Grecy Abhale

Operations Associate

Mumbai, Maharashtra, India4 yrs 11 mos experience

Key Highlights

Expert in optimizing customer journeys through data-driven strategies.
Proven track record in corporate training and development.
Strong analytical skills in financial services and client management.

Stackforce AI infers this person is a Customer Success and Operations professional with expertise in SaaS and Financial Services.

Contact

Skills

Core Skills

Customer Relationship Management (crm)Operations ManagementCorporate TrainingFinancial AnalysisData Analysis

Other Skills

Operation supportTraining ManagementFinancial ServicesCustomer ExperienceCustomer SatisfactionCustomer RetentionOperational PlanningEmployment TrainingStaff TrainingSoft Skills TrainingCommunication TrainingPublic SpeakingPresentationsPresentation SkillsBoard Presentations

Experience

4 yrs 11 mos

Total Experience

1 yr 3 mos

Average Tenure

1 yr 2 mos

Current Experience

Oterri

2 roles

Customer Success & Operation Manager

Promoted

Mar 2026 – Present · 1 mo

The best customer journeys are built on a foundation of clean data and rigorous process design. I enjoy the challenge of auditing a customer lifecycle, identifying friction points, and implementing the operational fixes that lead to seamless renewals and expansions.

Operation supportCustomer Relationship Management (CRM)Operations Management

Corporate Trainer

Feb 2025 – Present · 1 yr 2 mos

Corporate TrainingTraining Management

Infinity funding

Broker account analyst

May 2023 – Jan 2025 · 1 yr 8 mos · On-site

Analyse the business type and understand the requirements of the client in order to get the best offer.
Maintaining relationship with the lenders onboard & Onboarding new lender.
Monitoring client performance and consistency in order to provide benefits of all new products launched by the lender in the market.
Helping Outbound & Inbound team to understand the offer received in order to sell it.

Financial ServicesData AnalysisFinancial Analysis