Open to opportunities

Ankita Agrawal

@ankitaagrawal

Message

I am a finance and CX professional driving customer experience and growth in fintech.

India

Message

What I'm looking for

I’m seeking a CX/finance role in fintech where I can improve customer satisfaction, design QA processes, drive sales growth, and collaborate cross-functionally for measurable impact.

I am a finance and customer-experience professional with multi-year experience across fintech and financial services, focused on solving customer problems and driving measurable business outcomes.

In recent roles I have supported products including stocks, mutual funds and fixed income, designed quality-assurance processes, managed investor relations and online reputation, and implemented ideas to boost sales and satisfaction.

Earlier I worked in relationship management, sales and client services, and gained hands-on exposure to project financing and audits, including statutory and stock audits and financial reconciliations.

I work collaboratively across teams, use root-cause analysis to drive product improvements, and seek opportunities where I can apply my QA, customer engagement and financial domain skills to improve outcomes.

Experience

Work history, roles, and key accomplishments

Current

Senior Associate-CX

Current

Smallcase Technologies Pvt Ltd

Jun 2024 - Present (1 year 2 months)

Resolve B2B and B2C customer inquiries on stocks, mutual funds and fixed deposits while collaborating with cross-functional teams to improve customer satisfaction and drive sales initiatives.

Customer Support B2B Support Mutual Funds Sales Enablement CRM Cross Functional Collaboration Record keeping

CX Analyst

Wint Wealth

May 2022 - Mar 2024 (1 year 10 months)

Evaluated multichannel customer interactions and designed quality assurance processes to ensure service consistency and compliance while driving product improvement through root cause analysis.

Quality Assurance Root Cause Analysis CRM Compliance Customer Feedback

Senior Investor Relations

Wint Wealth

May 2022 - Mar 2024 (1 year 10 months)

Managed investor and partner queries across channels, led online reputation management on social platforms, and developed initiatives to increase sales and investor satisfaction.

Investor Relations Reputation Management Social Media Partner Support CRM Sales Enablement Meeting Notes

Relationship Manager

Finology Ventures Pvt. Ltd.

Aug 2020 - May 2022 (1 year 9 months)

Generated new leads and supported existing customers on financial investment services while coordinating with research teams and partners to deliver tailored financial planning solutions.

Lead Generation Customer Onboarding Financial Planning CRM Social Media Management Coordination Sales

Management Trainee

HDFC Mutual Fund

May 2019 - Jan 2020 (8 months)

Processed purchase, redemption and switch applications, assisted investors with scheme selection based on risk and goals, and managed financial and non-financial transaction correspondence.

Mutual Funds Client Servicing Compliance Financial Advice Document Scrutiny Correspondence Management Investor Support

Management Trainee

Frontline Consultant Pvt. Ltd.

Apr 2018 - Jun 2018 (2 months)

Prepared project reports and financial forecasts to assist clients in securing bank financing and evaluated historical and projected financials for loan viability.

Project Finance Financial Modelling Reports Forecasting Financial Analysis Financing

Audit Assistant

R. Gopal and Associates

Jun 2015 - Mar 2017 (1 year 9 months)

Conducted statutory, stock and concurrent audits, verified financial documents, performed bank reconciliations and assisted with tax (TDS) and cash flow statement preparation.

Stock Audits Bank Reconciliation TDS