Swagatika Rout
Senior Transaction Advisor Support
New Delhi
Summary
A detail-oriented and customer-centric Finance Associate with 3 years of experience in providing financial support and resolving client queries with efficiency and professionalism. Proficient in utilizing various CRM platforms to ensure smooth customer interactions and timely issue resolution. Experienced in vendor, supplier, and customer onboarding, with a strong focus on compliance with established financial policies and procedures. Demonstrates hands-on expertise in Microsoft Excel for data analysis, reconciliation, and financial reporting. Knowledgeable in managing the end-to-end billing process.
As professional advisor, deeply committed to delivering actionable insights and fostering collaborative environments. Extensive experience in strategic planning and conflict resolution ensures impactful contributions to team success. Known for adaptability and results-driven approach, excelling in problem-solving and relationship management.
Overview
3
3
years of professional experience
3
3
Languages
Work History
Senior Transaction Advisor Support
Concentrix
03.2026 - Current
- Developed long-lasting relationships with clients to ensure consistent retention and loyalty.
- Maintained up-to-date knowledge on industry trends and regulations, ensuring accurate advice was provided to clients at all times.
- Mentored junior advisors, fostering a supportive team environment focused on growth and learning.
- Utilized advanced CRM tools to track client interactions efficiently while maintaining detailed records of their individual goals, preferences, and concerns.
- Developed strong relationships with clients through regular communication and excellent customer service.
Senior Process Associate
Genpact
02.2025 - Current
- Perform end-to-end transaction processing accurately and within defined timelines.
- Ensure compliance with process guidelines, client SLAs, and internal quality standards.
- Conduct quality checks and error analysis; suggest process improvements.
- Interact with clients via email or calls for process-related queries and updates.
- Build strong working relationships with internal teams and external stakeholders.
- Collaborated with cross-functional teams for seamless integration of SAP modules, enhancing overall system functionality.
Senior Analyst
R1 RCM
04.2024 - 02.2025
- Enhanced team productivity by streamlining workflow processes and implementing time-saving strategies.
- Collaborated with cross-functional teams to identify areas of improvement, leading to increased operational effectiveness.
- Optimized project management, resulting in timely deliverables and improved client satisfaction rates.
- Performed audits of subsidiaries to protect shareholders and potential investors from fraudulent or unrepresentative financial claims.
- Generated reports detailing findings and recommendations.
Process Associate
IGT Solutions
01.2023 - 04.2024
- Proven ability to learn quickly and adapt to new situations.
- Skilled at working independently and collaboratively in a team environment.
- Passionate about learning and committed to continual improvement.
- Managed time efficiently in order to complete all tasks within deadlines.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
Education
B.Sc. -
Udayanath Autonomous College Of Science And Technology
Adaspur, Cuttack01.2021
Skills
Presentations and public speaking
Problem-solving
Client engagement
Time management
Strategic planning
Written communication
Stakeholder management
Compliance requirements
Customer service
Client relationship management
Product knowledge
Project management
Timeline
Senior Transaction Advisor Support
Concentrix
03.2026 - Current
Senior Process Associate
Genpact
02.2025 - Current
Senior Analyst
R1 RCM
04.2024 - 02.2025
Process Associate
IGT Solutions
01.2023 - 04.2024
B.Sc. -
Udayanath Autonomous College Of Science And Technology