Pulkit Thakur
New Delhi
Summary
Client Success Specialist with extensive experience in onboarding and relationship management at Eventstrat.ai. Demonstrated ability to enhance service quality and drive customer satisfaction through effective feedback analysis and problem-solving. Skilled in client relationship management, strategic planning, and data analysis, ensuring high levels of client engagement and loyalty. Recognized for productivity and efficiency in task completion, delivering tailored solutions that meet client needs.
Overview
3
3
years of professional experience
1
1
Certificate
Work History
Client Success Specialist
Eventstrat.ai
Noida
07.2025 - Current
- Facilitated client onboarding processes for seamless transitions and enhanced satisfaction.
- Managed customer inquiries via email and chat to deliver timely support.
- Analyzed client needs and recommended appropriate Eventstrat.ai solutions for events.
- Collaborated with cross-functional teams to optimize account management and improve service quality.
- Gathered client feedback to pinpoint areas for service enhancement.
- Identified opportunities for customer experience improvements through product updates and new features.
- Monitored industry trends to align with best practices in client success initiatives.
- Coordinated with sales, marketing, and operations teams to ensure successful project outcomes.
Associate
Fidelity International
Gurgaon, Haryana
05.2023 - 05.2025
- Delivered exceptional customer service by resolving inquiries and issues promptly.
- Collaborated with teams to streamline reporting processes and enhance communication.
- Managed client inquiries, ensuring timely and accurate information dissemination.
- Developed training materials for team education on compliance procedures.
- Maintained documentation of client interactions for quality assurance purposes.
- Established strong relationships with key stakeholders to facilitate cross-departmental communication.
- Processed transactions accurately, ensuring adherence to industry regulations.
- Demonstrated expertise in financial products to offer tailored investment solutions.
Senior Relationship Manager
ICICI Securities
01.2023 - 04.2023
- Developed customized financial strategies for clients by thoroughly analysing their current situations, goals, and risk tolerance levels.
- Collaborated with internal teams to deliver comprehensive wealth management services, maximizing client satisfaction and loyalty.
- Managed a diverse portfolio of high-net-worth clients, ensuring satisfaction and retention through personalized attention and strategic planning.
- Researched current trends to identify prospective customers and determine specific needs.
- Planned and attended meetings with clients to cultivate and grow partnerships and opportunities.
- Worked with branch partners to maximize sales efforts to business customers and cross-sell other products and services.
- Requested customer feedback to drive client satisfaction and retention while quickly remedying issues.
- Maintained up-to-date knowledge of industry trends, regulatory changes, and competitor offerings to provide informed advice to clients.
Education
MBA - Operations Management
Galgotias University
Greater Noida05-2023
BBA - Tourism
IITTM Noida
Noida08-2020
12th - Science
Flora Dale School
Delhi05-2017
10th - General Studies
Hansraj Smarak School
Delhi05-2015
Skills
- Client onboarding and account management
- Customer support and relationship management
- Service optimization and feedback analysis
- Project coordination and problem solving
- Records management
- Adaptability and flexibility
- Microsoft Office proficiency
- Emotional intelligence
Timeline
Client Success Specialist
Eventstrat.ai
07.2025 - Current
Associate
Fidelity International
05.2023 - 05.2025
Senior Relationship Manager
ICICI Securities
01.2023 - 04.2023
MBA - Operations Management
Galgotias University
BBA - Tourism
IITTM Noida
12th - Science
Flora Dale School
10th - General Studies
Hansraj Smarak School
Certification
- NISM 5A
- IRDA IC38
Languages
Hindi
First Language
English
Proficient (C2)
C2
Internships Online Certifications
Marketing Intern, Infinite Storage, 05/22 - 07/22, Tracked campaign performance metrics, identifying areas for improvement and adjusting strategies accordingly., Managed email marketing campaigns, resulting in increased click-through rates and conversions.
Extracurricular Activities
Lens Crafters, IITTM Noida: Member of Photography Society, IITTM Noida Aagaaz, IITTM Noida: Captain of the Volleyball team for Inter college tournaments, IITTM Noida
POSITIONS OF RESPONSIBILITY
- Event Coordinator: All India Ophthalmology Conference (February 2020) - Oversaw volunteer recruitment and training efforts, building a dedicated team of individuals committed to supporting successful events.
- Event Manager: Paryatan Parv (July 2019) - Recruited trained, and managed teams of volunteers to assist with event operations and logistics. Oversaw logistics for multi-day events, including accommodations, transportation, and scheduling.
INTERNSHIPS/ ONLINE CERTIFICATIONS
Marketing Intern, Infinite Storage (May 2022- July 2022) - Tracked campaign performance metrics, identifying areas for improvement and adjusting strategies accordingly. Managed email marketing campaigns, resulting in increased click-through rates and conversions.
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