Gopaljee Tiwari
Results-driven Operations, Key Account, and Business Development Professional
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About
Results-driven Operations, Key Account, and Business Development Professional holding an MBA in Business Analytics with 2.5+ years of experience across B2B corporate account management, operational execution, and BFSI consultative sales. Proven expertise in driving revenue growth, managing multi-million corporate account portfolios, optimizing operational workflows, and enforcing regulatory compliance (KYC, RBI, SEBI). Adept at leveraging CRM platforms, advanced MS Excel analytics, and MIS dashboards to streamline client onboarding, manage vendor governance, and accelerate business development pipelines.
Experience
Deputy Manager – Priority Banking - Axis Bank Limited - Lucknow, Uttar Pradesh
(2025-09 - 2025-12)
Business Development & BFSI Relationship Focus
- Managed a high-net-worth (HNI) client portfolio, delivering consultative financial advisory across wealth management, CASA, retail loans, mutual funds, forex, and insurance products.
- Drove new client acquisition and business development through targeted prospecting, referral networks, and goal-based consultative selling.
- Tracked and managed 100+ client touchpoints in banking CRM systems, ensuring SLA-compliant query resolution and high customer retention.
- Built comprehensive MIS reporting dashboards tracking AUM growth, cross-sell conversion ratios, and pipeline movement for executive leadership.
- Enforced strict regulatory and audit compliance across all client documentation and financial transactions in accordance with KYC, RBI, and SEBI guidelines.
Manager – Operations & CRM - Jai Laxmi Engineering - Yamuna Nagar, Haryana
(2023-08 - 2025-08)
Promoted from Assistant Manager. Key Account Management & Operations Focus. Manager: Nov 2024 – Aug 2025. AM: Aug 2023 – Nov 2024
- Managed key account operations and client relationships for major B2B infrastructure corporates including Patel, HCC, KSR, PLRC, Jaypee Infratech, Coastal Projects, MEIL, and NCC.
- Spearheaded market mapping, cold outreach, and B2B business development initiatives to acquire, onboard, and retain high-value enterprise accounts.
- Coordinated end-to-end resource procurement, supply chain logistics, and cross-functional team alignment to meet contractual delivery milestones and SLAs.
- Led quality verifications, site audits, and compliance checks with client representatives and regulatory officials to ensure operational adherence.
- Utilized CRM software and MS Excel to track account lifecycles, manage payables/receivables documentation, and present structured risk and progress reports to leadership.
- Key Achievement: Optimized resource allocation across multiple contracts, significantly reducing operational delays while keeping service delivery within budget targets.
Career Break
(2026-01)
- Attended to a planned family priority while staying actively engaged with industry developments; fully prepared and available for an immediate return to full-time roles in Key Account Management, Operations, or BFSI Business Development.
Education
Master of Business Administration (MBA) - Business Analytics & Product Management - Lovely Professional University (2021-08 - 2023-07)
Bachelor of Business Administration (BBA) - Marketing & Marketing Management - Lovely Professional University (2018-08 - 2021-07)
