Saurav P.
Operations & CX Manager at Kuvera.in- Claim this Profile
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Bio
Akshay Tambe
Hold on to your hats and get ready for a mind-blowing experience because Saurav is about to take the stage! I can't even begin to describe how incredible prowess he as an Operations & CX Manager at Kuvera.in. He has an unparalleled ability to design and streamline operations for trading and investment products like Mutual Funds & FD, catapulting the organization to new heights. His strategic mindset is like a secret weapon, driving growth and leaving competitors in the dust. But that's not all! Saurav has magical power to motivate stakeholders and transform customer feedback into pure gold. His dedication and knack for identifying trends and areas for improvement through data analysis are simply out of this world. Brace yourself for greatness because Saurav is a true rockstar!
Vishal Makwana
As an Operation & Customer Excellence Manager, I have had the pleasure of working with Saurav for 1 year & 4month. During their tenure, they have proven themselves to be a dedicated and hardworking team member. Their expertise in operations and customer service has been invaluable to our team and has contributed to the success of our company. Saurav has a strong understanding of the financial industry and is able to effectively manage and streamline operations to ensure they run smoothly and efficiently. They are also able to handle clients' queries and complaints in a professional and timely manner, which has helped to maintain a high level of customer satisfaction. Saurav is a great problem-solver and is able to think critically and independently when faced with challenges. They are also a team player and actively works with their colleagues to achieve common goals. I highly recommend Saurav for any role related to operations, leadership, and customer service and I am confident that they will excel in any position they take on.
Akshay Tambe
Hold on to your hats and get ready for a mind-blowing experience because Saurav is about to take the stage! I can't even begin to describe how incredible prowess he as an Operations & CX Manager at Kuvera.in. He has an unparalleled ability to design and streamline operations for trading and investment products like Mutual Funds & FD, catapulting the organization to new heights. His strategic mindset is like a secret weapon, driving growth and leaving competitors in the dust. But that's not all! Saurav has magical power to motivate stakeholders and transform customer feedback into pure gold. His dedication and knack for identifying trends and areas for improvement through data analysis are simply out of this world. Brace yourself for greatness because Saurav is a true rockstar!
Vishal Makwana
As an Operation & Customer Excellence Manager, I have had the pleasure of working with Saurav for 1 year & 4month. During their tenure, they have proven themselves to be a dedicated and hardworking team member. Their expertise in operations and customer service has been invaluable to our team and has contributed to the success of our company. Saurav has a strong understanding of the financial industry and is able to effectively manage and streamline operations to ensure they run smoothly and efficiently. They are also able to handle clients' queries and complaints in a professional and timely manner, which has helped to maintain a high level of customer satisfaction. Saurav is a great problem-solver and is able to think critically and independently when faced with challenges. They are also a team player and actively works with their colleagues to achieve common goals. I highly recommend Saurav for any role related to operations, leadership, and customer service and I am confident that they will excel in any position they take on.
Akshay Tambe
Hold on to your hats and get ready for a mind-blowing experience because Saurav is about to take the stage! I can't even begin to describe how incredible prowess he as an Operations & CX Manager at Kuvera.in. He has an unparalleled ability to design and streamline operations for trading and investment products like Mutual Funds & FD, catapulting the organization to new heights. His strategic mindset is like a secret weapon, driving growth and leaving competitors in the dust. But that's not all! Saurav has magical power to motivate stakeholders and transform customer feedback into pure gold. His dedication and knack for identifying trends and areas for improvement through data analysis are simply out of this world. Brace yourself for greatness because Saurav is a true rockstar!
Vishal Makwana
As an Operation & Customer Excellence Manager, I have had the pleasure of working with Saurav for 1 year & 4month. During their tenure, they have proven themselves to be a dedicated and hardworking team member. Their expertise in operations and customer service has been invaluable to our team and has contributed to the success of our company. Saurav has a strong understanding of the financial industry and is able to effectively manage and streamline operations to ensure they run smoothly and efficiently. They are also able to handle clients' queries and complaints in a professional and timely manner, which has helped to maintain a high level of customer satisfaction. Saurav is a great problem-solver and is able to think critically and independently when faced with challenges. They are also a team player and actively works with their colleagues to achieve common goals. I highly recommend Saurav for any role related to operations, leadership, and customer service and I am confident that they will excel in any position they take on.
Akshay Tambe
Hold on to your hats and get ready for a mind-blowing experience because Saurav is about to take the stage! I can't even begin to describe how incredible prowess he as an Operations & CX Manager at Kuvera.in. He has an unparalleled ability to design and streamline operations for trading and investment products like Mutual Funds & FD, catapulting the organization to new heights. His strategic mindset is like a secret weapon, driving growth and leaving competitors in the dust. But that's not all! Saurav has magical power to motivate stakeholders and transform customer feedback into pure gold. His dedication and knack for identifying trends and areas for improvement through data analysis are simply out of this world. Brace yourself for greatness because Saurav is a true rockstar!
