Summary
Overview
Work History
Education
Skills
Extra Curricular Activities
Timeline
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Jayshree Gupta

Summary

A highly experienced professional with a strong background in Customer Relationship Management, Investment Advisory, Data Management, International Relations, and Digital Marketing. Proven ability to deliver exceptional results while managing diverse responsibilities with precision and efficiency. Dedicated to leveraging expertise to drive value and foster meaningful client relationships.


I bring forth 9 years of comprehensive experience, with a focus on Client Services, Team leading, Insurance, Banking Operations, Google Adwords, and HR Operations. My proficiency extends to adeptly navigating the intricacies of MNC culture and efficiently overseeing backend operations.

Overview

9
9
years of professional experience

Work History

Senior Product Consultant

Cvent
03.2022 - Current

• Completed a six-month intensive training on advanced event management software, gaining comprehensive technical expertise.
• Provided continuous support to event planners, troubleshooting technical issues and offering tailored advice to optimize software usage for seamless event planning.
• Regularly engaged with clients to identify and resolve recurring problems, while recommending best practices to enhance workflow efficiency.
• Contributed to software improvement by documenting client feedback, identifying potential issues, and helping refine the platform to better meet user needs.
• Simplified complex technical concepts for clients, ensuring they could efficiently navigate and use the software to improve their event planning processes.
• Maintained thorough and professional records of all client interactions, supporting ongoing company efforts in refining services and fostering stronger client relationships.

This role has enhanced my technical expertise and communication skills, allowing me to effectively bridge the gap between event planners and software development teams while ensuring client satisfaction and continuous improvement of the platform.

Team Lead

Canara HSBC OBC Life Insurance
05.2021 - 02.2022

• Led and developed a team of Managed Service Providers (MSPs) to deliver high-quality, accurate customer experiences, fostering a culture of continuous improvement and achievement through coaching, training, and recognition.
• Collaborated with Centurion Lounge vendor staff to ensure exceptional service for visitors, identifying and implementing operational improvements to enhance the overall customer experience.
• Managed team performance through regular evaluations, creating actionable development plans and driving business outcomes aligned with customer, employee, and shareholder goals.
• Oversaw data management activities in partnership with Data Managers, ensuring execution and quality control of deliverables while coordinating internal and regulatory audits to close findings.
• Efficiently allocated resources and managed workload across projects, ensuring optimal productivity and quality across all operations.

Fraud Prevention Analyst

American Express, AMEX
03.2020 - 03.2021

• Upsold premium American Express products, including Platinum and Corporate Credit Cards, while identifying high-risk transactions and detecting fraud such as account takeovers and theft.
• Monitored transaction queues in real-time, resolving issues within SLAs by collaborating with banks and customers to verify and cancel fraudulent activities, balancing customer needs with company priorities.
• Developed fraud analysis models, analyzed transaction patterns, and recommended system improvements and anti-fraud measures, enhancing detection and prevention strategies.
• Generated risk management and suspicious activity reports to provide leadership with actionable insights, driving continuous improvement in fraud prevention efforts.

Process Executive ((Lead Generation for Google Ad)

Cognizant
08.2018 - 03.2020

• Conducted quality audits, implemented new policies, and ensured compliance with company regulations and health and safety standards.
• Identified new business opportunities, followed up on leads, and developed tailored proposals to prospective clients.
• Built and maintained strong relationships with staff, clients, and vendors, fostering collaboration and ensuring effective communication.
• Monitored operations and staff performance, developing strategies to improve efficiency, reduce costs, and enhance overall business outcomes.
• Compiled sales and performance reports, provided staff training, and offered ongoing support for team development.

HR Executive

Prakhar Tours and Travels
07.2016 - 07.2018

• Provide support to the managers in quality control by hiring required staff
• Keeping track records of clients and employees Implementing new policies
• Training new staff
• Keeping track of employee

Education

MBA - Marketing

Welinkar Institute
01-2023

Bachelor of Arts - English Honors

Delhi University
01-2018

Skills

    B2B Sales & Partnerships
    Customer Success & Retention
    Team Leadership & Development
    Strategic Enterprise Management
    Problem Resolution & Process Improvement
    Client Communication & Relationship Management
    Marketing Communications

    This combination of skills positions me to contribute meaningfully to driving customer satisfaction, operational excellence, and long-term business success

Extra Curricular Activities

Creative Writing or Blogging
Photography or Videography for Events
Travel & Cultural Exploration

Timeline

Senior Product Consultant

Cvent
03.2022 - Current

Team Lead

Canara HSBC OBC Life Insurance
05.2021 - 02.2022

Fraud Prevention Analyst

American Express, AMEX
03.2020 - 03.2021

Process Executive ((Lead Generation for Google Ad)

Cognizant
08.2018 - 03.2020

HR Executive

Prakhar Tours and Travels
07.2016 - 07.2018

MBA - Marketing

Welinkar Institute

Bachelor of Arts - English Honors

Delhi University
Jayshree Gupta