Jira
RAMANUJAM V R
Customer Success Manager
Bengaluru
Summary
Professional in client relationship management with track record of enhancing customer satisfaction. Skilled in strategic planning and execution, resulting in improved customer engagement and loyalty. Reliable team collaborator, known for adapting to dynamic environments and achieving consistent results.
Overview
10
10
years of professional experience
2
2
Certifications
4
4
Languages
Work History
Customer Success Manager
Perfios Software Solutions Private Ltd
05.2020 - Current
- SME - Account Aggregator Solutions for all Indian based clients
- Assisted customers with onboarding and product setup to foster successful adoption and usage.
- Conducted regular account reviews to assess progress and strategize future growth opportunities for clients.
- Nurtured long-term partnerships by maintaining open lines of communication and providing consistent support.
- Enhanced customer satisfaction by proactively addressing concerns and providing tailored solutions.
- Analyzed customer data to identify trends and develop strategies to improve customer success metrics.
- Facilitated successful renewals through diligent relationship management and proactive issue resolution.
- Solutioning New products based on the market trend and understanding Client's new requirements
- Revenue Monitoring and increasing adoptions by collaborating with business teams
Investment Advisor
Freelance
05.2015 - 01.2018
- Developing portfolio based income on clients nature of income
- Quarterly review with Clients to show the past performance
- Helping Client's to achieve their financial need and independence
- Goal based portfolio income maximisation
Education
MBA - Finance
Christ University
Bengaluru, India 04.2001 -
B.E - Electronics And Communications Engineering
Paavai Group of Institutions , Anna University
Salem, India 04.2001 -
Higher Secondary - Computer Science
SRK Higher Secondary School
Salem, India 04.2001 -
SSLC -
SSM Matriculation School
Namakkal, India 04.2001 -
Skills
Customer requirements and Solutioning
Process Management
Training and Guidance to clients
Supporting client from onboarding to production enablement and post production product support
Compliance and Regulatory Audit Support
Revenue Growth Analysis
Training and mentoring
Equities and Mutual Funds analysis
Portfolio Planning
Investment strategies
Retirement planning
Proficient in JIRA, Salesforce,Elasticsearch, Excel
Computer skills : Python (Basics), Java (J2EE) , SPSS
Data analytics
Sales enablement
Accomplishments
- Resolved product issue through consumer testing.
- Revenue Maximization for all my clients
- Achieved Solutioning to major clients
- Completed Major REBIT projects in Account Aggregator Solutions
Software
Salesforce
SPSS
Tableau
Microsoft Excel
Certification
NIBM-Credit Analysis
Photgraphy
Nature and Abstract Photography with passion towards professional photography , Participated in interschool and colleges photography and won prices
Timeline
NIBM-Credit Analysis
09-2024
Customer Success Manager
Perfios Software Solutions Private Ltd
05.2020 - Current
NISM-Mutual Fund Distributor
04-2018
Investment Advisor
Freelance
05.2015 - 01.2018
MBA - Finance
Christ University
04.2001 -
B.E - Electronics And Communications Engineering
Paavai Group of Institutions , Anna University
04.2001 -
Higher Secondary - Computer Science
SRK Higher Secondary School
04.2001 -
SSLC -
SSM Matriculation School
04.2001 -
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