Open To Work
Shubham Jaiswal
Lucknow
Summary
Customer-focused CRM Executive with 7+ years of experience across real estate, logistics, banking, and healthcare domains. Strong expertise in customer interaction management, CRM software handling, issue resolution, coordination with internal teams, and customer satisfaction monitoring. Proven ability to maintain accurate CRM data, manage escalations, and support sales & operations teams efficiently. Well-versed in global customer handling and process-driven environments.
Overview
11
11
years of professional experience
Work History
CRM Executive
Signature Global Pvt Ltd
Gurugram
09.2021 - 05.2024
- Managed end-to-end customer interactions via calls and emails using CRM software.
- Maintained accurate customer records, interaction history, and service logs in CRM.
- Handled customer queries, complaints, and escalations, ensuring timely resolution.
- Coordinated with sales, site teams, and accounts for issue resolution and closures.
- Conducted regular customer follow-ups for pending cases and service requests.
- Shared Builder Buyer Agreements (BBA), payment receipts, and official communications.
- Booked and coordinated site visits based on customer availability.
- Collected customer feedback and supported service improvement initiatives.
- Prepared customer reports and follow-up summaries for management review.
Logistics Coordinator
Lalamoves Ind Pvt. Ltd
Gurugram
06.2019 - 08.2021
- Managed customer and driver support tickets via CRM and helpdesk tools.
- Provided real-time order tracking updates and delivery coordination.
- Resolved technical and operational issues using Zoho, Exotel, AnyDesk, and Google Sheets.
- Coordinated with internal teams for quick issue resolution and escalations.
- Handled customer compensation cases as per company policy.
- I wanted to let you know that I played a key role in ensuring high customer satisfaction through proactive communication.
Patient Care Coordinator
Max Hospital
Noida
01.2017 - 06.2019
- Managed patient appointments, ensuring timely scheduling with doctors based on patient needs and medical requirements.
- Coordinated medical tests as prescribed by doctors, streamlining the diagnostic process for patients.
- Assisted patients in obtaining medical test reports from the hospital, ensuring easy access to critical information.
- Promoted and booked health packages tailored to patient needs, enhancing preventive care and wellness initiatives.
- Provided medical testing services for immigration purposes, ensuring compliance with regulatory requirements.
Phone Banking Officer
Bank of Baroda
Lucknow
01.2013 - 10.2016
- Delivered secure and compliant customer support for banking operations.
- Resolved card blocking, ATM disputes, account enquiries, and complaints.
- Educated customers on banking products, contributing to higher uptake
Education
B.Com - Accounting
Avadh University
Faizabad 05-2015
Skills
- Customer Query Handling (Calls, Emails, Chats)
- CRM Operations & Database Management
- Customer Record Maintenance & Service Logs
- Issue Resolution & Escalation Management
- Customer Follow-ups & Case Tracking
- Customer Satisfaction Monitoring
- Interdepartmental Coordination (Sales, Operations, Accounts, Support)
- Client Communication & Relationship Management
- Report Preparation (Daily / Weekly / Monthly)
- Customer Onboarding & Process Guidance
- Data Accuracy & Documentation
- Multitasking & Time Management
- Stock / Inventory Update Support
- Ticketing & Helpdesk Coordination
Languages
Hindi
First Language
English
Advanced (C1)
C1
Digital Skill set
- CRM Tools: Zoho CRM, HubSpot (Basic Knowledge)
- Customer Support Tools: Exotel
- Remote Support: AnyDesk
- Reporting & Data Management: Google Sheets, MS Excel
- Accounting Software: Tally 9.0
Timeline
CRM Executive
Signature Global Pvt Ltd
09.2021 - 05.2024
Logistics Coordinator
Lalamoves Ind Pvt. Ltd
06.2019 - 08.2021
Patient Care Coordinator
Max Hospital
01.2017 - 06.2019
Phone Banking Officer
Bank of Baroda
01.2013 - 10.2016
B.Com - Accounting
Avadh University