Shoeb Ahmad

QA Manager

Pune, Maharashtra, India6 yrs 9 mos experience
Most Likely To SwitchHighly Stable

Key Highlights

  • Over 6 years of client relationship management experience.
  • Proficient in CRM tools like Salesforce and Zendesk.
  • Expert in financial asset transfer and client support.
Stackforce AI infers this person is a Fintech professional with strong client management and data analysis skills.

Contact

Skills

Core Skills

Client SupportFinancial ServicesClient Relationship ManagementBusiness AnalysisData Management

Other Skills

Asset ManagementBank ReconciliationBilling ProcessesBusiness AdministrationBusiness Process AnalysisCapital MarketsClient BillingClient Data ManagementClient ManagementCommunicationDatabasesDocumentationDocumentation VerificationFinancial Asset TransferFunctional Testing

About

Client-focused and tech-savvy professional with over 6+ years of experience managing customer relationships across enterprise and startup environments. Proven track record of delivering exceptional client support, driving engagement, and enhancing satisfaction through effective communication and problem-solving. Proficient in CRM and support tools, including Zendesk, Salesforce, and Intercom to streamline workflows and improve service delivery. Experienced in supporting global clients at Tata Consultancy Services and currently leading customer success initiatives at Multiplier Technologies

Experience

6 yrs 9 mos
Total Experience
3 yrs 11 mos
Average Tenure
6 yrs 9 mos
Current Experience

Propertyloop

Quality Assurance Engineer / Admin Support

Oct 2025Present · 7 mos · United Kingdom · Remote

  • Quality Assurance Engineer / Admin Support.

Multiplier

Customer Support Specialist

Oct 2024Nov 2025 · 1 yr 1 mo · Pune · Remote

  • As a Customer Support Specialist at Multiplier, I played a crucial role in ensuring a seamless experience for global clients using our Employer of Record (EOR) and global employment platform. I acted as the frontline representative, providing timely, empathetic, and solution-oriented support across multiple channels including email and chats.

Tata consultancy services

3 roles

Customer Support Specialist

Promoted

May 2022Present · 4 yrs · On-site

  • Working for the US-based Client Morgan Stanley as a Subject Matter Expert (SME), addressed knowledge gaps within the team by providing regular training sessions, resolving queries, and ensuring smooth daily task execution.
  • Managed the transfer of financial assets to other banks and fund companies according to client requirements, ensuring accuracy and meeting deadlines by validating documentation and addressing queries.
  • Effectively solved branch queries regarding transfers, offering appropriate solutions to enhance operational efficiency and client satisfaction.
  • Analyzed reports on undelivered financial assets, identified root causes of transfer failures, and implemented corrective measures such as documentation verification and account balance checks to ensure successful receipt of assets.
  • Conducted thorough investigations into failed asset transfers, removing obstacles and ensuring smooth asset receipt by addressing issues such as insufficient documentation and account balances.
  • Maintained continuous communication with other financial institutions via emails and calls, ensuring successful settlement of asset transfers through proactive coordination and follow-ups.
Client ManagementFinancial Asset TransferDocumentation VerificationProblem SolvingCommunicationClient Support+1

Customer Relationship Representative

Jun 2020Apr 2022 · 1 yr 10 mos · On-site

  • Worked for UK-based client PwC, Conducted comprehensive data management and business process analysis to identify opportunities for improving efficiency and effectiveness.
  • Acted as a liaison between business stakeholders and technical teams to ensure the successful implementation of solutions.
  • Monitored and managed personal and team performance targets to meet Turnaround Time (TAT) as per Service Legal Agreements (SLA).
  • Made proactive recommendations to enhance customer satisfaction and improve operational effectiveness by providing various resolutions to clients.
  • Managed multiple subprocesses to maintain high-quality control and ensure optimal process performance.
  • Developed clear documentation, including business requirements, functional specifications, and process flow diagrams, to support team operations and facilitate communication.
Data ManagementBusiness Process AnalysisPerformance MonitoringDocumentationClient Relationship ManagementBusiness Analysis

Process Associate Trainee

Jun 2019May 2020 · 11 mos · On-site

  • Managed client data with MDM tools, ensuring accurate billing processes in global financial services.
  • Provided tailored solutions to client queries, enhancing satisfaction and fostering strong relationships.
  • Collaborated effectively in a team to streamline operations and optimize service delivery.
  • Gained hands-on experience supporting PwC client operations with data management and financial services expertise.
Client Data ManagementMDM ToolsBilling ProcessesData ManagementClient Support

Education

Amravati University

Master of Business Administration - MBA

Jan 2020Mar 2022

Amravati University

Bachelor of Business Administration - BBA

Jan 2016Jan 2019

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