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Business Development  ·  Account Management  ·  Client Success

Fourteen years
building the
relationships that
retain.

JP Morgan. Citigroup. State Bank of India. Five institutions. $50M average transactions. 200+ enterprise accounts. 96% asset retention. 58 of 60 quarters at quota. Four languages. New York.

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Najib Khan
Recognition
Top National Achiever › Citigroup 2017
$50M+
Avg Transaction (Citi)
96%
Asset Retention
58/60
Quarters at Quota (JPM)
200+
Enterprise Clients
Career History

Five institutions.
One discipline.

2021Present
4 yrs
Family Wellness Program
Program Director · Client Success & Retention
94%
NRR
+
Full lifecycle account management for 100+ active program members. Built a Salesforce CRM retention infrastructure that flagged at-risk accounts 30 days before renewal. Recovered 18% of at-risk renewals through targeted outreach. Scaled the team from 5 to 10 analysts. Achieved 94% net revenue retention through systematic churn reduction and cross-sell execution.
94% NRR 100+ Accounts 18% Recovery Rate Team 5 → 10
20192021
2 yrs
Sharestates
Director of Account Management
$8.2M
Cross-Sell Identified
+
Managed and grew a $100M AUM portfolio across institutional and individual investor accounts, retaining 96% of assets through proactive relationship management and quarterly business reviews. Salesforce account health scoring surfaced $8.2M in cross-sell opportunities, pushing NRR to 115%. Led and coached a team of 10 analysts.
$100M AUM 96% Retention 115% NRR $8.2M Cross-Sell
20172019
2 yrs
State Bank of India
Director · Financial Institutions AM
$150M+
Balance Sheet Impact
+
Retained and expanded a corporate client book to deliver $150M+ in balance sheet impact through strategic account development across 200+ institutional relationships. Grew annual revenue per account by 22% through multi-product engagement and C-suite relationship development across New York’s international banking corridor.
$150M+ Impact 200+ Clients +22% Rev/Account
20152017
2 yrs
Citigroup
Director · Corporate Account Management
#1
Top National 2017
+
Managed 200+ corporate accounts averaging $50M in annual transaction value, maintaining 98% retention and growing wallet share through cross-sell execution that increased revenue per account by 19%. Recognized as Top National Achiever among 1,200+ peers nationwide in 2017. The largest and most complex accounts in the region.
200+ Accounts $50M Avg Txn 98% Retention Top National Achiever
20102015
5 yrs
JP Morgan Chase
Senior Account Manager · UHNW Segment
58/60
Quarters at Quota
+
Primary account owner for 45 UHNW clients across a $100M AUM book covering credit, investment, and custody products. Attained quota in 58 of 60 quarters over five years. 100% retention across the entire client book. Built Salesforce CRM reporting infrastructure for a 12-person team, improving pipeline accuracy by 28%.
$100M AUM 45 UHNW Clients 58/60 Quarters 100% Retention
The Thesis

The spreadsheet
closes the deal. The relationship
opens the door.

I spent 14 years inside four institutions learning the same lesson a different way each time. At JP Morgan, 45 UHNW clients who needed to trust me before they moved a single asset. At Citigroup, 200 corporate accounts where the difference between staying and leaving was one missed call. At Sharestates, holding 96% of a $100M AUM portfolio through proactive relationship management.

Every retention number in my career traces to the same thing: I showed up before they asked. Quarterly business reviews before the contract renewal. Account health scoring 30 days ahead of churn risk. The relationship determines whether anyone lets you open the spreadsheet.

Najib Khan
Director · Business Development & Account Management
Director
of BD
Najib Khan
Verified Anchors

Four numbers.
All documented.

$50M+
Average annual transaction value
across 200+ corporate clients
Citigroup · 2015–2017
96%
Asset retention rate across
a $100M AUM investor portfolio
Sharestates · 2019–2021
58/60
Consecutive quarters at quota
across five years in UHNW banking
JP Morgan Chase · 2010–2015
$150M+
Balance sheet impact through
strategic account development
State Bank of India · 2017–2019
Next Chapter

Open to the
right relationship.

Director of Business Development, Account Management Director, Sales Director. New York metro or remote US. SaaS, Healthcare, Real Estate, and FinTech preferred. Base floor $140K. No commission-only.

Email Najib LinkedIn
Email najib@najibkhan.com
Phone (917) 669-2624
LinkedIn najib-khan-055b4996
Website najibkhan.com
Based In Woodmere, NY