Open to opportunities

VIPUL VISHWAM

@vipulvishwam

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Customer experience specialist using Salesforce CRM and analytics to drive fintech client satisfaction.

India

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What I'm looking for

I’m looking for a role where I can own customer experience in a fintech environment, use Salesforce/Zendesk ticket workflows, and apply analytics (Excel/VBA, Tableau, Power BI) to improve efficiency, compliance, and reporting through data-driven decisions.

I’m a Customer Experience Specialist with “over 3 years of professional experience” in a leading MNC, supporting “fintech services & solutions” across multiple clients through CRM and customer experience management. At Blenheim Chalcot India, I “managed over 150 client’s investment accounts” in Salesforce CRM, processing financial debits and credits from client requests while ensuring compliance to improve satisfaction.

I also turn CRM performance into decision-ready insights—“compiled and presented detailed bi-weekly PowerPoint presentations” analyzing metrics across 150+ accounts, reducing outstanding payments by “£ 50 k,” and improving efficiency with “a 75 % increase in efficiency and a 30 % reduction in processing time.” I resolve “an average of 125” inquiries daily using Zendesk and train new joiners, backed by analytics certifications (Tableau Specialization, Google Data Analytics Professional) and strong data skills in Excel/VBA.

Experience

Work history, roles, and key accomplishments

Current

Customer Experience Specialist

Current

Blenheim Chalcot India

Aug 2021 - Present (5 years)

Managed 150+ investment accounts in Salesforce CRM, processing client-requested debits and credits while maintaining transaction compliance to improve customer satisfaction. Reduced outstanding payments by £50k and improved Salesforce processing efficiency by 75% while cutting processing time by 30%.

Salesforce Customer Experience Management Zendesk Compliance Monitoring Data Analysis Process Improvement

Intern Trainee (Finance)

Hero Moto Corp

Developed a financial model to support accounting and financial analysis, contributing insights used in executive-level finance reviews.

Financial Modeling Financial Analysis Financial Analytics Excel Budgeting Reporting Finance Support

Intern Trainee (Data Analysis)

NHPC Limited

Improved data analysis processes using advanced Excel and VBA, identifying and resolving bottlenecks that impacted operational efficiency.

VBA Data Analysis Process Optimization Operational Efficiency Data Cleaning Excel

Education

Degrees, certifications, and relevant coursework

Birla Institute of Technology Mesra

Master of Business Administration, Finance and Economics

2017 - 2019

Grade: 70% (First Class)

Activities and societies: Won first prize in debate competition: “Artificial Intelligence boon or bane to mankind”.

Completed a Master of Business Administration (dual specialization in Finance and Economics), achieving a 70% (First Class). Won a first prize in a debate competition on “Artificial Intelligence boon or bane to mankind.”