Jayashree Ramesh Email & Phone Number

Sydney, Nsw, Au

Sydney, New South Wales, Australia

Partnered closely with ANZ Sales Leaders and Managers through regular 1:1 engagement to align on strategic goals and enhance performance. Acquired valuable customer insights by shadowing calls to understand their needs and priorities. Drive operational excellence through the analysis and improvement of business processes, systems, and workflows. Key responsibilities include leading end-to-end execution of financial and operational initiatives, contract drafting, deal execution; manage the vendor payment lifecycle, collaborating with various teams to ensure alignment with strategic objectives and resolve operational challenges.

Sydney, New South Wales, Australia

With the objective of “Giving Back” to the Community & Supporting the Healthcare workers in delivering “Vital Services” to people affected, I am Volunteering for NSW Dep of Education & NSW Cancer Council.My Key responsibilities included:• Develop & Deliver Primary Ethics Lessons to Young Australians – to get children thinking, deeply and well, about ethical issues• Promote & Participate in Cancer Council Awareness Programs

India

Conducted detailed financial analysis to support strategic decision-making and contributed to thepreparation of financial statements and annual budgets.Led automation projects to enhance data-driven decision-making and optimize operational efficiency

Bangalore

Developing & Delivering "Customer Services" Training / Learning for Employees of Cognizant - Primarily focused to New Joiners & Graduates recruited through University Hire Program

Dubai, United Arab Emirates

Build and maintain strong, long-term relationships with high-net-worth clients. • Understand clients' financial goals, risk tolerance, and investment preferences to provide tailoredfinancial advice and solutions.• Continuously assess financial plans and suggest adjustments based on market changes and evolvingclient needs.• Utilized standard Business Analysis tools and techniques to support process improvements andenhance operational efficiency in financial services.• Ensured strict adherence to KYC/AML compliance processes, overseeing the accurate documentationand processing of customer information, and mitigating regulatory risks.• Played a pivotal role in branch audits, ensuring that the business unit complied with establishedcontrols, internal guidelines, and regulatory standards

Mumbai, Maharashtra, India

Position Financial & Insurance Product Offerings, Construct Commercial Proposals for Corporates, Prepare & Customize Quotes based on Customers business needs, risk profile & financial needs.Liase between Internal teams including Risk / Credit Management teams, Agree on Terms & Conditions, Ensure Documentations in Order to Meet Compliance & Audit Requirements and Concluding the business. Delivered Error-Free Transactions & Scrutinized Available Information for Inconsistencies.Periodically engage in Process Improvements, Develop Guidelines Documentation, Document Risk Assessments & Best Practices.Deliver Sales Targets and Increase Customer Awareness on Product Offerings.

Bachelor Of Commerce - Bcom, Business/Commerce, General, A

Advanced Financial Accounting and Reporting, Economics & Commerce GPA: 89%

Masters In Business Administration, Marketing, A

Activities and Societies: Top Performer Award for Project on Statistics: "Customer Satisfaction Survey" at a Leading Airline.