Payal Homraj Bhagat
Austin,TX
Summary
Results-driven Client Relationship Manager with five years of expertise in business development, project management, and customer service. Demonstrates a strong track record in driving revenue growth through effective issue resolution and process optimization, leading to enhanced client satisfaction and retention. Excels in managing complex projects and coordinating cross-functional teams to ensure timely deliverables. Committed to fostering long-term partnerships that align with both business objectives and client needs.
Overview
6
6
years of professional experience
Work History
Client Relationship Manager
Element K
, India
04.2023 - 04.2024
- Acted as sole liaison between clients and company to facilitate streamlined communication.
- Interpreted client requirements to offer personalized services for PhD and Master's programs.
- Organized remote consultations to tailor solutions, highlight offerings, and finalize deals.
- Established marketing strategies tailored to client needs.
- Facilitated smooth execution of projects through effective collaboration with the technical team.
- Boosted revenue streams through the conversion of 210 overseas clients.
- Prioritized client satisfaction by addressing concerns swiftly.
- Tracked requirements and specifics for effective management of projects.
- Managed contracts by ensuring clarity in service terms.
- Facilitated onboarding process by delivering training and performance reviews to improve CRM team efficiency.
- Facilitated lead growth by engaging with prospects on LinkedIn and through calls.
Client Relationship Manager
FiveFeed Learning Solutions Pvt. LTD.
, India
06.2020 - 04.2023
- Delivered ROI-focused research solutions to international and domestic clients via CRM platforms.
- Achieved client conversions by addressing needs through tailored presentations during remote consultations.
- Contributed to substantial revenue growth through the securement of 580+ client conversions.
- Enhanced service delivery through Rapid Collaborate to ensure accurate tracking of project milestones.
- Facilitated consistent client communication during project delivery using Rapid Collaborate.
- Collaborated with experts and technical staff to develop actionable outcomes from client specifications.
- Handled quotations, invoicing and revenue analysis for projects.
- Analyzed monthly revenue trends to spot opportunities for upselling.
- Resolved client concerns independently, addressing queries promptly.
- Created and managed tracking sheets for project documentation.
- Executed timely follow-ups with potential clients, maximizing conversion rates.
- Evaluated leads by assessing Budget, Authority, Need, and Timeline.
- Guided junior team in mastering company services and CRM systems.
- Created detailed product documentation and service overviews with MS PowerPoint for presentations.
Deputy Manager-Relationship Manager
ICICI Bank Pvt Ltd.
, India
05.2019 - 12.2019
- Enhanced revenue portion to safeguard investment value.
- Directed full-cycle primary banking operations, encompassing customer engagement to account setup.
- Strengthened client connections through strategic cross-selling of customized solutions.
- Maintained adherence to banking regulations and policies.
- Fostered consistent client interaction to drive satisfaction and loyalty.
- Directed new client acquisition (NCA) initiatives and managed client portfolios.
Operations and Sales Executive (SUMMER INTERNSHIP)
Mobilogi Technologies Pvt Ltd.
, India
05.2018 - 06.2018
- Analyzed data to enhance campaign performance.
- Generated tracking links to enhance panel efficiency.
- Managed multiple campaigns, ensuring timely completion.
- Contributed to the smooth functioning of several affiliate programs.
- Managed strategy and setup for all paid campaigns.
- Built strong relationships with key affiliates and developed new publisher agreements.
- Executed additional duties and projects as assigned.
Education
Master of Management studies (MMS/MBA) - Marketing
University of Mumbai
India01.2019
Bachelor of Engineering - Electronics and Telecommunication Engineering
BDCOE, Nagpur University
India01.2016
Skills
- InstaCRM
- Hubspot
- ASANA
- Rapid Collaborate
- MS-Excel
- Power-point
- SQL
- Windows 7
- Windows 10
- Client retention strategies
- Customer engagement
- Business analysis
- Interpersonal and client communications
- Client satisfaction-driven
- Relationship cultivation and retention
- Project coordination
- Team coordination
- Negotiations
- Sales and marketing
- Project scheduling
- Revenue growth
Timeline
Client Relationship Manager
Element K
04.2023 - 04.2024
Client Relationship Manager
FiveFeed Learning Solutions Pvt. LTD.
06.2020 - 04.2023
Deputy Manager-Relationship Manager
ICICI Bank Pvt Ltd.
05.2019 - 12.2019
Operations and Sales Executive (SUMMER INTERNSHIP)
Mobilogi Technologies Pvt Ltd.
05.2018 - 06.2018
Master of Management studies (MMS/MBA) - Marketing
University of Mumbai
Bachelor of Engineering - Electronics and Telecommunication Engineering
BDCOE, Nagpur University
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