Ayushi Bansal
Noida
Summary
Customer success manager with experience driving onboarding, adoption, and retention for enterprise clients at Standard Chartered Bank and Citibank. Proven expertise in cross-selling strategies and relationship management to increase engagement and satisfaction. Uses data-driven insights to improve service delivery and support business growth.
Overview
10
10
years of professional experience
Work History
Customer Success Manager
Standard chartered bank
Noida
09.2025 - Current
- Supported client onboarding across Standard Chartered Bank deposit, lending, and digital banking services.
- Built and maintained customer relationships to improve engagement and satisfaction.
- Assisted with customer success reviews for corporate and consumer banking portfolios.
- Coordinated escalations with operations, compliance, and relationship teams.
- Guided customers through Citibank product setup and platform adoption.
- Worked with bankers to align service plans with client needs.
- Reviewed customer data to identify trends, issues, and improvement opportunities.
- Handled customer inquiries and complaints in professional manner.
- Partnered with marketing team to develop content that educated customers about services.
- Resolved customer escalations by working directly with clients.
Customer Success Manager
Citibank
Noida
10.2021 - 09.2025
- Supported key account relationships as single point of contact for C-level net worth clients, delivering personalized service and client satisfaction.
- Delivered strong service to new and existing clients, driving referrals and cross-selling success.
- Identified and built new customer relationships through primary and secondary research, referrals, and networking.
- Managed portfolio of C-level corporate clients, creating business opportunities through regular follow-up with HR for employee engagement and marketing events.
- Maintained compliance with KYC/AML and other regulatory requirements.
Senior Customer Success Manager
Tetrahedron Manufacturing Services
Noida
12.2018 - 02.2020
- Oversaw client relationship management (CRM) tasks including proposal planning, development, networking, and negotiating business deals to strengthen client partnerships.
- Managed Business Development to drive strategic planning and implement revenue generation policies, resulting in profitable growth.
- Successfully drove cross-sell and up-sell initiatives for existing clients alongside acquiring new clients.
- Managed end-to-end responsibilities, collaborating with Pre-Sales, Finance, Operations, Marketing, and Delivery teams to enhance client service.
- Proficiently employed Freshsales CRM Tool/Portal for Tetrahedron, enhancing skills and knowledge in the process.
- Coordinated digital marketing efforts, collaborating with team on website, blogs, and social media content creation while managing social media marketing (SMM) and email marketing initiatives.
- Led a trained marketing team to identify and capitalize on revenue opportunities.
Senior Executive
Indus towers
Gurugram
05.2016 - 11.2018
- Managed an extensive client base of over C-Level clients, including Reliance JIO, Airtel, Vodafone, and Idea.
- Successfully executed strategic business plans, closed deals, conducted market reviews, and identified new business opportunities.
- Led customer relationship management efforts, planning and executing strategies to enhance client engagement.
- Served as sole point of contact for 16 SPOCs in UP East Circle, managing Reliance JIO project and ensuring alignment with regional objectives.
- Collaborated cross-functionally with finance, technical, and legal teams to facilitate smooth delivery and service.
- Utilized ERP software to oversee daily business operations.
- Maintained a consistent track record of on-time report submission and successfully securing rental approvals from senior management.
- Oversaw corporate social responsibility initiatives and developed training programs for team members to foster community engagement.
Education
PGDM - Marketing
Balaji institute of management
Pune, MH01-2016
Bachelor of Business Administration - Marketing
Graphic era university
Dehradun, UT01-2014
Skills
- Customer success and retention
- Client onboarding and account management
- Project management and execution
- Cross-selling and upselling strategies
- Enterprise SaaS expertise
- Cross selling
- Upselling
- Renewal Retention
- Enterprise SAAS
Timeline
Customer Success Manager
Standard chartered bank
09.2025 - Current
Customer Success Manager
Citibank
10.2021 - 09.2025
Senior Customer Success Manager
Tetrahedron Manufacturing Services
12.2018 - 02.2020
Senior Executive
Indus towers
05.2016 - 11.2018
PGDM - Marketing
Balaji institute of management
Bachelor of Business Administration - Marketing
Graphic era university