Poorva Nitin Joshi

Operations Associate

Pune, Maharashtra, India3 yrs 3 mos experience

Key Highlights

  • Proven track record in financial analysis and operations management.
  • Achieved highest Net Promoter Score for two consecutive months.
  • Led initiatives resulting in significant sales and market share growth.
Stackforce AI infers this person is a Fintech professional with strong analytical and operational management skills.

Contact

Skills

Core Skills

FinanceCustomer ExperienceEquity ResearchMarket ResearchBusiness StrategyLeadershipProject ManagementCustomer Service

Other Skills

CommunicationNegotiationTime ManagementNPSFinancial AnalysisProduct MarketingSituation AnalysisRelationship BuildingBusiness ResearchInvestmentsAlternative InvestmentsRetail BankingLoansStartupsProblem Solving

About

First of all, thank you for stopping by! As a passionate Financial Analyst, I'm passionate about demystifying the world of finance. I thrive in collaborative environments, eager to explore diverse strategies, models, and business investments. With a keen eye for spotting lucrative opportunities and a knack for building rock-solid financial models, I help businesses navigate the ever-evolving financial landscape. I'm constantly on the lookout for what's trending and how to leverage that knowledge for strategic growth. Looking to connect with like-minded finance enthusiasts and seasoned veterans? Let's chat! I'm always eager to learn and collaborate with brilliant minds in the industry.

Experience

Citi

Operations Specialist

Mar 2026Present · 1 mo · Pune District, Maharashtra, India · Hybrid

Infosys bpm

Process Executive - Payment Support

Nov 2023Aug 2025 · 1 yr 9 mos · Dublin, County Dublin, Ireland · Remote

  • Managed payment operations for EE UK clients using Citrix and BT tools, ensuring timely invoice processing, debt recovery, and resolution of payment inquiries.
  • Supported internal teams by adjusting payment dates, applying credits, and maintaining accurate account records.
  • Utilized Power BI to analyze customer requirements, driving improved First Call Resolution (FCR) rates and enhanced customer satisfaction.
  • Consistently recognized for achieving the highest Net Promoter Score (NPS), FCR, and home broadband transfers among all employees for two consecutive months.
  • Maintained and updated the client database to ensure accurate and up-to-date records, while preparing monthly reports summarizing customer debts and overall account status. Collaborated closely with the debt collection team to monitor accounts and manage outstanding payments effectively, contributing to streamlined financial operations and improved account oversight.
CommunicationNegotiationFinanceTime ManagementNPSCustomer Experience+1

Fresh the good food market

Customer Service Representative

Jun 2023Sep 2023 · 3 mos · County Dublin, Ireland · On-site

CommunicationProduct MarketingSituation AnalysisRelationship Building

Dublin city university

Research Analyst

Oct 2022Apr 2023 · 6 mos · Dublin, County Dublin, Ireland · Hybrid

  • Evaluated the pros and cons of organizational strategies with a focus on optimizing marketing approaches for greater outreach and impact.
  • Conducted financial charting and valuation analyses for Flutter PLC Ltd as part of the 2022 CFA program.
  • Leveraged Flutter’s marketing strategies, tailored for Middle Eastern audiences, by analyzing cultural nuances and emerging trends to enhance market reach and share.
  • Developed valuation models and marketing strategies using Tableau, Microsoft Excel, and Microsoft Office to identify actionable insights for global market expansion.
  • Represented my college, DCU, at the CFA program, showcasing thought leadership and analytical skills.
  • Presented a detailed marketing strategy and policy framework designed to increase profits while minimizing investment costs.
  • Gained proficiency in financial modeling, global market analysis, and strategic communication, contributing actionable recommendations for organizational growth.
Equity ResearchMarket ResearchBusiness ResearchInvestments

Repos energy : fuelling possibilities

3 roles

Investment Analyst

Jan 2022Aug 2022 · 7 mos · Pune, Maharashtra, India

  • Collaborated with 4+ financial institutions to secure over ₹10,00,000 in loan clearances and negotiated 3+ Letters of Intent with leading Indian banks, raising ₹15,00,000 for startups.
  • Led strategies that boosted sales by 25% and increased market share by 15% through 50+ meetings with major chassis dealers.
  • Established strong relationships with 20+ key decision-makers for inter-team collaborations.
  • Collaborated closely with the CEO's office to negotiate with major chassis dealers, including TATA, Eicher, and Mahindra, successfully reducing overall costs for the final product.
  • Led strategic initiatives to develop and expand the "Fuel on Wheels" concept, encompassing various fuel types such as Petrol, CNG, and Gas.
  • Engaged with CEOs and top management of industry leaders like Mahindra and TATA to strategize collaborative solutions, integrating fuels and trucks to deliver more cohesive and cost-effective offerings for clients.
CommunicationLeadershipAlternative InvestmentsRetail BankingLoansStartups+1

Operations Portfolio Management Team Lead

Mar 2021Aug 2022 · 1 yr 5 mos · Pune, Maharashtra, India

  • Promoted to Team Lead within a few months of joining the company, demonstrating strong leadership capabilities and adaptability.
  • Oversaw operations for North India, managing a customer base of over 500 clients, effectively resolving post-sales issues, and achieving 100% customer satisfaction.
  • Led a cross-functional team of five across sales, operations, UI/UX, and finance, ensuring seamless collaboration to deliver an exceptional customer experience.
  • Achieved a 62% increase in sales and boosted overall performance by 20% in the northern region through strategic planning and execution.
  • Utilized SQL and Excel to work on live client databases, importing data and optimizing the company's database for operational workflows, including handling and processing .CSV files efficiently.
  • Introduced and implemented the NPS (Net Promoter Score) system nationwide, leveraging customer feedback to enhance product and service offerings by 30%.
CommunicationCustomer ServiceProblem SolvingProject ManagementRelationship BuildingPortfolio Management+2

Operations Associate Intern

Dec 2020Mar 2021 · 3 mos · Pune, Maharashtra, India

EnglishProject ManagementRelationship Building

Renishaw

Intern

May 2019Jun 2019 · 1 mo · Pune, Maharashtra, India · On-site

  • Developed a strong understanding of precision measurement technologies, including coordinate-measuring machines and encoders, and gained hands-on experience with calibration systems and machine tool products.
  • Analyzed real-world datasets to identify trends, troubleshoot issues, and improve operational efficiency, utilizing tools like Excel and SQL to work with live databases.
  • Gained exposure to Renishaw's 3D printing technologies and their transformative impact on various industries.
  • Worked effectively within a multidisciplinary team, improving communication and teamwork skills by collaborating with professionals from R&D, operations, and sales.
Project PlanningSix Sigma

Education

Dublin City University

Master's degree

Sep 2022Oct 2023

Christ University, Bangalore

Bachelor of Technology - BTech — Mechanical Engineering

Jan 2017Jan 2021

Kendriya Vidyalaya

Senior Secondary School

May 2015May 2017

Delhi Public School, Pune

10th Grade

Mar 2014May 2015

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