Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Sanjeev Goyal

Summary

A detail-oriented and results-driven professional with over three years of experience in commercial banking, billing processes, account management, and customer service. Very good at handling financial transactions, resolving customer issues, and retaining customers. Proven track records in upselling, call center environment, and improving billing processes. Excellent Excel data analysis, including pivot and extensive experience in customer communication through phone and chat support. Open to the application of such knowledge in a customer-centric environment involving sales, support, and process improvements.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Technical Support Specialist

Concentrix
06.2021 - 08.2022
  • Supported ongoing maintenance of customer accounts, ensuring accurate payment processing and timely reconciliation of invoices
  • Identified and addressed unpaid invoices, collaborating with customers and internal teams to initiate collection activities
  • Processed daily financial transactions, maintaining accurate records and balancing accounts
  • Researched billing anomalies and provided recommendations to resolve discrepancies
  • I worked with internal teams to implement new pricing structures in the billing system
  • Increased customer retention by 15% through effective upselling and resolving billing issues contributed to overall business profitability
  • Delivered phone and chat support, troubleshooting technical issues and providing solutions

Customer Service Representative

Tech Mahindra
12.2019 - 01.2021
  • Managed customer inquiries related to billing and payment issues, ensuring accurate processing of transactions
  • Utilized MS Office and Excel to track customer account details and identify billing discrepancies
  • Provided insights on customer billing patterns to optimize internal systems and payment processes
  • Collaborated with both internal stakeholders and external clients to resolve issues promptly, adhering to service level agreements
  • Demonstrated sales ability by cross-selling additional services to meet customer needs

Financial Services Advisor

Axis Bank
10.2018 - 09.2019
  • Managed customer accounts, ensuring accurate billing and financial processes for various products
  • Set up special pricing arrangements for clients, ensuring discounts and negotiated pricing were correctly reflected
  • Collaborated with teams to resolve billing issues and maintain timely, accurate invoice processing
  • Maintained and reconciled customer accounts in compliance with internal policies and regulations
  • Delivered proactive sales recommendations, enhancing customer satisfaction and loyalty

Education

Post-Secondary Education - Project Management

Algoma University
12-2023

Bachelor of Engineering - Automobile, and Applied Science

PTU
12-2019

Skills

  • Account Maintenance and Reconciliation
  • Billing & Payment Systems
  • Data Analysis & Excel (Pivot Tables, Data Validation)
  • Financial Transaction Processing
  • Stakeholder Collaboration and Relationship Management
  • Problem Solving and Issue Resolution
  • Pricing Arrangements & Special Billing Structures
  • Billing Anomalies & Variance Investigation
  • Service Level Agreements and Compliance
  • Microsoft Office Suite
  • Call Center & Customer Support (Phone & Chat)

Certification

  • PMP Certification, 219574360
  • CATIA V5 Certification, Aptron (ASPL-GGN-2024)
  • Excel 2016: Core Data Analysis, Manipulation, and Presentation
  • Basics of Data Analysis with Excel, 6112-43868283

Timeline

Technical Support Specialist

Concentrix
06.2021 - 08.2022

Customer Service Representative

Tech Mahindra
12.2019 - 01.2021

Financial Services Advisor

Axis Bank
10.2018 - 09.2019

Post-Secondary Education - Project Management

Algoma University

Bachelor of Engineering - Automobile, and Applied Science

PTU

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Sanjeev Goyal