Aditya_Jagtap - Customer Success & Growth Portfolio

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"343% of target achieved · 84% retention maintained · $2.1M portfolio managed”

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[Aditya Jagtap] — Customer Success & Enterprise Growth

Experience -

Corporate Sales & Account Manager — Niva Bupa Health Insurance

B2B Health Insurance | Corporate Accounts

Managed a corporate portfolio of ~$2.1M (₹18-20 Cr) spanning 60+ business accounts and 15,000+ covered lives, owning the full account lifecycle from prospecting through renewal
Achieved 343% of annual target while maintaining 84% account retention — demonstrating that aggressive growth and strong retention aren't mutually exclusive when account management is done right
Closed and managed the portfolio's largest single account at ~$680K (₹6.5 Cr), including stakeholder negotiations across founder, CFO, and CHRO-level contacts
Led end-to-end relationship management across a 60+ account book — including proposals, negotiations, onboarding coordination, renewals, and escalation handling — for stakeholders ranging from founders and CEOs to HR heads and brokers
Partnered with underwriting, operations, and internal cross-functional teams to ensure smooth onboarding and issue resolution, directly supporting the retention outcomes above
Maintained CRM discipline and pipeline visibility across the account portfolio to support forecasting and account health tracking

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Customer Success as a Revenue Function