Client Relationship & Operations Specialist (HNI/UHNI)

SOMYA GOEL

Bangalore, Karnataka +91-985******* *************@*****.*** LinkedIn

PROFESSIONAL SUMMARY

Client-focused professional with 4 years and 7 months of experience in operations, investor relations, and client relationship management. Proven expertise in managing high-value client portfolios, supporting fundraising activities, and delivering debt solutions. Skilled in CRM tools and process optimization with strong communication and team leadership capabilities.

CORE SKILLS

Client Success Client Retention Stakeholder Management Account Management KYC & Compliance Fundraising Support Process Optimization Team Leadership & Training HNI & UHNI Portfolio Management Risk Management NPA Cases CRM Platforms MS Excel

TECHNICAL SKILLS

CRM & Ticketing Tools: Salesforce, Freshdesk, Zoho, Atlassian (JIRA), ClickUp, Mixpanel Engagement & Communication: WebEngage, CleverTap, Gupshup, Exotel, Konnect Insight, Postman Productivity: Microsoft Office Suite (Excel, Word, PowerPoint, OneNote), Google Workspace, Zoom PROFESSIONAL EXPERIENCE

Operations Specialist

Simpliigence Pvt Ltd Bangalore, Karnataka July 2025 – January 2026

• Managed end-to-end contractor lifecycle from onboarding to offboarding, ensuring full compliance, audit-ready documentation, and zero joining delays.

• Owned Statement of Work (SOW) creation, agreement processing, and timesheet governance, enabling accurate billing and timely approvals.

• Coordinated with internal stakeholders and vendors to resolve operational issues and drive process efficiency improvements.

Client Relationship Manager

FinLender Capital Noida, UP November 2024 – July 2025

• Supported clients ensuring regulatory compliance and smooth execution.

• Collaborated with the risk management team to evaluate creditworthiness and propose solutions for debt funding, stressed/distressed assets, and NPA cases with ticket sizes ranging from INR 5 Cr to INR 500 Cr.

• Managed relationships with HNI and UHNI clients, addressing evolving investment and service needs.

• Organized investor roadshows and internal review sessions, coordinating cross-functional teams via Google Calendar, Zoom, and Microsoft OneNote.

• Delivered regular reports to senior management on client portfolio performance, market developments, and risk insights.

• Acted as liaison between clients and internal departments, ensuring timely fulfillment of client requirements and high client satisfaction.

Senior Investor Relations Executive

Wint Wealth Bangalore, Karnataka December 2021 – November 2024

• Resolved investor inquiries and maintained 95%+ CSAT while managing 4,700+ investors of ticket size Rs 1k to Rs 50K.

• Designed and executed 5 WebEngage journeys, enabling daily investor updates and significantly improving platform engagement.

• Cleared 20+ KYC verifications daily and managed investor communications through Gupshup bot, Exotel, Freshdesk, and Konnect Insight.

• Trained and onboarded new team members through presentations, seminars, and shadowing programs, maintaining high CSAT and IQS scores.

• Prepared financial reports and daily pricing sheets to assist retail and HNI investors in platform investment decisions. Client Support Executive

VTS Infosoft Noida, UP June 2021 – December 2021

• Facilitated team onboarding through Business Requirements Documents (BRD) and interactive training sessions.

• Optimized operational processes and led cross-functional teams to achieve business objectives.

• Conducted systematic secondary research to support data-driven decision-making. PROJECTS

Debt Funding Solutions FinLender Capital (November 2024 – July 2025)

• Developed one-pagers and pitch decks to onboard new clients seeking debt funding solutions, supporting business development efforts.

Investor Engagement Automation Wint Wealth (January 2023 – November 2024)

• Automated investor communications using WebEngage and Postman, enhancing platform engagement and improving investor retention rates.

Client Onboarding Process Optimization Wint Wealth (December 2021 – January 2023)

• Standardized client onboarding processes and trained team members, resulting in improved team productivity and consistently high CSAT scores.

EDUCATION

Master of Arts in Economics Punjab University, Chandigarh 2021 Bachelor of Arts in Economics Punjab University, Chandigarh 2019 Higher Secondary 12th Grade – Commerce Stream Delhi Public School, Ranipur, Haridwar 2016 CERTIFICATIONS

• NISM-Series-V-A: Mutual Fund Distributors Certification – National Institute of Securities Markets (2023)

• Certificate Program in General Management – IIM Jammu (2022)

• Microsoft Excel: Beginner to Advanced – Udemy (2021)

• 10-Day International Workshop: Multidimensional Student Development - MCM DAV College for Women (2019) NOTABLE ACHIEVEMENTS

• Recognized as 'Quarter Champion' and highest contributor at Wint Wealth with multiple 5-star client reviews on Google.

• Awarded 'Excellence under Pressure' at FinLender Capital for outstanding performance under challenging conditions.

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