Rupali Gupta

Managed and supervised a team to execute the client feedback process, ensuring timely collection, analysis, and implementation of actionable insights.

Configured tools and platforms (e.g., CRM, .Net, Power BI) to automate feedback collection through multiple channels, including email, web forms, and customer portals. Implemented end-to-end automation of the entire process for enhanced efficiency and accuracy.

Handled revenue growth programs.

Drove increased customer satisfaction by delivering deep insights from client feedback, resulting in enhanced business performance and growth in executive accounts.

Developed a churn analysis framework to proactively identify clients at risk of leaving, enabling targeted retention strategies.

Developed and presented analytical reports to stakeholders, providing strategic recommendations to improve customer satisfaction and business performance.

Utilized Power BI to create intuitive, user-friendly visualizations for feedback process reports, enabling powerful insights, and faster decision-making.

Collaborated with cross-functional teams, including IT and customer service, to implement enhancements based on client feedback insights

The tool is being considered for market commercialization.

Collaborated with cross-functional teams, including IT and customer service, to implement enhancements based on client feedback insights.

• Responsible for planning and executing projects related to sales operations. Program owner for RM-wide feedback process on engagement and account level.
• Program owner for firm-wide feedback process on engagement and account level.
• Collaborating with senior leadership, managing relationships with internal teams, and coordinating with cross-functional teams within KPMG.
• Implementing the automation idea on the Voice of Customer (manual feedback process).
• Identifying areas for process improvement within sales operations. This includes streamlining sales processes, implementing new tools or technologies, or analyzing data to optimize sales performance.
• Working closely with senior leadership, the service line head to understand their sales operations challenges, market requirements, and provide tailored solutions.
• Continuously evaluating projects to ensure they are meeting company standards, adhering to budgets, and meeting deadlines.
• Involved in procuring vendors to make the current programs more efficient, and getting them integrated into the CRM.
• Involved in procuring vendors to make the current programs more e cient and getting them integrated into CRM.

• Company Overview: AXA XL is a global insurance and reinsurance company that provides a wide range of property, casualty, and specialty insurance products
• Website: https://axaxl.com/
• Cadence calls between Regional Leaders, Account Consultants, and Risk Consultants in order to ensure smooth workflow and efficient delivery to clients.
• Catered to all EMEA, APAC, and NAPC stakeholders. Establishing and maintaining relationships with internal and external clients, globally.
• Work closely with other internal departments on special projects, as needed. Handled multiple clients in the pharmaceutical, automotive, and retail sectors.
• Reviewing and evaluating the completeness, accuracy, and appropriateness of proposed requests.
• Training and mentoring of team members and three new teams globally (U.S., APAC, and Europe) in all the tasks of account management.

• Providing a high level of assistance to Account Consultants, Risk Consultants, and clients regarding surveys.
• Account management task wherein we set up accounts in the system and schedule their surveys with preloaded XML work.
• Maintaining survey reports, Boiler & Machinery reports, infrared reports, and CAD drawings.
• Maintaining survey reports, Boiler & Machinery reports, infrared reports, and CAD drawings.
• Uploading recommendations in the system and following up with clients on those recommendations.
• Providing or removing clients' access to the website so they can visit it on the web and check the survey reports.
• Assisting account consultants in preparing presentations for the clients with the account, construction occupancy protection exposure data, recommendations, and location surveys.
• Providing data to risk consultants for report writing, including third-party reports.