Swati Nagaraj

About the Candidate

Financial services representative

ONS Financials Ltd  Mississauga ON ( 2023-2024)

·        Ensure quick and efficient client service by responding to emails and inbound queries.

·        Effective resolve tax-related issues and help clients within the framework of time.

·        Organizing and scheduling interviews for clients with the help of Microsoft software.

·        Assist in the preparation of regularly scheduled reports.

·        payments and ensuring and cheques are disbursed regularly

·        Supported accounting personnel in the mortgage servicing department through research, tracked and resolved accounting problems

·        Monitored invoices and checked to match invoices to payments

·        Reviewed and entered missing information from customer’s bills through invoice records and ensured update.

Admin & Client support

Apple Co.  Ontario                              ( 2022 – 2023)

·        Assisted clients and connected them to the concerned department.

·        Investigated and resolve client complaints and update with appropriate solutions

·        Built and maintained relationships with clients.

·        Dealt with Apple handheld devices and products

clients

·        Research databases and find the right tools and solutions to enhance customer service.

Admin & Sales Broker

Kanetix Insurance Co. Ontario     (2021-2022)

·        Sales Reporting and Analysis done generating and analyzing sales reports to track performance, identify trends, and make recommendations for improvement.

·        Negotiated with Insurance companies on behalf of their client.

·        Assisted clients and provided guidance and connect them to the concerned department.

·        Investigated and resolved client complaints and updated with latest Insurance rates and policies.

·        Built and maintained relationships with clients

·        Renewal and amend current policy terms with clients.

·        Designed and implemented effective marketing strategies to sell new insurance contracts or adjust existing ones.

·        Fraud detection against misappropriate information such as embezzlement and false claims.

·        Training and onboarding Sales support staff. For new staff explain organization policies, performance measurement tools, targets and expectations etc.,

·        Ensured database of renewal of policies due date monitoring done

Accounts Team

Sree Marketing Co.  Hyderabad, TN India (10/2015 – 06/2019)

·        Create and update expense reports

·        Enter financial transactions into internal databases

·        Maintain digital and physical financial records

·        Disburse cheques and record invoices and financial transactions

·        Issue invoices to customers and external partners as required.

·        Participate in quarterly & Annual audits

Retail Credit Loans

Emirates National Bank of Dubai UAE (2012-2014)

Reviewed customer applications to determine the potential of customers to pay against a loan based on their income and current existing liabilities.
Safeguarded the Bank’s interest by ensuring prudent lending process by adhering to Bank’s guidelines.
Verified and analyzed credit information and documentation provided by Sales and Branches, after checking the quality of card applications.
Performed exposure checks to find liabilities such as Auto Loans, Home Loans, Personal Loans Credit Cards that customers have within the group companies
Act as a point of contact for escalations and queries.
Provide coaching, training and development to other team members.