Nimit Agarwal

Nimit Agarwal Email and Phone Number

Team Lead at Morningstar | CSPO® | Business Consulting | FinTech @ Morningstar
chicago, illinois, united states
Nimit Agarwal's Location
Jaipur, Rajasthan, India, India
About Nimit Agarwal

Currently, working in Morningstar as Customer Support Team Leader with 5+ years’ exposure to Client facing role. I have experience cross-collaborating with Internal and External Stakeholders and delivering effective client solutions. I manage team workflows and handle escalations alongside monitoring recurring trends or irregularities that may escalate to service/financial/reputational risks. I also possess experience from the process side, improving the overall KPIs of the product support team at all positions I have served to date. I have exposure to working independently and within teams in a Startup culture as well as following the best practices in an MNC. I love interacting with clients and solving their core problems around product/service and try to push myself/team members to provide best-in-class support to our end customers.

Nimit Agarwal's Current Company Details
Morningstar

Morningstar

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Team Lead at Morningstar | CSPO® | Business Consulting | FinTech
chicago, illinois, united states
Website:
morningstar.com
Employees:
7453
Nimit Agarwal Work Experience Details
  • Morningstar
    Customer Service Team Lead
    Morningstar Nov 2022 - Present
    India
    • Triaging Adviser/User-related requests to the Customer Support Team members and monitoring daily queue on CRM Tools, Salesforce/Zendesk.• Handle Escalations & High/Critical cases through Internal and Escalations Process and cross collaborate with internal & external stakeholders to expedite client solutions.• Close collaboration with Sales Ops, FSS for Admin requests and Invoicing related user requests respectively, & Providing Weekly feedback for Customer Success Managers to include… Show more • Triaging Adviser/User-related requests to the Customer Support Team members and monitoring daily queue on CRM Tools, Salesforce/Zendesk.• Handle Escalations & High/Critical cases through Internal and Escalations Process and cross collaborate with internal & external stakeholders to expedite client solutions.• Close collaboration with Sales Ops, FSS for Admin requests and Invoicing related user requests respectively, & Providing Weekly feedback for Customer Success Managers to include scenarios in their webinars based on recent support requests raised by advisers.• Drive a fortnightly meeting (Service Forums) to discuss critical issues and RCAs with the Product Manager and Tech lead.• Planning of Workforce allotments and preparing rosters for rotational Shifts• Monitoring tickets that are pending on third-party data providers and liaise with respective vendors to expedite Client solutions.• Drive the team to continually manage central knowledge repository and Triage Checklist as well as amendments including the latest articles on a weekly basis based on added features in the product as applicable.• Hold Upskill Sessions on a weekly basis and drive the team to update the Skill Matrix/heat map of respective agents.• Drive Daily huddles ensuring team members' proactive participation/feedback.• Monthly Ticket auditing and providing necessary feedback to team members.• Cross Collaborate with various stakeholders across Australia and India on weekly basis to exchange important updates and action items.• Drive Quarterly Goal discussion with team members on agreed OKRs.• Ensure Team members are updated about the upcoming product enhancements/roadmap. Show less
  • Morningstar
    Senior Product Consultant
    Morningstar Jan 2022 - Oct 2022
    India
  • Morningstar
    Product Consultant
    Morningstar Jan 2021 - Dec 2021
    India
  • Morningstar
    Customer Support Representative
    Morningstar Jul 2020 - Dec 2020
    Gurgaon, Haryana, India
  • All India Welfare Society
    Member
    All India Welfare Society Jul 2016 - Present
    Jaipur, Rajasthan, India
  • Icici Prudential Life Insurance Company Limited
    Manager
    Icici Prudential Life Insurance Company Limited Jul 2019 - Jun 2020
    Jaipur, Rajasthan, India
    Working in ICICI Prudential Life Insurance Company as Manager (Rajasthan), handling their distribution leader channel
  • N. B. Marketing Pvt. Ltd.
    Business Development Manager
    N. B. Marketing Pvt. Ltd. Mar 2018 - Jun 2019
    Rajasthan, India
  • Dlf Home Developers Ltd.
    Finance Intern
    Dlf Home Developers Ltd. Apr 2017 - Jun 2017
    Gurgaon, India

Nimit Agarwal Education Details

Frequently Asked Questions about Nimit Agarwal

What company does Nimit Agarwal work for?

Nimit Agarwal works for Morningstar

What is Nimit Agarwal's role at the current company?

Nimit Agarwal's current role is Team Lead at Morningstar | CSPO® | Business Consulting | FinTech.

What schools did Nimit Agarwal attend?

Nimit Agarwal attended Lal Bahadur Shastri Institute Of Management, St. Xavier's College, Jaipur, Seedling Schools Jaipur.

Who are Nimit Agarwal's colleagues?

Nimit Agarwal's colleagues are Philippa Carvalho, Sodi Mani, Yen Albert, Priyanka Sharma, Pratigya Kumari, Poorti Agate, Nathalia Lesmes.

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