Jayabharathi Ganesan
Salem
Summary
A highly motivated and detail-oriented professional with a proven track record of delivering exceptional service and maintaining strong interpersonal relationships. Adept at managing complex structured products and resolving difficult requests with a clear, concise, and collaborative approach. Strong analytical, organizational, and problem-solving abilities. A self-starter who thrives in fast-paced environments, adapts easily to change, and effectively manages client expectations. Looking to leverage these skills in a dynamic team-oriented environment.
Overview
2
2
years of professional experience
Work History
Sr Transaction Processing Officer (Level 2)
Mphasis Pvt Ltd
Chennai
08.2023 - Current
• Provide US account maintenance service for Charles Schwab Bank, specializing in Individual Retirement Accounts (IRA), including Traditional, Roth, SEP, and Simple IRAs.
• Process plan documentation for 401k retirement services, ensuring employee eligibility and employer plans.
• Update and change employee census information (Name, SSN, DOB, Mobile#, Address, etc.).
• Handle account closures, beneficiary changes, and master account linking/delinking.
• Monitor and validate buy, sell, and open transactions.
• Prepare and reconcile bank deposits by compiling cashier data, verifying receipts, and sending payments to banks.
• Utilize tools such as Client Central, MyQ, IBM On-demand, ACS tool, and MS-Excel to streamline processes and ensure accuracy.
Regional Sales Officer
Axis Bank
Salem
11.2022 - 05.2023
• Achieved sales targets assigned on a daily and monthly basis for banking services and products.
• Worked closely with customers to promote banking products, ensuring a high level of customer satisfaction.
Education
BBA - Business Administration
KSR College of Arts And Science
Namakkal06-2018
High School Diploma -
Valluvar Vaasukki Hr Sec School
Salem04-2015
Skills
- Attention to detail
Complex product analysis
Team collaboration and interpersonal skills
Strong written and verbal communication
Critical thinking and risk identification
Multitasking and managing challenging goals
Adaptability and problem-solving
Client service and expectation management
Organizational and analytical skills
Microsoft Word
Microsoft Excel (MS Excel Certification)
Microsoft PowerPoint
Microsoft Outlook
Leadership qualities
Time and team management
Strong problem-solving ability
Excellent public speaking skills
Strong learning attitude
Languages
Tamil
First Language
English
Proficient
C2
Timeline
Sr Transaction Processing Officer (Level 2)
Mphasis Pvt Ltd
08.2023 - Current
Regional Sales Officer
Axis Bank
11.2022 - 05.2023
BBA - Business Administration
KSR College of Arts And Science
High School Diploma -
Valluvar Vaasukki Hr Sec School