Abhinash K.

Customer Success Manager

Bengaluru, Karnataka, India4 yrs 6 mos experience
AI Enabled

Key Highlights

  • 5+ years in client success across multiple industries.
  • Expert in HNI/UHNI engagement and retention strategies.
  • Proven track record in compliance-led onboarding and risk management.
Stackforce AI infers this person is a Client Success Professional with expertise in Fintech and BFSI sectors.

Contact

Skills

Core Skills

Client Success StrategyRelationship LeadershipRetention & ExpansionCross-functional ExecutionCompliance & RiskEscalations

Other Skills

Zoho CRMZoho ProjectsCustomer RetentionBill of Quantities (BOQ)HubSpotZendeskBFSI SPECIALISTKYC VerificationDigital MarketingDigital Direct MarketingMailChimpStrata CRMTrelloOnsite CoordinationEscalation Resolution

About

Seasoned Client Success Professional with 5+ years of experience driving HNI/UHNI engagement, retention, and expansion across real estate investments, asset management, fintech, and banking. I specialise in owning high-value client portfolios end-to-end, ensuring trust, continuity, and long-term value in complex and regulated environments. My work centres on building scalable client success frameworks, strengthening stakeholder alignment, and converting service excellence into renewals, upsell, and advocacy. I’m particularly effective in escalation management, compliance-led onboarding (KYC/AML), risk-aware communication, and lifecycle optimisation, working closely with Sales, Advisory, Product, and Operations teams. I bring strong CRM and data discipline to client management—using insights to anticipate risk, improve engagement, and support revenue outcomes—while maintaining consistently high NPS and client satisfaction benchmarks. Core Focus: Client Success Strategy | Relationship Leadership | Retention & Expansion | HNI Portfolio Ownership | Escalations | Compliance & Risk | Cross-functional Execution | CRM & Investment Platforms

Experience

4 yrs 6 mos
Total Experience
1 yr 1 mo
Average Tenure
--
Current Experience

Strata

Senior Client Success Manager

Dec 2025Feb 2026 · 2 mos · Bengaluru, Karnataka, India · On-site

Zoho CRMZoho ProjectsClient Success StrategyRelationship Leadership

Livspace

Relationship Manager

Aug 2025Dec 2025 · 4 mos · Bangalore · On-site

Customer RetentionBill of Quantities (BOQ)Client Success StrategyRetention & Expansion

Quantel asset management

Senior Client Success partner

Jan 2025Jul 2025 · 6 mos · New York, United States · Remote

HubSpotZendeskClient Success StrategyCross-functional Execution

Hsbc

Senior Operations Representative

Dec 2022Dec 2024 · 2 yrs · United Kingdom · Remote

BFSI SPECIALISTKYC VerificationCompliance & RiskEscalations

Hd engineering

Marketing Executive

Feb 2021Nov 2022 · 1 yr 9 mos · Guwahati, Assam, India

Digital MarketingDigital Direct Marketing

Education

Gauhati University, Guwahati

Bachelor of Arts - BA — History

Jan 2014Jan 2017

B. Borooah College

Higher secondary — Humanities/Humanistic Studies

Jan 2012Jan 2014

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