YASHESH KUMAR
Delhi
Summary
Results-driven and motivated professional with over 6 years of experience across Credit & Collections, Accounts Management, and Supply Chain Finance. Skilled in deploying technology-enabled solutions such as LeadSquared CRM, Looker Studio dashboards, and Google Workspace tools to streamline business operations, improve visibility, and support data-driven decision-making. Recognized twice as the “Star of the Team” for leading the successful rollout of CRM systems and automating key portfolio dashboards, enhancing operational efficiency across PAN India SCF verticals. Experienced in accounts receivable management, overdue monitoring, MIS reporting, risk assessment, and cross-functional coordination. Known for adaptability, analytical thinking, and a proactive, collaborative approach. Seeking to contribute meaningfully to a dynamic organization that values innovation, compliance, and operational excellence.
Overview
6
6
years of professional experience
Work History
Executive – Credit & Collections
Iris Global Services Pvt. Ltd.
09.2025 - Current
- Responsible for managing all accounts-related activities, including overdue and daily due reports.
- Handle end-to-end collections by coordinating with customers and internal teams.
- Manage and reconcile Accounts Receivable (AR) while ensuring timely payment follow-ups.
- Record TDS deductions and maintain accurate financial documentation.
- Prepare and manage RFCs (Request for Collection) and PDCs (Post-Dated Cheques).
- Track and calculate interest on overdue payments to ensure compliance with company policy.
- Support management in credit control decisions and cash flow optimization.
Executive – Portfolio Management (SCF)
InCred Financial Services Limited
05.2024 - 09.2025
- Automated SCF anchor reports using Looker Studio for real-time portfolio tracking.
- Collaborated with the SCF Head to address business challenges and drive process improvements.
- Conducted R&D on automation and AI-based solutions to enhance operational efficiency.
- Developed dynamic tools to optimize workflows and improve decision-making.
- Managed full lead lifecycle across PAN India RM teams.
- Resolved Metabase reporting issues in coordination with the IT team.
- Executed risk-based location assessments ensuring policy compliance.
- Tracked MIS for leads, collections, and locations nationwide.
- Led LeadSquared CRM implementation — workflow design, configuration, and rollout.
- Handled VFS onboarding, ensuring post-sanction documentation and compliance.
- (SCF vertical transitioned to IDFC First Bank in 2025)
Senior Client Servicing Executive
Weblink India Pvt. Ltd.
12.2021 - 04.2024
- Managed client onboarding and website operations while ensuring timely delivery of projects.
- Coordinated between clients and design teams for website customization and activation.
- Handled KYC documentation, domain transfers, and B2B client communications.
- Enhanced client satisfaction through effective communication and issue resolution.
Client Servicing Executive
Swiggy
10.2020 - 11.2021
- Resolved order, payment, and delivery-related queries via chat and call.
- Processed refunds and tracked orders in real-time to ensure service excellence.
- Maintained strong performance in CSAT, AHT, and FCR metrics.
- Contributed to process improvements through issue trend analysis and feedback.
Client Servicing Executive
Mass Communication, Avantika
08.2019 - 10.2020
- Handled inbound calls, generated quality sales leads, and managed client escalations.
- Identified customer needs, resolved complaints, and maintained long-term client relationships.
Education
Bachelor of Commerce (Pass) - Accounting and Management
Delhi University
New Delhi01.2020
Higher Secondary Education - Commerce with Informatics Practices
Chowgule Public School
Karol Bagh, New Delhi01.2017
Skills
- Credit & Collections Management
- Accounts Receivable & Reporting (AR)
- Financial Documentation & TDS Handling
- Supply Chain Finance Operations
- MIS & Data Analytics (Excel, Google Data Studio, Looker Studio)
- CRM Management (LeadSquared, Workflow Automation)
- Automation Tools & Process Optimization
- Strong Communication & Cross-functional Collaboration
Accomplishments
- Twice awarded “Star of the Team” for successful end-to-end deployment of LeadSquared CRM across the SCF vertical.
- Automated Google Data Studio dashboards for anchor clients, improving portfolio visibility and decision-making.
- Built an internal IT ticketing tool using Google Workspace and Looker Studio for real-time issue tracking and resolution.
- Developed and maintained centralized MIS dashboards for lead tracking, collections, and sales performance.
- Promoted to Senior Client Servicing Executive at Weblink India Pvt. Ltd. for strengthening client relationships and improving satisfaction.
- Enhanced customer support operations at Swiggy, improving issue resolution and communication efficiency.
Timeline
Executive – Credit & Collections
Iris Global Services Pvt. Ltd.
09.2025 - Current
Executive – Portfolio Management (SCF)
InCred Financial Services Limited
05.2024 - 09.2025
Senior Client Servicing Executive
Weblink India Pvt. Ltd.
12.2021 - 04.2024
Client Servicing Executive
Swiggy
10.2020 - 11.2021
Client Servicing Executive
Mass Communication, Avantika
08.2019 - 10.2020
Higher Secondary Education - Commerce with Informatics Practices
Chowgule Public School
Bachelor of Commerce (Pass) - Accounting and Management
Delhi University