Vishal Makwana
As an Operation & Customer Excellence Manager, I have had the pleasure of working with Saurav for 1 year & 4month. During their tenure, they have proven themselves to be a dedicated and hardworking team member. Their expertise in operations and customer service has been invaluable to our team and has contributed to the success of our company. Saurav has a strong understanding of the financial industry and is able to effectively manage and streamline operations to ensure they run smoothly and efficiently. They are also able to handle clients' queries and complaints in a professional and timely manner, which has helped to maintain a high level of customer satisfaction. Saurav is a great problem-solver and is able to think critically and independently when faced with challenges. They are also a team player and actively works with their colleagues to achieve common goals. I highly recommend Saurav for any role related to operations, leadership, and customer service and I am confident that they will excel in any position they take on.
Credentials
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Digital Transformation Specialist Certifications
CourseraFeb, 2023- Nov, 2024 -
Digital Product Management: Modern Fundamentals
CourseraSep, 2022- Nov, 2024 -
Brand and Product Management
CourseraJan, 2022- Nov, 2024 -
Data Analytics
CourseraJun, 2021- Nov, 2024 -
Microsoft Office Specialist Master Certification (MOS)
Certiport - A Pearson VUE BusinessJan, 2016- Nov, 2024 -
Inter-National peace congress
World Peace AssociationJan, 2013- Nov, 2024 -
NISM Series VA : Mutual Fund Distributors
NSEIT LIMITEDJul, 2022- Nov, 2024
Experience
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Kuvera.in
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India
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Financial Services
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1 - 100 Employee
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Operations & CX Manager
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Jun 2022 - Present
- Product Roadmap & Strategy Leadership: Spearhead the design and definition of the product roadmap, collaborating closely with the internal and external stakeholders to deliver an exceptional customer experience. - Efficient Transaction Management: Manage mutual fund & FD transaction processing and operations, ensuring seamless and error-free execution. - Customer Lifecycle Optimization: Oversee end-to-end customer lifecycle management, maintaining excellence and compliance with… Show more - Product Roadmap & Strategy Leadership: Spearhead the design and definition of the product roadmap, collaborating closely with the internal and external stakeholders to deliver an exceptional customer experience. - Efficient Transaction Management: Manage mutual fund & FD transaction processing and operations, ensuring seamless and error-free execution. - Customer Lifecycle Optimization: Oversee end-to-end customer lifecycle management, maintaining excellence and compliance with evolving regulatory requirements by SEBI, NPCI, KRAs,RBI. - Streamlined Product Setup: Streamline the complete setup of Mutaul Funds ,FD, Digital Gold,products and services for customers, while proactively sharing progress reports with management. - Operational Process Enhancement: Define and enhance critical operational processes to guarantee the smooth operation of wealth management services. - Client Relationship Cultivation: Cultivate enduring, trust-based client relationships, with a focus on customer retention and overall satisfaction.
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Senior Operations & CX Analyst
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May 2021 - Jun 2022
- Trade Settlement: Execute trades with precision, collaborating closely with brokers, custodians, and fund administrators to ensure punctual and error-free settlements. -Performance Reporting: Generate and disseminate comprehensive performance reports to clients, offering precise insights into portfolio & employees performance. - Data Management: Maintain meticulous client and portfolio data, conducting thorough data validation and reconciliation while actively collaborating with… Show more - Trade Settlement: Execute trades with precision, collaborating closely with brokers, custodians, and fund administrators to ensure punctual and error-free settlements. -Performance Reporting: Generate and disseminate comprehensive performance reports to clients, offering precise insights into portfolio & employees performance. - Data Management: Maintain meticulous client and portfolio data, conducting thorough data validation and reconciliation while actively collaborating with the tech team to enhance data integrity. - Reporting and Presentation: Craft and deliver compelling presentations, pitch decks, and investment material that effectively communicate the company's value proposition and growth potential. - Investor Relations: Lead and coordinate investor meetings, presentations, and calls to provide regular updates on the company's performance and growth opportunities. - Process Improvement (Portfolio Management Roles): Spearhead the identification of opportunities for operational process optimization and automation to enhance efficiency, aligning with the tech-driven framework of the financial platform.
