Nikita Roy

• Managing end-to-end onboarding lifecycle for Banking ,Forex & Capital Products, focusing on increasing the GMV, AMB & TPV

• Working closely with relevant cross-functional teams (Capital & Banking Ops)

• Effectively handling end-to-end communication with internal stakeholders (Product, Marketing, Operations & Sales)

• Working on a robust lead management system and acting as a bridge between business teams and banks

• Owned overall relationship with assigned key accounts, which includes managing on-boarding, implementation, training, increasing adoption, ensuring retention, and high levels of customer satisfaction as per the pre-defined TAT

• Established a trusted and strategic advisor relationship to help drive continued value of our products and services.

• Maintained and developed customer success strategies and best practices, as well as customer support content, with the help of the creative team.

• Communicating effectively with both internal and external senior-level management to understand customer needs, maximize retention and growth, and communicate learnings.

• Serving as day-to-day contact for assigned accounts, building trust and rapport while identifying areas of opportunity, highlighting best practices, and documenting them.

• Facilitated interaction and workflow between project team members, including third-party service providers, to ensure deliverables are on time

• Working with the sales and marketing team to drill customer references and develop case studies.

• Reviewing the customer journey, identifying how it’s supported, taking a consultative approach in helping clients overcome issues and achieve goals

• Cross-trained existing employees to maximize team agility and performance.
• Managed and motivated employees to be productive and engaged in work.

• Focus on acquisition of New clients and managing portfolio of rating services across companies in Banagalore.
• Coordinating with the client and the analyst team to ensure adhearence to the regulatory requirements.
• Forecasting business revenues for the finanacial year and closely monitoring market share across Bangalore.
• Key account management by taking care of client issues as well as negotiating and reviving non-cooperative and ICRA rated clients.
• Outreaching clients for ICRA’S industry reasearch reports, covering range of sectors and to ensure customer loyalty through knowledge sharing.
• Alliance with Merchants & Partners to drive engagement campaigns and tactical sales to drive revenue growth, as well as managing to provide merchant acquiring services.
• Generated new business with marketing initiatives and strategic plans.
• Established relationships with key decision-makers within customer's organization to promote growth and retention.
• Performed client research and identified opportunities for account growth, account penetration and market expansion.
• Represented company and promoted products at conferences and industry events.
• Compiled product and customer data to generate informed profit projections.
• Built relationships with customers and community to establish long-term business growth.
• Achieved sales goals and service targets by cultivating and securing new customer relationships.
• Reached out to potential customers via telephone, email, and in-person inquiries.

• Managing the High Net Worth customers of the Bank.
• Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships.
• Profiling Customers and provide financial products to meet customer needs.
• Ensuring the highest levels of service to the High Net Worth customers.
• Providing financial planning & Investment advise.
• Sales targets spread across Liabilities, Retail Assets, Business Banking, Forex, Credit Cards, Online trading etc.
• One point contact for all requirements of High Net Worth customers in the Branch.
• Acquisition &amp: Servicing of High Net Worth customers.
• Assumed senior management workloads in absence of general manager to maintain operations continuity.
• Greeted and assisted customers with questions, concerns and purchasing needs.
• Provided strategic allocation of resources to various departments and managers in alignment with needs.
• Conferred with customers each day to maintain current understanding of needs and preferences, resolve issues, and promote brand loyalty.