Athul Uday
London,United Kingdom
Summary
MBA-qualified finance professional with over 5 years of experience in financial services, client servicing, transaction support, and regulatory compliance. Proven track record of managing client relationships, supporting complex financial transactions, and ensuring adherence to governing documentation and operational procedures. Experienced in account lifecycle management, payment coordination, due diligence, and cross-functional collaboration. Detail-oriented team player committed to delivering best-in-class client service and operational excellence within regulated environments.
Overview
7
7
years of professional experience
2020
2020
years of post-secondary education
1
1
Certification
Work history
Business development associate (INTERN)
CHAMPTRONIX
WATFORD, UNITED KINGDOM
2024.10 - 2025.02
- Managed a portfolio of 20+ client accounts, acting as primary point of contact for service-related queries and transaction support.
- Coordinated account onboarding activities including documentation review, data verification, and compliance checks.
- Responded to client requests within SLA timelines, resolving 90%+ issues independently through structured problem-solving.
- Partnered with product and operations teams to deliver tailored financial solutions aligned with client agreements.
- Prepared client reports and transaction summaries for senior stakeholders, supporting relationship development and retention.
- Promoted use of digital self-service tools to improve operational efficiency and reduce client enquiries.
Support Analyst-Financial Institutions Group
Press Ganey Associates LLC (Binary Fountain Ltd.)
Kerala, India
2021.01 - 2023.04
- Supported execution of financial institution transactions including M&A and capital market activities by ensuring documentation accuracy and compliance with regulatory standards.
- Reviewed governing agreements and ensured account/payment activities aligned with contractual terms and internal policies.
- Coordinated with cross-functional teams (legal, compliance, operations) to facilitate smooth transaction lifecycle management.
- Managed multiple concurrent client assignments under strict deadlines in high-pressure environments.
- Monitored market and regulatory developments, providing structured analysis to internal stakeholders.
- Developed internal knowledge resources, reducing recurring client queries and improving response times by 20%.
Sr. Associate – CS Internet
Sutherland Global Services
Kerala, India
2019.11 - 2021.01
- Company Overview: Client: AT&T USA
- Delivered high-quality client service support, handling 30+ daily enquiries across internal and external stakeholders.
- Resolved escalated operational and payment-related issues with a 90%+ first-contact resolution rate.
- Ensured adherence to compliance requirements and internal operational procedures.
- Coordinated across departments to manage workflow, reporting, and service delivery timelines.
- Conducted internal training sessions on compliance standards and client servicing best practices.
- Client: AT&T USA
Project Coordinator & Client Support
PromptTech Middle East Pvt. Ltd.
UAE
2018.01 - 2019.11
- Company Overview: Client: Omega Insurance
- Managed 15+ active client engagements, overseeing transaction documentation and maintaining accurate records.
- Coordinated cross-border transaction logistics and supported regulatory compliance processes.
- Prepared financial reports and maintained structured Microsoft Office documentation to track account activities.
- Acted as liaison between clients, regulatory bodies, and internal stakeholders to ensure seamless execution of contractual obligations.
- Client: Omega Insurance
Education
Bachelor of Business Administration 2:1 - General Financial Business
Bharathiar University
Coimbatore 06/2015 - 2018.06
Master of Business Administration (Merit) - Finance, Human Resources, Marketing
University of East London
London 2023.01 - 2024.01
Skills
- Client Service & Relationship Management
- Account Lifecycle Management (Set-up to Termination)
- Transaction Support (M&A, ECM, Financial Arrangements)
- Escalation & Issue Resolution
- Regulatory Compliance & Documentation Review
- Payment Coordination & Process Oversight
- Portfolio & Stakeholder Management
- Operational Risk & Controls Awareness
- CRM Systems (Salesforce, MS Dynamics 365)
- Advanced Excel, PowerPoint, Power BI
Certification
- CFA Level I Certified
- Financial Modeling and Valuation Analyst (FMVA) – Corporate Finance Institute (CFI)
- Bloomberg Market Concepts (BMC) Certification
- Advanced Excel for Financial Analysis
- Data Visualization with Power BI
Custom
Available upon request.
References
References available upon request.
Timeline
Business development associate (INTERN)
CHAMPTRONIX
2024.10 - 2025.02
Master of Business Administration (Merit) - Finance, Human Resources, Marketing
University of East London
2023.01 - 2024.01
Support Analyst-Financial Institutions Group
Press Ganey Associates LLC (Binary Fountain Ltd.)
2021.01 - 2023.04
Sr. Associate – CS Internet
Sutherland Global Services
2019.11 - 2021.01
Project Coordinator & Client Support
PromptTech Middle East Pvt. Ltd.
2018.01 - 2019.11
Bachelor of Business Administration 2:1 - General Financial Business
Bharathiar University
06/2015 - 2018.06