Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Timeline
Generic

Sujai Subramanian

Bangalore

Summary

Client Service & Operations Specialist with 4+ years of experience across Canadian and Indian banking environments. Proven expertise in client engagement, loan operations, and compliance with a strong track record of supporting high-value customers. Seeking to contribute to large-scale banking operations and service excellence in Bangalore.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Client Service Specialist

Tangerine Bank
11.2023 - 06.2024
  • Delivered high-quality service to HNI clients, handling 200+ daily inbound calls with professionalism.
  • Guided over 100 clients in opening and investing in TFSA, RRSP, RIF, and GICs, leading to $4-5M CAD in investments.
  • Captured and resolved complaints using case management systems, improving resolution accuracy.
  • Created Excel and PowerPoint reports for leadership, enabling quality enhancements.
  • Conducted root cause analysis on fraud and card issues, streamlining client recovery processes.

Financial Sales Representative

Neo Financial
07.2023 - 10.2023
  • Engaged 80-100 potential customers daily across events, promoting Fintech banking solutions.
  • Cross-sold Checking, savings, and credit card products, improving adoption of mobile banking tools.
  • Re-activated over 200 dormant or disqualified leads, accelerating conversion and sales pipeline growth.

Senior Analyst - Lending Services

ANZ Bank
01.2018 - 04.2021
  • Processed 300+ mortgage loan applications for New Zealand clients, ensuring full compliance with regulations.
  • Managed 500+ monetary and non-monetary settlements for commercial and rural lending teams.
  • Maintained accurate customer data and uploaded 500+ loan documents, improving operational accuracy.
  • Delivered encrypted end-of-day reports to managers, enhancing data security.
  • Identified process gaps through RCA and suggested improvements, raising operational efficiency.

Education

PGDM - Data Analysis for Business Decisions

Durham College
Oshawa, Ontario
05-2023

PGDM - Project Management

Durham College
Oshawa, Ontario
05-2022

M.Com - International Business

Bangalore University
Bangalore, India
04-2016

BBA - Business Management

Bharathiyar University
Coimbatore, India
04-2014

Skills

  • Technical: Excel, PowerPoint, MS Project, Tableau, Power BI
  • Banking & Compliance: Loan Processing, Documentation, Compliance Checks, Quality Control
  • Soft Skills: Client Communication, Problem Solving, Teamwork, Lead Generation
  • Languages: English, Tamil, Malayalam, Hindi (Intermediate), Kannada (Intermediate)
  • Regulatory compliance: KYC, AML, credit policy, customer due diligence (CDD), enhanced due diligence (EDD), suspicious activity reporting (SAR), regulatory reporting, vendor compliance, RegTech tools

Certification

  • Project Management: Project Management Simplified (May 2022)
  • Power BI: Dashboards for Beginners (Jun 2023)
  • Client Service Specialist: CSS Training at Tangerine - Service & Sales (Feb 2024)

Accomplishments

  • Star Performer Award – On‑Time Loan Review & Quality Control: consistently recognized every 3–6 months for timely, high-quality loan processing and compliance checks.
  • Sales Excellence Award – Large-Scale Investment Acquisition: Successfully converted a key prospect into a $5 million investor; known for building long-term client value through needs-based support and product education.

Timeline

Client Service Specialist

Tangerine Bank
11.2023 - 06.2024

Financial Sales Representative

Neo Financial
07.2023 - 10.2023

Senior Analyst - Lending Services

ANZ Bank
01.2018 - 04.2021

PGDM - Data Analysis for Business Decisions

Durham College

PGDM - Project Management

Durham College

M.Com - International Business

Bangalore University

BBA - Business Management

Bharathiyar University

Similar Profiles

CREATE PROFILE
Sujai Subramanian