Open to opportunities

Koustubh Shukla

@koustubhshukla

Client Success & Relationship Management leader with 13+ years in BFSI, driving retention, revenue growth, and SaaS adoption.

India

Message

What I'm looking for

I’m looking for a fast-paced SaaS Client Success role where I can drive product adoption, retention, and growth through consultative client management, proactive onboarding, and strong issue resolution—aligned with US time zone collaboration.

I’m a Client Success & Relationship Management leader with 13+ years of experience in BFSI, focused on client retention, revenue growth, and customer satisfaction for ICICI Bank, HDFC Bank, and IndusInd Bank.

I’ve managed HNI client portfolios worth ₹XX Cr and consistently exceeded sales + service targets by 100%+. My strengths include consultative selling, client onboarding, issue resolution, and cross-selling to improve lifetime value.

Currently, as a Wealth Manager at ICICI BANK (Feb 2022 – July 2024), I managed a portfolio of 200+ HNI clients, concentrating on product adoption, retention, and lifetime value growth—aligning with my goal to drive adoption, retention, and growth as a Client Success Manager in fast-paced SaaS.

Experience

Work history, roles, and key accomplishments

Wealth Manager

ICICI Bank

Feb 2022 - Jul 2024 (2 years 5 months)

Managed a portfolio of 200+ HNI clients, focusing on product adoption, retention, and lifetime value growth. Worked on consultative client management including onboarding, communication, and issue resolution.