
Akanksha Singh
Relationship Manager

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About me
Assistant Manager - client servicing
Education

University of Allahabad
2014 - 2017BCom - Bachelor of Commerce Investments and Securities 57.67.webp)
National Institute of Securities Markets (NISM)
2018 - 2019PGPSM securities market
Tagore Public School & College - Allahabad
2011 - 2012X Business/Commerce, General
Tagore Public School & College - Allahabad
2013 - 2014XII
Experience

Phillip Capital Inc.
May 2019 - Aug 2020Relationship Manager2020 for the role of Relationship Manager and equity advisoryRoles and Responsibility o Strong in building relationship with clients, Entrepreneurship and aggressiveness in delivering resultGenerating new ideas for diversification in stock and MF segmentGenerating client pay in & out servicing

LKP Securities Limited
Sept 2020 - Mar 2021Business ManagerExperience in client servicing by maintaining clients' portfolios.Worked on Trade execution, Client servicing, Selling research and Trading IdeasWorked on research reports on the product (Securities lending & borrowing).Organizing Virtual presentations related to securities.Putting across the suggestions over-diversification and profit making.

Helloverify
Mar 2021 - Nov 2023Client Engagement: Develop high-quality client relationships, strategize and build effective plans for each client.Working as SPOC (Single point of contact) for client operational requirements and keeping track of the same to be delivered within specified TAT.Worked on the SAAS product to help the customer to integrate the HRMS to the application for smooth product.Relationship Management: Interact with the existing clients extensively to discuss various service lines and ensure repeat and referral business. Coordinate Documentation and operation process involved after sales cycle.Maintaining the Bridge between the client and the Organization acting as First-line management contact for customer response/feedback/escalations. Increased the revenue for the organization by pre- paid module.Day-to-day operations & client management for various client accounts – ensuring the desired/allocated work is completed by the team within timelines/SLA. Coordination with sales team for revenue generations Show less
Assistant Customer Service Manager
Mar 2021 - Nov 2023Assistant Manager
Mar 2021 - Sept 2022
Licenses & Certifications

Course On Compurer Concepts
- View certificate

Customer Success Advanced Concepts
CustomerSuccessU.orgJul 2025 - View certificate

Customer Success Fundamentals
CustomerSuccessU.orgJul 2025 - View certificate

Customer Success Strategic Management
CustomerSuccessU.orgJul 2025 .webp)
Equity derivatives
National Institute of Securities Markets (NISM).webp)
Securities operation and risk management
National Institute of Securities Markets (NISM).webp)
Research analyst
National Institute of Securities Markets (NISM)
Bloomberg
Bloomberg.webp)
Securities intermediaries compliance
National Institute of Securities Markets (NISM).webp)
Mutual fund level 1
National Institute of Securities Markets (NISM)
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