Client Relations Specialist
Onboarding Officer
Personal Banking Advisor
I'm a finance and operations professional with a strong foundation in client onboarding, compliance, and payment processing. With over 2 years of experience and ongoing studies in banking and mortgage broking, I help simplify complex financial services for real people.
Years of Experience
Client Queries Solved
Helped 70+ SMEs across Asia onboard with a digital payment platform, streamlining KYC and reducing onboarding time by 25%.
Facilitated smooth cross-border transactions for clients by coordinating with payment providers and resolving transaction issues.
Maintained over 90% client retention by building trust, offering timely support, and enhancing service communication.
Ensured all clients met regulatory standards, contributing to AML/CTF checks and improving verification workflows.
Supporting customers with tailored banking solutions, driving referrals, and delivering excellent service aligned with compliance and bank standards.
Provided onboarding and ongoing support to over 70+ Asian SMEs, helping them set up accounts and manage cross-border payments to Chinese suppliers via FX and payment partners.
Delivered foundational English communication training to young learners in China, focusing on spoken fluency, listening comprehension, and practical language use.
Prepared students for public speaking, group discussions, and job interviews to boost career readiness and self-confidence.
MBA in Finance and Marketing with a focus on financial management, strategic marketing, and business decision-making
Bachelor's in English Literature, developing strong analytical, communication, and critical thinking skills
Foundational training in Australian financial services, covering compliance, banking products, and client support.
RG146 Tier 2 certification in deposit and non-cash payment products, focusing on compliance and customer service in banking
Currently undertaking Certificate IV in Finance and Mortgage Broking, focused on lending practices, compliance, and client needs analysis
AML/CTF Compliance training with a focus on regulatory obligations, risk assessment, and transaction monitoring
RG146 Tier 1 certification in Generic Knowledge, covering financial market structures, regulatory obligations, economic principles, risk management, and ethical conduct in financial services.
Made by Akhil Anil
