Rakesh B
Bangalore
Summary
Dynamic and results-driven KYC Analyst and Senior Customer Support Executive with over five years of experience in financial operations, compliance, and client relationship management. Proven expertise in KYC verification, fraud prevention, and process optimization. Recognized for exceptional performance, leadership, and commitment to operational excellence. Adept at collaborating across teams to enhance customer satisfaction and ensure regulatory compliance. Passionate about continuous learning, innovation, and delivering measurable business impact.
Seasoned Sales Executive with proven background in driving revenue growth, managing key accounts and optimizing sales operations. Bring strong skills in negotiation, strategic planning and relationship building. Demonstrated success in leading teams to achieve targets and enhancing customer satisfaction. Committed to leveraging past experiences to contribute significantly to any future role.
Overview
1
1
Certification
9
9
years of professional experience
Work History
Operations & Sales Executive
CRED Vatech ventures pvt
Bangalore
03.2025 - Current
- Coordinated merchant onboarding, POS deployment, and after-sales support to optimize retail client satisfaction.
- Contributed to a 15% increase in merchant acquisition through effective client engagement.
- Ensured accurate documentation and compliance with financial regulations.
- Recognized for maintaining high accuracy in documentation and operational reporting.
- Delivered product demonstrations to potential clients, showcasing key features and benefits.
Senior Customer Support Executive / KYC Analyst
Happay Expense management (Cred)
Bangalore
02.2021 - 07.2024
- Lead KYC verification and compliance processes for corporate clients, ensuring adherence to RBI and internal regulatory standards.
- Managed customer onboarding, document verification, and risk profiling for high-value accounts to ensure compliance and customer satisfaction.
- Collaborate with cross-functional teams to streamline KYC workflows, reducing turnaround time by 25%.
- Spearheaded a KYC process improvement initiative that reduced verification errors by 30%.
- Conducted audits and quality checks to ensure data accuracy and compliance integrity.
- Handle escalated customer issues with professionalism, achieving a 95% resolution satisfaction rate.
- Mentored and trained new team members on KYC procedures and compliance best practices, enhancing team capability.
- Consistently exceeded monthly performance targets and contributed to a 20% increase in client retention.
- A CRED Company
Operations Lead
WickedRide & Bounce
Bangalore
01.2018 - 01.2020
- Oversaw daily operations, fleet management, and customer service, enhancing overall service quality for leading mobility startup.
- Managed team of 15+ executives, facilitating coordination between logistics, maintenance, and customer support for streamlined operations.
- Implemented process improvements that reduced operational downtime by 18%.
- Improved customer feedback scores by 22% through proactive issue resolution and service enhancements.
- Coordinated with vendors and partners, driving timely service delivery and improving customer satisfaction.
- Coordinated with vendors and partners to ensure timely service delivery and customer satisfaction.
- Successfully led the launch of new operational zones across Bangalore.
Education
2nd Puc -
National Institute of Open Schooling (NIOS)
Bangalore, KarnatakaGovt First Grade College, Varthur
Bangalore, KarnatakaSkills
- Sales operations
- Client management
- Call center operations
- Client onboarding
- Regulatory compliance
- Market analysis
- Salesforce
- Zendesk
- Freshdesk
- Excel (Advanced)
- MS Office Suite
- Google Workspace
- Slack
- Microsoft Teams
- Telephony management
- Customer service
- Operations
Certification
- KYC & AML Compliance Professional, 2022
- Customer Service Excellence Award, 2023
Hobbies and Interests
- Traveling
- Blogging
- Theatre & Acting
- Technology Trends
- Process Innovation
Awards Recognition
- Traveling
- Blogging
- Theatre & Acting
- Technology Trends
- Process Innovation
Languages
English
Elementary
A2
Hindi
Elementary
A2
Tamil
Intermediate
B1
Telugu
Intermediate
B1
Timeline
Operations & Sales Executive
CRED Vatech ventures pvt
03.2025 - Current
Senior Customer Support Executive / KYC Analyst
Happay Expense management (Cred)
02.2021 - 07.2024
Operations Lead
WickedRide & Bounce
01.2018 - 01.2020
2nd Puc -
National Institute of Open Schooling (NIOS)
Govt First Grade College, Varthur