Headline

Operations & Client Success Specialist | Financial Analyst

About

Strategic and detail-driven Operations & Client Success Specialist with an MBA in Finance and diverse experience across banking, business support, customer success, and process management. Known for optimizing workflows, improving financial accuracy, and driving operational efficiency through data-driven insights. Adept at identifying cost-saving opportunities, streamlining billing and receivables processes, and ensuring compliance across complex financial operations. Excels in cross-functional collaboration, aligning commercial goals with regulatory standards to deliver seamless client experiences. Recognized for an analytical mindset, practical problem-solving, and the ability to remain composed and creative under pressure. Bring a customer-first approach, continuous learning attitude, and commitment to operational excellence that enhances organizational growth and client satisfaction.

Location

Jaipur

Work experience

Operations Analyst at Akinex Global Supplies, Oct 2024 - Present · 1 yr 10 mos, Jaipur, Rajasthan, India, • Documentation & Compliance Management: Ensured 100% accuracy in invoicing, documentation, and record-keeping while adhering to internal financial and compliance standards. • Supplier Payment Coordination: Streamlined vendor payment cycles by coordinating with finance teams, reducing processing delays and maintaining seamless supplier relationships. • Client Quotation & Pricing Strategy: Prepared competitive quotations aligned with company policies, supporting business growth and enhancing customer acquisition efficiency. • Operational Efficiency & Process Streamlining: Fine-tuned efficiency by optimizing operations with structured workflows and timeline monitoring. • Cross-Department Collaboration: Coordinated closely with finance, sales, and management teams to ensure the timely execution of operational tasks and maintain service excellence.

Assistant Manager at HDFC Bank, Mar 2024 - Sep 2024 · 7 mos, Jaipur, Rajasthan, India, • Operational Excellence & Service Delivery: Improved efficiency and customer satisfaction by optimizing workflows. Ensured adherence to performance and quality standards. • Team Leadership & Productivity Management: Led and motivated cross-functional teams by providing guidance, performance feedback, and training support, fostering a collaborative culture and improving team output and service delivery consistency. • Customer Experience & Process Compliance: Ensured seamless resolution of customer queries and service requests while maintaining strict compliance with bank policies, service SLAs, and security protocols, contributing to a superior virtual banking experience.

Technical Support Executive at TP, Sep 2022 - Sep 2023 · 1 yr 1 mo, Jaipur, Rajasthan, India, • Technical Issue Resolution & Product Support: Provided expert troubleshooting and product guidance for Adobe software users across voice and email channels, ensuring timely and accurate resolution of technical concerns and queries. • Customer Satisfaction & Experience Management: Improved support via empathetic communication, customer-first service, and proactive follow-ups. Improved satisfaction and repeat engagement. • Knowledge Enhancement & Quality Adherence: Maintained in-depth product knowledge and adhered to quality, compliance, and productivity standards, contributing to consistent service excellence and enhanced support efficiencyt.

Education

Master of Business Administration - MBA, Financial Management, SVKM's Narsee Monjee Institute of Management Studies (NMIMS)

Bachelor of Business Administration - BBA, Mahaveer College of Commerce