Kathryn Swamy
Summary
Results-oriented professional with a diverse background in business development, client relations, and public sector operations. Skilled at leveraging data analysis and process improvements to drive growth and enhance efficiency. Proven ability to collaborate effectively across teams, communicate clearly with stakeholders, and deliver accurate, timely results in fast-paced and dynamic environments. Known for a proactive approach, strong problem-solving skills, and consistently exceeding performance goals while maintaining high customer satisfaction.
Overview
8
8
years of professional experience
Work History
Business Development Associate
Royal Bank of Canada - Global Asset Management
11.2024 - Current
- Supported the growth of ~$900M in client assets by delivering strategic sales insights, supporting advisor relationships across Canada, and executing targeted business development campaigns.
- Played a key role in the execution of 9 national sales initiatives, including the launch of a new mutual fund series, coordinating cross-functional efforts and ensuring regional alignment across all channels.
- Conducted territory and client performance analysis for 6+ regional sales teams, identifying growth opportunities and enabling targeted follow-up that drove a double-digit increase in advisor meetings.
- Created and distributed custom sales materials and investment proposals for 250+ top advisors, directly influencing product placement and increasing fund visibility.
- Analyzed advisor performance, sales trends, and territory metrics using Excel and Salesforce, enabling strategic follow-up that helped boost advisor engagement by 20% YoY.
Senior Administrator
Royal Bank of Canada
10.2022 - 11.2024
- Managed 100+ weekly client inquiries and financial transactions, ensuring timely reconciliation and reporting with +95% accuracy, directly supporting institutional investor satisfaction.
- Led administrative projects involving data analysis, reporting, and document control, streamlining internal workflows and improving processing speed by 25%.
- Collaborated with internal finance teams and external partners to optimize reconciliation processes, enhancing accuracy and reducing cross-team turnaround times by 15%.
- Designed and implemented standardized document management procedures across the department, resulting in a 30% increase in retrieval efficiency and improved compliance consistency.
- Monitored system performance and flagged potential operational risks, proactively resolving issues to maintain uninterrupted daily operations and safeguard data integrity.
- Automated key system admin tasks, reducing manual effort by 40+ hours per month, allowing the team to reallocate resources toward higher-value, strategic initiatives.
Student Border Services Officer
Government Of Canada
05.2020 - 07.2022
- Conducted detailed eligibility and admissibility interviews for 200+ immigration applicants, ensuring alignment with federal immigration regulations and policy standards.
- Processed and adjudicated 100+ immigration benefit applications per week, achieving a 98% accuracy rate while working under strict timelines and high-volume intake.
- Leveraged proprietary CBSA and intelligence systems to verify applicant data across 10+ national and international databases, supporting rapid and evidence-based decision-making.
- Issued approvals, denials, or escalations for thousands of cases annually, determining next steps for adjudicative review while maintaining complete and secure documentation in internal systems.
- Built rapport with individuals from 50+ cultural and linguistic backgrounds, facilitating clear and empathetic communication in high-stress or sensitive interactions.
- Collaborated with 5+ federal and international agencies (e.g., IRCC, RCMP, CSIS) to coordinate applicant screening, risk assessments, and status resolutions.
Instructor and Program Facilitator
Smart Advantage Academy
05.2020 - 08.2020
- Delivered engaging instruction in French and Math to students aged 5–12, tailoring lessons to diverse learning styles and academic levels.
- Developed and implemented comprehensive, age-appropriate curricula aligned with student learning objectives and educational standards.
- Maintained positive, professional communication with parents and guardians through regular consultations and progress updates.
- Led and supported seasonal programs, including summer camp and daycare initiatives, ensuring a safe, educational, and fun environment for all participants.
- Awarded with Member of Parliament, Certificate of Recognition for my work.
Guest Service Associate
Oakview Terrace
05.2018 - 08.2018
- Delivered exceptional service to guests during high-volume weddings and private events, consistently managing 100+ covers per shift while maintaining professionalism and attention to detail.
- Collaborated with kitchen and event staff to ensure timely, accurate meal service.
- Trained new hires and supported smooth execution of 50+ large-scale events.
- Recognized for professionalism, adaptability, and strong guest service skills.
Cashier & Customer Service Associate
The Home Depot
05.2017 - 08.2017
- Supported the growth of ~$900M in client assets by delivering strategic sales insights, supporting advisor relationships across Canada, and executing targeted business development campaigns.
- Played a key role in the execution of 9 national sales initiatives, including the launch of a new mutual fund series, coordinating cross-functional efforts and ensuring regional alignment across all channels.
- Conducted territory and client performance analysis for 6+ regional sales teams, identifying growth opportunities and enabling targeted follow-up that drove a double-digit increase in advisor meetings.
- Created and distributed custom sales materials and investment proposals for 250+ top advisors, directly influencing product placement and increasing fund visibility.
- Analyzed advisor performance, sales trends, and territory metrics using Excel and Salesforce, enabling strategic follow-up that helped boost advisor engagement by 20% YoY.
Education
BA (Hons) - Law & Criminology -
University Of Western Ontario
London, ON, Canada01-2021
Skills
- Working Proficiency in English & French
- Business Development & Sales Support
- Client Relationship Management
- Data Analysis & Reporting (Excel, Salesforce)
- Process Improvement & Workflow Optimization
- Stakeholder Engagement
- Sales Pipeline Management
- Administrative & Operational Support
- Project Coordination & Execution
- Conflict Resolution & Customer Service
Post Undergraduate Courses
- Project Management, George Brown College, 2022
- Math for Business and Management, George Brown College, 2022
- Fundamentals of HR Management, George Brown College, 2021
- Principles of Marketing, George Brown College, 2021
Timeline
Business Development Associate
Royal Bank of Canada - Global Asset Management
11.2024 - Current
Senior Administrator
Royal Bank of Canada
10.2022 - 11.2024
Student Border Services Officer
Government Of Canada
05.2020 - 07.2022
Instructor and Program Facilitator
Smart Advantage Academy
05.2020 - 08.2020
Guest Service Associate
Oakview Terrace
05.2018 - 08.2018
Cashier & Customer Service Associate
The Home Depot
05.2017 - 08.2017
BA (Hons) - Law & Criminology -
University Of Western Ontario
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