Chinmayi Desai
About Chinmayi Desai
Chinmayi Desai is an experienced Escrow Accountant and Reconciliation Specialist at Qualia, with a strong background in finance and client services. She holds multiple degrees in business administration and finance, and is also a certified graphologist and life coach.
Work at Qualia
Chinmayi Desai has been employed at Qualia as an Escrow Accountant and Reconciliation Specialist since 2022. In this role, she has focused on customer success, contributing to a process-driven onboarding experience for clients. Over the past year, she successfully onboarded more than 30 clients, enhancing the overall client experience. Additionally, she spearheaded the Client Outreach Pilot Project, which standardized the outreach process and effectively reduced churn risk. Her efforts have played a significant role in maintaining client relationships.
Education and Expertise
Chinmayi Desai holds a Master of Business Administration (M.B.A.) in Finance from Gujarat University, which she completed from 2000 to 2002. Prior to that, she earned a Bachelor of Business Administration (BBA) in Finance from the same university from 1997 to 2000. She also studied at the School of Excellence, where she pursued a program in Neuro-Linguistic Programming (NLP) and achieved the status of NLP Practitioner in 2012. Additionally, she is a certified Graphologist and Life Coach, which complements her expertise in finance and client services.
Background
Chinmayi Desai began her educational journey at Mt. Carmel Higher Secondary School, where she studied Commerce from 1995 to 1997. She has accumulated extensive experience in client services and finance, having worked at various organizations including Bank of America, HDFC Bank, HDFC AMC, and Franklin Templeton India. Her roles have ranged from Relationship Manager to Senior Executive in client services, providing her with a diverse skill set in customer interaction and financial management.
Achievements
Chinmayi Desai has made notable contributions in her professional roles. At Qualia, she played a pivotal role in converting potential churn into retained clients through consistent interactions. Her leadership in the Client Outreach Pilot Project has standardized processes that mitigate churn risk. Additionally, her initiative, Success Surfers, aims to help individuals restore balance through life skills training, reflecting her commitment to personal development and community support.