TILAK NAIK
London
Summary
Results-focused Client Service Manager with knack for boosting customer satisfaction and streamlining operations. Spearheaded initiatives that dramatically improved client retention and optimised service delivery. Known for forging strong client relationships and leading teams to exceed targets.
Overview
9
9
years of professional experience
1
1
year of post-secondary education
Work history
Client service manager
Triple Alfa
London
07.2025 - 01.2026
- Managed a portfolio of 30+ high‑net‑worth and sophisticated investors, acting as primary point of contact for all service and onboarding needs
- Turned around 50–60 customer queries weekly within 24 hours, keeping service levels high and complaints near zero.
- Coordinated investment documentation and operational requests for deals worth £50k–£500k, ensuring 100% completion of KYC and compliance checks before execution.
- Worked with internal teams to tighten workflows, cutting turnaround on requests by 20–25% across the board.
Client services administrator
Decimal factor
London
11.2024 - 06.2025
- Supported over 50 SMEs in securing alternative funding solutions, including merchant cash advance and invoice finance.
- Maintained CRM records for 100+ accounts, reducing data discrepancies and follow-up delays by 20%.
- Achieved over 90% client satisfaction by delivering clear product explanations and resolving issues proactively.
- Processed 20 to 25 client inquiries daily via phone and email, ensuring priority responses within four hours.
- Facilitated accurate and timely submissions of funding applications ranging from £5,000 to £250,000.
Manager
Mister Nice
London
08.2022 - 10.2024
- Led a cross‑functional team of 15–20 staff (waitstaff, hosts, kitchen) per shift, improving service efficiency and helping reduce table turnaround time by 10–15%.
- Handled 50–60+ guest interactions per day, resolving issues on the spot and contributing to higher customer satisfaction and repeat‑visit rates.
- Drove profitability by supporting budget planning and tracking key cost metrics, helping to cut operating costs by 8–10% while protecting service quality.
- Managed 8–10 vendor relationships in London, negotiating pricing and terms to lower procurement costs by 5-7% annually and ensure reliable supply for daily operations and special events
Relationship Manager
Motilal Oswal Financial Services Ltd.
Mumbai, Maharashtra
07.2019 - 12.2021
- Led comprehensive portfolio reviews, conducting in-depth analysis of investment performance to ensure alignment with clients' financial objectives and optimise their portfolio growth.
- Managed a diverse portfolio of high-net-worth clients, maintaining an impressive 95% retention rate by delivering personalised, strategic financial advice and fostering long-term relationships built on trust and performance.
- Key Achievement: Drove a 9% increase in average client returns through bespoke advisory portfolios, leveraging a deep understanding of market trends and tailored investment strategies to meet individual client goals.
- Consistently exceeded sales targets by approximately 15–20% by identifying new business opportunities in 30–40% of client interactions and cross‑selling suitable financial products, materially boosting overall revenue generation
- Provided expert financial guidance, ensuring clients made well informed investment decisions while effectively managing risk and maximising returns.
Equity advisor
Motilal Oswal Financial Services Ltd.
Mumbai, Maharashtra
05.2017 - 06.2019
- Advised and managed 50+ Indian equity portfolios for retail clients at Motilal Oswal, cutting downside volatility by 15% while lifting average returns by about 8–10% over 12 months.
- Recommended high‑conviction ideas in banking, IT, autos and consumption and used stock/sector scorecards on 30 Indian names to move clients from laggards to stronger ideas, helping key clients beat Nifty/Sensex by 3–5% and driving a 12–15% rise in advised equity AUM
- Led regular monthly and quarterly review calls and meetings, presenting clear performance and risk dashboards that lifted client satisfaction scores by 15–20%, increased referrals by 10–15%, and converted 20–25% of active clients into higher‑ticket, long‑term advisory mandates.
Education
Master of Business Administration (MBA) - Finance
University of Bedfordshire
Luton, UK 01.2022 - 07.2023
Skills
- Client Relationship Management
- MS Office
- Negotiation Skills
- Portfolio Management
- Leadership
- KYC and AML awareness
- Problem solving
- Financial Analysis
Affiliations
- Cricket enthusiast, fitness and gym, Fashion
References
References available upon request.
Timeline
Client service manager
Triple Alfa
07.2025 - 01.2026
Client services administrator
Decimal factor
11.2024 - 06.2025
Manager
Mister Nice
08.2022 - 10.2024
Master of Business Administration (MBA) - Finance
University of Bedfordshire
01.2022 - 07.2023
Relationship Manager
Motilal Oswal Financial Services Ltd.
07.2019 - 12.2021
Equity advisor
Motilal Oswal Financial Services Ltd.
05.2017 - 06.2019