Srikar s
@srikars
Customer Success & Key Account Manager | SaaS & Fintech | HNI Client Onboarding & Retention | IIFT Delhi MBA | Ex-HDFC Bank · ICICI Bank
IndiaWhat I'm looking for
I've spent 3+ years managing high-value client relationships at HDFC Bank and ICICI Bank, working with HNI and UHNI clients, family offices, and portfolios ranging from ₹50 Cr to ₹400 Cr+.
I was involved in onboarding clients, driving product adoption, preventing churn, resolving escalations, and making sure the relationship grew over time.
At HDFC, I managed 120+ UHNI clients, co-designed a digital onboarding workflow that cut approval time by 30% and eliminated onboarding fraud entirely, and built MIS dashboards that improved leadership visibility into account health. I was awarded Rising Employee of the Year – Hyderabad in 2023.
At ICICI, I worked with family office clients and startup founders, built KPI frameworks for the UHNI vertical, and reduced client escalations by ~20% through proactive service design and cross-functional collaboration.
MBA from IIFT Delhi. B.Tech in Computer Science. Lean Six Sigma Green Belt.
Experience
Work history, roles, and key accomplishments
Customer Success Manager
ICICI Bank
Feb 2025 - Jul 2025 (5 months)
Managed client success for ~25 UHNI family office clients across a ₹300 Cr+ book, driving product adoption, escalations, and ongoing engagement. Reduced client escalations by ~20%, built client health dashboards for early intervention, and improved lead-to-activation conversion by ~15%.
Freelance Consultant
Just Unboxed
Dec 2023 - Feb 2025 (1 year 2 months)
Supported operational process reviews and workflow gap analysis for a D2C e-commerce business. Built basic reporting templates and explored AI-assisted tools to streamline routine operational tasks.
Customer Success Manager
HDFC Bank
Jun 2022 - Dec 2023 (1 year 6 months)
Led onboarding, product adoption, and retention for 120+ UHNI clients and 50 family groups (₹50 Cr+ AUM), achieving 10% YoY portfolio growth. Improved onboarding efficiency by reducing approval TAT ~30%, eliminating onboarding fraud (100%), and reducing onboarding exceptions ~25% while shortening cycle time ~30%.
Market Research Intern
Lava International Limited
Oct 2021 - Dec 2021 (2 months)
Led research across 500+ retailers nationwide, delivering consumer preference insights and competitive gap analysis to guide product marketing strategy. Synthesized findings into recommendations for marketing direction.
Research Intern
Export-Import Bank of India
Apr 2021 - Jun 2021 (2 months)
Analyzed 800+ companies for export viability and co-authored a research report published on Exim Bank’s official website. Produced research outputs supporting export-related decision-making.
Associate Engineer
Virtusa Consulting Services Pvt. Ltd.
Jun 2018 - Aug 2019 (1 year 2 months)
Delivered QA and system integration support across banking, healthcare, and telecom enterprise clients, increasing test coverage by 40% using Selenium-based automation. Managed 100+ change requests and defects in JIRA and supported incident management to reduce resolution time by 15%.
Education
Degrees, certifications, and relevant coursework
Indian Institute of Foreign Trade (IIFT) Delhi
Master of Business Administration (MBA), International Business
2020 - 2022
Completed an MBA in International Business at IIFT Delhi from 2020 to 2022.
GITAM University
Bachelor of Technology (B.Tech), Computer Science Engineering
2014 - 2018
Completed a B.Tech in Computer Science Engineering at GITAM University from 2014 to 2018.
Tech stack
Software and tools used professionally
Availability
Location
IndiaAuthorized to work in
Social media
Job categories
Skills
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