Senior Manager - Client Servicing

• Oct 2021 - Present

Delivery Manager - Team Lead

• Apr 2019 - Nov 2021

• Managed a team of 12-15 resources directly• Ensured smooth work inflow from Consulting Firms, Investment Funds and Corporate clients. • Managed Accounts of top 3 key Investment Funds and ensured end-to-end project management for these clients • Supervised and did Quality Checks of the Delivery team to reduce TAT and ensured client deadlines are duly met• Customer Relationship Management: Built & maintained trusted relationships with key client stakeholders and focused on client retention and engagement.• Built & Implemented business strategies for achieving team targets m-o-m• Ensured timely feedback meetings and monthly 1-on-1s with team members to overcome work challenges at the earliest.• Trained new staff and provided refresher training to existing staff to enhance resource capabilities• Monitored customer service quality metrics and took proactive steps to implement resolutions• Guided the Research executives to maintain Industry Research Documents for various domains focusing on primary and secondary research for industry benchmarking. Read financial reports and understand the companies performance, growth trends and competitive landscape. Show less

Client Account Executive

• Nov 2017 - Mar 2019

• End-to-End Project Management: Ensured timely delivery of all client • Ensured timely raising of invoices and getting payments cleared• End-to-end Expert Management: Interacted with C-level suite for professional engagement on everyday basis. • Obtained in-depth knowledge of respective clients w.r.t. their internal hierarchy, sector wise teams, geographical areas they operate/invest in, investment strategies etc.• Built rapport with customers and maintained loyalty by providing fast, knowledgeable service.• Handled 8-10 Consulting & VC/PE funds clients to understand needs and set up expert consultations on a daily basis• Helped and Guided the 4 Research Executives on their research reports and project deliverables• Monitored the performance of Research Executives to ensure team targets are met Show less

Marketing Partner

• Feb 2016 - Oct 2017

-In charge of planning and formulating business development strategy of fetching desired clientele (small businesses, bloggers, cafes etc.) -Managed end to end brand development for clients including creative development, website development, marketing strategies and competitive strategies -Worked towards getting content and sponsorships for publishing Brandedgupshup magazine -Handled social media marketing for clients on platforms like Facebook and Instagram. -Website Designing and Development along with google analytics integration -Created engaging social media strategies and executed plans that engaged audiences, increased web presence and enhanced brand awareness -Coordinated with Marketing and Sales head of clients to analyse efficacy and ORM events -Developed short and long-term strategic plans including annual business plans, promotion strategy and innovation strategy Show less

Affluent Relationship Manager - Deputy Manager

• Jul 2015 - Jan 2016

1. Client Management/Servicing: Act as a dedicated single point of contact/trusted advisor for 150- 200 Affluent/HNWI client relationships -Portfolio management: Review individual account relationships and identify the risk profile of the customer. Further, offer Wealth Management Solutions to clients -Product Advice: Participate in development of new product/services matched to client needs and leverage product & investment experts to generate product specific investment ideas for clients -Processes: Ensure proper documentation and defined compliance norms along with preparing detailed KYC reports of client 2. Client Acquisition and Retention -Develop and manage relationships with affluent/ ultra-affluent/ uber wealthy clients -Leverage networks, partnerships, and sources of leads and referrals to access prospective clients -Actively cross-sell/provide referrals to other Axis Bank Group Business Units/Product groups Show less

Summer Internship

• Apr 2014 - Jun 2014

My contribution during the internship is as follows: • Contributed in business development to build corporate tie ups and finalised two major chains to build up the healthcare ecosystem, • Maintained master database of empanelment details and assessed performance of each employee, • Conducted secondary research to explore new verticals like health clubs, • Worked on costing of operations and made the cost sheet. My contribution during the internship is as follows: • Contributed in business development to build corporate tie ups and finalised two major chains to build up the healthcare ecosystem, • Maintained master database of empanelment details and assessed performance of each employee, • Conducted secondary research to explore new verticals like health clubs, • Worked on costing of operations and made the cost sheet.