Open to opportunities

Gopal Krishan

@gopalkrishan1

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Customer Success Manager focused on trust, retention, and cross-sell in financial services.

India

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What I'm looking for

I’m looking for a CSM role where client success is the core work: educating customers, resolving concerns quickly, and driving adoption through proactive follow-ups. I thrive on building trust and ensuring clients feel supported after every interaction.

I’m a client-focused Customer Success professional with 2+ years of experience across financial services and insurance renewals. I built a proven track record of achieving 90–100% monthly targets by combining trust-building with consultative, empathy-led communication.

Across HDFC Process and PB Partners (Policybazaar), I consistently drove 90%+ outcomes for 24 months, hit 100% targets twice, and managed 50+ client relationships simultaneously as a Virtual Relationship Manager. I retain and renew policies by proactively addressing objections, resolving concerns, and guiding clients with clear product education—so they feel supported, not rushed.

Now I’m transitioning fully into Customer Success Management in a B2B growth environment, where client understanding and long-term outcomes are the core. I’m currently pursuing a Psychology degree and have my HubSpot Customer Success Certification in progress to strengthen my customer-centric approach.

Experience

Work history, roles, and key accomplishments

Current

Virtual Relationship Manager

Current

PB Partners (Policybazaar)

Oct 2025 - Present (9 months)

Manage inbound and outbound client interactions for insurance and financial product cross-sell, consistently achieving 90%+ monthly targets and hitting 100% twice. Handle client objections and post-sale concerns while managing 50+ client relationships to drive retention.

Virtual Relationship Management Cross Sell Objection Handling Client Retention Conflict Resolution

Sales & Renewal Executive

Silaris

Sep 2023 - Aug 2025 (1 year 11 months)

Managed an HDFC insurance renewal pipeline by contacting existing customers, resolving concerns, and securing renewals. Maintained 90%+ target achievement for 22 consecutive months, strengthened objection-handling skills through high-volume calling, and supported onboarding via product knowledge sharing.

Insurance Renewals Client Relationship Management Objection Handling Retention Management

Education

Degrees, certifications, and relevant coursework

Deshbandhu College, Delhi University

B.A. (Hons.), Psychology

2022 -

Pursuing a B.A. (Hons.) in Psychology while working full-time, building knowledge of human behavior, motivation, and communication dynamics for client success roles.