Highly motivated former Client Service & Operations specialist with over 18 years experience in various roles looking to restart my career in the financial domain. I am now a Certified Financial Planner professional and have founded JG Finserv, my own financial services firm. Why this change? Well, the last 2 years have been life altering for many, including mine. I had taken a step back to consider what was motivating me both personally and professionally. The pandemic had made me realize that ignorance in finance is definitely not bliss! It changed our relationship with money, pushing us to think about emergency funds, assess our spending habits and start thinking about investing. I discovered my passion and decided to study personal finance in depth. The certification along with my core skills of working with people, problem solving and nurturing long term relationships are the building blocks of my firm. I help families make better informed financial decisions, achieve financial fitness and build wealth that will last their lifetime.Expertise:Comprehensive Financial Planning comprising:- Contingency Planning- Risk Planning- Investment Planning- Retirement Planning- Child Education Planning
-
Leadership – Client Service & OperationsImpetus Analytic E-Solutions Private Limited Sep 2017 - May 2019Rebuilt the Market Research Business for the company from the scratch.Responsibilities included recruiting a new team, upskilling the existing team, technology upgradation. Business development in new geographies and acquiring new clients. Responsible for the generating the business volumes and the P/L for the market research department. Achieved 10 X Growth for the company within a year.Published the MIS dashboard for the clients based on the research outcomes. Part of the ideating committee to develop a fintech product. -
Head - Customer ServicesStylori Nov 2014 - Aug 2017Chennaio Managed the full project lifecycle: Strategy, design, development, testing and implementation for Stylori.com online jewellery portal. o Responsible for setting up the operational team, customer service and backend processes for Stylori.com. o Worked closely with the operations, marketing and customer service teams to deliver continuous value in various aspects such as cost, lead time reduction, quality, range of products. o Coordination with the supply chain vendors and managing a healthy vendor relationship to ensure smooth functioning of the operations. o Managed the product portfolio on the website by actively engaging with the internal and external merchandising teams.o Published the MIS Dashboard for the website visits, marketing, leads, sales and customer service for the management.o Worked with the technical team for developing support systems for e-commerce functions like product upload, pricing module. o Managed the strategic site redesign to improve brand messaging, user engagement and improve conversion. 10X Growth in sales in a year. o Driving the revamped go-to-market digital marketing strategies to improve sales. Improved the ROAS by 5X between Aug 2016 & Aug 2017.
-
Manager-Operations & Customer ServiceCaratlane Trading Pvt Ltd. Jun 2011 - Nov 2014o Worked as the operational head to manage the after sales and customer service (Order Fulfillment) for India’s trusted online jewellery portal CaratLane.com. Direct reporting to VP – Customer Relations. o Started when CaratLane.com had no after sales process and then designed and implemented the entire order fulfillment process.o Ramped up the same to process 2000 orders a month by automating the same working with the technical team.o Provided strategic solutions to enhance overall customer experience on the website by creating product requirement documentation, user acceptance testing and closely working with the technical team.o Continually improved the order fulfillment process by doing a before and after comparison of the process.o Forecasting, Planning & Coordinating to maintain capacity & infrastructure for the organisation to meet business objective.o Set-up benchmarks into measure efficiency of order fulfillment process & customer service and publish daily, weekly and monthly reports to the higher management.o Created logistics framework both internal and framework to ensure seamless delivery experience.o Responsible for creation of training module and knowledge base for customer queries to train the team. Areas such as product knowledge and soft skills have also been covered under the said module.o Primary point of escalation for any customer service queries.
-
Assistant Manager - Debt Management - ComplaintsHsbc Operations India Jan 2007 - May 2011Chennai Area, Indiao Promoted as an Assistant Manager in Feb 2008 to centrally manage customer grievances pertinent to Debt Management. o Supervise staff of 5 employees responsible for handling complaints, requests and correspondences received by the Debt Management team – Pan India across multiple products (Mortgage loans, Credit card, Personal Loan, Auto Loan, Consumer Finance Loan)o Handle sensitive & urgent complaints addressed to the Senior Management of the Bank and the Regulatory. o Designed and created the desk instruction manual and also devised the capacity utilization model for the team. Maintain & publish the roster system for the team. o Maintain & publish MIS & Analysis for the complaints handled and highlight grey areas and recommendations to the operations team.o Worked as Senior Officer – Customer Service “HSBC Operations India Ltd”, Chennai (Jan 2007– Feb 2008)o Responsible for handling critical escalations to the Banking Ombudsman & other regulatory across various banking products (Mortgage loans, Credit card, Personal Loan, Auto Loan, Consumer Finance Loan, Liability accounts).o Handled escalations addressed to the Senior Management of the Bank like the Department Heads, CEO, DCEO & Global Heads. o Responsible for handling escalations addressed to Nodal Officer of the Bank. o Actively involved in liaisons with various departments of the Bank while resolving customer grievance.o Identify process gaps and suggest improvements to the operations team.
Janaki Ganesh Education Details
-
Business/Commerce, General -
Vivek Vidyalaya
Frequently Asked Questions about Janaki Ganesh
What is Janaki Ganesh's role at the current company?
Janaki Ganesh's current role is Highly motivated former Client Service & Operations specialist for over 18 years and now a Certified Financial Planner professional and have founded JG Finserv, my own financial services firm..
What schools did Janaki Ganesh attend?
Janaki Ganesh attended Narsee Monjee College Of Commerce And Economics, Vivek Vidyalaya.
Not the Janaki Ganesh you were looking for?
-
-
1mu-sigma.com
-
-
2gmail.com, worldbank.org
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial