Harsh Vardhan
Gurgaon
Summary
Analytical professional with experience in fintech banking at Kotak Mahindra Bank, focusing on SME client engagement and collaboration with credit and operations teams. Demonstrated ability in problem discovery, financial analysis, and cross-functional teamwork. Skilled in translating customer needs into effective, scalable solutions. Seeking to apply expertise in a Product Management role within a fintech or analytics-driven organization.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Management Trainee
Kotak Mahindra Bank
Gurgaon
05.2025 - Current
- Managed portfolio of 20–40 SME and mid-corporate clients, fostering long-term relationships as primary contact for working capital needs.
- Generated ₹40–50 Cr in working capital limits by acquiring and expanding CASA, OD, CC, BG, and LC products.
- Analyzed client financial statements and cash flows to identify new business opportunities, driving 15–20% revenue growth.
- Coordinated with credit, operations, legal, and compliance teams to ensure timely sanction and disbursement, reducing turnaround time by 20–25%.
- Conducted comprehensive financial analysis and credit assessments to support proposals and risk evaluations.
- Led meetings and negotiations with CXOs and finance heads, achieving over 90% client retention rate.
- Gained exposure to B2B sales, relationship management, financial analysis, and stakeholder coordination.
Assistant store manager
Satyam Readymade Store
04.2021 - 01.2023
- Managing marketing and sales- Boosted product visibility and sales through detailed event and print advertising, aiding in 10% increase in sales figure.
- Managed daily operations, including stock checking and product quality, for 12 product variants; ensured timely staff complements and precise customer satisfaction.
- Planning new initiative- Initiated new market expansion strategy: introducing seasonal product, increasing store footfall by 25%, and partnering with new supplier.
- Revenue generation- Significantly increased sales by implementing targeted marketing campaign that resulted in 30% growth which was close to 15 lakhs.
Senior academic counsellor
Vedantu Innovation Pvt. Ltd.
01.2020 - 01.2021
- Lead Conversion- Enhanced customer acquisition by 15% through internal database conversions into business, significantly elevating efficiency in targeted marketing.
- Email campaigns- Designed and deployed 40+ targeted emails with LeadSquare CRM software, boosting customer engagement by 40% and enhancing service awareness.
- Maintaining Sales funnel- Utilized CRM software to manage database of 1500+ business clients, enhancing long-term relations and increasing customer satisfaction.
- Market research- Leveraged market studies for strategic pitches, counseling and mentoring to engage with 40+ students, increasing business acquisition by 20%.
- Fostered consistent sales success, crossing ₹5 lakhs for 3 consecutive months, contributing to revenue growth through strategic product diversification.
- Analyzed student needs for the JEE/NEET two-year course, uncovering essential factors that drive purchase decisions and successfully enhancing student engagement.
- Enhanced pipeline efficiency through focused sales funnel management, resulting in conversion rate on leads and generating substantial revenue within a brief timeframe.
Education
MBA- General -
T.A. Pai Management Institute
Manipal01.2025
BBA- Marketing -
Alliance School of Business
Bangalore01.2019
Class XII -
Doon Sr. Secondary School
Muzaffarpur01.2016
Class X -
Sushant Public School
Muzaffarpur01.2014
Skills
Client and stakeholder management
Data analysis and financial reporting
User research and requirements gathering
Cross-functional collaboration
Performance analysis and funnel optimization
Content development and value proposition creation
Certification
- Digital Marketing, Completed One certified Marketing course on Fundamentals of Digital Marketing (Google Digital Unlocked), 2021
- Banking product and services (ICICI Bank Pvt. Ltd.), Handling Aura Account which is designed to cater to the needs of working women, offering a variety of features and benefits tailored to their lifestyle., 2019
- Market research for lead generation, Initiated and led targeted market research for lead generation, which enhanced brand outreach by 30% and identified competitor tactics to improve customer acquisition., 2019
- Social media marketing intern, Grow by little, Bangalore, Designed and executed social media campaigns, growing audience by using organic content optimization techniques., Reached higher social media traffic of 10% to business pages by crafting targeted social media campaigns., 2022
Accomplishments
Brand Mania, Secured 2nd runner up position in Brand mania, which is a case competition focused on buying company portfolio by bidding in the first round and the presenting the reasons in the last round., 2023
Extracurricular Activities
Marketrix served as President of the Marketing Club, leading 4 workshops and 3 networking events for over 300 students at Conclave 2018, fostering industry connections.
In 2018, as Team Leader in social work, I orchestrated 15 rallies and 10 campaigns on waste segregation and cleanliness, engaging over 1,000 people through Nukkad natak organized in various government schools and hospitals.
In 2024, as a captain in sports, I managed team dynamics, fostered communication, and won 4 out of 6 games, contributing to a runner-up finish in the annual sports competition, which is commonly known as Speed.
Projects
Sales and distribution management- Understand business terms and operating processes between the company (Havells) and primary/secondary channel partners (distributor/retailer/DSA), and channel value proposition, understand the evolution of the distribution channel, the challenges, opportunities, and characteristics of the distribution business
Brand management- Measured brand equity for Sunfeast Dark fantasy chocofills, Cadbury oreo, Britannia Bourbon, Parle fab le using Kevin keller Brand equity model., Analyzed qualitative and quantitative findings, interpreting and suggesting recommendations for Sunfeast Dark Fantasy Chocolate to enhance brand loyalty and brand awareness.
Consumer behavior- Analyzed marketing communications towards consumer behavior, integrated five advertisements by crafting insightful descriptions, analyzed consumer perception to pinpoint consumer behavior, unveiling key influences, and proposing actionable steps to improve customer experience
Positions Of Responsibility
Project management (BrandScan), developed and executed social media marketing campaigns focused on enhancing brand image
Developed and managed a curated content strategy, enriching online engagement by 30% on two key platforms
Assisted in the execution of 10 projects for market research for companies like Cavin Kare, ITC, Cipla, Too Yumm, and Dulux
Led the Grand Reveille event for over 35 participants, successfully managing logistics and operations to deliver a seamless experience
Utilized strategic planning and project management to guide 40+ teams in selecting 10+ live projects for BrandScan MBA at Tapmi
Employed strategic communications to organize and manage 15+ meetings between faculty and students, resulting in streamlined questionnaires and in-depth reports, collaborated with 81+ members, ensuring project completion and execution
Timeline
Management Trainee
Kotak Mahindra Bank
05.2025 - Current
Assistant store manager
Satyam Readymade Store
04.2021 - 01.2023
Senior academic counsellor
Vedantu Innovation Pvt. Ltd.
01.2020 - 01.2021
MBA- General -
T.A. Pai Management Institute
BBA- Marketing -
Alliance School of Business
Class XII -
Doon Sr. Secondary School
Class X -
Sushant Public School