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Akhil Anil

Client Relations Specialist

Onboarding Officer

Akhil Anil

Client Relations Specialist

Onboarding Officer

Hello, I’m

Fintech Client Support Specialist |
Operations & Compliance Associate |
Based in Sydney, Australia

I'm a finance and operations professional with a strong foundation in client onboarding, compliance, and payment processing. With over 2 years of experience and ongoing studies in banking and mortgage broking, I help simplify complex financial services for real people.

70+

Clients Onboarded

2+

Years of Experience

600+

Client Queries Solved

SERVICES

What I Bring to the Table

Client Onboarding
Client Onboarding

Helped 70+ SMEs across Asia onboard with a digital payment platform, streamlining KYC and reducing onboarding time by 25%.

International Payments Support
International Payments Support

Facilitated smooth cross-border transactions for clients by coordinating with payment providers and resolving transaction issues.

Customer Relationship Management
Customer Relationship Management

Maintained over 90% client retention by building trust, offering timely support, and enhancing service communication.

Compliance & Documentation
Compliance & Documentation

Ensured all clients met regulatory standards, contributing to AML/CTF checks and improving verification workflows.

Resume

Work Experience

Education

2019 - 2021
MBA in Finance & Marketing
Capital University, India

MBA in Finance and Marketing with a focus on financial management, strategic marketing, and business decision-making

2013 - 2016
BA in English Literature
Kannur University, India

Bachelor's in English Literature, developing strong analytical, communication, and critical thinking skills

Technology Stack

Microsoft Office
Microsoft Office
80%
CRM
CRM
75%
Zendesk
Zendesk
80%
SQL
SQL
40%

Skills

  • Client Onboarding (70+ SMEs)
  • Retention Rate (90%+)
  • KYC Efficiency (+25%)
  • Stakeholder Liaison
  • Data Accuracy
  • Critical thinking and analytical skills
  • Creative Problem-Solving
  • Continuous Learning

Languages

English
English
95%
Chinese
Chinese
80%
Hindi
Hindi
70%
Korean
Korean
20%
Certs

Certifications

2025

Certificate IV in Financial Services

Institute of Strategic Management

Foundational training in Australian financial services, covering compliance, banking products, and client support.

2025

RG146 Tier 2

Financial Education Professionals

RG146 Tier 2 certification in deposit and non-cash payment products, focusing on compliance and customer service in banking

2025

Certificate IV in Finance and Mortage Broking

National Finance Institute

Currently undertaking Certificate IV in Finance and Mortgage Broking, focused on lending practices, compliance, and client needs analysis

2025

AML/CTF Compliance Certificate

Financial Education Professionals

AML/CTF Compliance training with a focus on regulatory obligations, risk assessment, and transaction monitoring

CONTACT

Drop Me a Line