Job Search Status
Open to workWork Type
Full TimeLocation Preference
RemoteOn-SiteHybridOpen to relocation: Yes
Open To Work
Sangram Subudhi
Bengaluru
Work Preference
Summary
Dynamic Account Manager offering expertise in building partnerships, retaining key accounts and enhancing profit channels. Strong leader with proficiency in growing professional network, influencing decision-makers and devising successful strategies. Collaborative and strategic team leader with robust background in customer relationship management.
Overview
5
5
years of professional experience
Work History
Account Manager
WeRize
Bengaluru
06.2023 - Current
- Serve as the primary relationship manager for a portfolio of 500+ client accounts, ensuring sustained engagement, retention, and portfolio expansion through personalized service and strategic communication.
- Lead end-to-end client onboarding, including requirement gathering, product demonstrations, system configuration, and user training to ensure seamless implementation and high adoption rates.
- Collaborate cross-functionally with credit, risk, and operations teams to facilitate and verify loan applications—including personal, business, and home loans—ensuring compliance with company and regulatory standards.
- Drive revenue growth by identifying client needs and proactively executing cross-selling and upselling strategies, contributing to both account profitability and client satisfaction.
- Utilize LeadSquared CRM to manage client interactions, track loan movement, monitor case progress, and maintain accurate data integrity for reporting and performance analytics.
- Establish and maintain long-term strategic partnerships with clients through consultative account management, proactive issue resolution, and consistent delivery of value-added insights.
- Working with marketing team for MMP and SSPS data and connecting to clients for driving revenue growth.
- Partner with internal teams to enhance operational workflows, ensuring high service quality, faster turnaround times, and adherence to SLAs.
- Act as a trusted advisor to clients, providing actionable insights and recommendations that improve customer experience and drive business success and retention.
Senior Operations Executive
Happay – A CRED Company
Bengaluru
11.2021 - 05.2023
- Delivered end-to-end operational support across expense, travel, and invoice management platforms, ensuring seamless client experience.
- Managed Fraud Risk Management (FRM) activities via VISA and MasterCard portals, maintaining compliance and transaction security.
- Partnered with clients to define requirements and implement custom integrations on the Happay platform.
- Oversaw invoice processing and travel workflows, achieving accuracy, policy alignment, and on-time approvals.
- Led weekend operations, sustaining high service levels and process continuity under minimal supervision.
- Collaborated with cross-functional teams to enhance efficiency, streamline operations, and elevate client satisfaction.
Education
Bachelor of Technology (B.Tech.) - Electronics and Communication Engineering
Institute of Technical Education and Research
BhubaneswarHigher Secondary - Science
Prabhujee English Medium School
BhubaneswarSecondary Education (10th) - undefined
St Xavier’s High School
BhubaneswarSkills
- Client Relationship Management
- Strong communication
- Account & Portfolio Management
- Customer Success & Retention Strategies
- Presentation and negotiation with clients
- Problem solving and customer handling
- Data-Driven accordingly with targets
- CRM Tools: LeadSquared, Freshdesk, JIRA
- SaaS
- Teamwork and collaboration
- Client Onboarding & KYC Verification
- Data Management & Reporting (Sales Tracking, Client Analytics, Loan Processing)
- MS Office Suite: Excel, PowerPoint, Word
- Dashboard & Workflow Management – Case Movement, Portfolio Tracking
Personal Details
Language : Odia, Hindi, English
Timeline
Account Manager
WeRize
06.2023 - Current
Senior Operations Executive
Happay – A CRED Company
11.2021 - 05.2023
Secondary Education (10th) - undefined
St Xavier’s High School
Higher Secondary - Science
Prabhujee English Medium School
Bachelor of Technology (B.Tech.) - Electronics and Communication Engineering
Institute of Technical Education and Research