Akansha Gupta

Senior Manager @Kotak Mahindra Bank

Bangalore Urban, IN

Handles a portfolio of 80+ high-value clients (₹120 Cr AUM), driving clientsatisfaction and long-term retention, while consistently exceeding success KPIs.• Regularly doing strategic account reviews to identify client goals and expand productadoption by 40%, improving solution fit, and client ROI.• Acting as the trusted advisor and single point of contact for key clients, ensuringend-to-end support, and proactive resolution of complex needs.• Collaborating cross-functionally with product and investment teams to deliverunified solutions and seamless customer experiences.• Expanding the high-value client base through referrals and business development, contributing significantly to the bank\'s wealth management growth and revenue targets.

Krishna Institute of Engineering and Technology, Ghaziabad

Bachelor of Technology (B.Tech.)

Fore School of Management

Marketing