Open To Work
ANUJA KIRAN BANSODE
Client Success Manager
Mumbai,MH
Summary
Results-driven professional experienced in financial services support and premium client operations. Managed operational workflows and client escalations while optimizing service processes to enhance customer experiences. Delivered tailored solutions for high-profile clients through effective coordination and collaboration across teams.
Overview
3
3
Languages
10
10
years of professional experience
Work History
Lifestyle Manager | Financial Services & Client Operations – APAC Region
Ten Lifestyle Group
06.2023 - Current
- Supervise premium client operations and service delivery for HNI and UHNI clientele associated with top financial institutions, including Mastercard, HSBC India, HSBC Singapore, HSBC Hong Kong, Standard Chartered Global Private Banking, and Westpac.
- Manage interactions with banking partners, vendors, airlines, hotels, and internal operational teams across the APAC region to guarantee smooth execution of customer requests and resolution of escalations.
- Executed 50+ daily client interactions while preserving SLA adherence, operational precision, and elevated customer satisfaction benchmarks.
- Employ CRM systems and API-integrated operational platforms to streamline workflows, manage customer requests, facilitate tracking, reporting, and coordinate operations.
- Enhance process optimization through proactive escalation management, workflow organization, and stakeholder collaboration.
- Engage cross-functionally with internal teams and external partners to streamline the resolution of intricate operational situations.
- Support new team members through onboarding and mentoring, focused on operational processes, client engagement, and escalation strategies.
- Enhance operational reporting, escalation tracking, and stakeholder engagement for banking and internal leadership teams.
- Celebrated for strong ownership, strategic decision-making, and client-oriented problem resolution in fast-paced environments.
Customer Support Executive
Concentrix (J.P. Morgan Process)
03.2022 - 11.2022
- Supervised banking-related customer operations featuring transaction support, account verification, online banking assistance, and escalation resolution.
- Executed responsibilities in compliance-oriented banking environments, preserving operational accuracy while safeguarding confidentiality standards.
- Engaged with internal teams to troubleshoot customer issues and accelerate service turnaround timelines.
- Revamped documentation for customer records workflow and case management via the integration of CRM and banking systems.
- Refined strong analytical and communication skills through extensive international customer engagement.
- Championed customer support initiatives to refine service delivery, contributing to heightened customer satisfaction.
- Facilitated and supported new team members, encouraging a teamwork-oriented culture to elevate overall team performance.
- Tackled challenging customer issues with adept problem-solving strategies, elevating the overall client experience.
- Utilized CRM tools to oversee customer interactions, guaranteeing meticulous documentation, and effective follow-up.
Concierge Consultant
International SOS
05.2019 - 08.2021
- Coordinated international travel and operational support services for global clients across multiple communication channels.
- Managed urgent and time-sensitive requests while collaborating with global teams and third-party vendors.
- Maintained operational records, service tracking, and reporting through CRM and internal systems.
- Demonstrated adaptability and decision-making skills in fast-changing operational environments.
Customer Support Executive
Ola Cabs
06.2018 - 03.2019
- Managed customer escalations, refund coordination, and operational issue resolution.
- Collaborated with operational teams to improve service resolution timelines, and customer experience.
- Built strong problem-solving and conflict-resolution capabilities through high-volume customer interactions.
Business Development Executive – Telemarketing
Creative Design Services
10.2016 - 01.2018
- Enhanced client engagement strategies to increase lead generation and improve customer relationship management activities.
- Streamlined onboarding communication and conducted operational follow-ups to ensure smooth transitions for new team members.
- Oversaw reporting records and client databases, improving accuracy in workflow tracking processes.
Education
Higher Secondary Education - Arts
Viva College
Virar03.2018
SSC - All Mandatory Subjects
St. Joseph’s English High School
Vasai03.2015
Skills
Financial operations oversight
Integrated CRM expertise
Client onboarding
Client management
Stakeholder management
Cross-functional collaboration
Premium client service
Escalation resolution
SLA adherence
Cross-team communication
Analytical & Critical Thinking
Adaptability in Fast-paced Environments
Office suite proficiency
Relationship management
Accomplishments
- Managed operations and escalations for global banking clients including MasterCard, HSBC, and Standard Chartered.
- Handled 50+ daily client requests while maintaining SLA adherence and operational accuracy.
- Supported onboarding and workflow training for new team members across operational processes and escalation handling.
Interests
Product & Customer Experience Strategy, Banking & Financial Services Operations, Leadership Development, Communication Psychology, Networking & Relationship Building, Operational Excellence, Luxury Hospitality & Travel, Travel & Cultural Experiences, Reading About Consumer Behaviour, Strategic Thinking & Personal Development
Timeline
Lifestyle Manager | Financial Services & Client Operations – APAC Region
Ten Lifestyle Group
06.2023 - Current
Customer Support Executive
Concentrix (J.P. Morgan Process)
03.2022 - 11.2022
Concierge Consultant
International SOS
05.2019 - 08.2021
Customer Support Executive
Ola Cabs
06.2018 - 03.2019
Business Development Executive – Telemarketing
Creative Design Services
10.2016 - 01.2018
Higher Secondary Education - Arts
Viva College
SSC - All Mandatory Subjects
St. Joseph’s English High School
ADDITIONAL STRENGTHS
- Strong stakeholder communication and relationship management
- Experience working with global financial service environments
- Quick learner with strong adaptability and ownership mindset
- Proven ability to work independently and collaboratively across teams