Resume : 2135 Shortlist  |   |  Print

Client Services Manager /Para Planner

Twenty Years Business Development Experience in Financial Services looking to make a change in career direction from lending to financial planning.

Work Preferences

Desired Salary
70,000 per year  
Availability
2 Weeks  
Desired Job Type
Full Time  
Can Travel for Work
Interstate Only  
Highest Education Level
Masters Degree  
Current Location
Melbourne  
Willing to relocate?
No
Residency / Visa
Australian Citizen

Skills Profile

Client Service Manager
Other
Technical Skills Skill Last Used Yrs. Exp.  
  MS Office Suite 10  
  Various CRM System 20+  

Employment History

Job Title
Project Manager
Industry
Government / Public Sector
11/2009 to Current

The Victorian Commission for Gambling Regulation is a statutory authority tasked with overseeing new and existing participants within Victoria’s gambling industry

 

Complete reporting requirements to be submitted to the Victorian Commission for Gambling Regulation for consideration and approval

 

Provide advice re current status of Applications to team members and team leaders in respect of compliance with current legislative requirements

 

Communicate and consult in a concise manner requirements for Licensing to stakeholders and prospective License Holders

 

Conduct presentations to stakeholders re changes to legislation and licensing requirements

 

Manage a team of six (6) Licensing Analysts concerned with administering and processing Licensing Applications.

 

 

Achievements:

 

Improved efficiency of processing with turnaround times for completing applications falling by 25% since my arrival.

 

Job Title
Professional Services Manager
Industry
Financial Services
07/2008 to 11/2009

Invivo is a Company 50% privately owned and 50% Owned by QBE.  It is a specialist medical indemnity insurance provider.

 

Source and Build Medical Client base.

 

All aspects of Sales Process within the Client Base including Pre and Post Sale and Managing Relationship

 

Reporting and Sales functions including co-ordination of loss prevention activities.

 

Liaison with Panel Medical advisors and Legal Council

 

Attendance of Industry Conferences to both represent and present our product range.

 

Presenting Products to Medico’s in both formal and informal settings including conferences

 

Year on year client base growth of in excess of 100% grossing $4million dollars of premium

 

Achievements:

 

Premium Insurance Income written for the 2008/2009 Financial exceeded $4 million, an increase of over 100% on the preceding financial year

 

Reason for leaving:

 

Product was very one dimensional and centered around financial year, extensive weekend travel commitments.

Job Title
State Manager
Industry
Financial Services
01/2006 to 07/2008

National Finance Club is an Adelaide based company owned by Club Financial Services. National Finance Club was set up to market residential and commercial finance products to independent third party finance and mortgage brokers. My primary task was to establish this business in Melbourne. National Finance Club became Challenger Financial Services largest Originator in Australia.  Competitors of National Finance Club include Australian First Mortgage, Mortgage Mart & Pioneer Mortgage Services.


Source and Recruit Independent brokers to Market Securitized Finance Products


Manage Independent third party relationships on an on going basis


On going Group, Sales & Credit Presentations.


Mentor, guide and develop fifteen (15) resident sub contractor Franchisees


Achievements:


Creation of Australia’s most successful office for National Finance Club. Record breaking Settlement Volume of $16 million in one month.  Record breaking Lodgments of $24 million in one month – A company record!


Reason for Leaving:

Non Bank Crisis saw volumes drop considerably.
Job Title
State Sales Manager
Industry
Financial Services
07/2002 to 01/2006

Stargate Technologies Pty Ltd - Sales Manager Vic & SA

Stargate Technologies is a provider of software to the financial services area.  Principal products include Loan Origination and Credit decision software.  The company has been in operation for 25 years and is based in Melbourne.  My task was to establish a client base in Melbourne and South Australia


Sold Symmetry in to the Financial Services Industry's most highly regarded participants e.g. Loan Market, The Brokerage


Source new clients, Present the Symmetry Program, negotiate pricing and close New business opportunities.


Conduct needs analysis and structure sales accordingly


Contribute to ongoing development of the Symmetry Product


Manage and develop the professional skills of two (2) Account Managers


Achievements:

Signed up over 1000 users to the Symmetry Loan Origination Software Platform (CRM) Creating Gross Revenues of 800k per annum


Promoted from Business Development Manager to Vic & SA Sales Manager in 2004


Reason for Leaving:  National Finance Club a client of mine at Stargate approached me to commence their Melbourne Office.

Job Title
Senior Account Manager Wilson Dilworth Limited
Industry
Financial Services
11/1995 to 07/2002

Wilson Dilworth was a leading fund manager based in Kew.  Its funds under management totaled in excess of $1billion.  I was employed to commence a residential and commercial finance operation leveraging of the relationships of Wilson Dilworth.

Promotion from Account Manager to Senior Account Manager (2IC) in 1997

On going marketing and presentation of product suite to potential new business partners

Management and professional development of ten (10) sales and support staff.

Preparation of Budgets and relevant Sales Reports

Achievements:

Establishment of Business and becoming ING's largest Mortgage Originator in Australia

Roll out of financial services products to Wilson Dilworth professional services affiliates and superannuation clients

Reason for Leaving: Wilson Dilworth taken over by Perpetual Trustee who had little interest in finance arm thus decided to take the opportunity to undertake a broader financial services