Halees Dhanesar

Key Responsibilities

• Communicated with Financial Advisers, clients and providers.
• Prepared and processed all new client documentation and amendments.
• Monitored transfers of assets/cash from other institutions.
• Liaised with colleagues within Operations regarding administration of client accounts.
• Ensured client details and reviews were recorded correctly on systems.
• General record keeping and electronic filing.
• Owned the new business process from start to finish, and kept team and clients updated.
• Managed one-off projects for my team, for example fee management.

Key Achievements

• Good attention to detail, maintaining accuracy when completing written and numerical based tasks.
• Clear and concise communication skills – oral and written, with ability to communicate professionally with clients and colleagues.
• Took accountability for own work, with ability to meet deadlines e.g. chasing provider's for policy information in a timely manner.
• Developed a system to prioritise workload and identify when I need support to achieve goals.

Key responsibilities

• Documented payments, utility bills, invoices, purchase orders, payroll, reimbursement, and other financial processes.
• Recorded all transactions i.e. balanced accounts, entered, verified and then updated information via customer database.

Key Achievements

• Earned this promotion from office admin.
• Discussed with our accountant, the individual budgets and was able to reduce overall business expenditure by 10%, saving the company £6,000 that year.

Key Responsibilities

• Supported 2 solicitors in an administration and sales support role.
• Compiled and proof read contract drafts/licenses/leases/policies.
• Created legal packs for properties to be leased by customers.
• Managed schedules of solicitors using a custom schedule programme.
• Also led sales team responsible for generating consistent revenue, by joining area trade associations to build business connections.

Key Achievements

• Went above the admin role, by creating and hitting sales targets.
• Provided friendly customer service including great after-sales care and complaint resolution, which I can exemplify.

Key Responsibilities

• Managed a project team, which created an innovative product for the mobile phone market.
• Supported design, finance and advertisement projects so that they met budget and time standards.
• Led financial team by taking initiatives including cost-benefit analysis, daily time entries and monitoring percent complete.
• Product tested in shopping centres to correspond with customers about their expectations.
• Led interactive sales pitches to judges with business knowledge in investments, data analysis and negotiation.
• Created plans to tailor the product to the customers' requirements e.g. Negotiated deals with suppliers to meet lower cost expectations.

Key Achievements

• Negotiated rates and contracts with suppliers and created an agreement that saved the school 30% of the budget.
• Led all product pitches, and reached the National Finals of the competition.

Key Responsibilities

• One week of hands-on work experience developing knowledge of banking and financial services.
• Assisted the branch in daily admin operations.

Key Achievements

• Completed all tasks to a high standard, asked many questions and received great feedback from team member's I had shadowed.