RONAK PARMAR
Mumbai
Summary
Strategic and results-driven professional with 14+ years of experience in customer success, financial operations, and data management. Proven track record in leading cross-functional teams, optimizing processes, and delivering high-impact onboarding, reporting, and reconciliation solutions for global clients. Skilled in stakeholder collaboration, data integration, and system implementation, with a strong focus on client engagement and operational excellence.
Overview
16
16
years of professional experience
Work History
Director
Asset Vantage Systems Pvt. Ltd.
01.2024 - Current
- Spearheaded a client-centric strategy that emphasized upselling, platform adoption, and converting detractors into promoters through consistent value delivery.
- Retained high-risk clients by proactively resolving issues, aligning on expectations, and fostering long-term trust and satisfaction.
- Balanced revenue growth with client retention, boosting financial performance and customer loyalty.
- Enforced a 24-hour turnaround time (TAT) for query acknowledgments, significantly enhancing response efficiency and client trust.
- Cultivated a high-performance, accountability-driven culture focused on responsiveness and continuous improvement.
- Delivered measurable improvements across key client experience metrics and operational KPIs.
- Led end-to-end client onboarding across diverse investment and accounting domains, ensuring seamless data integration on Asset Vantage software platform.
- Conducted routine database sanity checks and client review sessions, collaborating cross-functionally with Product, Engineering, and Sales to deliver insights and drive product enhancements.
- Acted as a strategic liaison between clients (including wealth owners, accountants, and CAs) and internal teams, troubleshooting issues and ensuring timely bug resolution.
- Identified product optimization opportunities through direct client engagement and feedback, supporting long-term roadmap development.
- Played a key role in talent acquisition for Customer Success and FRS teams by leading interviews and securing high-caliber talent for critical roles.
Associate Director
Asset Vantage Systems Pvt. Ltd.
01.2021 - 01.2024
Senior Manager
Asset Vantage Systems Pvt. Ltd.
01.2020 - 01.2021
Manager
Asset Vantage Systems Pvt. Ltd.
01.2015 - 01.2020
Executive Accountant
Asset Vantage Systems Pvt. Ltd.
01.2012 - 01.2015
Accountant
Siddhi Group
01.2010 - 01.2012
- Entered and maintained daily accounting data within the CRM system.
- Processed local vendor and contractor payments as per management guidelines.
- Supervised site activities related to inventory control, purchase orders, and work orders.
Education
Certified Financial Planner (CFP) -
FPSB India
Mumbai, India10-2016
Post-Graduate Diploma - Finance Management
Welingkar Institute of Management Development & Research
Mumbai, India12-2013
Bachelor's Degree - Accounting & Finance
V.G. Vaze College of Arts, Science And Commerce
Mumbai, India05-2009
Skills
- Client Onboarding & Relationship Management
- Financial Reporting & Reconciliation
- Team Leadership & Strategic Communication
- SOP Development & Implementation of Internal Controls
- MIS Reporting & Data-Driven Analysis
- Financial Systems: Tally, QuickBooks, Reuters, Amazon AWS
- Multitasking and Detail-Oriented Execution
- Payroll Administration & Vendor Management
AWARDS & RECOGNITION
- AV-Service Award - 2024-2025
- Rock Star Award - 2022-2023
- Team Award - 2020
- Recognition Reward - Three times between 2015-2016
- Best Performer Award - 2015
Timeline
Director
Asset Vantage Systems Pvt. Ltd.
01.2024 - Current
Associate Director
Asset Vantage Systems Pvt. Ltd.
01.2021 - 01.2024
Senior Manager
Asset Vantage Systems Pvt. Ltd.
01.2020 - 01.2021
Manager
Asset Vantage Systems Pvt. Ltd.
01.2015 - 01.2020
Executive Accountant
Asset Vantage Systems Pvt. Ltd.
01.2012 - 01.2015
Accountant
Siddhi Group
01.2010 - 01.2012
Certified Financial Planner (CFP) -
FPSB India
Post-Graduate Diploma - Finance Management
Welingkar Institute of Management Development & Research
Bachelor's Degree - Accounting & Finance
V.G. Vaze College of Arts, Science And Commerce
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