Nishant Rao
Pune
Summary
Results-driven professional with a strong foundation in strategy, client engagement, and operational improvement. Proven ability to enhance service delivery, build strong client relationships, and drive business outcomes.
Overview
11
11
years of professional experience
Work History
Associate → Senior Associate – Client Experience
Trowbridge Professional Corporation
01.2022 - Current
- Promoted for consistently delivering high-quality service and operational support
- Led client discovery to align tax services with financial goals and improve cross-sell
- Implemented pricing communication strategy for smooth legacy client transition
- Refined service tiers with ops teams based on client feedback
- Simplified tax concepts, enhancing trust and NPS
- Managed onboarding, document workflows, CPA coordination & escalations
- Trained junior associates on consultative engagement
- Handled sensitive data and tracked feedback for process improvement
Business Sales Manager – Axis Bank Channel
Bajaj Allianz Life Insurance Co. Ltd.
08.2020 - 09.2021
- Managed 3 branches; achieved 85% of 30L YTD target
- Led joint calls, need analysis, and closures with BDEs
- Conducted micro-marketing & trained bank staff
- Maintained client relationships and drove after-sales service
Relationship Manager → Senior Relationship Manager – Broking Channel
Aviva Life Insurance Ltd.
03.2016 - 04.2019
- Managed Robinhood & My Money Mantra; supported 30+ brokers
- Promoted training/events and advised HNI clients
- Delivered reports, ensured compliance, and built strong partner relationships
Purchase Assistant
Upase Automation & Controls
10.2014 - 01.2016
- Managed procurement pipeline, vendor coordination, and quality control
Education
MBA - Marketing Management
NMIMS
07.2024
B.Com - Banking & Finance
Vidya Bhavan College
05-2013
Skills
- Client Engagement
- Strategic Communication
- Business Development
- Problem Solving
- Financial Acumen
- Leadership
- Written & Verbal Communication
- Service Delivery Optimization
Awards
Multiple Certificates of Appreciation (2016–2018) for high performance and quality service
Timeline
Associate → Senior Associate – Client Experience
Trowbridge Professional Corporation
01.2022 - Current
Business Sales Manager – Axis Bank Channel
Bajaj Allianz Life Insurance Co. Ltd.
08.2020 - 09.2021
Relationship Manager → Senior Relationship Manager – Broking Channel
Aviva Life Insurance Ltd.
03.2016 - 04.2019
Purchase Assistant
Upase Automation & Controls
10.2014 - 01.2016
MBA - Marketing Management
NMIMS
B.Com - Banking & Finance
Vidya Bhavan College
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