Khushboo jiwani
Dallas,TX
Summary
Positive, adaptable, and solution-focused professional with talent for streamlining operations and optimizing workflow efficiency. Well-versed in process improvement and data analysis, bringing proficiency in project management and operational oversight. Committed to driving organizational success through innovative problem-solving and strategic planning.
Overview
2
2
years of professional experience
Work History
Senior Operations Representative
Concentrix Services India Pvt Limited
02.2024 - 08.2024
- Managed customer inquiries and resolved issues to enhance service quality.
- Educated investors on NFOs, market trends, and product suitability to help them make informed, long‑term investment decisions.
- Conducted personalized investment discussions to understand client goals, risk appetite, and time horizon and market moments.
- Supported investors throughout the onboarding and investment process.
- Assisted clients in evaluating different fund categories (equity, debt, hybrid) and identifying options that matched their long‑term wealth‑building objectives.
- Built trust with investors by offering transparent guidance.
- Maintained strong follow‑up and relationship management to ensure repeat investments and long‑term client engagement.
Advisor
Tech Mahindra Business Services
11.2022 - 07.2023
- Navigated customer service software to log interactions and track issue resolution.
- Collaborated with team members to achieve monthly targets and improve overall performance.
- Managed department call volume of 95 calls per day and coordinated department schedules to maximize coverage during peak hours.
- Described product highlights and benefits to help guide purchasing decisions.
- Educated customers about billing, payment processing and support policies and procedures.
- Investigated and resolved customer inquiries and complaints quickly.
Education
Master's in Computer/information Technology - Service Administration And Management
St. Francis College
Brooklyn, NY05-2026
Bachelor in Commerce - Tourism And Travel Management
Maniben Nanavati Women's College
Mumbai, India08-2021
High School Diploma -
Maniben Nanavati Women's College
Mumbai, India02-2018
Skills
- Teamwork
- Customer service
- Problem-solving
- Time management
- Attention to detail
- Calm and professional under pressure
Languages
English
Professional Working
Hindi
Native or Bilingual
Gujarati
Native or Bilingual
Spanish
Limited Working
Timeline
Senior Operations Representative
Concentrix Services India Pvt Limited
02.2024 - 08.2024
Advisor
Tech Mahindra Business Services
11.2022 - 07.2023
Master's in Computer/information Technology - Service Administration And Management
St. Francis College
Bachelor in Commerce - Tourism And Travel Management
Maniben Nanavati Women's College
High School Diploma -
Maniben Nanavati Women's College