Tripti Kapoor

Experience

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  Fidelity International

  Nov 2020 - Jul 2023

  Operations Associate

  Reduced account transfer errors by 30% through precise execution of processes and daily reporting using advanced Excel tools such as Pivot Tables and VLOOKUP.Developed and implemented strategies that led to a 60% reduction in external and internal reconciliation breaks, minimizing operational risks.Leveraged risk control and analytics to reduce complaints, risks, and breaches by 45%, significantly enhancing client satisfaction.Executed complex fund conversions and deal placements, streamlining operations and improving customer process experiences.Communicated effectively with stakeholders to resolve account transfer issues, contributing to a reduction in quarterly ring-fence value in Q3 2022.Provided training to new team members and facilitated process improvement through collaboration, enhancing team efficiency and generating innovative ideas.Proficient in risk management and compliance with industry regulations (KYC, AML).Experienced in data reporting and analysis using tools such as Excel and Altus Transfer Gateway.Skilled in identifying and implementing lean ideas for smoother processing and operational improvements. Show less

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  Staples Canada

  Nov 2023 - now

  Customer Service Representative

  Enhanced client relationships by increasing sales by 15% through exceptional customer service and strategic upselling.Streamlined order processing, reducing errors and improving efficiency by 20%, leading to recognition as a "Dynamic Inspirer" for consistently exceeding customer satisfaction targets.Delivered personalized solutions to customers, fostering long-term loyalty and repeat business.Collaborated with team members to optimize store operations, contributing to a more efficient and customer-centric environment. Show less