Summary
Overview
Work History
Education
Skills
Timeline
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Jyotsana Sangwan

Bangalore

Summary

Experienced Client Account Manager with over 5 years of expertise in SAAS and FinTech, dedicated to cultivating and expanding businesses. I thrive in high-pressure, deadline-driven environments, with a proven track record of effective team leadership for 3+ years. My strengths include exceptional communication, relationship-building skills, and a keen analytical mindset, which I utilize to proactively identify upsell opportunities and optimize revenue streams for enhanced client retention. My collaborative approach extends to various internal teams, helping to develop strategies for account growth and leveraging client feedback to enhance our products, ensuring long-term success and satisfaction.

Overview

7
7
years of professional experience

Work History

Assistant Manager

Paytm (One97 Communications Limited)
Bangalore
11.2023 - Current
  • Sales Leadership: Led a team of 11 to achieve a remarkable 25% improvement in overall sales productivity.
  • Strategic Collaboration: Collaborated with marketing teams for a substantial 20% boost in brand visibility.
  • Target Achievement: Consistently surpassed monthly sales targets with an outstanding 18% over set goals.
  • Market Research: Conducted in-depth research resulting in a 15% increase in market share.
  • Product Launch: Played a pivotal role in the successful launch of a new product line, store cash driving a 15% increase in revenue and achieving the highest closures in PAN India for 2 consecutive months.
  • Implemented innovative sales strategies leading to a 40% improvement in customer acquisition and retention.

Senior Associate Customer Engagement

Razorpay
Bangalore
07.2022 - 06.2023
  • Established and Expanded SME Team: Initiated and scaled the SME team, creating a comprehensive framework, structure, and streamlined processes.
  • Effective Portfolio Management: Skillfully managed a substantial portfolio comprising 300-400 merchants, showcasing exceptional organizational and multitasking abilities.
  • SME Business Expansion: Spearheaded the SME division, driving the adoption of all Razorpay products and services, contributing to a 26% incremental volume growth across Business Units through upsell and cross-sell strategies.
  • Strategic Stakeholder Collaboration: Collaborated closely with cross-functional stakeholders, both internal and external, to provide tailored solutions that generated an additional 18-20 Crores in revenue through upselling.
  • Product Development and Revenue Growth: Created a roadmap and pipeline for new products, V2P & LOC and solutions, resulting in a monthly revenue increase of 4-5 Crores.
  • Credit Assessment and Risk Management: Collaborated with credit risk management team to conduct assessments and monitor account performance. Successfully recalibrated delta increase of 11.07 CR limit for 300+ merchants.
  • Sales Strategy Expertise: Employed a combination of hunting and farming strategies to scale business requirements effectively.
  • Outstanding Performance: Recognized as a top performer for two consecutive quarters, maintaining an average BAU spending of 70% of the total SME book size of 21 Crores.
  • Diverse Client Portfolio: Managed a diverse portfolio comprising SMEs, Mid-Market Accounts, with an annual turnover exceeding 200 Crores across various products.

Client Account Manager

MyGate
Bangalore
12.2019 - 12.2021

ERP Community Onboarding: Client Account Manager

  • Streamlined Onboarding: Successfully onboarded 300+ communities, ensuring swift setup and providing timely deployment demo training to clients.
  • Single-Point Contact: Acted as the primary point of contact for clients during onboarding and setup on the ERP platform.
  • Target Achievement: Achieved individual and team targets, consistently closing 87% of onboarding from total sales.
  • Client Engagement: Conducted meetings with critical clients to gather custom feature requests for ERP, collaborating with the product team to implement solutions, and strengthening client relationships.
  • Knowledge Transfer: Organized knowledge transfer training sessions with the technical team, facilitating mentorship and updates on ERP modifications and new feature releases.

Invoicing: Client Account Manager

  • Client Portfolio: Managed invoicing for leading builders such as Lodha, L&T, Prestige, Sobha, and over 150-200 Welfare Associations.
  • Team Development: Mentored and trained the team of 18+ people in invoicing process, resulting in a monthly revenue increase of 40 lakhs and a 200% revenue boost for Mumbai City under centralized management.
  • Overdue Collection: Initiated and led the first invoicing project for PAN-India BDMs, successfully collecting overdue totaling to 10 Crores through thorough research and outreach from May to July 2020.
  • Pandemic Support: Contributed to the MyGate initiative during the COVID-19 pandemic by assisting with the Karnataka State Pass program.

Sales Onboarding Specialist

Flavourzest Ecommerce Pvt Ltd
Bangalore
06.2018 - 11.2019
  • Market Research and Partner Identification: Conducted market research, leading to a 15% increase in suitable restaurant partnerships.
  • Compelling Pitches: Customized and delivered pitches with a 30% conversion rate.
  • Relationship Management: Maintained relationships with a 90% retention rate of restaurant partners.
  • Onboarding Support: Reduced onboarding time by 20% through expert guidance.
  • Collaborative Marketing: Achieved a 40% increase in customer engagement through marketing collaboration.

Senior Specialist Merchandise Payable

Target Corporation
Bangalore
08.2017 - 05.2018
  • Payment Processing: Efficiently processed payments for 13,000+ partners daily using TAP software.
  • International Partner Support: Collaborated with international partners to resolve payment challenges, identifying optimal solutions to overcome obstacles.
  • Performance Excellence: Maintained individual performance metrics, consistently surpassing productivity and quality goals.
  • Recognition: Awarded the "Best Performer Award (Metric Maestro)" for outstanding performance in January 2018.

Education

Bachelor in Commerce, Specialized in Accounts -

New Horizon College

Intermediate (12th). In Accounts, Economics, Business Studies, & History. -

Govt PU College

Matriculation (10th), CBSE -

Kendriya Vidhyalaya N.A.L

Skills

  • Team Collaboration and Leadership
  • Product Training and Demos
  • Customer/Client Relationship Management
  • Sales and Onboarding
  • Problem-solving and Trend Analysis
  • MS Office Suit
  • Zoho, Bigin CRM and salesforce
  • Cross-Selling
  • Sales and Business Development
  • Client Engagement and Dispute Resolution

Timeline

Assistant Manager

Paytm (One97 Communications Limited)
11.2023 - Current

Senior Associate Customer Engagement

Razorpay
07.2022 - 06.2023

Client Account Manager

MyGate
12.2019 - 12.2021

Sales Onboarding Specialist

Flavourzest Ecommerce Pvt Ltd
06.2018 - 11.2019

Senior Specialist Merchandise Payable

Target Corporation
08.2017 - 05.2018

Bachelor in Commerce, Specialized in Accounts -

New Horizon College

Intermediate (12th). In Accounts, Economics, Business Studies, & History. -

Govt PU College

Matriculation (10th), CBSE -

Kendriya Vidhyalaya N.A.L
Jyotsana Sangwan