Nimit Agarwal Email and Phone Number
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.
Morningstar
View- Website:
- morningstar.com
- Employees:
- 7453
-
Customer Service Team LeadMorningstar Nov 2022 - PresentIndia• 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 -
Senior Product ConsultantMorningstar Jan 2022 - Oct 2022India -
Product ConsultantMorningstar Jan 2021 - Dec 2021India -
Customer Support RepresentativeMorningstar Jul 2020 - Dec 2020Gurgaon, Haryana, India -
MemberAll India Welfare Society Jul 2016 - PresentJaipur, Rajasthan, India -
ManagerIcici Prudential Life Insurance Company Limited Jul 2019 - Jun 2020Jaipur, Rajasthan, IndiaWorking in ICICI Prudential Life Insurance Company as Manager (Rajasthan), handling their distribution leader channel -
Business Development ManagerN. B. Marketing Pvt. Ltd. Mar 2018 - Jun 2019Rajasthan, India
-
Finance InternDlf Home Developers Ltd. Apr 2017 - Jun 2017Gurgaon, India
Nimit Agarwal Education Details
-
Finance, General -
Business Administration And Management, General -
Science
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.
Not the Nimit Agarwal you were looking for?
-
Nimit Agarwal
Director, Sustainability Research At Bernstein Sg, Part Of Société Générale | Ex-Goldman SachsBengaluru -
2gmail.com, icicibank.com
-
Nimit Agarwal
Technology & Ip Consultant | Delivering Strategic Advantage To My Clients GloballyGurgaon -
Nimit Agarwal
India
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