Summary
Overview
Work History
Education
Skills
Hobbies
Timeline
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Muhammad Danish

Technical Lead | 🔹 Financial Industry Specialist | Expert In Broker Operations, CRM Advancements, And Customer Support
Lahore, Punjab,PB

Summary

A dedicated Technical Lead Specialist with an extensive background in the Fintech industry, leveraging over 3 years of experience to deliver exceptional results for Easton clients and TFT. Instrumental since day one, I have showcased a proven track record of success, progressing from a Customer Representative to a Customer Support Manager and ultimately earning the role of Technical Lead Specialist. Recognized for expertise in Broker Operations, CRM Administration, Account Investigation, and Financial Trading, along with adeptness in Customer Database Management, Reporting Analysis, and Operational Management. Demonstrates consistent growth and promotion within the organization, reflecting a strong commitment to professional development and excellence.

Overview

3
3
years of professional experience

Work History

Tech Lead Specialist

The Funded Trader Program
02.2023 - Current

Broker Operations Management:
Spearheading and optimizing broker operations to enhance efficiency and effectiveness.
Implementing strategies for streamlined processes and improved client experiences.

Admin Portal CRM Expertise:
Resolving and preventing CRM issues on the Admin Portal for enhanced user experience.
Implementing solutions for efficient CRM utilization, contributing to improved internal workflows.

Account Investigation Proficiency:
Conducting thorough investigations into client accounts, ensuring compliance and accuracy.
Implementing proactive measures to prevent and resolve account-related issues.

Quality Control (QCs):
Leading and implementing quality control measures to uphold high standards in operations.
Conducting regular audits and assessments to identify areas for improvement.

Handling Client's Escalated Issues:
Effectively managing and resolving escalated issues from clients.
Implementing corrective actions and preventive measures to enhance overall client satisfaction.

Tech Lead Specialist

Easton Consulting Technologies
02.2023 - Current

Broker Operations Management:
Spearheading and optimizing broker operations to enhance efficiency and effectiveness.
Implementing strategies for streamlined processes and improved client experiences.

Admin Portal CRM Expertise:
Resolving and preventing CRM issues on the Admin Portal for enhanced user experience.
Implementing solutions for efficient CRM utilization, contributing to improved internal workflows.

Account Investigation Proficiency:
Conducting thorough investigations into client accounts, ensuring compliance and accuracy.
Implementing proactive measures to prevent and resolve account-related issues.

Quality Control (QCs):
Leading and implementing quality control measures to uphold high standards in operations.
Conducting regular audits and assessments to identify areas for improvement.

Handling Client's Escalated Issues:
Effectively managing and resolving escalated issues from clients.
Implementing corrective actions and preventive measures to enhance overall client satisfaction.

Customer Support Manager

The Funded Trader Program
04.2022 - 01.2023
  • Lead and guide a team of Trader Success Associates to deliver exceptional customer service and support.
  • Set performance expectations, conduct evaluations, and provide constructive feedback to team members.
  • Implement communication protocols and foster a collaborative environment within the team.
  • Ensure timely and effective resolution of customer inquiries and escalations.
  • Streamline processes, identify areas for improvement, and optimize workflows to enhance operational efficiency.
  • Analyze data related to team performance, customer feedback, and key metrics to inform strategic decisions.
  • Ensure compliance with company policies, industry regulations, and service quality standards.
  • Handle escalated customer issues with professionalism and efficiency.
  • Develop and implement training programs to enhance team members' skills and knowledge.
  • Maintain a deep understanding of the prop firm's products, services, and trading platforms.
  • Communicate effectively with other departments and stakeholders to address customer needs and drive business success.

Customer Support Representative

Top Tier Trader
10.2021 - 03.2022
  • Deliver outstanding customer service and support to The Top Tier Trader's Trader Success Team via Intercom and Email platforms.
  • Adhere strictly to communication protocols, guidelines, and policies to consistently provide satisfactory responses to customer queries and issues.
  • Furnish accurate, comprehensive information regarding products, services, and challenges, ensuring customer contentment and well-informed decision-making.
  • Effectively relay updates, directives, and information from leadership to customers using macros and appropriate communication methods.
  • Stay updated on industry shifts, program modifications, and service enhancements to keep customers engaged and informed.
  • Conduct basic troubleshooting of Trade Hub and MetaTrader 4/5 platforms to proficiently address technical concerns and queries.
  • Accurately document and escalate customer inquiries and feedback to the relevant teams, supervisors, and leadership for efficient issue resolution.
  • Utilize project management tools such as Click-Up for meticulous tracking and input of account-related issues.
  • Collaborate seamlessly with team members using platforms like Slack to foster a cohesive and supportive work environment, enhancing productivity.
  • Contribute insights, feedback, and suggestions based on customer interactions to support continuous improvement initiatives.

Customer Support Representative

The Funded Trader Program
05.2021 - 03.2022
  • Provide exceptional customer service and support for The Funded Trader's Trader Success Team across Intercom and Email platforms.
  • Adhere to communication procedures, guidelines, and policies to deliver consistent and satisfactory responses to customer inquiries and concerns.
  • Offer valid, accurate, and complete information about products, services, and challenges, ensuring customer satisfaction and informed decision-making.
  • Effectively communicate updates, directives, and information provided by leadership to customers, utilizing macros and proper communication techniques.
  • Stay updated on industry changes, program updates, and service enhancements to keep customers informed and engaged.
  • Conduct basic troubleshooting of Trade Hub and MetaTrader 4/5 platforms to address technical queries and issues competently.
  • Document and escalate customer inquiries and feedback accurately to relevant teams, supervisors, and leadership for streamlined issue resolution.
  • Utilize project management tools like Click-Up to input and track account-related issues meticulously.
  • Collaborate effectively with team members using platforms like Slack to foster a cohesive and supportive work environment and drive enhanced productivity.
  • Contribute to continuous improvement initiatives by providing insights, feedback, and suggestions based on customer interactions and experiences.

Education

MBA - Supply Chain

Punjab University
Lahore
04.2001 -

Skills

Quality Control (QCs)

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Hobbies

  • Engaging in Cricket and Football activities both as a player and spectator.
  • Eagerly delving into the realms of new programming and AI technologies.
  • Devoting quality time to family and children.

Timeline

Tech Lead Specialist

The Funded Trader Program
02.2023 - Current

Tech Lead Specialist

Easton Consulting Technologies
02.2023 - Current

Customer Support Manager

The Funded Trader Program
04.2022 - 01.2023

Customer Support Representative

Top Tier Trader
10.2021 - 03.2022

Customer Support Representative

The Funded Trader Program
05.2021 - 03.2022

MBA - Supply Chain

Punjab University
04.2001 -
Muhammad DanishTechnical Lead | 🔹 Financial Industry Specialist | Expert In Broker Operations, CRM Advancements, And Customer Support