RUCHA SAWANT
Mumbai
Summary
I oversee a variety of operational tasks to ensure the smooth execution of training programs, safety audit events and including managing events in CRM (Sales force), coordinating logistics, and maintaining compliance with SLAs. I handle purchase orders, manage onboarding of associates , organize domestic and international travel, and ensure accurate delegate information. Additionally, I support audit report formatting, update SOPs, and demonstrate flexibility to adapt to changing business needs, contributing to overall team success.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Operations Co-ordinator
British Council Safety
Mumbai
04.2024 - Current
- I have to efficiently manage events in the CRM system, ensuring compliance with service level agreements (SLAs), and maximizing the utilization of full-time delivery staff members.
- Collaborating closely with trainers and auditors to maintain accurate records, facilitating seamless communication and coordination.
- Responsibly raise and dispatch purchase orders in a timely manner, ensuring efficient procurement and allocation of necessary materials and resources.
- Swiftly cancel purchase orders as required, maintaining accuracy and completeness in financial records and procurement processes.
- Execute, manage & oversee logistics for events, ensuring timely dispatch of course materials and equipment to support smooth execution.
- Confirm venue bookings and coordinate dispatch of necessary materials well in advance of course start dates. Ensure prompt dispatch of materials for distance learning bookings upon confirmation.
- Manage domestic and international travel logistics for staff members, including arranging flights, accommodation, and necessary documentation.
- Collect and manage information from international delegates to facilitate correct data on salesforce.
- Execute formatting of Audit and Consultancy reports, maintaining consistency across all documentation.
- Procedure Maintenance: Update Standard Operating Procedures periodically to accommodate changes as a natural consequence of business process re-engineering initiatives and other business changes which may be dynamic in nature.
- Flexibility and Adaptability: Demonstrate flexibility and adaptability to handle additional responsibilities as needed to address unforeseen business requirements, contributing to the overall success and effectiveness of the team and organization.
Customer Service Co-Ordinator
British Safety Council
Mumbai
06.2023 - 03.2024
- As a Global Brand Ambassador, I provided front-line support by answering customer queries through email and phone, directing them to the appropriate department when needed, and ensuring that their requests had been resolved.
- I also assisted with managing bookings in the Learning Zone and Salesforce, support customers with course purchases and exam opportunities, and collaborate with internal teams and external organizations such as NEBOSH and IOSH using CRM tools like ServiceNow, Freshdesk, Zendesk, and Salesforce.
Senior Customer Service Executive
Expertrons
Mumbai
02.2023 - 05.2023
- I had to address customer queries via phone and email, maintain strong relationships with clients, implement feedback-based improvements, and actively contribute to achieving the team's KPIs.
Helpdesk Associate
National Stock Exchange IT LTD
Mumbai
12.2021 - 12.2022
- I had to educate brokers about the ENIT platform, NEAT, and NEATPLUS applications, assist with new user ID requests and approval for various strategies and NNF products, and update them on new circulars. Additionally, I guided CBRICS participants through the registration process, help resolve login issues, and handle queries related to the IPO Portal, including EIPO registration, login, order entry, and rejections, while also providing information on SGB, buybacks, and tender offers.
Senior Executive Advisor
Motilal Oswal Financial Services
Mumbai
03.2021 - 12.2021
- I had to generate brokerage by advising clients on their equity portfolios, develop and maintain long-term relationships to ensure high customer retention, and stay updated on market trends while proactively informing clients about their orders.
Relationship Manager
WhiteHat Jr
Mumbai
07.2020 - 02.2021
- I had to strengthen client relationships by offering accurate information and continuous support, manage class scheduling and rescheduling requests in coordination with the tech team, prepare daily trackers for the student-teacher operations team, and maintain documentation of customer queries while managing daily inbound and outbound emails.
Relationship Manager
Tata Asset Management
Mumbai
01.2019 - 02.2020
- I build strong investor relationships, acquire new clients to generate leads, and increase investment allocation in TATA Mutual Fund, while providing market updates and investment advice. I also address investor queries through interactive support and maintain an accurate MIS of all email replies sent to investors.
Executive Advisor
Motilal Oswal Financial Services
Mumbai
10.2017 - 01.2019
- I generate brokerage by advising clients on equity portfolios, build long-term relationships for high customer retention, and stay updated on market trends to proactively inform clients about their orders.
Education
Bachelors of Management Studies - Finance
St. Andrews College
01.2017
Skills
- Attentive listener
- Event management
- Logistics coordination and management
- Team Training
- Purchase order processing
- Documentation management
- CRM software
- Data entry
- Vendor management
- Effective problem solving skills
- Strong at building customer relationship
- Ability to prioritise
Accomplishments
- IOSH Managing Safely
- Received multiple appreciation emails from the members of the NSE,
Personal Qualifications
Bachelors of Management Studies, St. Andrews College, 2017, Finance
Certification
- IOSH Managing Safely
Languages
English
First Language
English
Advanced (C1)
C1
Timeline
Operations Co-ordinator
British Council Safety
04.2024 - Current
Customer Service Co-Ordinator
British Safety Council
06.2023 - 03.2024
Senior Customer Service Executive
Expertrons
02.2023 - 05.2023
Helpdesk Associate
National Stock Exchange IT LTD
12.2021 - 12.2022
Senior Executive Advisor
Motilal Oswal Financial Services
03.2021 - 12.2021
Relationship Manager
WhiteHat Jr
07.2020 - 02.2021
Relationship Manager
Tata Asset Management
01.2019 - 02.2020
Executive Advisor
Motilal Oswal Financial Services
10.2017 - 01.2019
Bachelors of Management Studies - Finance
St. Andrews College
Similar Profiles
JESSICA FERNANDESJESSICA FERNANDES
Operations Coordinator Audit and Consultancy at British Safety CouncilOperations Coordinator Audit and Consultancy at British Safety Council
Jennifer S ManoelJennifer S Manoel
Proctor at British Council, British Council examsProctor at British Council, British Council exams
Lavanya VedanayagamLavanya Vedanayagam
English Teacher at British CouncilEnglish Teacher at British Council