Swethal Athyala
Stockbridge,VT
Overview
8
8
years of professional experience
Work History
Outbound Associate
Empower
Stockbridge, VT
08.2024 - 11.2024
- Performed outbound calls to existing customers to promote products and services.
- Identified new sales opportunities through data analysis of customer profiles.
- Developed strategies for increasing sales volume with existing customers.
- Participated in team meetings to discuss progress toward goals and share best practices.
- Generated weekly performance metrics for management review such as total call volume.
Financial Advisor
New York Life Insurance Company
Denver, CO
10.2022 - 07.2024
- Consulted with clients to assess and meet short- and long-term financial goal.
- Advised on investment portfolios with 401k, pension and tax-sheltered annuity products.
- Analyzed both long term plans and short-term plans to optimize resources for both company and the client.
- Interviewed clients to analyze income, expenses, financial objectives and risk tolerance in order to develop successful financial plans.
- Led team in planning and case design for my own and other team-mates clients
Financial Analyst Intern
Sun Clinical Laboratories
San Antonio , TX
06.2021 - 05.2022
- Analyzed and tracked data to prepare forecasts and identify trends.
- Organized database by entering and verifying information.
- Managed accounts payable and accounts receivables.
- Assisted in preparing weekly, monthly, quarterly and annual financial reports.
- Developed and utilized spreadsheets, databases and other computer applications to complete assigned tasks.
Business Support Assistant
Sun Clinical Laboratory
San Antonio, TX
12.2017 - 05.2021
- Maintain patients’ information, data and billing options in Excel
- Assist with health and safety monitoring and carry out workstation assessments.
- Prepared monthly status reports and invoices and reconciled to minimize discrepancies.
- Managed CRM database, made updates and ran reporting.
- Kept customers satisfied and loyal by providing exceptional service.
Associate
TopGolf
San Antonio, TX
01.2017 - 07.2017
- Built and maintained relationships with peers and upper management to drive team success.
- Supported management team to facilitate task completion and meet performance goals.
- Arranged and stocked new merchandise following placement directions.
- Communicated clearly with customers in person and via telephone, driving positive experiences.
- Followed cleaning and sanitation guidelines to meet health and OSHA requirements.
Education
Master of Science - Business
The University of Texas At San Antonio
San Antonio, TX05.2022
Bachelor of Science - Biology
The University of Texas At San Antonio
San Antonio, TX12.2020
Skills
- Scrum and Agile project management techniques by working on course projects (1 years’ experience)
- Certificate in Google Analytics, SQL and Tableau (2 years’ experience)
- Excel, Microsoft Office, Salesforce, Gainsight (5 years’ experience)
- Financials Analysis
- Managing Wealth
- Developing Financial Plans
- Call center procedures
- Customer consulting
- Live chat support
- Active listening
- Customer relationship management (CRM)
Languages
Telugu
Full Professional
Timeline
Outbound Associate
Empower
08.2024 - 11.2024
Financial Advisor
New York Life Insurance Company
10.2022 - 07.2024
Financial Analyst Intern
Sun Clinical Laboratories
06.2021 - 05.2022
Business Support Assistant
Sun Clinical Laboratory
12.2017 - 05.2021
Associate
TopGolf
01.2017 - 07.2017
Master of Science - Business
The University of Texas At San Antonio
Bachelor of Science - Biology
The University of Texas At San Antonio
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