ANIL GANDHI9 Landsbourgh Avenue, Taylors Lakes VIC 3038

Home: 03 9390 4823 Mobile: 0422 899 449 E-Mail: anil.gandhi2601@gmail.com

With over 18 years of Banking, Relationship/Sales and Management experience, I am an accomplished business leader within the banking & finance industry. I continue to achieve outstanding performance in all roles, combined with a strong focus on customer experience with revenue and target management.

My experience includes Sales, Business Development, Relationship Management, Multi-level Stakeholder Engagement/Management, Coaching and Mentoring.

I have a passion for banking, people management, coaching skills, combined with logical and practical approach to achieving positive business outcomes. Furthermore, I am an effective, efficient team player will bring maturity to the role.

Certificate of Completion – Leader as Coach

While at ANZ Private – Always met 70-80% of the Performance criteria

Increased the ANZ Private Memberships from 0- to 70% of the portfolio (during 3 year period), resulting in an ongoing revenue of $105K p.a.

Increased the Wealth Income and overall RAI in the portfolio.

Achieved second highest level of Client Satisfaction Rating in ANZ Private Wealth business (9.01)

July 14 – Current Empowered Financial Partners (Retire Invest)Financial Planning Administration Manager

Responsibilities include:

Supporting 3 Advisors on day-to-day running of the practice.

Actively supporting Value based financial planning and ideal clients.

Skills

Portfolio Management

Commercial Banking

Mortgage Lending

Retail Banking

Relationship Management

Private Banking

Wealth Management

Business Development

Experience

Professional Summary

Achievementsnts

Following up with the fund managers/Insurance companies on client portfolios.

Attending meetings with the FP’s/Independently and looking after compliance, file management and Diary notes.

Working on FP X plans, liaising with Para planner on SOA, checking the strategy is in line with the client discussions and needs.

Following up on client enquiries and end-to-end processing of client requests and client reporting.

Professional Development through PD day and active reading.

Responsible for team, making sure all tasks are actioned appropriately.

Mar 14 – July 14 Australian Lending and Investment Centre (Mortgage Broker) Consultant

Responsibilities include:

The role involved communicating with clients and arranging a smooth settlement, liaising with different stakeholders (Bank’s Assessment team and settlements area for a smooth mortgage settlement).

This role was a culmination of doing some administration and customer services role.

This role also involved liaising with Investment Lending Managers for a smoother outcome.

Liaising with Valuers/ BDM’s and different stakeholders of different Banks.

Helping clients with their longer -term strategy on lending and Investment.

.Oct 07 – Mar 14 ANZ Bank

Private Wealth Manager – ANZ Private

Responsibilities included:

Having Value Based discussions with the clients around their needs, values, aspirations and concerns.

My client base included professional people (large Accounting / Management professionals, Business owners, Doctors, Investors, Retirees etc.).

Expand the share of wallet income from a portfolio of 165 clients.

Liaising with the existing clients/reviewing their investment portfolio.

Helping clients achieve their goals and objectives.

Upselling various investment offerings and alternative investments as a part of their investments strategy.

Responsible for overall running of portfolio for clients.

Responsible for 2 staff, making sure all the daily tasks are handled and instructions are carried out.

Liaising with Credit on credit approval, Lending transactions, risk and compliance.

Overall responsibility on the credit limit Breaches/excesses.

Professional Development every 6 months.

July 06 – Sept 07 ANZ Bank Senior E*trade Channel Manager – Margin Lending

Responsibilities included:

Liaising with E*TRADE at a senior level in maintaining its Channel Relationship.

Actively managing client relationship from “start to finish approach” in account management.

2IC, handling day-to-day affairs of Client Services.

Actively managing ML Risk procedures.

Handling PB and FP channels in relevant Channel Manager’s absence.

Taking responsibility to undertake Client Services team tasks.

Proactively contacting clients in case of Margin calls.

May 04 – July 06 ANZ Bank Channel Manager, Financial Planning - Margin Lending

June 01- May 04 ANZ Bank Client’s Service Officer

Margin Lending

July 99 - May 01 ANZ Bank Customer Relations Officer – Superannuation

Aug 98 - June 99 ANZ Bank Customer Service Officer

Feb 98 - July 98 ANZ Bank Account Management Officer (secondment)

Mar 97 – Jan 98 ANZ Bank Account Administration Officer

Aug 96 - Mar 97 ANZ Bank Part Time Teller

Feb 96 - July 96 Novatel Bayside, St Kilda Night Auditor

Diploma in Financial Planning from Kaplan (Previously SIA) RG146 Compliant

Majoring:

Education

Cash/Deposit Taking, General Insurance

Superannuation and Planning

Financial Economics

Investment Markets

Foreign Exchange

Financial Planning and Products 1

Advising Practice

Financial Planning and Products 2

Investment Planning 2

Margin lending and Geared Investments

Victoria University, Melbourne Certificate in Computer Applications

Mangalore University, India 3-Year Degree in Hospitality Management

Trekking

Cricket

Travelling

Movies

Vivid reader of different financial markets

Jason Andrew/Richard OwenDirectors, Empowered Financial Partners/ Retire Invest

Tel – Available on request

Jason Back MD, ALIC Tel – 0402 429 435

Greg Wray Private Client Executive, NAB Private Wealth (Former Director, ANZ Private till Dec 2013) Tel - 0477 729 150

Jerome Carlin Director Capital Markets, ANZ Private Wealth Tel – 0404 037 659

Glenn Maher Senior ANZ Private Wealth Manager

Tel - 0423 296 169

Personal Interests

Referees