Experienced with leading operations teams to streamline processes and improve productivity. Utilizes strategic planning to meet organizational goals and enhance team performance. Track record of effectively managing resources and resolving issues to maintain operational excellence.
Overview
13
13
years of professional experience
Work History
Operations Team Leader
Jupiter - Neo Bank
01.2024 - Current
Process Streamlining EOP: By analyzing and mapping current workflows, the employee might have found inefficiencies and introduced changes to streamline processes, which could have resulted in faster decision-making or quicker project turnaround times. Introducing automated systems(onboarding, EOP invoice process, transaction reports) that reduce transaction processing times, improve the accuracy of fund transactions, and ensure compliance with regulatory standards.
Had made sure all MF orders are processed without hiccups by reporting the problems(if any) to the appropriate stakeholders and having them resolved on time.
Focused on identifying opportunities for process improvements in the EOP setup and back-office operations, such as automating transaction processing, improving fund accounting practices, or enhancing reporting systems.
Daily communications with internal and external parties to ensure timely settlement of trading activity
Established open and professional relationships with team members to achieve quick resolutions for various issues.
Increased customer satisfaction ratings by closely monitoring service quality standards and addressing any issues promptly.
Customer Service Team Lead
Jupiter - Neo Bank
05.2022 - 01.2024
Led a team of 14 customer service representatives to ensure the delivery of exceptional customer experiences across [channels such as phone, email, chat, etc.]
Monitored and evaluated team performance, providing timely feedback, coaching, and mentoring to drive continuous improvement
Developed and implemented customer service standards and guidelines, ensuring consistent and professional interactions with customers
Collaborated with cross-functional teams, including Product, and Operations, to address customer concerns, resolve issues, and implement process improvements
Conducted regular team meetings to communicate goals, share best practices, and align the team with the company's customer-focused mission
Managed scheduling and staffing to optimize customer service coverage while maintaining efficiency and cost-effectiveness
Customer Experience Team Lead
Finwizard Technologies (Fisdom)
01.2017 - 05.2022
Guide team in effective client issues resolution and handle any escalations
Develop listening points in the customer journey, define segmentation of customer base and varying strategies, and identify opportunities for continuous improvement
Responsible for overseeing the hiring and training of customer experience personnel to ensure an effective workforce
Identified and maximized sales opportunities, and increased customer retention rates
Monitor the activities of customer service staff to ensure compliance with set standards of courtesy and professionalism
Handle Kaleyra account, Create IVR for inbound & outbound
Organize training programs for customer experience representatives in order to update their job knowledge and enhance their skills
Utilize customer relationship management (CRM) tools in coordinating and monitoring customer experience operations
NISM V-A certified
Senior Executive
Aeigs PVT LTD
12.2014 - 12.2016
Calling the Retailer and generation the lead
Helping the retailer to complete the registration
Recommend potential products or services to management by collecting customer information and analyzing customer needs
Prepare product or service reports by collecting and analyzing customer information
Contribute to team effort by accomplishing related results as needed
Manage large amounts of incoming calls
Generate sales leads Identify and assess customers' needs to achieve satisfaction
Exective Marketing & Sales
Foxbase technologies PVT LTD
03.2012 - 11.2014
Responsible to convert the leads from online portal
Worked on Government project (Karnataka Government) for selling Biometric & CCTV camera
Keeping a regular follow-up on pending leads
Education
BBM - Bachelor of Business Management(Marketing & Sales)
MQI Degree college
Skills
Microsoft Excel
Microsoft Office
Adaptability
Customer Service
Ability to Learn Quickly
Knowledge of MS Office
Issue triaging
Compliance requirements
Operational excellence
Freshdesk
Languages
English
Hindi
Kannada
Timeline
Operations Team Leader
Jupiter - Neo Bank
01.2024 - Current
Customer Service Team Lead
Jupiter - Neo Bank
05.2022 - 01.2024
Customer Experience Team Lead
Finwizard Technologies (Fisdom)
01.2017 - 05.2022
Senior Executive
Aeigs PVT LTD
12.2014 - 12.2016
Exective Marketing & Sales
Foxbase technologies PVT LTD
03.2012 - 11.2014
BBM - Bachelor of Business Management(Marketing & Sales)