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Lokesh Goswami

Operations & Product Ops Professional | Ex-Genpact | SaaS Workflow Systems | Customer Success & Operations

Gurugram

5+ years of work experience

SmartEdge Journal
Aug 202511 mosPresent

Remote

Building a web-based trading performance journal designed to help traders track behaviour, maintain discipline, and improve decision-making. • Designed the product concept and user workflow • Defined trade tracking structure and analytics features • Conducted user research with active traders • Explored performance analytics and journaling frameworks
Sep 20232 yrs 10 mosPresent

Advised clients on financial planning and life insurance solutions based on their financial goals and risk profile. Analyzed customer requirements to recommend suitable policy structures and coverage plans. Explained policy features, premium structures, and claim processes to support informed decision-making. Managed end-to-end documentation and onboarding process while ensuring accuracy and compliance. Built client relationships and provided ongoing support for policy servicing and queries.
GENPACT
Jan 20212 yrs 8 mosAug 2023

Gurugram

Managed high-volume customer account operations, documentation validation, and data processing while ensuring strict SLA adherence. Conducted detailed documentation reviews to maintain accuracy and compliance with underwriting guidelines. Analyzed operational data and identified inconsistencies to reduce downstream errors and improve process efficiency. Coordinated with internal teams to resolve discrepancies and streamline workflow execution. Maintained MIS reports and operational trackers to monitor performance, productivity, and quality metrics.

Education

B.com

Dr. B. R. Ambedkar University, Agra

20163 yrs2019

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Headline

Operations & Product Ops Professional | Ex-Genpact | SaaS Workflow Systems | Customer Success & Operations

About

Operations professional with 2.5+ years of experience at Genpact handling high-volume insurance workflows, operational dashboards, SLA-driven processing, documentation validation, internal audits, and cross-functional coordination. At Genpact, I worked across workflow-heavy operational environments requiring accuracy, prioritisation, process discipline, and coordination across SLA-bound tasks and teams. Alongside my operational background, I have independently worked on workflow-driven SaaS systems focused on behavioural analytics, journaling structures, and operational process design. This exposure helped me develop strong interest in product operations, workflow systems, customer-facing operations, and startup execution environments. I’m currently exploring opportunities across Product Operations, Business Operations, Customer Success Operations, SaaS Operations, and workflow-focused startup teams. Core strengths: • Workflow Management • Operational Coordination • SLA & Process Handling • Dashboard & Reporting Workflows • Product Workflow Thinking • Process Optimisation • Cross-Functional Coordination • SaaS Workflow Systems 📩 lokeshgoswami.official@gmail.com | 8077743736

Location

Gurugram

Work experience

Project Builder at SmartEdge Journal, Aug 2025 - Present · 11 mos, Remote, Building a web-based trading performance journal designed to help traders track behaviour, maintain discipline, and improve decision-making. • Designed the product concept and user workflow • Defined trade tracking structure and analytics features • Conducted user research with active traders • Explored performance analytics and journaling frameworks

Life Insurance Advisor at LIC OF INDIA, Sep 2023 - Present · 2 yrs 10 mos, Advised clients on financial planning and life insurance solutions based on their financial goals and risk profile. Analyzed customer requirements to recommend suitable policy structures and coverage plans. Explained policy features, premium structures, and claim processes to support informed decision-making. Managed end-to-end documentation and onboarding process while ensuring accuracy and compliance. Built client relationships and provided ongoing support for policy servicing and queries.

Process Developer at GENPACT, Jan 2021 - Aug 2023 · 2 yrs 8 mos, Gurugram, Managed high-volume customer account operations, documentation validation, and data processing while ensuring strict SLA adherence. Conducted detailed documentation reviews to maintain accuracy and compliance with underwriting guidelines. Analyzed operational data and identified inconsistencies to reduce downstream errors and improve process efficiency. Coordinated with internal teams to resolve discrepancies and streamline workflow execution. Maintained MIS reports and operational trackers to monitor performance, productivity, and quality metrics.

Education

B.com, Dr. B. R. Ambedkar University, Agra