Vinay Sharma

Experience

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  ANZ

  Jan 1994 - Jan 2006

  Relationship Manager

  Commenced career at ANZ in ANZ's Graduate Programme progressing into various roles to the last role of Relationship Manager in Business Banking. Key Role responsibilities in Relationship Manager Business Banking Role;- Existing client retention and growing portfolio with new client acquisition, Compliance and Risk Management, exercising delegated credit approval authority and accreditation in Aged Care Banking.- Team Leadership, HR Recruitment, Training and Development with specific focus on Development of ANZ Graduates in Business Banking.-Leading ANZ Community engagement initiatives. Show less

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  National Australia Bank

  Jan 2006 - Jan 2011

  Senior Business Banking Manager

  Key responsibilities in - Managing and growing portfolio of property development, property investment and diversified industry clients. - Exercising delegated credit approval authority and accreditation in specialist sectors such as franchising.-Team leadership responsibilities of associates on the portfolio, local area marketing and profile building activities within business networks and organisations.

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  Zimsen Partners Pty Ltd

  Jan 2011 - Jan 2015

  Director and Partner

  Key responsibilities in- Business strategy, Human resource planning, recruitment and training of staff and Business Growth via existing client retention and business development activities for new client acquisition- P & L responsibilities, managing key KPI's, optimizing cash flow and increasing profitability of the Accounting Practice.-Leading Business Advisory and Asian Business segment of the Accounting Practice

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  Commonwealth Bank - Corporate Financial Services

  Jan 2015 - Jan 2022

  Relationship Executive

  Key responsibilities- Existing client retention, new businesses acquisition, risk management, compliance and assisting in building profile & presence of Commonwealth Bank Services in Commercial Banking in the Melbourne South East Region.-Leading CBA's Asian Business Banking and Digital banking initiatives with CBA Team and clients.-Specialisation in commercial lending for Manufacturing, Not For Profits, Subsidiaries of Multinational Enterprises and Health Industries clients with loan sizes between $1.0m to $35.0m. Show less

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  Westpac

  Jan 2022 - Jan 2023

  Senior Relationship Manager

  Key responsibilities- Managing and growing portfolio of corporate clients across various industries with cash flow lending exposures with loan sizes ranging from $5.0m to $25.0m. - Credit approval authority empowered by completion of Advance Lending Pathway training with Macquarie University.- Driving portfolio expansion through strategic acquisition of new to bank clients, leadership and team management responsibilities of assistant relationship management on the portfolio.

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  Olivetree Consultants

  Sept 2023 - now

  Business Development and Client Retention Consultant

  Olivetree Consultants provide Accounting, Bookkeeping and Finance Professional Staffing solution to Accounting Practices in Australia and support staff to CFOs of Small to Middle Market businesses in Australia from Bengaluru, India.Key responsibilities- Marketing and Profile Building of the business in Australia, relationship management of existing clients, and business development activities to acquire new clients. - Recruitment of Accounting and Finance Professionals in India and facilitating cross cultural understanding between Accounting and Finance Staff in India and clients in Australia.- Staff Training, research and development, designing and implementation of new offshoring services. Show less