Ashish Naik

Experience

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  Crazy John's

  Jun 2010 - Aug 2012

  Assistant Manager

  • Successfully involved in the sales and the marketing of companies product by consistently achieving KPI’s. • Create and maintain database of clients, maintain documentation in compliance to the company standards• As a result of achievments was promoted to Assistant Manager in the 3rd month of being in the company.• Helped train new staff members in accordance with the company standards helping them stablize their position in the organisation.• Was amongst the Top 10% of Company, awarded a place at an overseas conference. Show less

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  Wedderburn Scales

  Aug 2012 - Mar 2013

  Internal Sales Consultant

  • Looking after incoming order enquiries and in house sales• Liaising with internal stake holders to deliver projects in timely manner.• Help labels division in designing.• Installation and trainning customers with equipments and softwares.

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  National Australia Bank

  Mar 2013 - Sept 2015

  • Assist the team to achieve targets • To assist the BDM in implementing the agreed sales strategy• Work collaboratively with the SSM team to achieve efficiency and scale with regard to seminar/campaign delivery• Proactive contact with adviser panel to provide information and training regarding platforms, products etc enhancements/changes.• Proactive contact with adviser panel to provide hints and tips for making it easier to do business with MLC • Ensure adviser records are maintained using the AKM system• Provide professional and ethical behaviour in your actions by ensuring compliance with external legislation, bank standards and internal operating policies and procedures relevant to the position Show less

  • Project Team Member

    Jul 2015 - Sept 2015

  • Business Development Associate

    Jan 2015 - Jul 2015

  • Assistant financial planning

    Jan 2014 - Jan 2015

  • CA Sales

    Mar 2013 - Jan 2014
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  Dun & Bradstreet Australia and New Zealand

  Oct 2015 - Dec 2016

  Account Manager - Commercial

  • Mange a portfolio of with major clients being Energy Australia, Veolia, Schweppes.• Achieve successful collection of commercial client overdue accounts, providing advice and service to clients on collection issues, therefore enhancing the relationship between customers and Dun & Bradstreet and in turn increasing debt referral.• Report collection results as promised to the client so they are well informed• Remain focused on maximising account profitability and revenue through analytical insights• •Ensure client referrals and the debt portfolios are actioned in accordance with the agreed method and time frames• Work closely and communicate effectively with sales, support staff and other divisions so that important information is shared• Maintain a high level of customer service and build solid working rapport with clients Show less

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  MLC Life Insurance

  Jan 2017 - Dec 2021

  - Engage with the Customer and Partner channel to ensure our adviser portal and/ or associated technology aligns to our view o n partner conduct risk.- Work with Legal to address and resolve instances where Partner Conduct matters require termination of our Licensee Remuneration Agreement and relationships- Identify opportunities to uplift processes and controls across LIT functions- Proactively manage risk; meet all policy and compliance requirements; perform controls; adhere to Process and Procedures pertinent to role- Conduct design effective and operational effectiveness testing for RDP risks Show less • To assist and develop sales strategies to line them with Group Goals• Data insights and analytics to develop campaigns• Part of transformation project working towards adviser onboarding process• Change Ninja for Retail advise Sales team - ie. Voice of Sales to Senior Leadership Team• Involve in future business operating model with process improvement ideas • To assist the BDMs in implementing the agreed Insurance sales strategy• Work collaboratively with the BDA team to achieve efficiency and scale with regard to seminar/campaign delivery. • Manage, investigate, resolve adviser issues, questions, complaints raised during BDM appointments or via direct contact with the adviser (e-mail, phone, etc) • Deliver workshops, targeting new or existing advisers, to cover Insurance offering. • Proactive contact with adviser panel to provide information and training regarding platforms, products etc enhancements/changes.• Proactive contact with adviser panel to provide hints and tips for making it easier to do business with MLC • Maintaining pro-active relationships with BDMs and their advisers• Maintaining high level of knowledge on all MLC Products Show less

  • Lead Adviser Services

    May 2021 - Dec 2021

  • Consultant Partner Conduct

    Nov 2020 - Jun 2021

  • Associate Distribution Enablement

    Oct 2018 - Nov 2020

  • Business Development Associate

    Jan 2017 - Oct 2018
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  Australian Army

  Feb 2019 - Jun 2022

  Reserve
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  EY

  Jan 2022 - Nov 2023

  Senior Consultant

  •Assisted one of the largest superannuation fund with development of CPS230 readinessprogram which included planning, delivery and implementation.• Assisted a large life insurer with their delivery of their CPS230 program including performing gap analysis, developing methodologies.• Assisted a Global and National bank with CPS231 and CPS232 audits• Assisted a general insurance firm with redevelopment of their RAS metrics• Conducted multiple CPS220 audits across large general insurers and life insurers acrossmultiple risk classes• Conducted IDII readiness review for global life insurer in preparation for their submission tothe regulators.• Developed risk and controls framework for large government organisation with focus onpeople advisory services• Support Partners and Directors with engagement activities and supporting juniorconsultants Show less

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  Hollard Insurance Australia

  Dec 2023 - Jun 2024

  Senior Compliance Specialist

  - Providing independent assurance on the effectiveness of compliance risk management at Hollard, including through verifying adherence to relevant frameworks & policies- Performing deep-dive thematic reviews, in line with an appropriate assurance plan / program- Preparing reports which provide information to management about the effectiveness of their processes and procedures in meeting their compliance requirements- Developing procedures, tools and templates to enable a more efficient program and more effective communication of the team’s assurance activities and outcomes- Providing compliance advice, including on the effectiveness of compliance risk management at Hollard- Developing tools or leverage existing tools to enable more efficient and effective enterprise-wide management of compliance risk. Show less

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  Cbus Super Fund

  Jul 2024 - now

  Insurance Risk Specialist