Summary
Overview
Work History
Education
Skills
Timeline
Generic
Ankita Joshi

Ankita Joshi

Customer Success
Delhi

Summary

With over 9+ years of hands-on experience across financial services, customer support operations, and tech-enabled service environments, I bring a deep understanding of customer relationship management, grievance resolution, and operational efficiency. My expertise lies in managing end-to-end customer journeys, particularly within high-compliance sectors like banking and BPO, as well as fast-paced digital platforms such as automotive e-commerce. I have a strong track record of developing SOPs, analyzing customer feedback to drive improvements, and ensuring resolution within defined service-level timelines. My ability to translate insights into actionable strategies has consistently improved customer satisfaction and retention. A clear communicator and collaborative team player, I excel in building trust with clients while supporting cross-functional goals.

Overview

10
10
years of professional experience
2016
2016
years of post-secondary education
3
3
Languages

Work History

Customer Success Lead

SteamPRO
03.2025 - Current

SteamPRO Customer Success Lead


  • Designed and implemented SOPs for both the sales and operations teams to ensure standardization and eliminate process gaps.
  • Led the creation and analysis of a structured feedback system to drive data-backed improvements in service delivery.
  • Developed and launched customer engagement campaigns that improved customer happiness and repeat engagement.
  • Resolved a high-risk complaint that threatened to cancel a key client contract. Conducted a root cause analysis, collaborated with cross-functional teams, and delivered a resolution within the defined TAT, saving approximately ₹6L in recurring revenue.
  • Excellent communication skills, both verbal and written.

Assistant Manager

Axis Bank
07.2023 - 12.2024

Axis BankAssistant Manager, Retail Operations & Customer Success


  • Oversaw daily retail banking operations and implemented proactive customer engagement strategies.
  • Led a team responsible for customer grievances, ensuring adherence to RBI compliance and resolution SLAs.
  • Developed training modules and conducted workshops for staff on updated customer service protocols.
  • Monitored performance metrics to ensure continuous improvement in service quality and compliance.

Grievance Lead

CARS24
11.2021 - 07.2023

CARS24 Customer Experience Grievance Lead

Nov 2021 – July 2023 | Gurgaon, India

  • Built and led the customer grievance management system for UAE-based customers.
  • Developed SOPs for recurring complaint handling, integrated Zendesk and Ziwo for centralized support tracking.
  • Conducted customer journey mapping and pain point analysis, implementing strategic service enhancements.
  • Spearheaded onboarding for third-party vendors and monitored billing accuracy and service delivery.
  • Extracted and analyzed reports from Salesforce and Zendesk to identify root causes of dissatisfaction.rates.
  • Retrieve reports from salesforce and zendesk in order to analyze the data and work on the reports to enhance the overall customer experience.
  • Maintained data integrity for reporting and analysis.

Senior Process Associate

EXL Services Pvt. Ltd
07.2016 - 11.2021

EXL Services Pvt. Ltd.Senior Executive, Invoicing


  • Managing healthy relationship with the clients by providing prompt services and solutions.
  • Need analysis of client and assuring timely payments.
  • Detailed discussion on the process to minimize errors and gaps.
  • Prompt response for healthy relationship with client.
  • Worked on NPS data to enhance overall performance.
    Developing and implementing contingency plans for handling emergencies or service disruptions.
  • Ensuring the team is prepared to handle crises and unexpected situations effectively

Junior Engineer

HCL Technologies
07.2015 - 12.2015
  • Manage and respond to customer inquiries via phone promptly and professionally.
  • Resolve customer issues and complaints with a focus on providing solutions that exceed expectations.
  • Collaborate with cross-functional teams to address complex customer concerns and ensure a seamless customer experience.
  • Utilize CRM software to maintain accurate customer records and track interactions.
  • Rendering Effective Support in delivering all the transaction relevant to Retail and Corporate Clients.
  • Contribute to projects requirements and process enhancements wherever required.
  • Escalation management.
  • Process electronic payments for motor invoices in accordance with SLA s & agreed TAT.
  • Developed a systematic and user-friendly feedback mechanism, allowing customers to provide insights on their experiences through various channels, including surveys, emails, and social media.
  • Implemented robust data analysis procedures to extract meaningful insights from customer feedback.
  • Leveraged the feedback data to proactively address common customer issues and pain points.
  • Developed and executed a communication strategy to inform customers about the changes made in response to their feedback, fostering a sense of transparency and trust.

Education

BBA -

Guru Gobind Singh Indraprastha University
Noida, DL

XIIth Standard - undefined

C.B.S.E

Xth Standard - undefined

C.B.S.E

Skills

  • Customer complaint resolution
  • Customer retention strategies
  • Sales and operations planning
  • Customer experience mapping
  • NPS and CSAT improvement
  • Data analysis
  • Zendesk proficiency
  • Effective conflict resolution
  • Implementing employee training initiatives
  • Quality assurance and process optimization
  • Salesforce proficiency
  • Teamwork and collaboration

Timeline

Customer Success Lead

SteamPRO
03.2025 - Current

Assistant Manager

Axis Bank
07.2023 - 12.2024

Grievance Lead

CARS24
11.2021 - 07.2023

Senior Process Associate

EXL Services Pvt. Ltd
07.2016 - 11.2021

Junior Engineer

HCL Technologies
07.2015 - 12.2015

XIIth Standard - undefined

C.B.S.E

Xth Standard - undefined

C.B.S.E

BBA -

Guru Gobind Singh Indraprastha University
Ankita JoshiCustomer Success