
Morteza Mohebbi
Security Supervisor

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About me
Wealth Operations Senior Associate at Macquarie Group
Education

Parramatta High School
2008 - 2013Higher School Certificate
TAFE NSW
2013 - 2013Certificate III in Information, Digital Media and Technology
Australian Business Academy: RTO code 88201
2014 - 2014Diploma of Management Business Administration and Management, General
Experience

Onyx Security Group Australia
Jan 2016 - nowSecurity Supervisor▪ Security work, including asset protection and crowd control for a diverse mix of clients and sites, including small to large events, concerts and licenced venues▪ Appointed as 2IC of security teams on basis of knowledge and skillset, reliability and leadership skills▪ Assisting in directing teams, delegating tasks, liaising with clients and resolving conflicts and escalated issues▪ Liaising with law enforcement and emergency services▪ Exercising sound judgment and acting with composure when assessing risk and making decisions under pressure, balancing a variety of factors and making decisions to ensure the safety of clients and team▪ Acting with diplomacy when dealing with customer complaints, diffusing tension through adept conflict resolution skills▪ Working in strict compliance with company and statutory requirements and policies▪ Reporting to clients and managers in relation to incidents and issues, putting forth recommendations for improvements in operational procedures Show less

NAB
May 2019 - Feb 2020Business and Private Banking ConsultantAs a Business and Private Banking Consultant, I provided seamless customer experience by meeting each customer's banking needs including transactional tasks and complex requests. Furthermore, the following duties are day to day practises I follow;▪ Receive inbound customer calls regarding Internet Banking and Credit Cards and ensure their enquiry in a timely manner▪ Manage high volumes of customer enquiries across various mediums (email, telephones, chat bots etc.) ▪ Ability to have strong conversational skills to professionally handle customer expectations and objections, in accordance with current company guidelines. ▪ Acting with diplomacy when dealing with customer complaints, diffusing tension through conflict resolution skills ▪ Highly prepared and optimistic for every development discussion with my Team Leader to seek feedback to improve my performance▪ Navigation of Multiple screens, Outlook, Skype, SAP and NAB systems to provide seamless customer service.▪ Provide ongoing customer service excellence, by always meeting and exceeding customer's needs and expectations and keeping to customer promises. Show less

CommSec
Mar 2021 - Jul 2022Equities AssociateAs a Equities Associate, I provide customers with a seamless experience with the enquiries or challenges they have while using or looking to use CommSec’s online platform to trade in Australian Securities. My role as an Inbounds Equities Associate involved the following tasks; ▪ Receive inbound customer calls regarding their Equities Accounts, Settlement, Trading limits, Estates Matters, Corporate Action and Conversions e.g. I2C, B2B and OMT.▪ Assisting clients place trades online or over the phone. Educating on market vetting rules and our obligations as a broker to maintain a fair, orderly and transparent market. ▪ Quickly understanding and identifying customers issues and then using my problem solving skills to deliver relevant and effective solutions to create a positive outcome.▪ Educating clients with the mechanics of our products and processes in an efficient manner and articulating complex issues and solutions in simple terms.▪ Work in strict compliance with Banking Code of Practise, internal policies and other statutory regulations, attention to details to ensure that all my work abide by the regulations and performing risk assessments on a case-by-case basis to ensure the services provided is compliant. ▪ Educating new clients to navigate and understand the basics of entering the Australian capital markets and addressing any issues or concerns they may have. Show less

Macquarie Group
Jul 2022 - nowWealth Operations Senior Associate
May 2023 - nowWealth Operations Associate
Jul 2022 - now
Licenses & Certifications

RG 146
Stockbrokers and Financial Advisers AssociationFeb 2022
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