Susan Kadiam
Hyderabad
Summary
Adept at financial reporting and fostering client relationships, I leveraged data analysis and investment strategies at Franklin Templeton to enhance decision-making and client satisfaction. My expertise in economic analysis and proactive problem-solving drove significant process improvements, showcasing a blend of analytical prowess and interpersonal skills.
Overview
9
9
years of professional experience
Work History
Account Executive
ADP Pvt Ltd
Hyderabad
10.2021 - Current
- Established relationships with key stakeholders within the client organization in order to better serve their needs.
- Developed strategies to increase customer retention and loyalty through effective communication and problem resolution techniques.
- Cultivated strong professional relationships with internal and external clients to drive long-term business development.
- Conducted calls and meetings with key contacts to coordinate strategic planning and address issues.
- Investigated opportunities for process improvements to streamline operations, reduce costs and increase client satisfaction.
- Reconciling payroll discrepancies by gathering data, analyzing reports and preparing dashboards.
Senior Research Analyst
Franklin Templeton
Hyderabad
09.2019 - 09.2020
- Assisted teams with aligning marketing strategies and objectives based on data-driven insights.
- Created valuation models using discounted cash flow analysis or relative valuation techniques like Price and Earnings ratio.
- Collaborated with colleagues across departments such as sales and trading, corporate finance and operations to provide comprehensive services to clients.
- Analyzed company performance by examining financial statements and other related documents.
- Developed financial models to forecast stock prices and recommend investment strategies for clients.
- Analyzed budgets and implemented action plans to rectify issues.
- Evaluated macroeconomic indicators such as GDP growth rate, inflation rate and interest rate changes that can affect the equity markets.
Client Processing Specialist
JP Morgan Chase&Co
Hyderabad
03.2017 - 06.2019
- Prepared daily, weekly, and monthly metrics reports and presented them to the management.
- Maintaining client data within the client central repository by onboarding new clients, updating amendments, hierarchy changes, static data updates, mergers, and deactivations within specified timelines.
- Ensure requests are actioned only after receiving from authorized sources.
- Ensuring all static and reference data is accurately maintained, post performing quality checks.
- Proactively resolving open issues, escalations, and keeping management informed.
- Data analysis, research, and remediation function as per requirements.
Customer Service Associate
Amazon
Hyderabad
04.2016 - 03.2017
- Responded to customer inquiries via phone, email and chat.
- Resolved customer inquiries in a timely manner.
- Addressed inquiries, resolved customer issues, and managed customer relations.
- Demonstrated active listening skills when responding to customer questions and complaints.
- Escalated unresolved customer issues to the appropriate department or manager for resolution.
- Educated customers on special pricing opportunities and company offerings.
Education
MBA - Finance
Gayatri Vidya Parishad
Visakhapatnam05-2015
B.Com - Commerce
Andhra University
Visakhapatnam05-2013
Skills
- Financial reporting
- Data analysis
- Research and analysis
- Investment analysis
- Variance analysis
- Forecasting
- Financial statement analysis
- Economic analysis
- Portfolio management
Accomplishments
- Received appreciation from clients for addressing their queries within tight deadlines in ADP
- Presented and got recognized for a 2-pager competition about process knowledge, Franklin Templeton
- Received Top Performer award in JPMC for consistent performance
- Awarded Best Performer Award multiple times for handling good number of contacts and maintaining consistent quality, Amazon
- Customer Delight Ambassador and Excellence award, Amazon
Timeline
Account Executive
ADP Pvt Ltd
10.2021 - Current
Senior Research Analyst
Franklin Templeton
09.2019 - 09.2020
Client Processing Specialist
JP Morgan Chase&Co
03.2017 - 06.2019
Customer Service Associate
Amazon
04.2016 - 03.2017
MBA - Finance
Gayatri Vidya Parishad
B.Com - Commerce
Andhra University
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