SHARATH ANUMAKONDA
Mobile # +1-639-***-**** Email *************@*****.*** City Toronto
Greetings,
Over the last 14 years, I have worked in a variety of roles with global organizations across industries and managed several challenging projects and led large, diverse teams. As elaborated in the enclosed résumé, my experience includes operations and people management, account management, strategic planning, financial planning & management, revenue growth and cost reduction.
I have moved across multiple roles in every organization I have worked for which is reflective of my strong work ethic and my capacity for challenges. This diversity in my experience has not only strengthened my ability to quickly learn something new, it has also made me open to venturing into the unknown, which I believe is an essential competency for this position.
At TD, i was working as a regulatory compliance officer and second line of defense for small business accounts. And at Wealthsimple, I am currently assisting clients on their Financial accounts which involve various core operations activities.
As a Manager in one of the world’s largest Banks (HSBC), I have core banking experience with expertise in Credit Services and Banking Operations department. I have participated in various audits - Internal, External (KPMG, Deloitte, PWC) & Regulators (Reserve Bank of India, Central Bank of UAE, Bank of England).
I have excellent understanding and ability to analyze periodic financial statements to determine the current net worth and status of a firm. I possess knowledge of private equity funds and how to prepare the Assets/Liabilities and Profit & Loss statements with history of exceeding expectations and have a strong drive for results.
My knack to analyze needs and create exclusive solutions designed to produce a beneficial outcome has proven to be one of my strengths. The strong associations that I tend to build with team members, senior leadership and clients often result in win-win situations and a foundation for success.
Owing to my flair for financial account management and people connect I have the ability to complete various day to day reconciliations in a financial institution and excellent in handling & resolving escalations/discrepancies. This has also helped me in honing my negotiation skills and presenting logical & persuasive business cases to my stakeholders.
Throughout my career, I have worked in large, multinational organizations with clients and stakeholders spread across geographies. This has helped me develop strong skills in cross-cultural communication, multidepartment collaboration and stakeholder management.
I have actively helped customers with various services & referred them to different departments as appropriate. I can multi-task, handle large volumes, meet tight turnarounds & multiple deadlines, both individually & also as a team player. My problem-solving skills, ability to remain calm under pressure and strong commitment to high ethical and professional standards are some of my biggest strengths.
I am confident that my leadership skills, the flexibility to adapt to any role or situation and the capability to get down in the trenches will allow me to deliver solid results and contribute to the success of any team I am a part of.
Best Regards,
Sharath Chandra Anumakonda
SHARATH ANUMAKONDA
City Toronto Mobile +1-639-***-**** Email *************@*****.***
WORK SUMMARY
Bachelor's in Commerce with work experience across Corporate, Sales, Retail and Customer Service & Professional Services
Professional Competencies - Project / Process Management, Client Partnership & Relationship Building, People Development & Under Performance Management, Process Automation using Light Automation and Blue Prism (Robotics) and always Open to new approaches and Best at Multi-tasking
Personal Competencies – Relationship Management, Innovation, Prioritization, Result Oriented & Attention to detail
Understanding of Tableau, HTML, SQL
PROFESSIONAL EXPERIENCE
Wealthsimple Ltd (Mar 2020 to Current) – 2 Months Contract Role (Work from home, Toronto, Canada)
Associate - Client Success/Core Operations (Fund Management & Stock Trading Services)
Responsibilities
Servicing clients account queries basis their Emails and Calls.
Tasks include Opening & Closing of both Investment & Trading accounts. And all the activities connected to the department.
