Shruti Koti
London,ENG
Summary
Results-driven professional with 5+ years of experience in client onboarding and relationship management. Proven expertise in enhancing client satisfaction and streamlining processes. Strong communicator and problem-solver with a knack for building relationships. Passionate about delivering exceptional service and eager to contribute to a forward-thinking company
Overview
8
8
years of professional experience
1
1
year of post-secondary education
Work History
Onboarding Manager
Jump Accounting
London, ENG
01.2025 - Current
- Leading client onboarding from contract to full implementation, ensuring a seamless experience and long-term success.
- Tailoring onboarding programs to meet client needs, collaborating with sales, support, and product teams.
- Managing the onboarding team, providing guidance and training to ensure efficient onboarding processes.
- Delivering client training sessions and resolving issues to maximize satisfaction and retention.
Operation Associate
Jump Accounting Ltd
London, ENG
12.2024 - Current
- Facilitated seamless onboarding experiences for new clients, ensuring all steps are completed efficiently.
- Worked closely with sales, customer support, and other teams to ensure alignment and smooth transitions for close to 350-400 new clients
- Maintain accurate records and ensure compliance with company policies and regulatory requirements
- Monitor onboarding metrics and KPIs to assess success and identify opportunities for improvement.
- Carried out AML/KYC checks for all new clients.
Head of Finance
Crave & Craft
Thane, MAHARASHTRA
02.2020 - 08.2021
- Led finance team to compile key insights from detailed financial forecasts, departmental budgets, and monthly variance analysis.
- Cultivated forward-thinking, inclusive, and performance-orientated business culture to lead industry in innovation and progress.
- Monitored and reviewed financial controls, processes and procedures to enable best practice development.
Relationship Manager
Vrise Securities
Thane, MAHARASHTRA
05.2019 - 09.2019
- Received comprehensive training in sales, operations, business development, and market research. Created potential client list and pitched product.
- Understood functioning and unit economics of small business. Located/proposed potential business deals for company by contacting potential partners/customers and by discovering and exploring opportunities.
- Additionally, screened potential deals by analysis of market strategies, details of deal requirements as well as financials.
- Identified at-risk clients, taking necessary action to maximize retention.
- Represented company at industry events and conferences.
Business Development Associate
Stellar Organization
MUMBAI, MAHARASHTRA
05.2018 - 07.2018
- My internship at Stellar organization refined communication skills, enhanced customer handling techniques, and amplified leadership qualities.
- Achieved high levels of client satisfaction by analyzing requirements and customizing solutions to meet client needs.
- Closed complex, lucrative deals with new customers.
Finance Assistant
Delcure lifesciences ltd
Thane, MAHARASHTRA
03.2017 - 04.2017
- During the internship at the acclaimed firm, I Worked under the finance department head, assisting him in working out the financials of the company and manage them to the optimum capacity.
- Compiled various reports relating to budgets, expenses, and payroll for review.
Education
Master in investment and financial risk management - Investment And Finance
Kingston University
Kingston upon Thames 09.2021 - 09.2022
Bachelor in Financial Markets - Finance
K.J Somaiya College of Arts And Commerce
Mumbai06.2019
Skills
- Strategic financial decision making
- Written communication
- Inspiring team leadership
- Customer service
- Exceptional communicator
- Team development strategies
- PR strategy development
- Advertising and marketing
- Communication
- Negotiation strategies
- Communication strategies
Accomplishments
- Course representative at Kingston university for the batch of 2021-2022
- EQUITY MARKET Final year project on a detailed study of the equity market of India and in-depth knowledge of the current situation of the market.
- HEAD OF SPONSORSHIP EXTRA CURRICULAR ACTIVITIES, Headed the sponsorship Unit of the college fest FINSEC 2018 SEMINARS Attended seminars for the national stock exchange of India and the securities and exchange board of India.
- Certification from Bloomberg.
- Course representative certificate for 2021-2022 (Kingston University)
Timeline
Onboarding Manager
Jump Accounting
01.2025 - Current
Operation Associate
Jump Accounting Ltd
12.2024 - Current
Master in investment and financial risk management - Investment And Finance
Kingston University
09.2021 - 09.2022
Head of Finance
Crave & Craft
02.2020 - 08.2021
Relationship Manager
Vrise Securities
05.2019 - 09.2019
Business Development Associate
Stellar Organization
05.2018 - 07.2018
Finance Assistant
Delcure lifesciences ltd
03.2017 - 04.2017
Bachelor in Financial Markets - Finance
K.J Somaiya College of Arts And Commerce
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