Tanya Garg
Mumbai
Summary
Account Manager and former Treasury Dealer with 5+ years of experience managing high-value portfolios, driving revenue growth, and building strong client relationships. Expertise in client retention, risk management, and cross-functional collaboration. Proficient in problem-solving and communicating effectively to ensure customer success.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Customer Success Manager, Trading and Banking Solutions
London Stock Exchange Group
12.2022 - Current
- Managed a portfolio of 50+ companies (700+ users), retaining $10M+ ARR through product adoption and customer success strategies.
- Generated $5M+ new revenue by identifying growth opportunities and onboarding 15+ new clients via targeted market research.
- Achieved 92.5% client retention by creating account plans and engaging decision-makers to support successful price increase discussions.
- Consistently exceeded individual and team KPIs for customer acquisition and retention.
- Maintained ongoing client engagement to track evolving needs and industry trends; conducted competitor mapping for 20+ key accounts, identifying 8+ displacement opportunities and reducing churn risk.
- Led Quarterly Business Reviews (QBRs) to share insights and align with client goals, improving retention by 15% through early risk identification using health metrics and KPIs.
- Captured client feedback and monitored competitor updates to inform product improvements, ensuring high satisfaction and competitive positioning.
- Established strong relationships with key customers, resulting in increased customer loyalty.
Forex Dealer
ICICI Bank
10.2020 - 12.2022
- Executed daily forex trades exceeding USD 1M across Spot and Forward markets in 20+ currencies, consistently securing best market rates and reducing transaction costs.
- Monitored global market trends and currency fluctuations to advise bullion and SME clients on optimal timing for entering hedges or executing unwinding strategies, helping them manage risk effectively.
- Achieved RBI certification by clearing the Risk Management and Interbank Dealing compliance test; ensured strict adherence to regulatory requirements and internal policies.
- Coordinated with cross-functional teams to manage trade settlements and reconciliations, ensuring accuracy and timely execution.
Research Intern
Finacchi Wealth Management
04.2019 - 05.2019
- Collaborated with cross-functional teams to evaluate high-impact global news and economic events influencing forex market price movements.
- Performed in-depth technical analysis on major currency pairs using FXTM, identifying patterns and market entry/exit opportunities.
- Compiled weekly market reports for clients, providing actionable insights and currency rate projections.
- Monitored industry trends to anticipate market changes and support client strategies.
Education
MBA - Finance
NMIMS
01.2020
B. Com - undefined
CSJM
01.2017
Skills
- CRM Tools (Salesforce, Gainsight)
- Data-Driven Customer Engagement
- Upsell & Cross Sell Strategies
- Cross-Functional Collaboration
- Customer Journey Mapping
- Tools: MS Excel, SQL, Tableau, Power BI
- Customer account management
- Customer relationship building
- Customer retention
Certification
- Certified with ACI Dealing Simulation demonstrating proficiency in dealing in FX and Money Markets.
- Cleared FLIP certification in Fundamentals of Finance and Banking
Timeline
Customer Success Manager, Trading and Banking Solutions
London Stock Exchange Group
12.2022 - Current
Forex Dealer
ICICI Bank
10.2020 - 12.2022
Research Intern
Finacchi Wealth Management
04.2019 - 05.2019
B. Com - undefined
CSJM
MBA - Finance
NMIMS
EXTRA CURRICULAR ACTIVITIES
Head, Employee Wellness Council
- Organized 10+ wellness initiatives (health camps, yoga sessions, pranic healing) engaging 50+ employees per event.
- Launched targeted mental health programs, achieving a 20% reduction in reported stress levels.
- Promoted employee well-being by integrating wellness into workplace culture.
Head, SSR and Rotaract Club
- Raised INR 100,000+ to support an adopted village through fundraising initiatives.
- Directed a team of 30+ volunteers for stem cell drives, blood donation camps, and cancer awareness talks.
- Mentored underprivileged and differently-abled children, fostering holistic development.
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