Summary
Overview
Work History
Education
Skills
Websites
Timeline
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Utkarsh Gregory

Gurgaon

Summary

Dynamic Senior Analyst (Client/Key Account Manager) with 7 years of experience in client and market growth, excelling in project management and stakeholder communication client management, business operations and leadership. Successfully optimized CRM tools, enhancing decision-making processes and improving client satisfaction. Dedicated to leveraging data insights and strategic planning to drive business development and process improvement. Strong project management skills with adroitness in successfully managing multiple tasks at any given point.

Overview

9
9
years of professional experience

Work History

Senior Analyst- Client Account Manager

Deloitte
02.2022 - 09.2024
  • Oversaw complete project management activities from initiation to delivery, ensuring alignment with stakeholders.
  • Led onboarding of new team members and overseeing resource management
  • Developed and maintained essential marketing, proposal, and onboarding assets for effective client support.
  • Partnered with leadership to refine operational processes and implement strategic initiatives successfully.
  • Monitored operational needs of accounts, guaranteeing efficient functioning and fulfillment of client demands.
  • Led account financial reporting using Salesforce and Jupiter to facilitate informed business decisions.
  • Performed in-depth research and analysis for client growth using data-driven insights.
  • Collaborated closely with clients to optimize processes, ensuring adherence to quality benchmarks in project execution.
  • Streamlined project prioritization methods to enhance delivery timelines while addressing stakeholder needs.

Zonal Manager - Seller Fulfillment

Udaan
05.2019 - 10.2020
  • Utilized data to manage market operations and align internal stakeholders to fulfill company metrics through B2B online platforms.
  • Led Onboarding of high-revenue sellers on the Udaan platform and ensured timely and effective communications to guarantee order fulfillment in accordance with Service Level Agreements (SLAs).
  • Reviewed fulfillment tracking cases, returns, and payment-related issues in collaboration with business teams, developing policies for process enhancement.
  • Regularly analyzed data to pinpoint problem areas, offering insights into potential solutions and conducted research on market effectiveness to propose changes in Standard Operating Procedures (SOPs) and SLAs to maximize revenue.

Senior Business Process Associate

AdviserLogic Software
09.2016 - 05.2019
  • Led Client onboarding vertical and handled key accounts to ensure the client is comfortable with the software
  • Using analysis to identify problems, opportunities & solutions for the software in accordance with requirements of business and users
  • Providing detailed reports to users and providing client solutions
  • Managing technical escalations and handling Australian financial advisors through emails, calls, and chats, resulting in high renewals.
  • Moving an important related metric by working closely with the internal team (development & QA team) in building a stable software and friendly user interface
  • Created a step-by-step demonstration of the key features of the platform (using Appcues) along with creating a detailed FAQs to help the clients

Relationship Manager - Sales

Vodafone
05.2015 - 12.2015
  • Forged strategic partnerships with clients, achieving a 25% increase in sales revenue within six months by leveraging personalized communication and customized service solutions
  • Increasing overall customer base for Vodafone in my area

Education

Post Graduate Diploma in Management - Finance

Xavier Institute of Social Service
03-2015

Bachelor of Commerce - Accountancy

St. Xavier's College
05-2012

Skills

  • Stakeholder Management
  • Strategic Consulting
  • Research
  • Executive Communication
  • Analytical Ability
  • Operational Excellence
  • Client Management
  • Documentation
  • Technical Understanding
  • Jira
  • Agile
  • Client communication
  • Project management

Timeline

Senior Analyst- Client Account Manager

Deloitte
02.2022 - 09.2024

Zonal Manager - Seller Fulfillment

Udaan
05.2019 - 10.2020

Senior Business Process Associate

AdviserLogic Software
09.2016 - 05.2019

Relationship Manager - Sales

Vodafone
05.2015 - 12.2015

Post Graduate Diploma in Management - Finance

Xavier Institute of Social Service

Bachelor of Commerce - Accountancy

St. Xavier's College

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Utkarsh Gregory