Work Preference
Summary
Overview
Work History
Education
Skills
Interests
Work Availability
Software
Languages
Timeline
Additional Information
Projects
Languages
Hi, I’m

Tejas S

Senior Customer Escalation and Financial Analyst
Bangalore
Tejas S

Work Preference

Work Type

Full Time

Location Preference

On-SiteRemoteHybrid

Important To Me

Career advancementWork-life balanceCompany CultureFlexible work hoursPersonal development programsHealthcare benefitsWork from home optionPaid time offTeam Building / Company RetreatsPaid sick leaveStock Options / Equity / Profit Sharing

Summary

Committed team player with exceptional organizational skills, adept at managing multiple projects simultaneously with precision. Skilled at prioritizing tasks and consistently meeting deadlines. Possessing strong analytical, communication, and teamwork abilities, with a track record of swiftly adapting to new environments.

Overview

6
years of professional experience
2
years of post-secondary education
1
Certification
3
Languages

Work History

Clario

Service Delivery Executive (Contract)
02.2025 - 06.2025

Job overview

  • Served as the primary contact for sponsors, including AstraZeneca, GSK, Novo Nordisk, and Pfizer, managing inquiries and troubleshooting clinical trial equipment and software via phone, email, and chat.
  • Assisted with equipment setup and issue resolution, escalating complex cases as needed. Maintained accurate client, site, and patient data in internal databases, ensuring compliance.
  • Selected for the ERT Legacy team to support queries from CRAs and Primary Investigators related to respiratory and cardiac safety, and site management.
  • Handled an average of 40+ daily emails and chat interactions, in addition to managing inbound calls from sponsors.

HealthifyMe

Customer Retention Specialist (Contract)
07.2024 - 12.2024

Job overview

  • Coordinated with sales teams to design targeted promotions that enhanced high-value customer retention.
  • Executed outreach campaigns to reactivate inactive customers, driving increased repeat business.
  • Contributed to achieving record-breaking year-over-year customer retention rates.
  • Accurately calculated order totals, updated accounts, maintained detailed inventory records, and managed 75–80 daily customer interactions via Intercom and Freshchat.

Swiggy

Senior Escalation And Retention Specialist
7 2022 - 6 2023

Job overview

  • Handled PAN-India customer concerns across social media, and escalations from the CEO and National Consumer Forum.
  • Streamlined communication among departments to accelerate resolutions, and improve collaboration.
  • Proficient in iCRM, One View, FreshDesk, and Sprinklr for managing customer and social media interactions.
  • Handled escalated customer complaints professionally, de-escalating situations while finding mutually beneficial resolutions.
  • Managed 40+ calls, emails, and chats daily, according to business requirements.

MYNTRA JABONG INDIA

Social Media Escalation and Refunds Specialist
11.2019 - 11.2021

Job overview

  • Built strong cross-departmental relationships to ensure efficient resolution of refund-related issues.
  • Proficient in Sprinklr, Smart Assist, and Prism for customer engagement on social media platforms.
  • Supported HR recruitment and onboarding during COVID-19, contributing to business continuity.
  • Collaborated with product and development teams to stay updated on social media trends, enhancing marketing efforts, and client satisfaction.
  • Managed over 80 daily social media interactions via Sprinklr while coordinating with warehouse teams and logistics partners to ensure smooth operations.

HSBC EDP

Financial Analyst 2
03.2016 - 03.2017

Job overview

  • Customized billing solutions for key accounts to meet specific needs, and reinforce client relationships.
  • Prioritized high-risk cases to optimize resource allocation and ensure prompt resolution.
  • Prevented financial loss by quickly identifying and addressing unauthorized transactions.
  • Streamlined fraud investigation processes to enhance operational efficiency, and boosted customer satisfaction through proactive communication and timely fraud case resolution.
  • Trained junior analysts on best practices in financial modeling, contributing to a stronger overall team performance.

IBM Concentrix

Financial Advisor (Contract)
06.2014 - 06.2015

Job overview

  • Cultivated strong client relationships to build trust and loyalty in financial portfolio management.
  • Delivered retirement planning services to help clients sustain their desired post-retirement lifestyle.
  • Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle postretirement.
  • Handled an average of 40+ emails and call interactions, in addition to managing inbound calls from sponsors and relationship managers.

Education

Diwekar College of Commerce
Karwar, India

Higher Secondary Education : 10+2 from Commerce
06.2009 - 05.2011

University Overview

Hindu High School
Karwar

SSLC
05.2008 - 04.2009

University Overview

Skills

Stakeholder engagement

Interests

Interests include animal rescue and adoption, creative arts such as painting and gardening, and maintaining an active lifestyle through badminton

Availability
See my work availability
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Available
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Software

CCTSxpert, Salesforce, JIRA, Prism, iCRM, OneView, MS365, GSP, ZENDESK, FRESHDESK, FRESHCHAT, Sprinklr, Slack Business, Intercom, ATS, OneView

Languages

English
Bilingual or Proficient (C2)

Timeline

Service Delivery Executive (Contract)
Clario
02.2025 - 06.2025
Customer Retention Specialist (Contract)
HealthifyMe
07.2024 - 12.2024
Social Media Escalation and Refunds Specialist
MYNTRA JABONG INDIA
11.2019 - 11.2021
Financial Analyst 2
HSBC EDP
03.2016 - 03.2017
Financial Advisor (Contract)
IBM Concentrix
06.2014 - 06.2015
Diwekar College of Commerce
Higher Secondary Education : 10+2 from Commerce
06.2009 - 05.2011
Hindu High School
SSLC
05.2008 - 04.2009
Senior Escalation And Retention Specialist
Swiggy
7 2022 - 6 2023

Additional Information

Additional Information

Volunteered with World Wildlife Fund (WWF) in Mumbai for 3 months, supporting initiatives to combat tiger poaching and trapping.

Projects

Projects

SIFE

Conducted regular training sessions for farmers, pot makers, cattle breeders, and various village sectors on the adoption of modern technologies, aligning instruction with their needs and interests to improve outcomes.

Languages

Languages

English, Kannada, Hindi.

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Tejas SSenior Customer Escalation and Financial Analyst