Summary
Overview
Work History
Education
Skills
Personal Information
Leadership Experience
Languages
Affiliations
Accomplishments
Timeline
Generic
SARATH NATH

SARATH NATH

MUMBAI

Summary

Accomplished Executive with a proven track record at Macquarie Group, adept in leading cross-functional teams to exceed performance goals. Expert in process improvements, project management, and strategic planning, coupled with exceptional leadership and communication skills. Demonstrated success in enhancing operational efficiency and driving business growth, with a focus on innovative marketing strategies and quality management.

Overview

13
13
years of professional experience

Work History

Team Lead

3Shape India Private Limited
Mumbai
06.2025 - Current
  • Established first Customer Support operations team in India for global digital dentistry organization.
  • Oversaw comprehensive support operations, managing case allocation, workload planning, and SLA adherence.
  • Acted as primary escalation contact for critical customer issues related to complex software systems.
  • Worked closely with Country Manager to generate operational reports focusing on trends and improvement areas.
  • Executed process optimization initiatives by standardizing workflows to boost efficiency.
  • Created a knowledge management framework that enhanced team consistency and reduced resolution time.
  • Collaborated with regional teams to pinpoint operational bottlenecks and improve support processes globally.
  • Conducted training sessions for internal staff and reseller partners covering key onboarding procedures.

Executive

Macquarie Group
Mumbai
10.2021 - 09.2024
  • Handling a team of 7 associates
  • Project Management
  • Bringing process improvement ideas to the table
  • Risk Management and Due Diligence
  • Internal policies and procedures development
  • Collaborating with legal teams, compliance officers and other stake holders
  • Oversee day-to-day team’s operation and performance
  • Set team/individual objectives and goals
  • Do regular performance evaluation
  • Monitor team performance and report on metrics

Process Lead

Capita India Private Limited
11.2018 - 10.2021
  • Handling a team of 25 advisors
  • Oversee day-to-day team’s operation and performance
  • Set team goals and KPI’s
  • Collaborating with Clients, internal teams and management
  • Do regular performance evaluation
  • Delegate tasks and set targets
  • Monitor team performance and report on metrics

Business Owner

Coffee O’Clock
09.2017 - 11.2018
  • Being a proprietor managed all aspects of Coffee O'clock, a unique biker café in Mumbai, including customer service, vendor management, P&L, marketing, strategy, and operations.
  • Managed customer service, vendor relations, and daily operations to ensure a seamless experience for the biker community.
  • Oversaw P&L book, marketing strategies, and operational efficiencies to drive business growth and profitability.
  • Developed and executed unique marketing strategies to establish Coffee O'clock as the premier biker café in Mumbai.

Customer Care Executive

Tech Mahindra Business Solutions
Mumbai
06.2013 - 08.2016
  • Customer Retention:

Engage with customers who express intent to cancel or discontinue services.

Identify and resolve customer concerns by offering suitable solutions or alternatives.

  • Problem Resolution:

Address and resolve customer complaints or issues promptly.

Coordinate with relevant departments to ensure a seamless resolution.

  • Upselling and Cross-Selling:

Promote additional products or services that align with customer needs.

Provide information on upgrades, benefits, or discounts to enhance the customer's experience.

  • Customer Relationship Management:

Build and maintain strong relationships with customers to improve loyalty.

Maintain professionalism and empathy in all interactions.

  • Performance Metrics:

Meet or exceed key performance indicators (KPIs), such as retention rates, customer satisfaction scores, and call handling time.

Maintain accurate and up-to-date records of customer interactions in the CRM system.

  • Product Knowledge:

Stay updated on company products, services, policies, and promotions to effectively address customer inquiries.

Education

Higher Secondary School Certificate -

Rajhans Vidyalaya
Mumbai
03.2011

Secondary School Certificate -

Rajhans Vidyalaya
Mumbai
04.2009

Bachelor of Arts - English Literature

Amity University
New Delhi

Skills

  • Communication
  • Leadership and Collaboration
  • Team Handling
  • Process improvements and implementation
  • Performance Management
  • Data Analysis
  • Project Management
  • Workflow planning
  • Quality management
  • Cross-functional team leadership
  • Research and analysis
  • Report Generation
  • Strategic Planning and Reviews
  • Marketing
  • Staffing
  • Interpersonal skills
  • Performance evaluations
  • Marketing tactics
  • Social media control
  • Financial management
  • Business development
  • Staff management
  • Customer relations

Personal Information

Title: INVESTMENT BANKER - EXECUTIVE (OPERATIONS & STRATEGY)

Leadership Experience

  • Managing a team of 7 associates/senior associates as their reporting manager at Macquarie.
  • Managing a team of 25 advisors/senior advisors as their process leader at Capita.
  • Monitored the Service Level Adherence on a daily basis to meet the threshold.
  • Reviewed the team performance on a daily, weekly and monthly basis.
  • Created unique process material & procedure manuals to enhance the team’s performance.
  • Oversaw daily operations to ensure high levels of productivity.
  • Collaborated with different teams & higher management to bring process improvement ideas to the table.

Languages

Malayalam
First Language
English
Advanced (C1)
C1
Hindi
Intermediate (B1)
B1
Kannada
Elementary (A2)
A2

Affiliations

  • Mixed Martial Artist (Trained professional in Brazilian Jiu-Jitsu)
  • Motorcycle Enthusiast
  • Marathon Runner
  • Sketch Artist
  • Traveller

Accomplishments

  • At Capita India Pvt Ltd I have been awarded the "Star of the Month" for providing best customer service, problem solving ability and over achieving the set targets consecutively for 6 months. There after promoted to an SME and then promoted to Process lead after a year.
  • At Tech Mahindra business solutions I have been awarded the "Customer Champ" for having the best retention skills, highest conversion rate and the best net promoter score from the client.

Timeline

Team Lead

3Shape India Private Limited
06.2025 - Current

Executive

Macquarie Group
10.2021 - 09.2024

Process Lead

Capita India Private Limited
11.2018 - 10.2021

Business Owner

Coffee O’Clock
09.2017 - 11.2018

Customer Care Executive

Tech Mahindra Business Solutions
06.2013 - 08.2016

Higher Secondary School Certificate -

Rajhans Vidyalaya

Secondary School Certificate -

Rajhans Vidyalaya

Bachelor of Arts - English Literature

Amity University
SARATH NATH