Summary
Overview
Work History
Education
Skills
Timeline
Generic

Avinash Vinod

Bengaluru

Summary

Strategic CX leader with 14+ years of experience across investment banking and fintech, specializing in customer engagement, satisfaction strategy, and operational excellence. Proven success in driving cross-functional collaboration, implementing scalable customer experience programs, and aligning CX goals with broader business objectives. Leverages customer analytics to influence strategic CX initiatives, improve service delivery, and elevate key success metrics.

Overview

15
15
years of professional experience

Work History

Head - Customer Experience

KredX
07.2019 - Current

Product-Led Process Design & Strategic CX Ops

  • Designed and operationalized scalable CX processes (SOPs, workflows, KPIs) aligned with product and business goals, ensuring readiness for scale.
  • Drove automation of high-friction user touchpoints in collaboration with Product & Engineering, reducing support volumes and increasing feature adoption.
  • Led continuous improvement initiatives that delivered faster resolution cycles and improved NPS and CSAT scores.
  • Created governance frameworks (service quality, audit, feedback loops) that enabled better data capture and CX strategy iteration.

Customer Insights to Product Strategy

  • Acted as a bridge between CX, Product, and Tech—translating customer pain points into actionable product inputs and roadmap priorities.
  • Enabled feedback-to-feature loops through structured data, VOC programs, and cross-functional reviews.
  • Influenced the development of self-serve tools and platform enhancements that reduced churn and increased user engagement.

Cross-Functional Leadership & Stakeholder Alignment

  • Led CX strategy across digital and assisted channels, ensuring cohesive user journeys and service standards.
  • Partnered with Operations, Risk, and Compliance to align process design with platform policies and regulatory standards.
  • Managed strategic vendor and partner relationships across key CX touchpoints, ensuring SLA compliance and enabling scalable, high-quality service delivery.

Sr Analyst

Goldman Sachs
07.2013 - 05.2019
  • Perform daily reconciliations of cash, positions, and transactions between the hedge fund’s internal records and external records from prime brokers, custodians, and other third-party service providers.
  • Ensure that all transactions, including trades, corporate actions, and fund transfers, are accurately recorded and matched.
  • Communicate with relevant parties, including prime brokers, custodians, and internal teams, to resolve discrepancies in a timely manner.
  • Collaborate with technology teams to develop and implement system enhancements and new reconciliation tools.
  • Achieved management objectives, consistently hitting deadlines and performance targets.

Sr Associate

Oracle Financial Services
09.2011 - 06.2013
  • Develop and enforce data integrity policies, standards, and procedures tailored to BlackRock's global operations.
  • Ensure compliance with regulatory requirements specific to investment management and BlackRock's internal data governance policies.
  • Collaborate with global teams to maintain data integrity across different regions and business units.
  • Monitor and report on data integrity metrics and performance to senior management.
  • Manage and mentor the Data Integrity Group team members, fostering a culture of excellence and continuous improvement.

Analyst

Deutsche Bank
03.2010 - 08.2011
  • Manage the operations and administration of syndicated loans, including coordinating with syndicate members, agents, and borrowers.
  • Process syndication transactions, including loan disbursements, repayments, and fee distributions.
  • Maintain accurate records of syndicated loan transactions and ensure compliance with syndication agreements.
  • Provide support to the front office and other departments on syndicated loan-related queries and issues.

Education

Masters in Business Administration - Finance

Sikkim Manipal University
Bengaluru, KA
06.2014

Bachelor's Degree in Business Management - Finance

Kristu Jayanti College
Bengaluru, KA
05.2010

Skills

  • Insight-Driven Stakeholder Collaboration
  • Strategic Leadership & Team Management
  • Holistic Strategic Planning & Execution
  • Cross-Functional Collaboration & Alignment
  • Innovative Problem-Solving & Root Cause Analysis
  • Interpersonal Communication & Negotiation Expertise
  • Data-Driven Decision-Making & Critical Thinking
  • Client Health Monitoring & Experience Strategies (CSAT, NPS)
  • Technology Integration & CRM Solutions Deployment
  • Process Optimization & Continuous Improvement

Timeline

Head - Customer Experience

KredX
07.2019 - Current

Sr Analyst

Goldman Sachs
07.2013 - 05.2019

Sr Associate

Oracle Financial Services
09.2011 - 06.2013

Analyst

Deutsche Bank
03.2010 - 08.2011

Masters in Business Administration - Finance

Sikkim Manipal University

Bachelor's Degree in Business Management - Finance

Kristu Jayanti College
Avinash Vinod