Akhilesh Mohan
Customer Success professional with experience across SaaS, Wealth Management, and Insurance. Skilled in onboarding, account management, and cross-functional collaboration to drive adoption, satisfaction, and retention.
- Role
- Customer Success Manager at Tracxn
- Location
- Bengaluru, KA, IN
- LinkedIn followers
- 500 followers
About Akhilesh Mohan
I am a results-driven professional with a strong background in wealth management, insurance, and business development. Currently working as an Account Manager at Anand Rathi Wealth Management, I am skilled in portfolio management, market analysis, and developing tailored investment strategies to meet diverse client needs. My experience includes managing teams, achieving sales targets, and enhancing client relationships. I am passionate about delivering exceptional customer service and driving business growth.
Experience
Customer Success Manager
Nov 2025 — Present · Bengaluru, IN
Manage a defined portfolio of SaaS clients, acting as the primary point of contact for all account-related needs. Lead client onboarding and support platform adoption to ensure customers achieve maximum value. Resolve client queries efficiently by coordinating with internal product, technology, and support teams. Bridge communication gaps between clients and internal stakeholders to simplify processes and enhance customer experience. Proactively engage with clients to identify gaps, address concerns, and strengthen long-term relationships.
Education
Ryan International School
CBSE XII
ITM University, Raipur
Bachelor of Commerce - BCom, Marketing
ICFAI Business School
Master's Degree
ICFAI Business School
MBA, Marketing/Marketing Management, General
Ryan International School
12th Grade, Senior Secondary Education
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