Nidhi Tripathi
Hyderabad
Summary
- Result-oriented professional with experience of nearly 9 years in Operations Management, Sales and Customer Servicing
- Exposure of managing operations involving resource planning, in-process inspection and coordination with internal departments &
external customers - Strong understanding about financial products like Mutual Funds, Equity, AIF, PMS, all financial products
- Excellent in building relationships of trust through open and interactive communication with customers; providing the best possible
- Capabilities in enhancing operational effectiveness and meeting operational goals within cost, time & quality parameters
- Fruitful combination of academic expertise and leadership qualities inherent in the working style resulted into the recognition of
the team at various occasions - A forward thinking person with strong communication, analytical & organizational skills; well organized with a record that
Overview
9
9
years of professional experience
Work History
Assistant Manager
Incred wealth & Investments
Hyderabad
01.2022 - Current
- Maintained up-to-date knowledge of company products and services.
- Established strong relationships with clients through regular, personalized communication.
- Performed data analysis on customer feedback surveys in order to improve services delivered.
- Reviewed existing processes regularly to identify opportunities for improvement or cost savings initiatives.
- Identified customer needs by asking questions and advising on best solutions.
- Maintained a high level of knowledge about current products and services offered by the organization.
- Managed a portfolio of client accounts, ensuring high levels of satisfaction and loyalty.
Deputy Manager
Kotak Securities
Hyderabad
08.2019 - 01.2022
- Extending support in managing escalation to resolve concerns and addressing queries (customer advocacy)
- Delivering excellence in managing defined business services with agreed timeline, quality criteria & contractual commitments
- Coordinating with production team for monitoring trends & issues, identifying root causes for any negative trending and implementing control measures to mitigate any risk
- Safeguarding delivery of key performance targets like customer satisfaction, average handle time, resolution rate and quality compliance
- Preparing reports & other statements with a view to apprise management of the process operations and assisting in critical decision-making process
- Meeting deadlines and Turn-Around-Time without compromising quality norms and adhering to SLA
- Liaising with the team members for implementing effective solutions for improving the process
- Operations Management
- Complaint/Escalation Management
- TAT / SLA Management
- MIS Reporting & Documentation
- Customer Relationship Management
- Process Improvement
- Operations Audits & Compliances
- Gap Analysis
- Team Management
Relationship Manager
Edelweiss Financial Distribution
Hyderabad
08.2017 - 08.2019
- Participating in analyzing critical business requirements, identifying deficiencies, developing innovative and cost-effective solutions thus enhancing competitiveness, increasing revenues & improving services
- Building & maintaining strong relationships with customers through regular follow-ups & resolving queries to ensure superior customer services is delivered
- Acknowledged as Top Performer for all 4 quarters and MF Champion in edelweiss during FY-2018-2019
Jr. Executive (Backoffice)
PCS Securities
Hyderabad
08.2016 - 08.2017
Education
MBA - Marketing
RG Kedia PG College
01.2017
B.Com. -
Villa Marie Women Degree College
01.2015
Skills
- Operations Management
- Complaint/Escalation Management
- TAT / SLA Management
- MIS Reporting & Documentation
- Customer Relationship Management
- Process Improvement
- Operations Audits & Compliances
- Gap Analysis
- Team Management
- Acknowledged as Top Performer for all 4 quarters and MF Champion in Edelweiss during FY-2018-2019
- MS-Office Suite
- FLUENT IN English
- Wealth management portfolios
- Service assistance
- Effective customer communication
- Relationship building and management
- Service support
Languages
- English
- Hindi
Personal Information
Date of Birth: 03/15/95
Timeline
Assistant Manager
Incred wealth & Investments
01.2022 - Current
Deputy Manager
Kotak Securities
08.2019 - 01.2022
Relationship Manager
Edelweiss Financial Distribution
08.2017 - 08.2019
Jr. Executive (Backoffice)
PCS Securities
08.2016 - 08.2017
MBA - Marketing
RG Kedia PG College
B.Com. -
Villa Marie Women Degree College
Similar Profiles
Shelden Timms Da costaShelden Timms Da costa
Director of Operations at Aspire wealth Investments (PTY Limited)Director of Operations at Aspire wealth Investments (PTY Limited)
Melanie ShawMelanie Shaw
Licensed Assistant at Qopia Investments / iA Private WealthLicensed Assistant at Qopia Investments / iA Private Wealth
KOMAL SURESH MASRAMKOMAL SURESH MASRAM
Wealth Relationship Manager at Incred PremierWealth Relationship Manager at Incred Premier