Parul Jaiswal
Operations Associate
Bangalore
Summary
A dynamic associate with over 5+ years of experience in client relationship management and operational excellence, consistently delivering impactful results in fast-paced environments. Proficient in customer journey mapping and problem resolution, with a focus on enhancing client satisfaction and retention. Skilled in cross-functional collaboration, aligning with client goals while providing tailored financial solutions. Advocates for data-driven decision making, leveraging insights to optimize service delivery and mitigate risks. As an experienced leader, excels in guiding teams, managing complex projects, and achieving strategic objectives, while developing efficient processes that align with organizational goals and maintain high standards.
Overview
7
7
years of professional experience
6
6
years of post-secondary education
2
2
Languages
Work History
Operations Associate
Goldman Sachs
Bangalore
06.2024 - Current
- Client Relationship Building: Demonstrated ability to develop and maintain strong, long-lasting relationships with clients. Expertise in understanding client needs, ensuring their satisfaction, and offering tailored solutions.
- Customer Journey Mapping: Skilled in mapping out and optimizing the entire client journey from onboarding to retention. Experience in identifying pain points and implementing strategies to enhance client experience.
- Problem Resolution and Escalation: Adept at addressing and resolving client concerns, ensuring prompt and effective solutions. Proven track record in managing escalations and turning challenging situations into positive outcomes.
- Cross-functional Collaboration: Ability to collaborate with sales, product, and front desk teams to enhance client engagement and deliver a seamless experience. Worked closely with internal teams to ensure alignment with client goals and expectations.
- Client Onboarding and Training: Managed onboarding processes to ensure clients understand and effectively use the service. Delivered training sessions and support to ensure client success and satisfaction.
- Client Retention Strategies: Developed and implemented strategies to improve client retention and reduce churn.
- Data-driven Decision Making: Analyzed client data to identify trends, preferences, and opportunities for better service delivery.
- Communication & Client Advocacy: Excellent verbal and written communication skills, ensuring clear and effective messaging to clients. Acted as a client advocate internally to ensure their needs are prioritized and addressed in service offerings.
- Leadership & Team Management: Led teams or managed client experience departments, guiding them to meet and exceed client expectations. Mentored and trained staff on best practices for managing client relationships and delivering exceptional service.
Business Associate
Goldman Sachs
Bangalore
01.2024 - 06.2024
- Transaction Approval: Reviewing and approving incoming transactions related to accounts receivable, such as client payments, adjustments, and write-offs
- Authorization: Ensuring that all transactions comply with established policies, procedures, and regulatory requirements before providing approval
- Quality Control: Conducting thorough reviews of transaction details to verify accuracy, completeness, and compliance with internal controls and standards
- Risk Management: Assessing the risk associated with different transactions and making informed decisions to mitigate potential financial or operational risks
- Reporting and Analysis: Generate reports, analyze receivables activity, identify trends, and provide insights to management for decision-making
Senior Analyst
Goldman Sachs
Bangalore
11.2021 - 12.2023
- Figuration Break Analysis: Analysis and systematic resolution of figuration breaks and uncharged commissions
- Headcount Reduction Automation: Reduction in headcount/increase in throughput and reduction in vendor costs by identifying scope and formulating requirements to automate manual processes
- Departmental Goal Planning: Formulating plans and streamlining activities to achieve department goals and tracking triggers for variances
- Comprehensive Training: Successfully trained over 30 individuals, spanning both freshers and experienced professional, achieving a 95% accuracy rate within strict timelines
- Project: Regulatory Compliance: Collaborated with internal teams and industry stakeholders to ensure compliance with regulatory requirements for legal futures give-up agreements, managed internal and external expectations within the given timeline
Operation Analyst
Goldman Sachs
Bangalore
01.2021 - 11.2021
- Reviewing multi-party give up agreements as a trade requisite to ensure settlement of brokerage
- As a subject matter expert, training, and leading new joiners in the team to perform day-to-day functions
- Coordination across multiple revenue, operations, compliance and legal departments in the firm to streamline upstream and downstream processes
Process Analyst
Gallagher Service LLP
Pune
05.2018 - 10.2019
- Maintaining a 100% accuracy rate in full compliance with internal policy also verified documents in multiple ways
- Implemented new collection procedures which helped in clearing long pending overdue account
- Provided 4 process improvements ideas (Kaizen)
- Introduced new formatting automation to replace manual formatting resulting in 60% reduction in processing time
- Responsible for the adherence to the quality control measures and procedures that have been developed for the process, achieve the given SLAs on time with 93% accuracy
Education
Project Management
Coursera
Online 03.2024 - 03.2024
MBA - International Business Management
Savitribai Phule University
Pune, India 07.2017 - 08.2019
BBA - Finance
Nagpur University
Nagpur 01.2014 - 06.2017
Skills
- Effective Time Management
- Decision Making
- Attention to detail
- Operations management
- Team Management
- Project management
- Operational efficiency
- Verbal and written communication
Timeline
Operations Associate
Goldman Sachs
06.2024 - Current
Project Management
Coursera
03.2024 - 03.2024
Business Associate
Goldman Sachs
01.2024 - 06.2024
Senior Analyst
Goldman Sachs
11.2021 - 12.2023
Operation Analyst
Goldman Sachs
01.2021 - 11.2021
Process Analyst
Gallagher Service LLP
05.2018 - 10.2019
MBA - International Business Management
Savitribai Phule University
07.2017 - 08.2019
BBA - Finance
Nagpur University
01.2014 - 06.2017
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