Shivani Vyas

CEO

Bengaluru, Karnataka, India7 yrs 2 mos experience

Most Likely To SwitchHighly Stable

Key Highlights

Proven ability to manage client relationships effectively.
Strong track record in customer satisfaction and retention.
Expertise in wealth management and business development.

Stackforce AI infers this person is a Fintech professional with strong expertise in client relationship management and business development.

Contact

Skills

Core Skills

Wealth Management ServicesAsset ManagementCustomer Relationship ManagementBusiness Relationship ManagementCustomer SuccessCustomer RetentionCustomer Relations

Other Skills

Analytical SkillsBusiness ProcessBusiness ReviewsBusiness WritingBusiness-to-Business (B2B)CommercialCompetentCreative Problem SolvingCritical ThinkingCustomer EngagementCustomer ExperienceCustomer Lifecycle ManagementCustomer ServiceDocumentationFamily Wealth Management

About

Skilled professional with opulent & extensive experience of 5 Years, a professional who is driven by curiosity, learning attitude, and perseverance. I strive to offer solutions by understanding and addressing the potential areas of businesses I am responsible for customer satisfaction, retention, and business growth. I have been privileged in Connecting, Managing & Handling stakeholders of different sets of accounts, with a Proven ability to achieve success with people, across India. Brief experience in B2B Segment in setting up & operating business with Risk Control, Document verification, Boarding accounts, KYC & KYB verification, Service Delivery, Project Management. I have successfully managed a portfolio of accounts, ensuring their satisfaction with our services while also achieving revenue targets. I have a proven track record of building and maintaining strong relationships with clients, identifying their needs, and providing tailored solutions that exceed their expectations. I am also adept at analyzing market trends and identifying opportunities to expand business relationships.

Experience

7 yrs 2 mos

Total Experience

1 yr 9 mos

Average Tenure

2 yrs 7 mos

Current Experience

Tap invest

3 roles

Team Lead

Apr 2025 – Present · 1 yr 2 mos

Team Lead

Apr 2025 – Present · 1 yr 2 mos

Investor Success Manager

Nov 2023 – Aug 2025 · 1 yr 9 mos

Onboarding the new investors and guiding them through the process of understanding the platform, assisting with account setup, sharing relevant investment opportunities available.
Building rapport with investors, understanding their needs, and providing personalized support and assistance.

Wealth Management ServicesFamily Wealth ManagementAsset Management

Open financial technologies

Client Relationship Manager

Oct 2021 – May 2023 · 1 yr 7 mos · Bangalore Urban, Karnataka, India · On-site

At Open Financial technologies, I worked as a client account manager. Handling client queries, providing quick resolution, identifying the need for up-sell and cross-sell was some of the tasks I was accountable for. I collaborated with internal teams time-to-time in order to improvise the services and boost business revenue. Along with these, I took care of Quality Control for chats and tickets, as it is an inevitable part of Client relationship management. I also worked on new projects, helped the team with deciding the SOPs and KPIs for the application engagement segment of the new project. Along with these, I also trained new employees, acted as a buddy and ensured that the SOP, KPIs and KRAs are being followed.

Resource CoordinationProduct DemonstrationBusiness-to-Business (B2B)Interpersonal SkillsSoftware as a Service (SaaS)Customer Experience+12

Myoperator

Customer Support Executive

Jun 2019 – Sep 2021 · 2 yrs 3 mos · Greater Delhi Area

At MyOperator, I was responsible for smooth onboarding of the clients, handling client queries on emails (tickets) as well as calls. I also took care of retentions and renewals, I have learned to identify potential up-sell and cross-sell opportunities for revenue growth. I performed best for maintaining client relationships, managing to get highest Client Satisfaction. Initiated chat process for clients for quick response to their queries.

Resource CoordinationProduct DemonstrationBusiness-to-Business (B2B)Interpersonal SkillsSoftware as a Service (SaaS)Customer Experience+11

R.k. group and company

Accounts and tax executive

Aug 2018 – May 2019 · 9 mos · Indore, M.P.

Business-to-Business (B2B)Interpersonal SkillsSoftware as a Service (SaaS)Customer ExperienceRelationship BuildingCustomer Success+3

Kotak mahindra bank limited

privilege banking intern

Apr 2018 – Jun 2018 · 2 mos · Indore Area, India

Kotak Mahindra Bank is one of the leading private banks in India. Doing summer internship fro 45-60 days from Kotak Bank was full of learning. It resulted into increasing my working capacities, learning work ethics, and knowing about banking operations.

Interpersonal SkillsWealth Management ServicesFamily Wealth ManagementCustomer SuccessCustomer Relations