Kavita Naik
Bengaluru
Summary
Eager to join a forward-thinking team as a Product Associate, where I can leverage my skills in strategic execution to drive company growth and efficiency, contributing to the achievement of organizational goals
Overview
9
9
years of professional experience
1
1
Certification
Work History
Product Associate in Commercial Banking (CB)
JP MORGAN CHASE & CO.
Bengaluru
11.2022 - Current
- First point of contact for user support and problem solving
- Perform daily administration and support of cases in Salesforce database, including but not limited to, managing multiple user setups, profiles, and roles
- Manage Salesforce business user change requests and deliver exceptional end-user support within Commercial Banking by swiftly and efficiently resolving cases, enhancing customer satisfaction
- Help improve existing performance of Salesforce.com solutions to drive sales growth and enhance customer experience
- Being the go-to person for the team administrators and end users when they have Salesforce queries
- Create and maintain internal Client Success Operations job aides to assist in cross-training and provide baseline for improvement identification efforts
- Spearheaded the expansion of support services by integrating Chatbot/Live Agent capabilities, streamlining client communication channels
- Reporting and responding to all Adhoc requests
- Managed client relationships, organising regular meetings to discuss ongoing projects and future needs.
- Collaborated with diverse teams in devising solutions to problems and directed organisational resources towards implementing identified solutions.
Data Operational Analyst
JP MORGAN CHASE & CO.
Bengaluru
09.2021 - 10.2022
- Expertly crafted Salesforce CRM profiles to optimize client prospecting initiatives
- Enhanced data integrity and quality through meticulous support for Crescendo's internal and third-party information
- Diligently validated and updated data upon feedback requests, leveraging the Feedback UI tool for accuracy
- Employed advanced research tools including D&B Market Insights, CapIQ, ZoomInfo, RelPro, InsideView, and LexisNexis for comprehensive data analysis
- Conducted in-depth research on Healthcare IT funding, culminating in a bi-weekly newsletter for executive leadership and the onshore team
- Collaborated with team members to successfully coordinate events within our Line of Business (LOB)
Research Operations
JP MORGAN CHASE & CO.
Bengaluru
10.2019 - 09.2021
- Managed daily case allocation in Salesforce, adhering
- Monitored work and email queues, ensuring prompt action on tasks
- Escalated issues to prevent delays, maintaining workflow efficiency
Data Research Consultant
RANDSTAD INDIA PRIVATE LIMITED
Bengaluru
03.2019 - 10.2019
- Spearheaded data research initiatives at JP Morgan Chase & Co. as a consultant through Randstad India Pvt. Ltd
- Leveraged Salesforce CRM expertise to craft comprehensive company profiles and qualifications for business prospecting
- Executed diverse ad-hoc requests and extracted targeted data sets from D&B Market Insights to inform strategic decisions
Research Assistant
INSTITUTE FOR SOCIAL AND ECONOMIC CHANGE (ISEC)
Bengaluru
04.2017 - 02.2019
- Proficient in MS Excel and MS Word for data management, modeling, and report generation
- Ensured meticulous documentation of research methodologies and data collection
- Developed comprehensive tables, graphs, and reports to distill research findings
- Spearheaded pilot studies and fieldwork for primary data acquisition
- Performed robust qualitative and quantitative data analyses
Junior Research Fellow
Bengaluru
12.2016 - 04.2017
- Managed daily scientific tasks with a focus on data cleansing and analysis to ensure accuracy and integrity
- Proficient in leveraging MS Excel for meticulous data entry and management from diverse sources
- Executed comprehensive data collection and analysis to support research objectives
Education
Master of Business -
DAIRY SCIENCE COLLEGE
Bengaluru01-2017
Bachelor of Science -
UNIVERSITY OF AGRICULTURAL SCIENCES
Dharwad01-2015
Skills
- Salesforcecom
- Customer Relationship Management
- Communication skills
- Operational excellence
- Process improvement
- Team collaboration
- User support
- Reporting and analytics
- Case management
- Commercial Banking
- Data analysis
- Secondary research
- Critical thinking
- Workflow efficiency
- Microsoft Office
Certification
Certified Scrum Product Owner (CSPO), 2016-01-01
Languages
English
Kannada
Hindi
Konkani
Websites, Portfolios and Profiles
https://www.linkedin.com/in/kavita-naik-133519115/
Interests
Conducted National Level Management Fest, ESCARES, 2016-01-01
Custom Section
Step-Up Award, 2021, For Operational Excellence in Commercial Banking, since I had identified data points in the Reonomy database which helped the team to get better match for CRE loans.
Timeline
Product Associate in Commercial Banking (CB)
JP MORGAN CHASE & CO.
11.2022 - Current
Data Operational Analyst
JP MORGAN CHASE & CO.
09.2021 - 10.2022
Research Operations
JP MORGAN CHASE & CO.
10.2019 - 09.2021
Data Research Consultant
RANDSTAD INDIA PRIVATE LIMITED
03.2019 - 10.2019
Research Assistant
INSTITUTE FOR SOCIAL AND ECONOMIC CHANGE (ISEC)
04.2017 - 02.2019
Junior Research Fellow
12.2016 - 04.2017
Master of Business -
DAIRY SCIENCE COLLEGE
Bachelor of Science -
UNIVERSITY OF AGRICULTURAL SCIENCES