
Moulshree Tripathi, IFC
Customer Service Representative

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About me
Customer Experience Associate @ TD | SQL Certified, Analytical Skills and Customer Engagement
Education

University of Windsor
2022 - 2023Masters of Management Human Resources Management/Personnel Administration, General
Guru Nanak Dev Engineering College, Ludhiana
-Bachelor of Technology - BTech Computer Science
Experience

State Bank of India
Jan 2017 - May 2017Customer Service Representative
Punjab National Bank
May 2017 - Aug 2022Deputy Manager● Implemented streamlined account management processes and operational processes that reduced errors by 20% and increased efficiency by 15%.● Developed and executed targeted marketing strategies, resulting in a 30% increase in customer acquisition within six months, accelerated business revenue and growth.● Analyzed market trends and customer feedback to identify opportunities for product enhancements, leading to a 75% increase in product satisfaction.● Collaborated with cross-functional teams to implement a new customer relationship management (CRM) system, resulting in a 60% improvement in data accuracy and accessibility.● Conducted regular training sessions for staff on product knowledge and sales techniques, leading to a 40% improvement in up-selling and cross-selling success rates for financial products.● Established and maintained strong relationships with key stakeholders, resulting in a 50% increase in referral business. Show less

TD
Dec 2022 - nowCustomer Experience Associate● Successfully catered to customer needs, tasks and guidelines in a fast-paced environment, resulting in a 2X improvement in customer satisfaction and performance metrics by 50%● Demonstrated problem-solving skills and maintained a positive attitude during intense periods, handling hundreds of calls per day with efficiency and professionalism.● Provided timely solutions to over 50 customer inquiries daily, ensuring a high customer satisfaction rate and contributing to a 80% customer satisfaction rating.● Responded promptly to customer concerns, achieving a 85% resolution rate and maintaining a high level of customer satisfaction. ● Consistently exceeded service level agreements by achieving a 100% call response rate within established timeframes, ensuring optimal customer service and support.● Assisted customers in utilizing the online application, leading to a 25% increase in daily transactions and streamlining account management processes. Show less
Licenses & Certifications
- View certificate

BCG - Digital Transformation Job Simulation
ForageJul 2024 - View certificate

GE Aerospace - Explore Human Resources Job Simulation
ForageJul 2024 - View certificate

SQL for Finance Professionals
LinkedInJul 2023 - View certificate

SQL Basic Certified
HackerRankApr 2023 - View certificate

HubSpot Inbound Marketing Certification
HubSpotOct 2024 - View certificate

Excel: Mother of Business Intelligence
CodebasicsJan 2024 
Investment Funds in Canada
Canadian Securities InstituteOct 2025- View certificate

Learning Confluence
LinkedInAug 2023
Volunteer Experience
Sales Development Volunteer
Issued by 8by8 on Jun 2023
Associated with Moulshree Tripathi, IFC
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