Summary
Overview
Work History
Education
Skills
Awards
Timeline
Generic
Aakanksha Agrawal

Aakanksha Agrawal

Jaipur

Summary

Dedicated and results-driven CRM professional with Seven years of experience serving as the CRM Head for Fisdom Tax2win. Adept at developing and implementing strategic CRM initiatives to enhance customer satisfaction, retention, and overall business growth. Proven track record of leveraging data-driven insights to optimize customer engagement strategies and drive revenue. Skilled in leading cross-functional teams to deliver exceptional CRM solutions that align with organizational objectives. Known for fostering strong client relationships and delivering measurable results. Seeking to bring my expertise and passion for CRM to a dynamic team where I can continue to drive success and innovation.

Overview

8
8
years of professional experience

Work History

Customer Success - Head

Tax2win (Fintech)
Jaipur
04.2018 - Current

Company Introduction Tax2Win is an online platform that simplifies tax filing in India. With a user-friendly interface and expert guidance, Tax2Win aims to make tax compliance easy and hassle-free. From Income tax filing to GST and compliance, Tax2Win works on B2C & B2B2C model.

  • Set up CRM Department and handling a team of 100 Member's & 4 Supervisor's with 10 sub Divisions
  • Contributing 50% to the company's annual revenue
  • Achieved 99.99% customer satisfaction with
  • Increased team productivity by 2x by automating processes
  • Data Analysis for automation, optimize user journey & create new revenue streams
  • Keeping in sync SEO, tech, product, DM, analytics, ops & sales team
  • Conducted regular staff meetings to review performance metrics, address challenges, and discuss best practices for improving customer satisfaction.
  • Collaborated with marketing department on campaigns targeting existing customers.
  • Implemented new technologies such as chatbot software that increased efficiency in responding to customers' inquiries.
  • Monitored call center activities using analytics tools such as Salesforce Service Cloud Reports.
  • Recruited, hired, trained, managed, coached, evaluated, motivated and disciplined employees within Customer Care department.

Operations Manager

Tax2win
Jaipur
01.2018 - 03.2019
  • Developed and implemented operational procedures to ensure quality standards are met.
  • Monitored and improved efficiency of processes, team performance, and customer service.
  • Directed operations staff by providing guidance, training, and support in order to meet company objectives.
  • Performed cost analysis for various projects to determine budget requirements.
  • Analyzed data from daily reports to identify trends in production performance metrics.
  • Coordinated with other departments including sales, marketing, finance, human resources. to ensure efficient operations.
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.

Customer Relationship Officer

Tax2win
Jaipur
06.2016 - 11.2016
  • Responded to customer inquiries via phone, email or chat.
  • Resolved customer complaints quickly and efficiently.
  • Assisted with placing orders, refunds, exchanges or cancellations.
  • Maintained up-to-date knowledge of company products and services.
  • Performed outbound calls to follow up on customer inquiries.
  • Provided advice to clients on filing income tax returns and other related matters.
  • Reviewed documents to ensure accuracy of information submitted on behalf of clients.
  • Answered questions from taxpayers and assisted individuals with completing tax forms.

Education

BCOM -

University of Rajasthan
Jaipur
04-2013

PGDM -

Narsee Monjee Institute of Management Studies
Mumbai

Skills

  • Customer Acquisition
  • Customer Relationship Management
  • Escalation Management
  • Strategic Planning
  • Data Analysis
  • Team Building & Training
  • Product Development
  • Marketing & Communication Planning
  • Critical Thinking
  • Quality Assurance

Awards

  • Leadership Excellence Award
  • Above and Beyond Award
  • Head Girl For Consequent 4 Years In School
  • Won Bronze Medal In District Karate Contest 2008
  • Won Various Prizes While In Academics For Sports & Curricular activities

Timeline

Customer Success - Head

Tax2win (Fintech)
04.2018 - Current

Operations Manager

Tax2win
01.2018 - 03.2019

Customer Relationship Officer

Tax2win
06.2016 - 11.2016

BCOM -

University of Rajasthan

PGDM -

Narsee Monjee Institute of Management Studies
Aakanksha Agrawal