Kharishma Dsouza

Experience

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  Australian Taxation Office

  Jan 2000 - Jan 2005

  Cadet

  Awarded an undergraduate scholarship with the ATO Cadet program.

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  McKenzie Group Consulting

  May 2005 - May 2006

  Administrative Assistant

  Accounting and Administrative Support to Managing Director’s, Executive Assistant and Technical staff construction, retail and commercial building projects. Recent projects included Rhodes Commercial Business Park, redevelopment of Luna Park and Erina Fair Shopping Centre. Daily reception duties and office management. To progress and maintain Construction, Complying Development, Interim & Occupation Certificates and Building Consulting Audit Reports. Scheduling Site Inspections for building surveyors – liaising with technical staff and clients. Show less

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  Macquarie Group

  May 2006 - Aug 2006

  Compliance Officer

  Database management of Macquarie Bank Stella credit application system during peak processing period. Credit entry, compliance and credit approval of margin loans. Amending of client details in the Macquarie’s Security Exposure System on individual stocks, individual client’s LVR, and security uploads. Ensure Margin lending loan applications adhere to strict compliance policies. Supporting Account Managers in handling margin-lending queries.

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  Commonwealth Bank

  Oct 2006 - Dec 2007

  Asset Specialist

  Selling CBA asset finance products and services to all existing bank customers and employees. To generate new Asset Finance transactions to meet business targets, ensuring profitability, growth and maximisation of market share. I was able to consistently meet and exceed these sales targets in my time in this role. Provide excellent client service to maximise business outcomes including the identification of all cross-referral opportunities. I was recognised internally by my peers for my ability to create opportunities for cross referral with internal contacts such as relationship managers, mortgage specialists, personal banking advisers and other staff members from the internal CBA network. To progress all asset finance applications within required service level agreement. Show less

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  Citi

  Jan 2008 - Dec 2008

  Wealth Management Personal Banker

  Provided personalised relationship management role to Citi Gold clients. My client portfolio only consisted of high wealth individuals that held over $100,000 in an individual account at Citibank Pty Ltd. I provided a full suite of investment advice, including asset allocation, private investments and lending services, hedge funds, cash and portfolio management, foreign exchange and dual currency accounts. Cross-sell and up-sold the full range of Citibank products and services through proactive prospecting calls locally and internationally to my high wealth client portfolio. Assessed financial needs of the client and provided a financial need analysis (FiNAP) and Statement of advice (SOA). Show less

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  Computershare

  Nov 2009 - Dec 2011

  Client Service Associate

  Relationship management of employee equity and executive share plans for corporate employees. My client portfolio consisted of AMP, Unilever Australia, Singtel Optus, TEN Network Holdings, Billabong and Savills. Daily issuance of share transfers, sales and purchases for all client employee and executive share plans. Liaising with company secretaries and remuneration committee members in terms of dividends, ad hoc payments, share offers and taxation statements.

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  CommSec

  Apr 2012 - Apr 2013

  Client Registry Officer

  ● Deliver banking operations functions to ensure the highest levels of customer service with Commsec stakeholders and customers. Maintenance of Client accounts for Equity, Margin Lending, Options, CFD’s, Advisory and International account holders.● Coached, mentored, and trained all new employees through Commsec induction process. ● Facilitated sales and service presentations, receiving positive feedback from the team. Set a benchmark for future sales and service topics to be presented this way for the Operations teams. ● Organised team activities to build better relationships with team members. This led to multicultural lunch sessions to celebrate employee diversity.● Facilitated 5 workshops for cultural awareness and inclusivity programs. Created content to align with Commsec policies. Delivered in engaging and relatable presentation for Commsec employees. Show less

• 

  Completed degree

  Jan 2017 - Dec 2019

  Career break
• 

  Blacktown City Council

  Sept 2019 - Sept 2019

  Appreciative Inquiry Facilitator at 2019 NSW Youth Council Conference

  ● Facilitated appreciative inquiry workshops for over 150 youth delegates and leaders.● Conducted workshop and discussions to investigate priority youth issues in youth delegates local communities. ● Coordination and administration of conference registration procedures. ● Supported the creation and delivery of youth-led initiatives to improve local communities and address priority youth issues in their community. This included school education programs that promoted inclusivity and diversity. Community youth advocacy groups and events that promoted a more positive relationship between local law enforcement and youth. Show less

• 

  Kaplan Professional

  Jan 2021 - Nov 2021

  ● Design and develop new course materials for a defined suite of financial planning courses in both higher education and vocational courses. This includes the Master of Financial Planning and the Advanced Diploma of Paraplanning qualifications. ● Regular analysis of course evaluation data, preparation of board of examiner and budgeting reports. Providing sound advice and recommendations to further develop and strengthen the Master of Financial Planning Program to faculty executives and senior management. ● Innovating academic resources during global pandemic to include weekly tutor interactive posts, interactive learning sessions and setting up clear templates for internal stakeholders to respond to student queries. Facilitating online special consideration assessments to support struggling students to graduate success.● Undertaking learning and assessment improvement activities, including moderation, validation, course reviews and course re-fresh projects during Auditing. ● Provide reporting and course briefs to CEO and Senior Executives in recognition of excellence in attention to detail. Show less

  • Course Coordinator

    Jan 2020 - Nov 2021

  • Global Diversity and Inclusion Facilitator

    Jan 2021 - Aug 2021
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  Top Blokes Foundation

  Dec 2021 - Jul 2023

  Learning and Development Manager
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  Hearing Australia

  Jul 2023 - now

  Learning Advisor