Sreevalli Sriperumbudur
Moncton,NB
Summary
Detail-oriented executive with extensive experience in Anti money laundering, telecommunications, retail, customer service and technical support. Troubleshoots highly technical, complex issues with ease and patience. Delivers service and solutions to complex issues and simultaneously documents all resolutions and escalations. Highly people oriented and can manage cross cultural teams with ease. Deep people-oriented leadership skills.
Overview
25
25
years of professional experience
Work History
Licensed Insurance Representative
Co-operators General Insurance
Moncton, NB
03.2023 - Current
- This is service and sale-based role which requires in depth knowledge of Insurance procedures, underwriting skills, and communication skills.
- Licensed for Home and Auto in Ontario, Alberta, New Brunswick, Nova Scotia, PEI & Newfoundland.
- Work to accommodate new and different insurance requests and explore new value opportunities to optimize company reputation.
- Leverage knowledge of company insurance products and services to advise customers on appropriate choices.
- Utilize advanced sales skills to overcome objections, persuade clients to purchase policies and close deals.
- Recommend type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Spend ample time with each customer, verbally reviewing, and explaining documents for client comprehension.
- Calculated quotes and educate potential clients on insurance options.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Maintained high standards of customer service by building relationships with clients.
Technical Support Representative
Nordia
Moncton, NB
11.2019 - 12.2022
- Resolved diverse range of technical issues across multiple systems and applications for customers and end-users across various time zones
- Multitasking is second nature
- Assisted over 30 customers daily in identifying issues and explained solutions to restore service and functionality and pitched services and related equipment as cross sale
- Translated complex technical issues into digestible language for non-technical users
- Responded promptly to incoming requests for technical support
- Worked with other teams to provide accurate resolution to customers
- Submitted service tickets for equipment maintenance requests
- Used ticketing systems to manage and process support actions and requests
- Documented support interactions for future reference
- Increased sales by offering advice on purchases and promoting additional products.
Customer Service Executive
Associated Freight Carriers
06.2017 - 06.2019
- Provided primary customer support to internal and external customers
- Primary contact for $1 million business
- In charge of Sales and customer retention
- Communicate changes in tariffs or any additional charges to client
- Gathered employee data to develop monthly work schedules, enabling proper staffing for departments for each shift
- Employed comprehensive benchmarks to establish and monitor customer service standards
- Resolve any complaints or reply to feedback, converting feedback to sales
- Prepare and cross check contracts for any accounts outstanding
- Liaison between client and COO for maintaining clear communication channels
- Provide updates on consignment and tracking status.
AML Investigator/ Customer Service Lead/ Auditor/
Hongkong and Shanghai Banking Corporation, HSBC
Hyderabad, India / Bermuda
04.2005 - 05.2011
- Money Laundering Reporting Office, perform interviews solely and with managers for selection of individuals into process.
- Provided training sessions and guidance for new join and refresher session for existing team members.
- Audited daily threshold of work done by team as Team Auditor.
- Worked closely with other departments like Legal and Compliance for timely capture of suspicious activity.
- Documented all findings and provided detailed reports on possible fraud and suspicious accounts and transactions.
- Devised methodology for optimizing of AML work by about 40%.
- Trained on UK and Bermuda banking and money laundering process.
- Migrated AML (Anti Money Laundering) process from Bermuda to India, including logistics, taking decisions regarding setting of threshold, Capacity Planning and Auditing.
- Conducted interviews, trained, oversaw, and mentored new team members to strengthen performance and job expertise.
Client Relationship Manager
Citi Group
05.2004 - 09.2004
- Worked along with team of 10 members, for smooth functioning and management of payroll accounts
- Complaints Management for high profile business accounts
- Created detailed sales presentations to communicate product features and market data
- Built partnerships with diverse internal teams and sales, finance, and operations departments to streamline processes.
Cashier Clerk
State Bank of Hyderabad, SBH
04.1999 - 01.2004
- Dealt with Savings Accounts, Business Accounts, Term Deposits Fixed Term deposits, Money Management
- Inward Clearing and Outward clearing, (Management of check clearing)
- ECS- Payrolls received from other banking Institutions were processed
- Reconciling Department – Accounts Reconciling on Monthly Basis Internal Accounts
- Conducted training session for new staff on banking procedures and basic working knowledge of computers.
Education
Bachelor of Commerce -
Osmania University
Hyderabad05.2005
Associates -
Gautami Junior College, St,Anthony's High School
Hyderabad, Andhra Pradesh02.1998
Skills
- Excellent communication, people, and leadership skills with cross cultural experience
- Team Oversight
- Self-directed and motivated
- Excellent product knowledge and problem-solving skills
- Demonstrated accuracy and detail oriented expertise, good at Planning & Analysis
- Demonstrated multitasking abilities
- Insightful identification of potential issues and resolution
- Able to acquire knowledge and dare to implement it; talented to address challenges
- Good with Office suite software
- Excellent communication, people and leadership skills with cross cultural experience
- Excellent product knowledge and problem solving skills
- Transaction Monitoring
- Assessing Compliance Risk
Timeline
Licensed Insurance Representative
Co-operators General Insurance
03.2023 - Current
Technical Support Representative
Nordia
11.2019 - 12.2022
Customer Service Executive
Associated Freight Carriers
06.2017 - 06.2019
AML Investigator/ Customer Service Lead/ Auditor/
Hongkong and Shanghai Banking Corporation, HSBC
04.2005 - 05.2011
Client Relationship Manager
Citi Group
05.2004 - 09.2004
Cashier Clerk
State Bank of Hyderabad, SBH
04.1999 - 01.2004
Bachelor of Commerce -
Osmania University
Associates -
Gautami Junior College, St,Anthony's High School