Mallika Verma

Experience

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  Tredily

  Jun 2016 - Jul 2017

  Social Media Marketing Intern

  Work with the on-site Social Media Manager to create and implement campaigns.

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  Greenpeace

  May 2017 - May 2019

  Volunteer

  -Team management of volunteers, part of strategy group-Hiring of new volunteer

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  Bharat Heavy Electricals Limited

  Jun 2018 - Jul 2018

  Trainee

  Understood the working of RADAR and it’s application

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  SEVEN

  Mar 2019 - Jul 2019

  Model
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  Asia Research Partners LLP

  Dec 2019 - Jan 2020

  Strategist

  • Audited 30 showrooms in Delhi NCR and submitted a report entitled Mystery Shopping - NCR.• Developed lean ideas to provide solutions to clients.• Pinpointed inefficiencies in business processes and recommended improved policies.• Reviewed company software and business programs to determine value and assess viability in live environment.

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  My Moovers

  Jul 2020 - Nov 2020

  Sales and fleet Consultant

  • Cater to large volume of inbound and outbound calls in timely manner.• Exceeded sales objectives, delivered outstanding and comprehensive service to clients throughout sales process, understood client objectives and created proposals to achieve goals.• Developed customized sales techniques to successfully sell the services to new clients and seize opportunities to up sell services when they arise.• Converted prospects by maintaining and managing sample inventory to aid sales pitch. Show less

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  Bega Group

  Nov 2020 - Aug 2021

  Senior Sales And Service Consultant

  - Performed data extraction from CRM which was used for weekly KPIs for Resolution, Support and Inbound.- Identified procedures gaps by eliciting and harnessing and gathering requirements increasing market presence and customer experience. - Portrayed excellent communication skills and high-level stakeholder engagement as a critical part of the job.- Effectively communicated requirements to stakeholders, managed conflicts, issued and changed to ensure that stakeholders and project team members remain in agreement on solution scope.- Represented Bega while making business relations with power customers.- Consistently achieved or exceeded sales targets through proactive sales strategies and product knowledge.- Proactively called existing clients to maintain & build relationships with the company to ensure I hit the revenue targets by delivering value to the company’s client base.- Led process improvement and problem-solving efforts to create standard procedures and escalation policy for customer support team. Show less

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  ANZ

  Aug 2021 - Aug 2022

  Branch Assist (Retail, Internet Banking and Credit Card Specialist)

  - Executed record filing systems to improve document management and organization.- Assisted organizational efforts by multi-tasking and handled data entry tasks with high levels of speed and accuracy.- Managed contract administration, maintained files, validated codes, and monitored reporting.- Utilized active listening skills to quickly resolve problems and escalated larger issues to other departments.- Reviewed branch consultant’s performance and delivered constructive feedback to improve performance with customer focus.- Document processes in a concise, accurate and understandable manner, validating the result with corporate stakeholders and resolving inconsistencies.- User support and training to new and existing staff to ensure effective on-boarding and correct use of systems and procedures.- Systems management, including maintaining data integrity and system configuration, across all systems and validate data integrity of information that passes between various systems.- Interpret data of confirmed fraud incidents by being proactive.- Ability to provide Complex Solutions to customer and banker enquiries in Retail Internet Banking and Card Solutions. I have also been trained to Manage Risk and handle each enquiry with a Problem-Solving eye, working in a fast-paced environment. Show less

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  Commonwealth Bank

  Aug 2022 - Feb 2024

  Settlement Officer

  - Providing professional, timely and high quality support to estate representatives, solicitors and related parties.- Liaising directly with government bodies, Centrelink and Public Trustees, for handling the deceased estate.Processing of Deceased Estates within regulatory guidelines and timeframes.- Combine and review correspondence received from claimants and prepared and issued quality correspondence to executors and/or solicitors.- Managing business risk and completing QA checks of Estates processing and correspondence- Collaborating with internal stakeholders to ensure that all deceased accounts are processed in accordance with legislative requirements as well as relevant policy and procedures. - Conducted meticulous analysis and investigation of settlement discrepancies to ensure accuracy and mitigate risk.- Processed and finalised financial transactions in accordance with regulatory requirements and internal policies.- Record and monitor case details / progress of claims using the Case Management workflow system by assessing 27+ files a day.- Demonstrated exceptional attention to detail and time management skills to meet deadlines. Show less

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  Burke Britton Financial Partners

  Feb 2024 - now

  Financial Administrative Assistant

  Assist in the preparation of financial plans and investment proposals for clients, ensuring accuracy and compliance with regulatory requirements.Conduct research on financial products, market trends, and investment opportunities to support advisor recommendations and client education.Manage client communications, including responding to inquiries, facilitating account openings, and processing documentation.Collaborate with internal teams to streamline administrative processes and enhance client service delivery.Maintain client records and data integrity in the firm's CRM system, ensuring confidentiality and accuracy of information.Creating review packs for clients based on the advice given by our financial planners, summarizing progress, performance, and any adjustments needed to their financial strategies.Developing detailed statements and records of advice for clients, documenting their financial plans and recommendations provided by our team of planners.Handling inquiries and communications with Centrelink and DVA on behalf of clients, ensuring accurate and timely responses to inquiries related to their benefits and entitlements.Assisting clients in selecting suitable investment options provided by our financial planners, ensuring alignment with their financial goals and risk tolerance.Provide administrative support to financial advisors in client meetings, including preparing materials, scheduling appointments, and documenting discussions. Show less