Summary
Overview
Work History
Education
Skills
Additional Information
Timeline
OfficeManager
SUJAI SUBRAMANIAN

SUJAI SUBRAMANIAN

Toronto,ON

Summary

Driven Customer Support and Sales Specialist, with 4 years of experience in fin-tech, and financial services to institutional and corporate customers. With a consistently positive attitude and a strong commitment to professionalism, I am actively seeking opportunities to contribute to business growth.

Overview

6
6
years of professional experience

Work History

Financial Sales Representative

Neo Financial
07.2023 - Current
  • Engage with 80-100 individuals daily, across different Malls and events in Toronto.
  • Upselling and cross-selling more than 4 Cashback Cards every day.
  • Delivered compelling presentation for Mastercard cashback, credit & debit card management, product reward programs to potential customers.
  • Help customer discover and use our mobile banking apps for improved banking convenience and financial management.
  • Provide exceptional customer service by taking accountability to create better solutions for the clients.
  • Generated new leads through networking and attending industry events.

Sales Associate

The Shoe Company
10.2021 - 03.2022
  • Provided positive first impressions to welcome existing, new, and potential customers.
  • Identified market trends to develop and execute marketing strategies to target various customer segments resulting in an increased number of approximately 20+ customers signing up for loyalty programs.
  • Informed customers of promotions to increase sales productivity and volume.
  • Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.

Senior Analyst

Australia New Zealand Bank
04.2020 - 04.2021
  • Processed customer mortgage loan applications and financial fund transactions using system software, ensuring accuracy and compliance with company procedures for over 300 New Zealand customers.
  • Conducted rigorous Quality Control and oversaw monitoring of both monetary and non-monetary processes for settlements across Lending Teams in Auckland, New Zealand, and Bangalore, India.
  • Managed end-to-end loan settlement processes for over 300 profiles in Retail, Business, and Rural Segments, ensuring seamless transactions for New Zealand Customers.
  • Facilitated loan pay-offs, loan rollovers between entities, and closed loan accounts upon successful completion of loan repayments.

Analyst

Australia New Zealand Bank
01.2018 - 04.2020
  • Organized and analyzed customer data, and uploaded 500+ documents to the database with great attention to detail for completeness and accuracy.
  • Curated daily end-of-day reports for a team of 7 and maintained an up-to-date customer base in Excel, promptly emailing reports to the manager.
  • Regularly participated in self-development seminars provided by the company to enhance my expertise in cross-cultural management and building enduring relationships.

Education

Post Graduate Diploma - Data Analytics For Business Decisions

Durham College
Oshawa, ON
04.2023

Post Graduate Diploma - Project Management

Durham College
Oshawa, ON
04.2022

Master of International Business Management -

Presidency University
India
06.2016

Bachelor of Arts - Business Management

Bharathiyar University
India
06.2014

Skills

  • Sales Development
  • Direct Selling
  • Customer Inquiries
  • Customer Service
  • Financial Advice
  • Product Promotion
  • Customer Service
  • Product Presentation
  • Banking Software
  • User Account Creation
  • After sales services
  • Customer Relationship Management
  • Power-Bi
  • Tableau
  • Microsoft Office

Additional Information

  • AWARDS, Best performer in accuracy and customer satisfaction - ANZ Bank

Timeline

Financial Sales Representative

Neo Financial
07.2023 - Current

Sales Associate

The Shoe Company
10.2021 - 03.2022

Senior Analyst

Australia New Zealand Bank
04.2020 - 04.2021

Analyst

Australia New Zealand Bank
01.2018 - 04.2020

Post Graduate Diploma - Data Analytics For Business Decisions

Durham College

Post Graduate Diploma - Project Management

Durham College

Master of International Business Management -

Presidency University

Bachelor of Arts - Business Management

Bharathiyar University
SUJAI SUBRAMANIAN