Summary
Overview
Work History
Education
Skills
Websites
Timeline
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Ravali Kandari

Markham

Summary

Financial Services & Customer Care Specialist with experience in collections, billing, and customer support. Skilled in negotiating repayment plans, resolving disputes, and ensuring AML/KYC compliance. Proficient with CRM tools (Salesforce, Zendesk, Jira) and QuickBooks, with strong ability to manage high-volume cases while delivering excellent customer service. Proven ability to balance business goals with customer needs in fast-paced environments

Overview

4
4
years of professional experience

Work History

Financial Service Representative

President’s Choice Financial
07.2024 - Current
  • Manage and maintain a portfolio of high-balance delinquent accounts, ensuring timely resolution while maintaining customer satisfaction and regulatory compliance.
  • Conduct in-depth financial assessments to identify suitable solutions, including hardship programs, repayment arrangements, and settlements tailored to customers’ unique financial situations.
  • Perform detailed financial reviews and account investigations to assess risk and identify suspicious behavior or identity discrepancies.
  • Engage customers with professionalism to verify transactions, validate account ownership, and resolve anomalies.
  • Collaborate with fraud prevention and compliance teams to escalate suspected fraud and contribute to documentation.
  • Ensure strict adherence to AML and KYC guidelines during account verifications and collections.
  • Ensure full compliance with financial regulations and internal policies regarding sensitive data handling.
  • Use negotiation skills to reduce delinquency rates through successful repayment arrangements.
  • Document account activity and customer interactions using CRM systems.

Financial Advisor Coordinator

Infinity Financial Services
03.2023 - 06.2024
  • Assisted licensed financial advisors in end-to-end insurance product sales including life, term, super visa, and critical illness policies.
  • Engaged clients to assess financial needs, explain insurance options, and recommend products alongside the advisor.
  • Scheduled client meetings, conducted pre-qualification discussions, and collected documentation.
  • Acted as a liaison to facilitate timely application processing and policy issuance.
  • Followed up with clients to support decision-making and explain policy benefits and claims process.

Technical Support Representative

Level Up Media
07.2021 - 12.2022
  • Utilized ticketing systems to track and resolve customer inquiries and technical issues.
  • Collaborated with development teams to expedite issue resolution and product delivery.
  • Diagnosed and resolved complex technical problems while maintaining customer satisfaction.
  • Delivered user training sessions and developed easy-to-follow guides.
  • Conducted device compliance checks to ensure adherence to internal protocols.

Education

Post-Graduate Diploma - Computer Systems Technology

Centennial College
04.2024

Bachelor of Engineering - Electronics & Communication

JNTU University
04.2017

Skills

  • Financial Services & Compliance: Banking products, AML/KYC, fraud detection, privacy adherence
  • Support Operations: CRM (Salesforce, Zendesk), Jira, ticket triage, workflow optimization, SOPs
  • Technical Tools: MS Office (Excel), SQL, Python, Notion, Slack, QuickBooks
  • Customer Care & Collections: Negotiation, repayment strategies, hardship programs, dispute resolution
  • Communication & Leadership: Negotiation, conflict resolution, mentoring, cross-functional collaboration
  • Professional Traits: Customer-first, resilience under pressure, accuracy, ethical decision-making

Websites

Timeline

Financial Service Representative

President’s Choice Financial
07.2024 - Current

Financial Advisor Coordinator

Infinity Financial Services
03.2023 - 06.2024

Technical Support Representative

Level Up Media
07.2021 - 12.2022

Bachelor of Engineering - Electronics & Communication

JNTU University

Post-Graduate Diploma - Computer Systems Technology

Centennial College

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Ravali Kandari