• Managed a portfolio of high-value clients, providing solutions tailored to individual investment needs, contributing to a 25% increase in customer retention.• Pitched new investment opportunities during key financial periods (e.g., Diwali, financial year-end) to drive customer engagement and achieve upsell targets.• Managed and engaged investor accounts using CRM software like HubSpot and Zoho CRM, ensuring timely compliance and financial reporting.• Led investor payouts, agreement signings, and prepared monthly investor reports, ensuring seamless financial operations.• Proactively resolved client concerns, ensuring seamless service delivery and maintaining a 98% client retention rate.• Utilized data from internal CRM systems (e.g., Exotel, Runo) to identify upselling opportunities and suggest relevant add-on services, contributing to a 15% growth in client investments over 12 months.• Collaborated with sales and finance teams to streamline processes, ensuring seamless communication and improved investor satisfaction.

• Worked with clients to understand their design needs and translated them into actionable plans, managing expectations and delivering high-quality outcomes within agreed timelines.• Managed the end-to-end delivery of design projects, negotiating with vendors, setting timelines, and ensuring client satisfaction through precise execution.• Negotiated project fees and schedules, handled product sourcing, and ensured timely project completion, resulting in repeat business and strong client relationships.• Kept up-to-date with industry trends and best practices to ensure designs met both current standards and client expectations.

• Strategically improved customer complaint resolution processes, reducing response times and contributing to a 20% improvement in overall client satisfaction.• Coordinated with production and installation teams, maintaining customer engagement and ensuring smooth project execution through consistent follow-ups.• Responded promptly to customer emails and inquiries, ensuring clear, concise, and well-understood communication.• Engaged in pre-sales activities by identifying customer needs, providing product information, and supporting decision-making.• Worked with internal managers to plan strategically, using Excel sheets to track customer data, project updates, and ensure accurate documentation.