NEENA SURENDRAN

• 8 years of extensive experience in account management with accounts from USA, UK, and India sizing from 0.5 M to 5 M USD
• Work proactively to quality check and troubleshoot potential delivery issues with customers
• Develop new business with existing purchasers and/or establish areas of improvement to satisfy sales quotas
• Partnered with internal resources to present additional value and expertise to clients.
• Engaged functional areas across prospect or client organizations to uncover future business opportunities.
• Performed effectively in self-directed work environment, managing day-to-day operations and decisions.
• Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
• Oversaw preparation of marketing copy, images, videos, emails and other collateral.
• Played instrumental role in client satisfaction by working with operational teams for proper resolution of service issues.
• Conducted training and mentored team members to promote productivity and commitment to friendly service.
• Estimated expected changes in business operations and made proactive adjustments to employee schedules and inventory levels to address needs.
• Cultivated positive rapport with fellow employees to boost company morale and promote employee retention.
• Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
• Maintained financial accuracy when handling over $300K revenue.
• Monitored metrics and developed actionable insights to improve efficiency and performance

About company: Fragomen is recognized as the world's leading immigration law firm. They provide comprehensive immigration services for short- term and long-term international assignments, permanent transfers and the local hire of foreign workers

Responsibilities:

• Create support letters in non-technical language
• Develop online process documents
• Conduct peer review
• Perform quality checks
• Determine if assignees is eligible for the L1 and H1B visas
• Prepare and draft immigration applications, visa forms and other immigration related documents corresponding with foreign nationals and clients
• Provide first level review of document inputs
• Capture appropriate data and uploading same into the systems
• Assist clients to schedule appointments in various United States Consulates around India
• Holding consulate briefing sessions to prepare client personnel for interviews at the United States Consulates
• Management support – helping create presentations
• Train new joiners on process knowledge
• Client Alert – preparation of client alert communication for informing the clients regarding government policy changes and other relevant information related to immigration services
• Initiate client calls for requirement gathering
• Lead the client calls with Attorneys for process review.

• GPS and IMS systems from 26th, Auditing of the Clients Portfolio (Taxable Accounts)
• Verifying the cost, accruals and market values on all the assets of the client (Shares, Bonds etc)
• Research and report account overdrafts and trade fails
• Categorizing of transaction’s based on narratives
• Coding of Miscellaneous transactions
• Resolving the exceptions raised by the systems, partner areas and Relationship and Investment managers
• Inform managers of any exceptions and proposed steps for resolution
• Verify the market values and accruals in Bloomberg for the correct valuations on portfolio
• Monthly:
• Auditing the month end portfolio of the client
• Monitor overall account status
• Evaluating the Returns for their holdings
• Working on the performance and analysis
• Approve and Sign-off accounts on due date.

• In the CDQ team
• Used to handle all functions related to client feed processing associated with FHRS client
• Responsibilities:
• Processing of Financial and non-financial data by capturing client information in to the system, researching and analyzing data using multiple database
• Research & resolve the Oracle Finance errors on the database (Oracle Advanced Benefits) by experimenting and deleting the record in the test and production environments
• Creating participant records for DC, DB and HW clients as per the client specifications and within the timelines specified
• Setting up of United States retirement Investment plans Accounts (DC, DB and H&W Plans) for Fidelity clients as General Motors, IBM, Delphi, Microsoft, Bank of America,
• Research on investment plans accounts and updating as per the procedure
• Generating and updating Daily Reports, Hourly Tracker Reports, Weekly Reports and monthly MIS Reports as per the requirements quality standards.