Vijay Gupta

Operations Associate

Mumbai, Maharashtra, India6 yrs 4 mos experience

Highly Stable

Key Highlights

Over 5 years of customer support experience
Expert in resolving complex financial queries
Passionate about enhancing customer experience

Stackforce AI infers this person is a Customer Support Specialist in the Fintech industry.

Contact

Skills

Core Skills

Customer SupportClient RelationsCustomer SuccessTechnical SupportFinancial Services

Other Skills

CSECommerceConnectivityInvestment BankingQuality Assuranceclient experience enhancementcustomer relationshipsescalated queriesfinancial queriesfinancial transactionsinvestment optionson-boarding processproblem solvingservice standards

About

I am an experienced customer support professional with over 5 years of experience specializing in Mutual funds and stocks, consistently delivering outstanding service. Throughout my Career, l have expertly handled client interactions across multiple channels, resolving complex issues and guiding clients on their financial and non- financial journeys. In my roles at Aegis for SBI Mutual fund,Groww, and now at Kotak securities, I have managed both Financial and non-financial client queries. My ability to handle high priority escalation and work closely with team leads has contributed to greater operational efficiency and client satisfaction. I am well versed in using tools such as Freshdesk , Salesforce and MF360 to streamline support processes. Passionate about problem solving and committed to delivering exceptional customer service, I continuously seek opportunities to enhance service delivery, improve the customer experience, and organizational growth.

Experience

Kotak securities

Deputy Manager

Jul 2024 – Present · 1 yr 8 mos · Thane, Maharashtra, India · On-site

Excited to share my journey as a Deputy manager in the Investor Escalation desk Department at Kotak securities!
I have the privilege of handling escalated queries. The position not only challenges me daily but also allows me to enhance our client's experience by resolving complex issues efficiently and effectively.

escalated queriesclient experience enhancementproblem solvingCustomer SupportClient Relations

Groww, india

Customer Success Executive

Mar 2021 – Apr 2024 · 3 yrs 1 mo · Bengaluru, Karnataka, India · Hybrid

Working with Groww as a Customer service Representative, assisting the new investor's with the on-boarding process. Existing investor's with financial and non financial transactions.
Providing technical support and ad-hoc training to customers who use the company product, queries about Stocks, Mutual funds and Future and options.
Developing customer relationships that promote retention and loyalty, ultimately improving customer lifetime value reducing churn.
Maintaining excellent service standards going above and beyond to ensure customer satisfaction and retention preferred.

on-boarding processtechnical supportcustomer relationshipsfinancial transactionsservice standardsCustomer Success+1

Aegis global

Customer Service Representative

Aug 2019 – Feb 2021 · 1 yr 6 mos · Navi Mumbai, Maharashtra, India · On-site

Working with Aegis for SBI Mutual Fund as Customer Support Executive. Currently dealing with the financial aid non financial queries and new investor with the investment options.

financial queriescustomer supportinvestment optionsCustomer SupportFinancial Services