Open to opportunities

Lipi shah

@lipishah

Message

Operations professional at Paridhi, The Personalization Store, coordinating workflows and customer relationships.

India

Message

What I'm looking for

I'm seeking opportunities in operations, administration, customer support, or coordination roles.

At Paridhi, The Personalization Store, I managed business operations and workflow coordination. I handled vendor sourcing, production timelines, and quality control.

I planned pricing strategies and inventory management, while coordinating marketing and customer engagement. I also built long-term customer relationships and repeat business.

Earlier, I handled customer service and banking operations at Kotak Life Insurance, Kotak Mahindra Bank, and ICICI Bank, including policy servicing, NRI accounts, and documentation.

Experience

Work history, roles, and key accomplishments

Partner

Paridhi, The Personalization Store

Dec 2010 - Dec 2025 (15 years)

Managed complete business operations and workflow coordination. Handled vendor sourcing, production timelines, quality control, pricing strategies, and inventory management.

Operations Management Workflow Coordination Vendor Management Quality Control Pricing Strategy Inventory Management Customer Relationship Management Marketing Coordination

Operations & Customer Service

Kotak Life Insurance

Jan 2010 - Sep 2010 (8 months)

Managed customer service operations and documentation. Processed policy servicing and customer requests, ensuring timely issue resolution and operational efficiency.

Customer Service Documentation Policy Servicing Issue Resolution Operational Efficiency Coordination

Assistant Manager

Kotak Mahindra Bank

Sep 2006 - Jun 2009 (2 years 9 months)

Managed branch operations including cash handling and remittance. Handled NRI accounts, fixed deposits, and insurance products, achieving high performance in cross-selling targets.

Branch Operations Cash Handling Remittances NRI Accounts Fixed Deposits Insurance products Cross Selling Customer Service Audit Processes

NRI Services & Credit Operations

ICICI Bank

Oct 2005 - Sep 2006 (11 months)

Managed NRI account opening and banking services. Handled home loan processing and documentation, and maintained MIS reports and audit records.

NRI Services Account Opening Banking Services Home Loan Processing Documentation MIS Reports audit records

Administrative Executive

Shah Industrial Traders

Sep 2003 - Jan 2005 (1 year 4 months)

Supervised daily office operations and staff coordination. Managed vendor sourcing, logistics, and documentation, and maintained customer relations and workflow coordination.

Office Operations Staff Coordination Vendor Management Logistics Documentation Client Relations Workflow Coordination