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Operations & CX Analyst
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Sep 2019 - Apr 2021
- Introducing Customers to the Company: Created a positive first impression by introducing customers to our services, enhancing customer engagement. - Answering Customer Queries: Showcased responsiveness by providing timely and accurate responses to customer inquiries via chat bot & social media complaint, ensuring high satisfaction levels. - Facilitating End-to-End Setup: Ensured seamless onboarding by actively assisting in product and service setup, resulting in improved… Show more - Introducing Customers to the Company: Created a positive first impression by introducing customers to our services, enhancing customer engagement. - Answering Customer Queries: Showcased responsiveness by providing timely and accurate responses to customer inquiries via chat bot & social media complaint, ensuring high satisfaction levels. - Facilitating End-to-End Setup: Ensured seamless onboarding by actively assisting in product and service setup, resulting in improved satisfaction and customer retention. - Liaison with BSE STAR MF, Payment Gatewy and AMCs: Maintained daily communication with financial entities, ensuring smooth transaction processing and operational efficiency. - Strategic Advisory : Spearheaded strategic advisory initiatives, offering valuable insights and recommending new features and UI/UX enhancements based on extensive research.
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Operations & CX Intern
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Jun 2019 - Sep 2019
As an intern, my role was more general and focused on learning, which may not align with the specialized categories mentioned above.
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Dun & Bradstreet
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United States
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Information Services
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700 & Above Employee
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Due Diligence Investigator
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Dec 2018 - Jun 2019
Financial Analyst : Conducted comprehensive analysis of key performance indicators, customer retention, and financial forecasts using TM1 system, contributing to informed decision-making. Strategic Analyst : Provided in-depth analytical support to the Senior Management Team, crafting and presenting strategic reports for top management, and spearheading initiatives for collaborative project success. Market Researcher : Designed and executed market feasibility studies, conducted… Show more Financial Analyst : Conducted comprehensive analysis of key performance indicators, customer retention, and financial forecasts using TM1 system, contributing to informed decision-making. Strategic Analyst : Provided in-depth analytical support to the Senior Management Team, crafting and presenting strategic reports for top management, and spearheading initiatives for collaborative project success. Market Researcher : Designed and executed market feasibility studies, conducted competitive benchmarking, and provided critical market intelligence through thorough research and surveys across sectors Show less Financial Analyst : Conducted comprehensive analysis of key performance indicators, customer retention, and financial forecasts using TM1 system, contributing to informed decision-making. Strategic Analyst : Provided in-depth analytical support to the Senior Management Team, crafting and presenting strategic reports for top management, and spearheading initiatives for collaborative project success. Market Researcher : Designed and executed market feasibility studies, conducted… Show more Financial Analyst : Conducted comprehensive analysis of key performance indicators, customer retention, and financial forecasts using TM1 system, contributing to informed decision-making. Strategic Analyst : Provided in-depth analytical support to the Senior Management Team, crafting and presenting strategic reports for top management, and spearheading initiatives for collaborative project success. Market Researcher : Designed and executed market feasibility studies, conducted competitive benchmarking, and provided critical market intelligence through thorough research and surveys across sectors Show less
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IRB INFRASTRUCTURE DEVELOPERS (I) LTD
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India
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Civil Engineering
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700 & Above Employee
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Assistant to the Chief Financial Officer
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Sep 2018 - Nov 2018
Strategic Portfolio Architect : Engineered and managed diverse portfolios across 11 Special Purpose Vehicles (SPVs), orchestrating an impressive Asset Under Management (AUM) surge to 10 crores. Performance Maestro : Precision-crafted and updated scheme performance reports, empowering strategic decisions and fueling a remarkable 12% average annual return. Proactive Liquidity Guardian : Pioneered seamless fund remittances, fortifying liquidity walls and fortifying portfolio… Show more Strategic Portfolio Architect : Engineered and managed diverse portfolios across 11 Special Purpose Vehicles (SPVs), orchestrating an impressive Asset Under Management (AUM) surge to 10 crores. Performance Maestro : Precision-crafted and updated scheme performance reports, empowering strategic decisions and fueling a remarkable 12% average annual return. Proactive Liquidity Guardian : Pioneered seamless fund remittances, fortifying liquidity walls and fortifying portfolio stability.
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Finance Trainee
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Apr 2018 - Sep 2018
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Svasti Microfinance
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India
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Financial Services
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200 - 300 Employee
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Undergraduate Management Trainee
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Sep 2016 - Oct 2016
As a dedicated intern in on-site evaluations, internal audits, and customer surveys, I drive organizational transformation. With expertise in analyzing documents, collaborating with Legal, and developing procedures, I ensure accuracy and successful product launches. By monitoring growth and operations, I facilitate informed decision-making. Through this transformative role, I foster positive change, operational excellence, and customer satisfaction. As a dedicated intern in on-site evaluations, internal audits, and customer surveys, I drive organizational transformation. With expertise in analyzing documents, collaborating with Legal, and developing procedures, I ensure accuracy and successful product launches. By monitoring growth and operations, I facilitate informed decision-making. Through this transformative role, I foster positive change, operational excellence, and customer satisfaction.
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Education
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2014 - 2017
University of Mumbai
Bachelor’s Degree, Management Studies (Finance) -
2012 - 2014
National Education Society
Senior Secondary School, Business/Commerce, General
Community
