Headline

Senior Account Manager | Account Management | Customer Success | Retention & Expansion | Customer Lifecycle | Healthcare & Insurtech | BFSI

About

Senior Account Manager with 7+ years of experience across Banking, Financial Services, Health Insurance, Healthcare and Customer Management. Currently building my career in Account Management and Customer Success, with experience managing customer relationships across the lifecycle — from engagement and retention to renewals, revenue management and account growth. My core experience includes: • Account & Relationship Management • Customer Retention & Renewals • Customer Lifecycle Management • Revenue & Performance Management • Customer Engagement & Experience • Cross-functional Stakeholder Management • Business Development & Sales • Partner Management • Customer Escalation & Issue Resolution • Team Mentoring & Performance Management • CRM & Excel-based Reporting Across my career, I have worked with customers, partners and internal stakeholders to build relationships, solve customer challenges, improve retention and deliver business outcomes. My professional journey spans Banking and Financial Services, followed by Health Insurance and Healthcare, giving me strong exposure to customer-centric businesses and relationship-driven roles. I am currently focused on opportunities in Account Management, Key Account Management and Customer Success, where I can leverage my experience in customer relationships, retention, revenue and business growth to build long-term client value. Core domains: Banking | BFSI | Health Insurance | Healthcare | Insurtech | Customer Management

Location

Greater Bengaluru Area

AI stack

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gemini

openai

ChatGPT

Work experience

Senior Account Manager - Expansion & Customer Success at Even, Jan 2026 - Present · 10 mos, 》Manage a portfolio of customer accounts across the complete customer lifecycle, including engagement, retention, renewals and expansion. 》Build and maintain strong customer relationships by understanding customer needs, resolving concerns and improving overall account health. 》Develop account strategies focused on customer retention, revenue growth and long-term relationship value. 》Identify opportunities for upselling, cross-selling and account expansion based on customer requirements and engagement. 》Monitor account performance, renewal pipeline, revenue and customer health metrics to proactively identify risks and opportunities. 》Lead customer escalations by coordinating with Product, Operations, Claims/TPA, Insurer and Hospital stakeholders. 》Drive timely resolution of customer issues while maintaining a high-quality customer experience. 》Use CRM and Excel-based reporting to track account activity, performance, renewals and revenue. 》Mentor team members and contribute to improving account-management processes and best practices.

Account Manager - Retention & Expansion at Even, Jul 2024 - Feb 2026 · 1 yr 8 mos, 》Managed customer accounts with responsibility for engagement, retention, renewals and revenue outcomes. 》Built customer relationships through proactive communication, structured follow-ups and personalized engagement. 》Managed the end-to-end renewal lifecycle and worked closely with customers to drive successful renewals. 》Identified at-risk accounts and implemented targeted engagement strategies to improve retention. 》Coordinated with cross-functional teams to resolve customer, insurer, hospital and service-related issues. 》Identified opportunities to improve customer value through relevant product and service recommendations. 》Maintained account and performance tracking using CRM and Excel. 》Consistently delivered against renewal and revenue objectives and received recognition for performance.

Manager - Sales Distributions at ManipalCigna Health Insurance Company Ltd., Feb 2023 - Jul 2024 · 1 yr 6 mos, Greater Bengaluru Area, 》Managed sales distribution and partner relationships for health insurance products across the assigned market. 》Onboarded, trained and supported insurance agents to strengthen distribution and business acquisition. 》Developed and executed sales strategies to drive new business and revenue growth. 》Managed partner performance, sales pipelines and business development activities. 》Built relationships with distribution partners and supported them through product, process and customer-related requirements. 》Achieved strong early performance, including No. 1 Manager in the South Region for New Agency (2023). 》Received Award of Excellence – Final Frontier recognition during the initial months of tenure. Earned fast-track confirmation within 3 months based on performance.

Senior Sales Associate at Kotak Mahindra Bank, Sep 2019 - Feb 2023 · 3 yrs 6 mos, 》Managed and serviced a portfolio of 30+ dealer/partner accounts across Bangalore, overseeing end-to-end finance processes. 》Built and maintained relationships with dealers and channel partners across consumer finance and lifestyle finance. 》Managed partner requirements, customer onboarding, documentation, KYC and transaction processes. 》Supported multiple financial product categories including consumer finance, savings accounts, EMI cards and credit cards. 》Coordinated with customers, dealers and internal teams to ensure smooth application processing and service delivery. 》Conducted customer onboarding and KYC verification across financing categories including healthcare, furniture, EV, solar and education. 》Recognized as a 7-time Pan-India Consistency Performer. 》Recognized as a Top Performer in Karnataka on 3 occasions. 》Received recognition from business and sales leadership for consistent performance.

Sales Associate at Kotak Mahindra Bank, Sep 2019 - Nov 2021 · 2 yrs 3 mos, 》Managed customer and partner interactions across consumer finance and lifestyle finance. Supported business development, customer acquisition and financial product onboarding. 》Handled customer documentation, KYC and application processes while maintaining service quality. 》Built foundational experience in sales, relationship management and customer service.

Network Engineer at ACT FIBERNET, Apr 2019 - Sep 2019 · 6 mos, Greater Bengaluru Area, 》Provided technical support and troubleshooting for customer broadband and network issues. 》Diagnosed connectivity issues and coordinated resolution to maintain service quality. 》Managed customer interactions and ensured timely issue resolution. 》Built foundational experience in customer service, troubleshooting and service operations.