Headline

Customer Success Manager | Client Relationship Management | Financial Services & Customer service specialist | Customer Support Leader | Risk & Compliance Specialist

About

Customer-focused professional with 7+ years of experience across financial services, insurance, retail, and hospitality. I specialize in customer success, client relationship management, and multi-channel customer support, with hands-on experience managing HNI & SHNI clients. I have a strong background in resolving complex escalations, improving customer retention, and ensuring compliance with regulatory and internal processes. Known for a calm, solution-oriented approach and the ability to work effectively in high-volume, target-driven environments. 🔹 Key strengths include Customer Success Management, Client Retention, Financial Services Operations, Risk & Compliance, CRM tools, and cross-functional coordination. I am open to opportunities in Customer Success, Client Relationship Management, and Senior Customer Support roles within BFSI, Fintech, and service-driven organizations.

Location

Mumbai

Work experience

Help Desk Executive at Genius HRTech Limited, Apr 2025 - Present · 1 yr 3 mos, Mumbai, Maharashtra, India, •Handle employee queries through calls, emails on pan India level •Resolve issues within defined TAT and SLA guidelines •Escalate complex cases and ensure timely resolution •Maintain accurate employee records and compliance documentation •Support service quality improvement initiatives

Executive – Customer Support at Baggit India Private Limited, Dec 2024 - May 2025 · 6 mos, Mumbai, Maharashtra, India, •Delivered end-to-end customer support via voice and digital channels •Resolved product, order, delivery, and service-related complaints •Coordinated with logistics and operations teams for faster resolution •Maintained high customer satisfaction and brand service standards

Operations Executive at Kotak Securities, Nov 2024 - Dec 2024 · 2 mos, Navi Mumbai, Maharashtra, India

Customer Support Associate (Financial Services) at 5paisa, May 2023 - Jul 2024 · 1 yr 3 mos, Navi Mumbai, Maharashtra, India, •Managed relationships with HNI & SHNI clients Assisted customers with trading platforms, demat accounts, and transactions •Ensured compliance with SEBI regulations and internal policies •Resolved escalations within defined TAT and SLA •Collected customer feedback to improve service delivery

Customer Relationship Manager at ICICI Lombard General Insurance Company Limited, Dec 2020 - Oct 2022 · 1 yr 11 mos, India, •Managed complete customer lifecycle including onboarding and servicing •Resolved policy, claims, and endorsement-related issues •Conducted customer verification and documentation checks •Improved retention through proactive follow-ups and issue resolution •Ensured compliance with insurance regulations and internal policies

Education

Bachelor of Commerce - BCom, Business/Commerce, General, Mumbai university