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Yamna Raza

@yamnaraza

Account Manager at American Express who retained a premium customer portfolio and grew card usage through targeted cross-selling.

India

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What I'm looking for

I'm seeking a strategic role with a global organization where I can apply my experience in client retention and revenue optimization.

At American Express, I cultivated and retained a high-premium customer portfolio, resolved client escalations with compliant financial solutions, and drove card usage through targeted cross-selling.

As Assistant Manager – International Sales at Ace Investors, I developed client acquisition strategies and relationship frameworks for global portfolios. I also partnered with internal teams to streamline onboarding and support account retention.

Experience

Work history, roles, and key accomplishments

Assistant Manager – International Sales

Ace Investors

Feb 2026 - Jul 2026 (5 months)

Spearheaded international client acquisition strategies and established key relationship frameworks for high-net-worth global portfolios. Designed and executed targeted sales initiatives for emerging global markets, significantly expanding the firm's brand footprint.

Client Acquisition Relationship Management Sales Strategy Cross Functional Collaboration Consultative Selling

Account Manager

American Express

Nov 2022 - Jul 2025 (2 years 8 months)

Cultivated and retained a high-premium customer portfolio, consistently maintaining top-tier satisfaction scores and minimizing churn. Mediated and resolved high-stakes client escalations by delivering bespoke, compliant financial solutions.

Customer Retention Escalation Management Cross Selling Compliance Risk Management

Assistant Manager

Kalkine Solutions Pvt. Ltd.

Nov 2021 - Apr 2022 (5 months)

Directed net-new client acquisitions focusing primarily on public market equities and financial products within the New Zealand stock market. Maintained transparent, high-touch client relations by delivering highly accurate corporate research and equity information.

Client Acquisition Equity Research Sales Strategy Data Analysis

Senior Executive – TELUS Wireless (Canada Process)

Personiv Pvt. Ltd.

Oct 2020 - Jun 2021 (8 months)

Managed high-volume inbound sales funnels and account support operations for Canadian telecom consumers. Audited and updated user accounts regarding billing discrepancies, service upgrades, and plan modifications.

Inbound Sales Account Management Billing Customer Support

Senior Executive – Verizon Wireline (U.S. Process)

Tech Mahindra Pvt. Ltd.

Nov 2018 - Sep 2020 (1 year 10 months)

Fielded inbound consumer requests, complex billing reconciliation, and customized wireline plan restructuring. Upsold value-added digital products and infrastructure additions to maximize average revenue per user (ARPU).

Billing Reconciliation Upselling Customer Service Sales