Rodlin LISEME
Banker And Wealth Manager
Summary
Ambitious and determined banking professional with over 5 years of experience in retail banking and financial services. Known for delivering exceptional customer satisfaction and consistently exceeding sales targets. Possess a strong work ethic, a passion for driving results, and a relentless commitment to excellence. Actively seeking opportunities in Melbourne’s dynamic banking sector with an employer who values ambition and is willing to sponsor a skilled visa.
Overview
5
5
years of professional experience
2024
2024
years of post-secondary education
2
2
Certifications
2
2
Languages
Work History
Founder & CEO
LISEME GROUPE
01.2024 - 12.2024
- Established a family-based holding company to provide financial assistance and advisory services to sole entrepreneurs and small business owners
- Developed tailored financial solutions to help clients achieve their business goals, resulting in a 30% increase in client satisfaction
- Built a network of trusted partners and stakeholders to support business growth and sustainability
Business Financial Advisor
La Banque Postale
09.2023 - 02.2024
- Assisted business owners in securing loans and financial products, contributing to a 25% increase in approved loan applications
- Conducted in-depth financial analysis to assess creditworthiness and provide personalized recommendations
- Built strong relationships with clients, ensuring high levels of trust and satisfaction
Intern – Banking Division
Crédit Agricole
09.2022 - 09.2023
- Gained hands-on experience in retail banking operations, including account management, loan processing, and customer service
- Supported senior advisors in preparing financial reports and conducting market research
- Demonstrated strong analytical skills and attention to detail in all tasks
Life Insurance Advisor
Swisslife
01.2020 - 09.2022
- Successfully sold life insurance products, consistently exceeding sales targets by 15%
- Built and maintained a loyal client base through personalized service and proactive follow-ups
- Developed strong communication and negotiation skills, effectively addressing client needs and concerns
Education
Bachelor's degree - Business Administration
The Amiens Business School- ESC AMIENS
Finance, Business Management, and Asset Management
CRA FORMATION
Skills
Client Relationship Management
Certification
Life Insurance Sales Certification, Swisslife, 11/01/20, Advanced Life Insurance Strategies, Customer-Centric Sales Techniques, Regulatory Compliance in Financial Services
Future Plans
I plan to obtain RG146 Compliance certification as soon as possible to align with Australian financial regulations and enhance my professional expertise.
Timeline
Founder & CEO
LISEME GROUPE
01.2024 - 12.2024
Business Financial Advisor
La Banque Postale
09.2023 - 02.2024
Intern – Banking Division
Crédit Agricole
09.2022 - 09.2023
Life Insurance Advisor
Swisslife
01.2020 - 09.2022
Finance, Business Management, and Asset Management
CRA FORMATION
Bachelor's degree - Business Administration
The Amiens Business School- ESC AMIENS
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