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Astha Zade

@asthazade

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I drive customer onboarding, portfolio growth, and client retention across BFSI, using data to improve outcomes.

India

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What I'm looking for

I'm looking to grow in customer success, account management, or business development roles where I can use customer analytics, cross-functional collaboration, and consultative engagement to improve client outcomes and business growth.

At ICICI Bank, I managed 127 accounts worth ₹223 Cr, delivering tailored financial solutions and building long-term client retention.

I used behavioral trends and customer segmentation to identify investment opportunities, contributing ₹25 Cr in incremental AUM growth and increasing product adoption by 47%. I also streamlined onboarding to two days and reduced client escalation resolution time by 80% while achieving 98% retention.

Previously, at Cyboard School, I optimized CRM workflows and UTM-based lead scoring to improve conversion efficiency 5x and generate ₹5L in revenue. My MBA from IIM Nagpur complements experience across customer success, account management, marketing, and cross-functional collaboration.

Experience

Work history, roles, and key accomplishments

Manager

ICICI Bank Ltd.

Jun 2025 - Aug 2026 (1 year 2 months)

Managed a portfolio of 127 accounts worth ₹223 Cr, delivering tailored financial solutions and driving client retention. Analyzed behavioral trends to uncover investment opportunities and executed customer segmentation strategies to improve cross-sell conversion.

Customer Relationship Management Portfolio Management Customer Segmentation Cross Selling Client Onboarding Stakeholder Management Wealth Management Data Analysis Process Improvement

Sales and Marketing Intern

Cyboard School

Apr 2024 - May 2024 (1 month)

Optimized CRM workflows and UTM-based lead scoring to improve conversion efficiency. Conducted market research and leveraged CRM platforms to manage leads and support go-to-market strategy.

CRM Zoho CRM Lead Scoring Market Research SEO Google Ads Content Marketing Digital Marketing

Campus Ambassador

My Captain

Oct 2020 - Mar 2021 (5 months)

Analyzed campaign performance data to refine outreach strategies and coordinated cross-functional activities across sales, marketing, and HR teams to deliver targets.

Data Analysis Campaign Management Outreach

Education

Degrees, certifications, and relevant coursework

Indian Institute of Management Nagpur

Master of Business Administration, General Management

2023 - 2025

Grade: 2.95/4.33

Activities and societies: Member of Ummeed, IIM Nagpur's Community Outreach Club; grew social media reach by 60%; secured ₹35,000+ for Make a Wish with RHA; collaborated with AIIMS and UNICEF; executed offline marketing campaigns for Tangerine Trails.

Pursued a Master of Business Administration with a focus on General Management, achieving a CGPA of 2.95 out of 4.33.

Fergusson College

Bachelor of Vocation, Media and Communication

2019 - 2022

Grade: 77.49%

Activities and societies: Led branding and promotions as Marketing Portfolio Coordinator for Medialogue; coordinated cross-functional teams for Fergusson Short Film Festival with 1,500+ attendees.

Completed a Bachelor of Vocation in Media and Communication, achieving 77.49%.