Sudhee Venkadeshan

Skilled financial professional with expertise in deal analysis, financial modelling, and strategic decision-making.

• Conduct comprehensive financial analysis to assess deal feasibility, risks, and potential returns.
• Successfully approved deals exceeding $250K, ensuring optimal risk assessment and financial alignment.
• Consistently met and exceeded monthly targets of $1.1M in deal volume through strategic analysis and strong vendor relationships.
• Managed several complex and challenging deals, navigating financial risks, stakeholder concerns, and tight deadlines.
• Adept at managing multiple deals simultaneously in fast-paced environments while ensuring accuracy and strategic alignment.
• Cultivated trusted partnerships with key vendors and internal teams, effectively aligning deal strategies with business objectives and ensuring seamless execution.

• Review and investigate client complaints and disputes related to trading activities, account balances, fees, and other issues.
• Work collaboratively with other departments such as Trading Operations, Legal and Compliance to resolve disputes promptly.
• Communicate findings and resolutions to clients professionally, ensuring clarity and understanding.
• Prepare regular reports for management, highlighting trends, recurring issues, and recommended process improvements.
• Collaborate with cross-functional teams, ensuring all relevant stakeholders are kept informed of the dispute resolution process and outcomes.

• Educated clients on account services and resolved client inquiries regarding statement information and account balances.
• Maintained accurate record-keeping with proactive attention to client information updates.
• Located customers with overdue accounts and solicited payment
• Gathered customer information and maintained in CRM database.
• Documented customer interactions and relationships using CRM systems.
• Monitored investment portfolio using online tools such as GBST Shares and DCA.
• Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.

• Promoted company brand and unique offerings through personalized customer service.
• Maintained accurate and current customer account data with manual forms processing and digital information updates.
• Set up service appointments to handle advanced technical concerns at customer locations.
• Evaluated account and service histories to identify trends, using data to mitigate future issues.