
Vidhi Patel
Trainee

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About me
Client Success Manager | Account Management | Strategic Alliances
Education

Dwarkadas J. Sanghvi College of Engineering
2010 - 2014Bachelor of Engineering (B.E.) Bioengineering and Biomedical Engineering
Experience

Kokilaben Dhirubhai Ambani Hospital
Sept 2014 - Oct 2014Trainee• Provided technical support for biomedical equipments.• Evaluated the safety, efficiency, and effectiveness of biomedical equipments.• Carried out inspection of incoming equipment & machinery and did pre-acceptance checks before official acceptance & payment.• Maintained records such as equipment history and monitored contract services like A.M.C. and C.M.C.

Health Converge Advisory Pvt Ltd
Dec 2014 - Dec 2020-Heading a wide range of functions encompassing team management, business strategy planning, business analysis and delivering valuable solutions-Developed innovative & creative programs to promote brand and relationships with target accounts; took the lead on evangelizing and indoctrinating best practices across the team-Enhanced revenue & market share year-on-year, by re-organizing business direction and developing & implementing strategic initiatives -Accomplished detailed functional analysis, deTined requirements, feasibility analysis, recognized improvement areas in business and system Tlow to align with the strategic vision-Worked as a SPOC between the Director and IT Department -Accountable for database management for specialists through numerous online and offline channels like LinkedIn, job portals, journals and references-Played a key role in effectively defining the recruitment strategy with continuous improvement in screening appropriate candidates
Team Lead
Jun 2018 - Dec 2020Senior Technical Advisor
Sept 2016 - Jun 2018Technical Advisor
Dec 2014 - Sept 2016

Lynk
Feb 2021 - Jan 2024-Significant role in client communication, end to end project management, project delivery and feedback. -Engaged in conducting extensive Market research and Analysis for gaining market intelligence across various sectors like Finance, Banking, IT, Healthcare, Consumer goods, E-commerce, Pharma etc-Ensure Client Account growth and consistent customer success, User growth, revenue and demand generation-Core Member of the Global team contributing above US$250k independently.-Exploring new opportunities as well as strategising plans for augmenting the client base.-Scaling up Investment accounts globally like UBS, JP Morgan etc by strong networking and project delivery Show less
Senior Associate- Customer Success (Investment India/ASEAN/ANZ)
Aug 2023 - Jan 2024Associate- Investment Cluster South-east Asia/India/ANZ
Sept 2021 - Aug 2023Connections Team- South Korea
Feb 2021 - Sept 2021

IMA India
Jan 2024 - nowClient Success Manager-Spearheading client retention strategies for the CEO Forum, driving business development initiatives and ensuring high levels of client satisfaction.-Develop and maintain strong relationships with C-suite clients across various sectors, enhancing account management processes and addressing client needs effectively.-Collaborating on new initiatives and product offerings, leveraging industry insights to provide tailored solutions and improve client engagement.-Utilising a decade of experience in managing diverse client portfolios to build confidence in networking and delivering end-to-end account management. Show less
Licenses & Certifications

Business Analysis Modeling Skills and Techniques
UdemyJul 2020
Business Analysis fundamentals
UdemyJun 2020
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