Seeking a Relationship Management or Client Management role in fintech or edtech. I bring 12 years of experience in client onboarding, KYC & compliance, escalation management, and portfolio management across global markets. Looking for a role where relationship depth and client ownership truly matter.
rashmi chopkar
@rashmichopkar
Relationship Manager & Customer Success | 12 yrs | Fintech & EdTech | Onboarding | KYC | Escalations | Retention | Global Markets
What I'm looking for
I’m a Relationship Manager with 12 years of experience across fintech and Edtech services, specializing in client onboarding, KYC & compliance, escalation management, retention, and service operations. I partner across teams to improve outcomes in fast-paced, regulated environments.
At MPOWER Financing, I reduced KYC processing time by 30% through Salesforce workflow automation and standardized onboarding documentation. I’ve served as the primary point of contact for 500+ global customers and improved CSAT, NPS, and CES with structured feedback loops and proactive intervention across onboarding-to-renewal.
I’ve also strengthened customer experience at FreeCharge by resolving 95% of client concerns within SLA using scalable SOPs, and I accelerated ramp time by onboarding and coaching 10+ joiners at Unacademy. I’m known for disciplined CRM hygiene in Salesforce, strong SLA ownership, and building repeatable processes that reduce escalation recurrence.
Experience
Work history, roles, and key accomplishments
Relationship Manager
MPOWER Financing
Jun 2023 - Apr 2026 (2 years 10 months)
Reduced KYC processing time by 30% by streamlining Salesforce workflows and standardizing onboarding documentation. Served as primary point of contact for 500+ global customers, improving CSAT/NPS/CES and mentoring 15 new hires.
Senior Support Associate
Unacademy
Nov 2020 - Nov 2022 (2 years)
Managed cross-functional escalations as a trusted advisor, resolving critical issues to improve customer advocacy and satisfaction. Onboarded and coached 10+ new joiners using structured playbooks and authored knowledge-base content to support operational readiness.
Support & QA Executive
FreeCharge Pvt. Ltd.
Jan 2018 - Oct 2020 (2 years 9 months)
Owned end-to-end merchant onboarding, compliance, and risk assessment workflows to support regulatory adherence and seamless activation. Resolved 95% of client concerns within SLA by building scalable SOPs, improving CSAT and reducing escalation recurrence while identifying upsell opportunities.
Merchant Onboarding & QA
Freecharge Pvt. Ltd.
Jan 2018 - Oct 2020 (2 years 9 months)
Owned end-to-end merchant onboarding, compliance, and risk assessment workflows to support regulatory adherence and seamless activation. Resolved 95% of client concerns within SLA by building scalable SOPs, improving CSAT and reducing escalation recurrence while identifying upsell and cross-sell opportunities.
Education
Degrees, certifications, and relevant coursework
St. Francis College, Nagpur
Bachelor of Science (B.Sc.), Physics, Mathematics & Computer Science
2010 - 2013
Bachelor of Science (B.Sc.) in Physics, Mathematics & Computer Science at St. Francis College, Nagpur (RTM Nagpur University) from 2010 to 2013.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Salary expectations
Social media
Job categories
Skills
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