Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Jacob Varghese

Assistant Manager - Client Account Management
E62, Federal Park, Vennala , Kochi,KL

Summary

A seasoned professional with 10 years of expertise in Client Account Management, Banking & Finance, and Project Management. Demonstrated proficiency in Strategic and Tactical Planning, Costing and Risk Management, Stakeholder Management, Change Management, Process Improvement, and External Vendor Management. Skilled in applying PMP methodologies and standards, with a core focus on Project Governance.

Overview

15
15
years of professional experience

Work History

Assistant Manager - Client Account Management

Deloitte
12.2022 - Current
  • Worked closely with LCSP, LBP’s, and CRE to establish priorities, set strategic direction, and coordinate efforts among functional areas.
  • Worked along with the Account Leaders and spearheaded Deloitte's expansion strategy in two key accounts by overseeing day-to-day account operations and coordinating cross-functional account teams.
  • Focused on key impact areas: Client relationships, Strategic Opportunities, Compliance, and Risk Management.
  • Conducted regular client reviews, monitored project performance metrics, and prepared business review reports for senior management and clients.
  • Led and mentored a team of three client account managers, conducted performance evaluations and support to enhance their professional development.

Senior Account Manager

Deluxe Media
01.2021 - 11.2022
  • Acted as the liaison between clients and the production team, balancing internal capacity with external demands.
  • Worked with operational heads and stakeholders to enhance workflow and operational efficiencies in the media and entertainment industry.
  • Collaborated across departments to assess project scope, drive kick-off and status calls, and manage executive summaries, cost estimates, and strategy meetings.
  • Led a global team of 13 Senior & Account Coordinators, overseeing end-to-end production of subtitling, localization, and dubbing projects for Amazon studio releases.
  • Mentored Senior & Account Coordinators, conducted performance reviews, and supported their professional development aligned with organizational goals.
  • Presented quality audit reports to stakeholders, escalated issues, and coordinated support with foreign offices in Los Angeles, London, and Sydney.

Sr. Account Coordinator

Deluxe Media
03.2016 - 12.2020
  • Collaborated with internal departments and external vendors to foster productive relationships, track product orders, provide status updates, and plan proactively.
  • Established cadences and governance frameworks to monitor project costs and performance using earned value management.
  • Created workflow documents, department policies, and procedures (SOPs and SLAs) to ensure high-quality and timely deliverables.
  • Represented the global AC team and client services department in UAT testing for production platform enhancements and managed JIRA tickets as needed.

Operations Representative

Bank of America
06.2011 - 04.2012
  • Specialized in the payments department, gaining one year of experience at Bank of America.
  • Acquired working knowledge of various payment transactions in both INR and foreign currencies.
  • Actively contributed to the project implementation of NEFT payment transactions.
  • Participated in the implementation of online draft and cheque payments.

Loan Processing Officer

Scope International, Standard Chartered Bank
03.2010 - 04.2011
  • Served as an Officer in the Loans Processing Unit within Wholesale Banking Operations.
  • Gained working knowledge of the Advanced Commercial Banking System (ACBS).
  • Managed various projects focused on the implementation of overseas loan transactions.

Education

PGDM: Finance & Marketing

Rajagiri Centre For Business Studies
Kochi
05.2014

B.COM: Finance

Loyola College
Chennai, India
05.2009

Skills

Client Relationship Management

Stakeholder Management

Pipeline Management

Strategic consulting

Project Management

Team Management

Operational Excellence

Market Research

Accomplishments

  • Received Spot Award for exceptional account management through strategic relationship development and campaign leader support, significantly contributing to account success - Q1 2024 (Deloitte).
  • Awarded Great Leader Award for consistently leading the team to achieve business objectives - Q3 2021 (Deluxe).
  • Recognized for "Excellence in Work" for consistently meeting client expectations with nearly 100% quality over two consecutive years - 2018 and 2019 (Deluxe).
  • Received Global Recognition Award for significant business contributions - Q3 2017 (Deluxe).
  • Awarded Certificate of Merit and Value Champ Award for extraordinary performance - Q4 2010 (Standard Chartered Bank).

Timeline

Assistant Manager - Client Account Management

Deloitte
12.2022 - Current

Senior Account Manager

Deluxe Media
01.2021 - 11.2022

Sr. Account Coordinator

Deluxe Media
03.2016 - 12.2020

Operations Representative

Bank of America
06.2011 - 04.2012

Loan Processing Officer

Scope International, Standard Chartered Bank
03.2010 - 04.2011

PGDM: Finance & Marketing

Rajagiri Centre For Business Studies

B.COM: Finance

Loyola College

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Jacob VargheseAssistant Manager - Client Account Management