Daniel Peter D'souza
Relationship Manager - Customer success
Summary
Results-oriented professional with 6+ years of experience in customer relations, sales, and client success within fintech and crypto. Skilled at acting as the primary contact between clients and internal teams to ensure timely delivery of solutions and issue resolution. Proven ability to foster long-term client relationships, identify growth opportunities, and leverage data insights to enhance customer engagement. Dedicated to contributing to innovative teams focused on exceptional client success and continuous growth.
Overview
7
7
years of professional experience
Work History
Relationship Manager - Customer Success
Mudrex
01.2024 - Current
- Managed $4.8M in AUM for retail and HNI clients, driving portfolio growth with personalized strategies.
- Spearheaded Mudrex Alpha , a premium club for elite users, offering exclusive services and tailored investment solutions.
- Led client retention strategies , ensuring high levels of satisfaction and long-term relationships.
- Oversaw CSAT metrics , proactively addressing concerns to ensure exceptional client satisfaction.
- Collaborated with compliance teams on Enhanced Due Diligence (EDD) to ensure regulatory compliance and minimize risk.
- Conducted 1-on-1 consultations to provide expert advice on portfolio management, market trends, and risk mitigation.
- Managed Customer Success and Client Relations , delivering seamless communication and personalized support.
- Partnered with finance, tech, and marketing teams to drive innovation and business growth.
- Contributed to team expansion , assisting with hiring and onboarding new talent.
Assistant regional manager - Customer success
Leo1 by Financepeer
06.2022 - 06.2023
- Created strategic success plans for my client base that resulted in 100% customer outreach
- 100% of customer claims attended (before just 75%)
- Achieved a total turnover of 15 million INR
- Consistently exceeded selling expectations on a monthly basis while maintaining customer satisfaction, proven in reviews
- Bagged unstoppable performer award for the month November
- Storytelling and product demonstrations to institute, resulting in increased product adoption and partnerships
Senior retail associate
Olx Autos
11.2021 - 05.2022
- Managed end-to-end retail operations and led home inspection services
- Demonstrating exceptional leadership and customer service skills
- Addressed customer inquiries and concerns resolving issues to uphold customer satisfaction
- Responsible for 20 million GMV INR
- Seamless collaboration between the sales and pricing teams, ensuring a synchronized and cohesive approach to customer engagement and pricing strategy
- Guaranteed 28% of retail conversion
Senior Retail associate
Cars24
10.2018 - 11.2021
- Demonstrated strong leadership and exceptional customer service skills while managing both Retail and Home Inspection teams of 20 CJ's.
- Consistently exceeded sales targets , earning the Best Conversion Award for August 2021.
- Resolved customer inquiries, concerns, and complaints swiftly, maintaining high levels of satisfaction with maximum positive feedback on Twitter and Google.
- Played a key role in the Dubai Cars24 pre-launch project as a core team member.
- Achieved a monthly target of 32 million INR in sales.
Procurement associate
Kalyani Nexa
05.2018 - 10.2018
- Conducting thorough vehicle inspections to ensure compliance with quality and standards prior to purchase
- Managed customer interactions, addressing inquiries & concerns
- Successfully negotiated favorable terms, pricing, and conditions
- Oversaw payment processing, generating purchase orders, invoices , and coordinating with finance for accurate and timely payments.
Education
Pre-University -
KSOEEB
04.2001 -
Bachelor of Business Administration -
Rabindranath Tagore University
04.2001 -
Skills
Client relationships
Relationship building and management
Rapport building
Excellent communication
Customer portfolio management
Account management
Strategic planning
CRM proficiency
Team player
Cross sell & Upsell
Multitasking
Additional Information
- Leadsquare
- Freshdesk
- Zendesk
- Metabase
- Begin-Zoho
- Zorp
- Jira
Timeline
Relationship Manager - Customer Success
Mudrex
01.2024 - Current
Assistant regional manager - Customer success
Leo1 by Financepeer
06.2022 - 06.2023
Senior retail associate
Olx Autos
11.2021 - 05.2022
Senior Retail associate
Cars24
10.2018 - 11.2021
Procurement associate
Kalyani Nexa
05.2018 - 10.2018
Pre-University -
KSOEEB
04.2001 -
Bachelor of Business Administration -
Rabindranath Tagore University
04.2001 -
Hobbies
A badminton player and passionate photographer turned professional, with a love for playing percussion, cooking for self-sustenance, and exploring new places on a bike