Vinaya Ramesh Kumar

•Take ownership of cases and proactive management of the onboarding process right from the initial request to the execution of the transaction. Responsible for assigned workloads and delivery of volumes and quality, which will include assigning and allocating tasks in a timely and accurate manner. Taking ownership of regulatory-related issues, MIFID, EMIR, KYC, and creation of sub-accounts for trading purposes. Engage with partner teams during escalations that aid the exchange and delivery of information.

Counsel and guide students about choosing the best academic learning courses, and help them choose the right resources and content. Plan student schedules and guide parents in using the "Parent Connect" application to monitor their children. Prepare reports on students and activities as required by the administration's progress. Attend meetings, educational conferences, and training workshops, and serve on committees.

Provide services to customers, such as order placement or account information. Interacted with customers to understand their requirements regarding products and services, and provided value-based solutions. I have worked closely with customers, management, and the sales team to identify customers' needs and evolve the best-fit solutions. Schedule and confirm appointments for clients, customers, or supervisors.

Engaged with clients via emails and phone to uncover their professional development goals and advised/motivated them to purchase certification courses. Reviewed existing client accounts and cross-sold products to meet/exceed sales objectives. Designed survey methods to evaluate inside sales teams' performance. Provide technical support during software installation or configuration.