Based in Bengaluru, India

CX Leader.
AI Builder.
Ops Architect.

10+ years of building customer-first systems, scaling operations, and deploying AI to solve real problems — from zero to scale, across startups in fintech, wealthtech, hospitality & healthtech.

Customer Experience AI & Automation 0 → 1 Building Fintech · WealthTech Healthtech Hospitality · Marketplace
Syed Rashad
10+
Years Building
Career roadmap

A Decade of Building

From customer service executive to founding team member — every role a stepping stone in building something meaningful.

2022–Now
Present
Mighty
Mighty
Founding Team Member · Manager, CX & Business Operations · WealthTech
Joined as one of the earliest members — worked directly alongside the founders to build the business from the ground up, contributing across strategy, operations, product and customer experience
Architected the entire CX and operations infrastructure from scratch — no playbooks, no templates, just first-principles thinking and rapid iteration
Designed Orion, a unified internal platform integrating KYC, transactions, portfolio analytics and customer data — reduced tool dependency and accelerated feature deployment
Led mutual fund operations across 40+ AMCs and RTAs, including full integrations with BSE and MFU platforms — ensuring regulatory compliance at every step
Launched and scaled the Retirement Planning vertical from concept to execution: 25K+ leads generated, 3K+ advisory sessions conducted
Built and deployed AI-assisted engagement workflows across WhatsApp and email — improved lead conversion by 14% and response efficiency significantly
Established QA frameworks, SOPs, and escalation protocols — consistently achieved <6hr FRT, 90%+ SLA adherence, and 94%+ CSAT
Hired, mentored and built the CX team culture — instilling a customer-first mindset that scaled with the business from 1→10
Wore many hats: from ops and compliance to product feedback loops and business strategy — a true generalist in the startup trenches
2020–2022
2 years
Fisdom
Fisdom
Senior Manager — Customer Experience & Operations · Fintech
Led 40-member CX team across Mutual Funds, Broking, NPS, Insurance, Digital Gold
Reduced TAT by 50%, improved CSAT from 46% → 92%
Launched Customer Excellence Program contributing to ₹25 Cr+ AUM in 8 months
Delivered 15% cost savings via CPaaS platform optimisation
Maintained ops continuity during COVID through remote management
2019
9 months
smallcase
smallcase
Product Specialist — CX & Broker Relations · Fintech · Investment Tech
Improved broker onboarding experience & reduced support queries by 12%
Collaborated with product & tech teams to enhance user journeys
2017–2018
1.5 years
Livspace
Livspace
CX Consultant · eCommerce & Home Marketplace
Managed HNI client interactions across B2B & B2C segments
Designed onboarding programs to accelerate partner productivity
Reduced operational friction via cross-functional dependency mapping
2015–2016
Founding team
Treebo
Treebo Hotels
Senior Operations Executive — CX & Ops · Hospitality Tech
Joined as a founding member of the Guest Experience division — built the function from zero across 70+ hotels nationwide
Worked directly with the Director and founders to design and implement the company's first customer service infrastructure: IVR, live chat, email, and SMS
Defined SOPs, escalation protocols, and QA frameworks that became the operational backbone for the CX team
Reduced no-shows by 52% through predictive engagement and proactive pre-arrival communication campaigns
Managed OTA reputation across platforms, improving ratings and customer satisfaction scores significantly
Collaborated cross-functionally with product and ops teams to surface customer insights that fed directly into product decisions
2013–2015
First role
A
A.D.A.M Health
Executive — CRM · Healthcare Tech
Managed global B2C & PAN India B2B support operations
Handled payment reconciliations at scale
AI & Product Innovation

What I've Built

Problem-first thinking. Fast iteration. Real-world validation. Products designed and shipped using AI-assisted development.

