Summary
Overview
Work History
Education
Skills
Websites
Interests
Recognitions
Customer Engagements
Profile
Timeline
Generic
Jyoti Bhasker

Jyoti Bhasker

Digital Transformation Leader in CX & CRM
Mumbai

Summary

🎯 Customer Experience Leader | BFSI Transformation Expert

Driving enterprise-wide CX innovation across the BFSI sector by building scalable practices, influencing stakeholders from CXOs to frontline teams, and delivering measurable improvements in customer engagement, loyalty, and business performance.

Overview

27
27
years of professional experience
1999
1999
years of post-secondary education

Work History

Present

Strategic Career Realignment
03.2025 - Current


Focused on blue-sky thinking and AI-first innovation, building on 22+ years in CX and digital transformation. Invested time in upskilling, travel-based reflection, and aligning with future-forward leadership opportunities.

VP

BUSINESSNEXT
02.2022 - 02.2025
  • Founded BUSINESSNEXT Academy, an award-winning digital learning platform for internal and external stakeholders.
  • Launched a centralized Enterprise Knowledge Hub for seamless access to platform-wide functional and technical content.
  • Established a Project Governance function to boost implementation effectiveness and promote knowledge reusability.
  • Conceptualized executive productivity tools and decision-support solutions as part of product innovation.
  • Led cross-functional teams in delivering high-impact projects, improving operational efficiency and client satisfaction.
  • Cultivated a culture of continuous improvement, driving innovation and sustainable growth.

Coach

Life Enrichment Sojourn
06.2020 - 01.2021
  • Developed and curated “Journey to Self”, a corporate program integrating life wisdom principles to enhance personal transformation before organizational transformation.
  • Designed and delivered Life Wisdom courses focused on personal growth and mindful leadership.
  • Earned Level 3 certification in Life Wisdom and contributed as a volunteer researcher with a holistic health group, deepening expertise in wellness

Global Practice Head, AVP

CRMNEXT
07.2008 - 01.2021
  • Led the Global Insurance Practice, managing P&L, strategy, pre-sales, solution demonstrations, and end-to-end implementation with a 60+ member cross-functional team.
  • Headed the SaaS Factory for multi-tenant cloud deployments, securing 10+ new logos across diverse industries within two years.
  • Successfully delivered 12+ large-scale digital transformation projects across BFSI using the CRMNEXT suite—spanning Sales, Service, Digital, and Customer 360 modules.
  • Played a key role in product innovation, conceptualizing and launching components like MDM, BRE, Card Layouts, and Digital Journeys.
  • Launched 7 new verticals including Corporate Banking, Life & General Insurance, Financial Services, Media & Entertainment, Retail, Telecom, and IT Services (2008–2010).

BUSINESS Intelligent Consultant, Marketing CoE and CRM Consultant

Tata Consultancy Services
01.2001 - 01.2008
  • Led Airline Loyalty PoT for American Airlines on Siebel Loyalty Platform showcasing enterprise-scale solution capabilities (Chennai & the US 2008).
  • Owned Customer Analytics Implementation as Project Manager for Tata Motors’ CRM & DMS using OBIEE, driving data-driven insights (Mumbai, 2005–2007).
  • Directed Sales & Marketing Transformation for AXA Life & AXA PP, UK, as Solution Owner for Siebel SFA and Marketing modules (2004–2005).
  • Core Contributor in Marketing & Analytics CoE, delivering cross-geography projects and solutions across India and the US (2004–2008).
  • Led Sales Force Automation Project as Business Analyst for Tata Consultancy Services, enhancing sales processes and CRM adoption (Mumbai, 2003).
  • Supported Oracle Apps & Siebel CRM Implementations across multiple clients for TCS Europe (Netherlands, 2002), ensuring smooth deployment and user alignment.
  • Led Enterprise-wide Business Process Reengineering (BPR) for TCS, identifying automation opportunities and process optimizations (2001–2002).

Regional Sales Coordinator

Reliance Petroleum Limited
07.1999 - 03.2001
  • Led Demand Planning, Sales Forecasting, Budgeting, and Performance Reporting, enabling data-driven target setting and strategic decision-making.
  • Managed Distribution Channel Operations and Partner Servicing, driving operational efficiency and improved dealer engagement.
  • Designed and Executed Regional Dealer Marketing Schemes, boosting participation, sales traction, and regional brand presence.

Management Summer Trainee

Reliance Industries Limited
06.1998 - 08.1998
  • Conducted Industrial Research on PET Packaging Materials across Maharashtra’s industrial belt, earning 1st Prize for application and impact.

Education

Dual PGMBA - IT & Marketing

Bachelor of Engineering - undefined

Skills

  • Customer Relationship Management (CRM)
  • Customer Experience (CX)
  • Business Intelligence (BI)
  • Loyalty Program Management
  • Agile Methodologies
  • SaaS & Cloud Solutions
  • Enterprise Resource Planning (ERP)
  • Business Process Reengineering (BPR)
  • Knowledge Management
  • Learning & Development (L&D)
  • Product Automation (PA)
  • COTS Implementation
  • Artificial Intelligence (AI)
  • Executive Coaching
  • Project Management
  • Portfolio Management
  • P&L Management
  • Consulting & Sales Enablement
  • Project Governance
  • Digital Transformation
  • Change Management
  • Data Governance & Privacy
  • Customer Journey Mapping
  • Design Thinking & Innovation
  • Stakeholder Management & Communication

Interests

Holistic life enthusiast, Nature, Trekking, Travelling, Fitness

Recognitions

  • Award for Elearning program, Brandon Hall
  • Published white papers on setting CoE, Customer Services, Internal
  • Panelist in Industry event, CII Insurance

Customer Engagements

BFSI- ICICI Bank, HDFC Bank, IDFC Bank, Doha Bank, BOI, HDFC Securities, UTI, Niyogin, Reliance Nippon, Tata AIA, SBI Life, ICICI Lombard, Kotak Life, Bajaj Allianz, MetLife, AXA Sunlife-UK, AXA PPP-UK

Others- Media- BigFM, Lokmat, Manufacturing- Tata Motors, Taraspan, Pfizer, Protego India, American Airlines, CRISIL, Pavers England

Profile

Products- BUSINESSNEXT Suite, Oracle Netsuite PA, Oracle Siebel Suite, Siebel Loyalty, Oracle Apps, Adobe LMS, Document 360, MS suite, etc.

Domains -Banking, Financial Services, Insurance, Lending, Consulting, Media, Manufacturing, HighTech, Retail, Automotive, Airlines, etc.

Timeline

Present

Strategic Career Realignment
03.2025 - Current

VP

BUSINESSNEXT
02.2022 - 02.2025

Coach

Life Enrichment Sojourn
06.2020 - 01.2021

Global Practice Head, AVP

CRMNEXT
07.2008 - 01.2021

BUSINESS Intelligent Consultant, Marketing CoE and CRM Consultant

Tata Consultancy Services
01.2001 - 01.2008

Regional Sales Coordinator

Reliance Petroleum Limited
07.1999 - 03.2001

Management Summer Trainee

Reliance Industries Limited
06.1998 - 08.1998

Bachelor of Engineering - undefined

Dual PGMBA - IT & Marketing

Jyoti BhaskerDigital Transformation Leader in CX & CRM