Devanshi Shukla

Directed a team of Client Success Analysts to deliver consistently high service standards, sustaining 100% client retention across all managed accounts.
Owned a portfolio of key accounts with individual ACVs exceeding USD 100, 000, never losing a single client during tenure.
Drove revenue growth by identifying and converting upsell and cross-sell opportunities through deep collaboration with product, sales, and operations teams.
Delivered competitive intelligence and performance insights to senior leadership as part of the Centre of Excellence, directly informing strategic decisions.
Negotiated and executed client contracts that strengthened long-term partnerships and optimised commercial outcomes.

Managed a team of account managers and onboarding analysts, ensuring seamless client onboarding,
KYC, and reporting.
• Built and maintained relationships with HNI clients, managing portfolios exceeding INR 5 Crores.
• Delivered accurate and timely financial reports using Tableau and Excel with zero discrepancies during
investment processing.
• Collaborated with quality control, operations, and compliance teams to enhance service standards and
minimise risk.
• Handled escalations and developed process improvements that significantly enhanced client satisfaction.

Managed client relationships and supported relationship managers handling HNI portfolios over INR 1
Crore.
• Conducted portfolio reviews, coordinated with research teams, and ensured proactive client
communication.
• Led quality control efforts ensuring 100% accuracy in financial processing and regulatory compliance.
• Developed customised financial reporting and analytics for high-value clients in partnership with internal
teams.

Oversaw daily branch operations, transactions, and client service activities for a high-volume branch.
• Led a team of KYC analysts ensuring full compliance with bank policies and regulatory standards.
• Trained and supervised staff to consistently deliver superior client experience.