About Me
YASHVENDRA YADAV
5 Years 9 Months Experience
07th June 1993
+91-7043427889
connectyashvendra@gmail.com
27/10 Jogipura Barkhedi bhopal462008
Relationship Manager
Competent Professional with experience in the areas of: Customer relationship
I Getting business opportunities from managed customers I Digital Banking,
CMS I Client Relationship Management I Key Account & Stake Holder
Management I Product Sales for generating profit | Business Portfolio
Monitoringand Analysis I Training to new employees I Supporting in Regulatory
Compliance and Audits I Customer Satisfaction & Retention
Work Experience
August 23- Present: Yes Bank Ltd Bhopal, Madhya Pradesh
Personal Banker
⦁ Assisting customeís with existing financial accounts and
helping them open new ones.
⦁ Acquiring new accounts (Current and Savings) from branch
catchment area.
⦁ Maintaing and increment the managed CASA book along with
major relationship with the customer.
⦁ Assessing a customeí’s needs and finding banking solutions.
⦁ Helping customeís with debit oí cíedit caíd issues.
⦁ Identifying oppoítunities foí upselling to meet sales quotas.
⦁ Answeíing banking questions and píoviding aid with
financial píoducts like loan optionsand applications.
⦁ Helping clients customize theií bank accounts.
⦁ Opening and closing bank accounts on behalf of clients.
⦁ Educating customeís on financial seívices.
Oct’21 – August23:
1
ICICIBankLtd Davangere, Karnataka
Relationship Manager
⦁ Assisting customers about several banking products and generating business
from them to generate revenue from the existing base by providing them
account services, trade, forex and digital based bankingsolutions.
⦁ Migrating clients on digitized platforms.
⦁ Driving product penetration to ensure business team achieve targets of digital
parameter such as I mobile app, NACH, NET-IT, PG and Connected Banking
and updating on recent advancements on digital bankingproducts.
⦁ As a Relationship Manager connecting with customer, respective service
providing & cross functional to ensure service delivery as per client’s
expectation.
⦁ Managed a portfolio of the mapped customer for getting there 360*
analysis, there requirements from time to time.
⦁ Analyzing industry specific data sets, trends & providing potential leads for new
customer acquisition
⦁ As a relationship managers to comprehend customers’ requirements
correctly in order to provide them customized banking solutions
⦁ Liaison with industry associations, startups, consultants/CA/CS/Law firms &
portfolio clients periodicallyto share recent advancements in the digital space
of online transactions, CMS banking solutions, ESCROW and OPGSP
arrangements
⦁ Ensuring that the on boarded customer is KYC Complaint for Domestic and
Cross Border Transactions.
⦁ Ensuring that all trade transactions are FEMA & AML Compliant and adhered to
RBI regulations
⦁ Assisted with customer feedback, evaluated areas for improvement, provided
critical feedback to the associate on improvements, and achieved higher
customer satisfaction
Jul’19 – Oct’21: ICICI Bank Ltd Ahmedabad, Gujarat
Customer Service Officer
⦁ Operated cash management for the branch.
⦁ Assisted customers regarding purchases and offered customer
support.
⦁ Developed a reputation for the prompt service and was
commended for accuracy andefficiency. Had a knowledge of
branch operations. Instituted monthly performance reviews to
identify issues and increased customer satisfaction ratings
from 1 to 10.
2
⦁ Was in charge of counting money in cash registers at the start of
shifts to make sure thatamounts were correct and that there was
sufficient change.
⦁ Monitored checkout stations and assisted check out
personnel by handing cash andchange. Maintained
constructive working relationships.
⦁ Addressed customer service concerns, resolving issues and
ensuring exceptional experiences. Conducted weekly
meetings to communicate issues and weekly goals,
answering and resolving employee questions or concerns.
⦁ Cross-train employees to overcome potential workflow issues
Jan’18 – Jun’19 : ICICI BANK Ahmedabad,Gujarat
Privileged Banker -INBOUND
⦁ Provided information to customers regarding banking products.
⦁ Was known as a team player with excellent interpersonal skills.
Organize all operations, focusing onquality and consistency.
⦁ Address and resolve privileged customers concerns, maintaining brand
loyalty and increasing customersatisfaction ratings to 100%
⦁ Cross-train employees to overcome potential workflow issues
Awards & Honors
⦁ Asset business of Rs 5Cr Achievement in FY 21-22.
⦁ Progressive Performance for FY 22-23 QoQ Achievement: Q1 -85%, Q2 -89%
& Q3 -103% in business
parameters
⦁ Appreciated for 3Cr Fund & Non-Fund Based Disbursement from asset
products & liabilities.
⦁ Amritsar Qualifier for Life Insurance Revenue in Q2 FY 20-21
⦁ Appreciated by Zonal Head for win back of one of the big clients by booking FD
of 12 Cr digitally
⦁ Rated with 3 and 2 in FY 20-21 and FY 19-20 subsequently
⦁ Goa Qualifier from Home Loans Revenue in the Month of Jan 2020
⦁ Awarded for Asset Disbursement 4 Cr in West zone for becoming top
3
performer in Q3 FY19
⦁ Awarded top performer from Retail business Head for doing 5 lac of General
Insurance in FY19
⦁ Asset Disbursement of 3 Cr from managed clients in ICICI BANK for the Month
Q4 FY18-19
⦁ Awarded for offering Connected Banking Solutions in Q4 FY 18-19
⦁ Won Lunch with ED Mortgage Contest for Best Zonal Performance for
Mortgage cases
Education
Degree Institute Grade/Score Year
Post Graduate Diploma, Manipal Academy for Banking &
7.8[CGPA] Jan 2018
Banking & Finance Insurance
Bachelor of Technology, Computer Oriental Institute of Science June2016
Science Engineering and Technology 8.5[CGPA]
Internships
ICICI Bank Ltd MPMKVVCL NVDA
Bhopal, Madhya BHOPAL, MADHYA BHOPAL, MADHYA PRADESH
Pradesh PRADESH
Sep 2017 – Nov 2017 May 2015 -June 2015 August 2016 -August
2016
