Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Sonam Khedup

Toronto,ON

Summary

Proven Senior Corporate Account Manager with a track record of revenue growth and client portfolio expansion at OFX, adept in relationship management and multitasking. Recognized for exceptional teamwork and organizational skills, successfully managing a $4.4M+ book of business, ensuring client satisfaction and operational excellence.

Overview

21
21
years of professional experience

Work History

Senior Corporate Account Manager

OFX (CanadianForex Ltd)
12.2011 - Current
  • Grow and manage an existing portfolio of clients with a focus on increasing revenue and generating new opportunities through referrals. (currently managing a 4.4 mill+ book consisting of business clients in the US and CA)
  • Actively seek to win, establish and nurture a large portfolio of corporate clients.
  • Pro-actively service new and existing clients across all available outbound channels, providing best in class payments expertise and and product knowledge
  • Provide responsive and efficient management of all inbound enquires and liaise with other teams to ensure a satisfactory outcome for my clients’ requests.
  • Actively engage and work closely with the OFX compliance, marketing, operations, sales and development/tech teams in pursuit of achieving commercial objectives.
  • Strictly adhere to the full suite of OFX credit, risk management and group policies
  • maximise value and catch full wallet whilst always advocating for the client’s best interest.
  • Actively promote the Company brand
  • Actively engage and work closely with sales team, partnership, marketing and corporate dealing teams in pursuit of achieving company targets

Investor Relations Manager

Citi
03.2011 - 10.2011
  • Communicated directly with investors, clients, investment managers and banks regarding assigned hedge funds
  • Performed daily bank reconciliations on escrow accounts with investor activity to ensure fund account balances on Citi’s
    systems correspond with live bank account balances
  • Ensured and followed up on NAV finalizations in order to send out initial and final confirms to the investors and
    investment managers in a timely manner
  • Set up new fund class, series and estimated NAVs for trade processing
  • Reconciled and entered NAVs to hedge fund logs to be sent to Investment Managers on a monthly basis
  • Prepared various weekly and month-end reports on trade related activity for internal and external clients

Investor Relations Associate

Citco Fund Services
09.2009 - 03.2011
  • Responsible for processing subscriptions, redemptions, transfers and switches of hedge funds by analyzing trade
    documents
  • Leveraged one and a half years of systems knowledge by training new Trade Processors on the NTAS, Hedgetek,
    Axieo and ECM systems
  • Validated, reconciled and posted NAV (Net Asset Values) for daily, weekly and monthly funds
  • In charge of setting up client accounts while maintaining confidentiality and accuracy
  • Updated and reconciled fund trade rules on Citco’s new hedge fund system, ensuring accounts are complete and
    accurate with up to date information from clients
  • Ensured high accuracy standards are maintained for the entry of trade activity

Corporate Finance Intern

Maple Leaf Sports & Entertainment
09.2003 - 03.2004
  • Prepared bank deposits for daily banking
  • Verified accuracy and completeness of data related to ticket sales and concessions for sporting events and concerts
  • Responsible for analyzing all incoming mail for A/P department
  • Performed clerical duties, such as word processing, data entry, maintaining filing and record systems, faxing and
    photocopying
  • Received Intern of the Year award for co-op position

Education

Accounting And Business Management

Ryerson University (TMU)
03.2004

Skills

  • Relationship Management
  • Client Relationship Building
  • Revenue Generation
  • Account Servicing
  • Organizational Skills
  • Teamwork and Collaboration
  • Reliability
  • Attention to Detail
  • Multitasking Abilities

Languages

English

Timeline

Senior Corporate Account Manager

OFX (CanadianForex Ltd)
12.2011 - Current

Investor Relations Manager

Citi
03.2011 - 10.2011

Investor Relations Associate

Citco Fund Services
09.2009 - 03.2011

Corporate Finance Intern

Maple Leaf Sports & Entertainment
09.2003 - 03.2004

Accounting And Business Management

Ryerson University (TMU)

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Sonam Khedup