Swara Jeetendra Keny
Parramatta,NSW
Summary
Dynamic finance and banking professional with extensive hands-on experience in equities advisory, fraud operations, and financial services. Proven ability to manage customer inquiries and resolve issues with empathy while effectively communicating complex financial concepts clearly and confidently. Strong understanding of equity markets, trading platforms, and compliance standards, complemented by ongoing studies towards a Master of Finance at UTS. Committed to empowering customers to make informed investment decisions that lead to positive financial outcomes.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Administrative Representative (Part-Time)
Theircare Pty Ltd.
07.2025 - Current
- Developed exceptional communication, patience, and crisis-handling skills while assisting students and parents.
- Strengthened interpersonal abilities, emotional intelligence, and adaptability—skills essential for customer-focused roles.
- Contributed to a positive work environment by assisting colleagues with various tasks as needed.
Financial Advisor – Equities & Investments
Motilal Oswal Broking & Distribution
06.2023 - 12.2023
- Assisted clients with equities account enquiries, stock trading support, and portfolio follow-ups.
- Built long-term relationships through meaningful client conversations and proactive communication.
- Explained stock market concepts and platform features clearly to investors of varied financial literacy.
- Ensured full regulatory compliance with SEBI and internal trading protocols.
- Delivered professional, customer-first service while meeting retention and satisfaction goals.
- Advised clients on portfolio diversification strategies and risk management techniques.
- Collaborated with cross-functional teams to enhance service delivery and client satisfaction.
Customer Service Representative – Fraud Operations (Part-Time)
HSBC EDP Pvt Ltd.
06.2019 - 09.2022
- Managed inbound calls assisting customers impacted by fraudulent or unauthorized transactions, ensuring empathy and clear communication.
- Built trust and rapport with customers while resolving sensitive financial concerns.
- Explained complex procedures in simple terms, helping customers navigate investigations confidently.
- Collaborated with internal teams to review fraud cases, ensure compliance, and minimize customer loss.
- Delivered high-quality service while meeting performance KPIs, accuracy, and compliance standards.
- Resolved customer inquiries and issues through effective communication and problem-solving techniques.
- Managed account updates and transactions using HSBC's CRM systems to ensure accuracy and compliance.
Education
Master of Finance (Extension) - Finance
University of Technology Sydney
Sydney, NSW12.2025
Bachelor of Financial Markets - Commerce
University of Mumbai
Mumbai, India04.2023
Skills
- Customer Engagement & Empathy
- Equity & Trading Support
- Problem Solving & Issue Resolution
- Financial Services & Compliance
- Communication & Relationship Building
- Portfolio & Account Enquiries
- Market Awareness
- Team Collaboration
- Attention to Detail
- Microsoft Office Suite
- CRM Systems
- Customer Service
- Equity Markets
- CommSec Platform Knowledge
- Financial Curiosity
- Empathy
- Compliance
- Communication
- Problem Solving
- Relationship Management
Accomplishments
- Awarded "Employee of the Month" for delivering outstanding administrative support.
- Coordinated weekly project team meetings and drafted agendas to increase meeting efficiency.
Certification
- NISM-Series-V-A: Mutual Fund Distributors
- HDFC Financial Markets Certificate
- Advanced Excel for Business Analytics – Udemy
Languages
English
Hindi
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Administrative Representative (Part-Time)
Theircare Pty Ltd.
07.2025 - Current
Financial Advisor – Equities & Investments
Motilal Oswal Broking & Distribution
06.2023 - 12.2023
Customer Service Representative – Fraud Operations (Part-Time)
HSBC EDP Pvt Ltd.
06.2019 - 09.2022
Master of Finance (Extension) - Finance
University of Technology Sydney
Bachelor of Financial Markets - Commerce
University of Mumbai