Taranjeet K.

Customer Success @ Fi | Operations | Process Improvement | Freshdesk | CRM | KYC | Fraud & Disputes | Banking Operations | Logistics Support | E-commerce | Automotive

Role
Customer Success Associate at Fi
Location
Bengaluru, KA, IN
LinkedIn followers
500 followers
Customer/Client ServiceView LinkedIn profile

About Taranjeet K.

Customer Support professional with 5+ years of experience delivering high-quality service across BFSI, logistics, automotive, and e-commerce domains in fast-paced environments.• Proven expertise in handling 40–100+ daily customer interactions across chat, email, and voice channels while consistently meeting SLA targets and maintaining high CSAT scores.• Strong hands-on experience with CRM and ticketing platforms including Freshdesk, Freshchat, GENESYS, AMEYO, Tenfold, and internal knowledge management systems.• Skilled in resolving complex queries related to banking products, KYC verification, onboarding, transactions, fraud/disputes, loans, shipments, refunds, and technical issues.• Demonstrated ability to analyze customer accounts, investigate discrepancies, and provide accurate resolutions within defined turnaround times.• Experienced in case creation, escalation management, and end-to-end ticket ownership with detailed documentation to ensure regulatory compliance and operational transparency.• Adept at collaborating with cross-functional teams to improve resolution speed, reduce repeat queries, and enhance overall customer experience.• Strong background in process navigation, delivery coordination, account verification, and service history validation using multiple internal tools and dashboards.• Proven track record in maintaining data accuracy, conducting real-time troubleshooting, and supporting fraud prevention and compliance initiatives.• Experienced in post-service feedback analysis, identifying low satisfaction cases, and driving corrective actions to improve NPS and customer retention.• Capable of managing high-volume workloads while prioritizing tasks effectively in KPI-driven environments.• Hands-on experience supporting credit card operations including billing cycles, EMI conversions, disputes, refunds, and credit limit modifications.• Knowledgeable in KYC standards, RBI guidelines, data security protocols, and business verification processes.• Strong analytical mindset with the ability to identify process gaps and contribute to continuous improvement initiatives.• Excellent communication and problem-solving skills, with a customer-first approach and attention to detail.• Actively transitioning toward Analyst roles by leveraging operational experience, data handling exposure, and structured problem-solving capabilities.

Experience

  1. Customer Success Associate

    Fi

    Jan 2026 — Present · Bengaluru, IN

    Handled 40–60+ customer interactions daily, resolving issues related to accounts, loans, verification, transactions, disputes, and rewards while maintaining high service standards.Coordinated with internal teams to ensure accurate onboarding, secure processes, and timely resolution within 24 hours.Maintained detailed records and compliance, improving efficiency, reducing repeat queries, and enhancing overall customer satisfaction.

Education

  • Hi-tech College of Management & Computer Science

    Intermediate, Mathematics

  • Global Group of Institutes, Amritsar

    Bachelor of Technology - BTech, Computer Science

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Taranjeet K. — Customer Success Associate at Fi in Bengaluru, KA, IN | Unifers