Looking for a job

Neha Agarwal

@nehaagarwal3

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I've grown tier-one client portfolios, retention, and revenue across banking and financial services.

India

Message

What I'm looking for

I'm seeking client-facing opportunities across technology, healthcare, consulting, or e-commerce where I can build strategic relationships, improve service delivery, and drive retention and revenue growth.

At JP Morgan Services India, I've managed high-value client portfolios, improved payment gateway service delivery, and contributed $1.44 million in annual revenue while increasing client retention 20% year over year.

I've also led and mentored client service teams, implemented Salesforce CRM-driven engagement, saved $18K annually through process improvements, and generated revenue through cross-selling, upselling, business development, and training solutions.

Experience

Work history, roles, and key accomplishments

Client Service Account Manager

JP Morgan Services India

May 2023 - Jan 2025 (1 year 8 months)

Managed a portfolio of high-value clients, ensuring seamless service delivery and timely operational support. Spearheaded enhancements to the client payment gateway system and achieved a 20% year-over-year increase in client retention.

Salesforce Customer Relationship Management Process Improvement SLA Management Upselling Cross Selling Data Analysis

Team Leader

JP Morgan Services India

Apr 2021 - Apr 2023 (2 years)

Mentored and coached client service teams, enhancing service delivery standards and improving client satisfaction. Streamlined data analytics and forecasting processes, resulting in $18K in annual cost savings.

Team Leadership Mentorship Process Optimization Data Analysis Forecasting Cross Selling

Team Member & People Experience Coordinator

JP Morgan Services India

Jul 2013 - Apr 2021 (7 years 9 months)

Managed onboarding and orientation for new hires, ensuring smooth transition into company culture and operations. Acted as a key liaison between departments, maintaining team morale and ensuring compliance standards.

Onboarding Employee Engagement Cross Functional Collaboration Compliance

Client Relationship Manager & Senior Trainer

Leadership Management India Pvt. Ltd.

Feb 2008 - Mar 2013 (5 years 1 month)

Drove a 30% YoY increase in client acquisition through targeted business development strategies. Generated over $720K in total revenue through strategic portfolio management and personalized client engagement.

Business Development Customer Relationship Management Training Revenue Growth Portfolio Management