Summary
Overview
Work History
Education
Skills
Certification
Technical Skills
Activities & Certifications
Timeline
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Dakshata Rodge

Dakshata Rodge

Mumbai

Summary

Versatile professional with a background in civil engineering and over 3 years of experience in the financial services industry. After transitioning to finance, I have honed my skills in customer excellence, team leadership, and global investment advisory at Mirae Asset and Kotak Securities. With a strong analytical mindset and problem-solving abilities, I excel at managing client relationships, optimizing processes, and driving operational efficiencies. Passionate about leveraging my diverse skill set to contribute to innovative solutions in finance.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Assistant Manager

Mirae Asset Capital Markets (India) Pvt Ltd
Mumbai
10.2024 - Current
  • Led and mentored a team of 8 customer service associates in the email support division, improving team efficiency by 30% through targeted coaching, performance reviews, and setting clear KPIs.
  • dentified key bottlenecks in the customer support workflow and implemented process improvements, leading to a 25% reduction in response time and a more streamlined issue resolution process.
  • Collaborated with product, tech, and marketing teams to improve platform features based on client feedback, ensuring product offerings met customer needs and aligning with business goals for better financial performance
  • Handled escalated customer complaints and team conflicts, ensuring that issues were resolved efficiently while maintaining a positive and collaborative team atmosphere, which led to a 10% improvement in team satisfaction scores

Assistant Manager

Kotak Securities
Mumbai
10.2023 - 10.2024
  • Led a team of 10+ call center agents, providing coaching and real-time support to ensure adherence to quality standards, reducing average call handling time by 20% and increasing customer satisfaction scores by 15%.
  • Managed a team responsible for addressing high-priority PAN-level email queries related to securities, investment portfolios, and compliance, ensuring all responses were in line with regulatory guidelines and resolved within 24 hours.
  • Handled global investment queries, providing timely and accurate advice on cross-border investment products and taxation implications for clients in multiple countries, ensuring alignment with global market trends.
  • Managed inbound and outbound client calls, resolving complex investment and account-related inquiries for high-net-worth individuals and global investors, ensuring a resolution rate of 95% on first contact.

Civil Engineer

SP.Infra Solution
Mumbai
12.2019 - 12.2021
  • Managed the implementation of approved design plans by monitoring the work progress at job sites.
  • Designed land development layouts for residential communities using AutoCAD software.
  • Inspected new construction sites to ensure that they meet all applicable standards and regulations.

Education

MBA - Data Science And Business Analytics

DY.Patil University
Mumbai
06-2026

Bachelor in Engineering ( Civil )

G.M.Vedak Institute of Technology
Raigad
12-2018

Skills

  • Customer-Centric Problem Solving & Query Resolution
  • Team Leadership & Performance Optimization
  • Data-Driven Decision Making & Process Improvement
  • Global Investment Knowledge & Cross-Border Client Management
  • Regulatory Compliance & Risk Management
  • Conflict Resolution & Client Relationship Management

Certification

  • National Institute of Securities Markets in Securities Operations and Risk Management ( NISM VII)
  • Digital Marketing Certification ( DY.Patil University )
  • Product Management Certification ( DY.Patil University)
  • Finance Certification ( DY Patil University )
  • Leadership Certification ( DY Patil University )
  • Entrepreneurship Certifcation ( DY Patil University )

Technical Skills

  • Data Analysis & Visualization Tools:
    Excel (Advanced), Tableau, Power BI
  • Talisma CRM (Advanced: Customer Interaction Management, Workflow Automation)
  • Salesforce

Activities & Certifications

  • Certified Yoga Instructor
    IFSA - Intellectual Fitness and Sports Academy
  • Certified Power Yoga Instructor
    IFSA - Intellectual Fitness and Sports Academy

Timeline

Assistant Manager

Mirae Asset Capital Markets (India) Pvt Ltd
10.2024 - Current

Assistant Manager

Kotak Securities
10.2023 - 10.2024

Civil Engineer

SP.Infra Solution
12.2019 - 12.2021

MBA - Data Science And Business Analytics

DY.Patil University

Bachelor in Engineering ( Civil )

G.M.Vedak Institute of Technology

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Dakshata Rodge