🔒
Picamanah
Secure Photo Sharing Platform
A privacy-first platform addressing misuse of personal images in matrimony ecosystems. Enables consent-based access control and secure sharing workflows — built to solve a real social problem with technology.
Privacy TechAI-Assisted DevConsent UX
Visit Site →
🗳️
VoterTrace
Electoral Roll Intelligence Tool
An OCR-powered search system to extract and process user inputs from electoral rolls. Implements fuzzy matching to identify closest matches — widely adopted by communities in Bangalore for voter verification.
OCRFuzzy MatchingCivic Tech
Visit Site →
🧭
Retirement Engine
AI-Assisted Retirement Readiness Tool
Built at Mighty — an AI-assisted tool that assesses customer retirement readiness and triggers contextual engagement. Improved lead qualification quality and customer engagement depth at scale.
LLM IntegrationWealthTechLead Qualification
🏢
Proprush
Real Estate Developer Website
Built a complete web presence for a legacy real estate developer using Claude — deployed on GitHub Pages with a custom domain on GoDaddy. Gave the business its first professional online identity with trust signals and a lead generation funnel.
Real EstateGitHub PagesLead GenerationClaude-Built
Visit Site →
What people say

Voices that Matter

Colleagues, managers, and teammates — in their own words.

"His remarkable ability to empathize with users and transform their needs into actionable strategies played a pivotal role in driving the success of our product."
"A true generalist and customer success expert — a key asset in building and scaling from 0→1 and 1→10. His vast experience helps him take a solution-driven approach in every situation."
"A go-getter with a strong focus on growth, constantly thinking ahead to automate and improve processes. His forward-thinking mindset made a significant impact on our operations."
"Commitment to growth and customer excellence is evident in everything he does. Not only a hard worker but also a forward-thinker who never shies from taking on additional responsibilities."
"Takes responsibility & ownership and ensures all tasks are timely. Impressed with his successful projects in creating CRM dashboards, SOPs, and CSAT frameworks."
"I don't wait for engineering to solve problems. I build with AI as my co-pilot — fast, scrappy, and always with the customer in mind."

— Syed Rashad, on his approach to AI-enabled operations

Core competencies

Skills & Expertise

Startup & Generalist Ops
0 → 1 Building 1 → 10 Scaling Cross-functional Leadership Founding Team Experience Rapid Prototyping
Customer Experience & Operations
Customer Journey Design SLA & SOP Management QA Frameworks Escalation Protocols Team Building & Hiring Customer Retention Voice of Customer
AI & Automation
Generative AI (Claude, ChatGPT) Workflow Automation No-Code Development Prompt Engineering AI-Assisted Product Building LLM Integration
Domain Expertise
Mutual Fund Ops (BSE, MFU) KYC & Compliance SEBI & AMFI Regulations Hospitality Guest Experience eCommerce & Marketplace Ops Healthcare CRM
Tools & Platforms
Freshdesk Zendesk Jira ERPNext SendGrid Mailchimp Kaleyra CleverTap WhatsApp API BSE / MFU Platforms
Learning never stops

Education & Credentials

🎓
BBA
ICFAI University
Degree
🏛️
Leading People
Harvard Business School Online
Certificate
🤖
Enhancing CX with Generative AI
Simplilearn
Certificate
📊
NISM VA — Mutual Fund Distributor
NISM (SEBI)
Certification
⚙️
Lean Six Sigma
White Belt
Certification
🌐
English · Hindi · Kannada
Professional Fluency
Languages
Beyond work

Passion & Curiosity

I'm someone who builds things to solve problems — not because it's a job requirement, but because it's how I'm wired. When I see friction, I want to remove it. When I see a gap, I want to fill it.

Outside of work, I'm deeply curious about the intersection of AI and everyday life — how large language models can empower non-technical people to build real products, automate tedious processes, and democratise access to intelligent tooling.

I'm also passionate about civic technology and community impact. VoterTrace started as a weekend idea to help people in my neighbourhood — and ended up being adopted across Bangalore. That kind of grassroots impact is what drives me.

I believe the best operators aren't just process-people — they're empathetic storytellers, strategic thinkers, and relentless builders.

🤖
AI & No-Code Building
Exploring how LLMs can help non-engineers ship real products fast. Claude is my daily co-pilot.
🏙️
Civic & Community Tech
Building tools that empower communities — VoterTrace was born from this passion.
📊
Fintech & WealthTech
Fascinated by how technology can democratise financial planning for everyone, not just the affluent.
🎯
Customer Psychology
What makes people trust a product? What makes them stay? These questions keep me up at night.
🌐
Privacy & Digital Rights
Picamanah was built from a belief that everyone deserves control over their digital presence.
Let's connect

Open to Conversations

Whether you're building something new, looking for a CX & Ops leader, or just want to geek out about AI — I'm always up for a good conversation.

📍
Bengaluru, Karnataka, India
✉️
letmecusoon93@gmail.com