Summary
Overview
Work History
Education
Skills
Certification
References
SIGNATURE ACHIEVEMENTS
Timeline
Generic
Jiten Jagirdar

Jiten Jagirdar

Account Specialist I
Mumbai,MH

Summary

Account Specialist I with a focus on POA SME audits, procedure recertifications, and complex query resolution. Partners with operations leaders through CSAT/DSAT analysis, preparing 16+ reports per month, and SLA tracking to surface service gaps and improve team performance. Contributes to process control through governance calls, queue integration work, and capacity savings initiatives.

Overview

1
1
Certification
28
28
years of professional experience

Work History

Account Specialist I

JP Morgan Chase Bank
Mumbai, Maharashtra
06.2015 - 07.2024
  • Executed Power of Attorney (POA) SME audits, procedure and letter recertifications, and led governance calls while resolving complex queries.
  • Managed end-to-end CSAT/DSAT analysis for the Mumbai team, creating insightful executive decks and trend reports to drive performance improvements.
  • Served on secondment as Business Analyst (Jan 2020 – Jul 2024), hosting daily SLA calls across Mumbai and San Antonio, creating dashboards, and reporting key operational issues.
  • Led process optimization projects including Bad Demand Analysis (saving 13 FTEs) and the consolidation of 8 operational work queues.
  • Selected for Talent Development Season 1; successfully completed a CSAT deep-dive analysis project and mentored 4 individuals to accelerate their learning curve.

Risk Management Analyst (Fraud Inbound)

JP Morgan Chase Bank
Mumbai, Maharashtra
03.2012 - 06.2015
  • Evaluated inbound fraud cases and maintained a consistent high-performance rating of "High Meets" throughout the tenure.
  • Completed a CSAT bottom-quartile analysis evaluating over 300 calls, delivering critical insights to Team Leaders for targeted coaching.

Assistant Process Training Manager

Firstsource Solutions
Mumbai, Maharashtra
12.2007 - 02.2012
  • Managed content design, training calendars, and yield percentage reporting across daily, weekly, monthly, and annual cycles.
  • Led Training Needs Identification (TNI) and bottom-quartile analysis across operations and training units.
  • Supported process migrations and continuous improvement initiatives using Six Sigma methodologies across multiple projects.
  • Achieved a 100% success rate in bottom-quartile management for a UK semi-technical process and stepped in as Acting Manager for 3 migrations.

Sales Coach

Firstsource Solutions
Mumbai, Maharashtra
10.2006 - 11.2007
  • Developed comprehensive training programs to enhance sales team performance and product knowledge.
  • Implemented coaching strategies that improved individual sales techniques and customer engagement.
  • Analyzed sales metrics to identify trends and inform targeted coaching initiatives.
  • Facilitated workshops focused on effective communication and negotiation skills for diverse sales staff.

Process Officer Team Lead

Firstsource Solutions
Mumbai, Maharashtra
01.2006 - 09.2006
  • Managed teams of 18–22 associates, driving attrition control, coaching, team bonding, and performance RAG analysis.
  • Appointed as "Super Coach" to mentor 3 external Team Leaders alongside managing core team operations.

Operations Advisor

Firstsource Solutions
Mumbai, Maharashtra
03.2004 - 12.2005
  • Handled inbound customer service calls for UK Retail Banking Operations, ensuring strict adherence to financial regulatory laws.
  • Cross-sold relevant financial products and mentored new advisors as Floorwalker during On-the-Job Training (OJT).

Assistant Manager of Business Development

Cipher Solutions
Mumbai, Maharashtra
03.2000 - 03.2004
  • Supervised 6 Trainers and 2 Marketing Executives while driving business development initiatives.
  • Designed and executed e-commerce solutions using ASP server-side processing, ActiveX controls, COM components, and Java chat servers.

Senior Executive Marketing

Sky Weigh Marketing
Mumbai, Maharashtra
05.1996 - 12.1999
  • Spearheaded sales and marketing efforts for weighbridges across key regional territories from Nariman Point to Valsad District.

Education

Second Year Bachelor of Commerce - undefined

Mumbai University

Higher Secondary Certificate (H.S.C.) - undefined

Mumbai Board

Secondary School Certificate (S.S.C.) - undefined

Bombay Board

Skills

Process training & instructional design

Team leadership & operations management

Training needs identification (TNI)

CSAT & DSAT analysis

SLA management & dashboard reporting

Workforce planning

Performance coaching

Business process analysis

Root cause analysis

Quality management systems

Quality scorecards

Employee engagement

Service level optimization

Certification

Professional Certification: Advanced Certificate in Internet & Java Programming (ACIJP) – Aptech Computer Education (Mumbai University Certified)

References

Amit, Shalekar, Executive Product Director, +91 98205 08892, J P Morgan Chase Bank

SIGNATURE ACHIEVEMENTS

Spearheaded DSAT and bottom quartile analysis for JP Morgan Chase, identifying critical trends and deep-dive insights that drove targeted coaching and process improvements., Optimized team SLA performance and workflow capacity by hosting daily service level calls and executing the strategic merging of 8 operational work queues., Conducted Bad Demand Analysis projects that identified process inefficiencies, resulting in a projected structural saving of 13 FTEs., Delivered a 100% success rate in bottom quartile management and achieved a 95% aggregate sales target penetration across UK banking portfolios., Selected for elite Talent Development programs and served as Acting Manager and Super Coach, successfully mentoring multiple Team Leaders and subordinates toward vertical promotions., Designed and executed comprehensive process training and STS coaching programs for over 170 agents, resulting in top-tier performance rankings across sites., Awarded the "Extra Miler Award" multiple times and consistently earned top-quartile performance ratings (High Meets / Exceeds Expectations) across JP Morgan Chase and Firstsource.

Timeline

Account Specialist I

JP Morgan Chase Bank
06.2015 - 07.2024

Risk Management Analyst (Fraud Inbound)

JP Morgan Chase Bank
03.2012 - 06.2015

Assistant Process Training Manager

Firstsource Solutions
12.2007 - 02.2012

Sales Coach

Firstsource Solutions
10.2006 - 11.2007

Process Officer Team Lead

Firstsource Solutions
01.2006 - 09.2006

Operations Advisor

Firstsource Solutions
03.2004 - 12.2005

Assistant Manager of Business Development

Cipher Solutions
03.2000 - 03.2004

Senior Executive Marketing

Sky Weigh Marketing
05.1996 - 12.1999

Secondary School Certificate (S.S.C.) - undefined

Bombay Board

Higher Secondary Certificate (H.S.C.) - undefined

Mumbai Board

Second Year Bachelor of Commerce - undefined

Mumbai University
Jiten JagirdarAccount Specialist I