Summary
Overview
Work History
Education
Skills
Languages
Certification
References
Timeline
Generic

Hemalatha Kumar

Toronto,ON

Summary

Adaptable Financial Services Representative recognized for productivity and efficiency in task completion. Specialize in financial analysis, customer relationship management, and regulatory compliance. Excel in communication, problem-solving, and time management to deliver exceptional service and solutions in fast-paced environments.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Financial Services Representative

Primerica
Toronto
01.2024 - Current
  • Responded promptly to customer inquiries via phone, email, or online platforms.
  • Trained for interviews with potential customers to assess their insurance,Investment, Retirement needs.
  • Participated in LLQP training and got Certified for LIFE, Accident and Sickness insurance,Segregated Funds and Annuity,Ethics & Professional Practice.
  • Maintained accurate records of all activities performed throughout training period.
  • Utilized document management system to organize company files, keeping up-to-date and easily accessible data.

Senior Associate

BNP Paribas
Chennai, Tamilnadu
01.2016 - 11.2019
  • Handled various activities of project such as Information gathering, Analyzing data, documenting functional and Business requirements.
  • SME, In corporate Actions - Events Announcements, Instructions and Payments processing.
  • Managed team resources, including assigning tasks, monitoring progress, and ensuring deadlines were met.
  • Managing Global client accounts such as Europe, US, Asia, AU and generating FX reports for group B and C currencies.
  • Maintained positive working relationship with fellow staff and management.

Customer Service Representative

TATA Consultancy Services
Chennai, Tamil Nadu
03.2015 - 12.2015
  • Reviewed documents such as contracts, invoices, letters and emails related to customer accounts.
  • Maintained accurate records of all customer contact attempts and account updates in the database system.
  • Negotiated payment plans with customers to ensure timely repayment of debt.
  • Monitored accounts to identify overdue payments and pursue timely remedies.
  • Resolved billing discrepancies and customer credit issues.

Education

MBA - Accounting And Finance

Pondicherry University
Tamil Nadu

Skills

  • Financial Markets
  • Insurance knowledge
  • AML/ Compliance
  • Financial Services
  • Customer Relationship Management

Languages

English
Full Professional
Tamil
Native/ Bilingual

Certification

  • Certified in Life Licensing Qualification Program (LLQP)

References

References available upon request.

Timeline

Financial Services Representative

Primerica
01.2024 - Current

Senior Associate

BNP Paribas
01.2016 - 11.2019

Customer Service Representative

TATA Consultancy Services
03.2015 - 12.2015

MBA - Accounting And Finance

Pondicherry University

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Hemalatha Kumar