malaysia
    • Spectator Sports
    • 1 - 100 Employee
    • National Cricket Player
      • Jan 2000 - Dec 2008

    • Sales Executive
      • 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.

    • Audit Assistant
      • 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.

Education

  • Kaplan Professional Pty Ltd
    Certificate IV, Banking, Corporate, Finance, and Securities Law
    2016 - 2016
  • Monarch Institute
    Diploma, Diploma of Financial Planning
    2014 - 2015
  • University Of Queensland
    Bachelor of Commerce (B.Com.), Accounting & Finance
    2003 - 2006
  • University of Queensland Foundation Year
    Foundation Year, Foundation Year for Bachelor of Commerce
    2002 - 2002

Community

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