Also assisting clients on various other activities like Beneficiaries updating, IDVA & Bank Documents verifications etc.,
TD Bank (Jul 2019 to Dec 2019) – 5 Months Contract Role (Mississauga, Canada)
Operations Officer III (Commercial Account Opening Review & Related Services)
Responsibilities
Act as Regulatory Compliance for TD Corporate & Retail partners
Partner with internal clients to ensure adherence to TD internal policies and regulatory guidelines for small Business Accounts
Support partner relationships and main operational effectiveness as per TD Service Level Agreement to mitigate banking risks
Act as first line of EDD defense and ensure adherence to FCAC banking guidelines
HSBC BANK (Apr 2012 to Mar 2019) - Full time (Hyderabad, India)
Assistant Manager (Credit Analysis / Operations Management Client Services) (Jun 2014 to Mar 2019)
Credit & Customer Executive (Credit, Compliance & Banking related Services) (Jan 2012 to May 2014)
Responsibilities
Manage a team size of over 30 FTE across different departments, processes & countries (8 locations) of operations
Travelled and Managed migration for 2 countries
Handle escalations from Clients, Branch, Product Specialists, Call Centers through Phone / Email
Re-engineer and develop tools like Light Automation & Blue Prism (Robotics) to automate/reduce manual intervention into daily operational activities
Demonstrated big picture by supporting various functions like Quality and Training(Learning and Development) along with operations management
Collaborate with contingency sites to make the existing processes leaner and captivate additional tasks from Onshore Teams and Product Managers
Devised value-add strategic solutions to enhance customer experience and saved costs for HSBC
Maintained excellent client rapport with Business Services, Onshore teams through regular business meetings to enhance relationships with top management
Managed risk for both Internal & External audits to manage various risk involved when running operations for banking for offshore location
First point of contact for Business Continuity Management and maintained regular updates on the tool for over 60 processes in the department
Ability to network through complex organizational structures and work through global partnerships to share information and best practices
History of over-achieving on challenging goals, redefining standards of excellence and taking calculated risks Manages time and priorities
Achievements
Best Efficiency award for high productivity
Star of the Month for exceeding KPIs
Superstar award for 2 quarters
Best Team of the Quarter
Tesco Express (Sep 2009 to Jan 2012) - Part-time (London, UK)
Customer Service Representative
Responsibilities
Prepare and Analyze stock mismatch reports to reduce store waste
Assisted store manager to prepare payroll report
Promoted seasonal retail campaigns to enhance sales to compete with other stores in the region
High Focused in ensuring the clients were served at all times and also assisted the other store staff in various activities like Billing, stock filling & receiving delivery etc.,
Moss Brothers (Sep 2010 to Jan 2012) - Part-time (London, UK)
Sales Representative
Responsibilities
Provide accurate information and answer customer’s queries
Prepare sales reports for store manager
Helped in checking deliveries & any specific instructions sent by Head Office for Window Display
Promoted seasonal retail campaigns to enhance sales to compete with other stores in the region
Deloitte Consulting (US Healthcare Billing) - Full-time (Oct 2008 to Sep 2009)
Associate Analyst
Responsibilities
Create and maintain attendance / leave trackers which help in project FTE planning
Part of the US healthcare process, liaison with US healthcare facilities like hospital and private state and federal governed insurance companies
Understand and document the process – research claims, analyze information, determine next actions to be taken, call insurance providers to get appropriate status
Work proactively on accounts to gain knowledge and understand the sourcing requirement, resolving claims, verifying payments by comparing them against contracts/call status /online
Sitel India Private Limited (T-Mobile UK) - Full-time (Nov 2007 to Oct 2008)
Customer Service Professional
Responsibilities
Helped prepaid and postpaid customers in clearing monthly dues, top ups and resolve complex queries via email and calls
Maintained cordial relationship with customers
Achievement
Awarded Best Performer of the month
Swift Solutions India Private Limited (Sprint Wireless) – Full-time (Jul 2006 to Oct 2007)
Sales Representative
Responsibilities
Cold calling Residential and Commercial customers of USA to sell mobile network contracts
Handle customer queries about specific products/services
EDUCATIONAL AND PROFESSIONAL DEVELOPMENT
Bachelor of Commerce 2006 (Aurora Degree College, Osmania University, Hyderabad, India); Equivalent to a bachelor's degree (Four Years) in Canada, as evaluated by World Education Services
Currently enrolled and pursuing 'Investment Funds in Canada' course from Canadian Securities Institute
*** References are available upon request ***