Yashesh Kumar
Jain Nagar, Karala
Summary
Results-driven finance and customer support professional with over 6 years of experience across NBFC, Supply Chain Finance (SCF), and client servicing, specializing in portfolio management, credit & collections, and MIS reporting. Proven track record of managing dealer/vendor portfolios of around ₹150 Cr, monitoring AR/overdues, and supporting risk control through data-driven insights. Experienced in implementing and managing CRM and analytics tools such as LeadSquared and Looker Studio/Google Data Studio to build real-time dashboards for leads, collections, and portfolio performance. Adept at KYC/TDS documentation, process automation, and cross-functional coordination, with strong communication skills and the ability to translate data into actionable decisions in fast-paced NBFC environments.
Overview
6
6
years of professional experience
Work History
Executive - Operations
Iris Global Services Pvt. Ltd.
Mahipalpur, New Delhi
09.2025 - 11.2025
- Managed core Accounts Receivable (AR) and credit funtions, including daily overdue tracking, payment follow-ups, and reconciliation.
- Ensured financial compliance by recording TDS deductions and tracking interest on overdue payments.
Executive - Portfolio Management (SCF)
lnCred Financial Services Limited
Cannaught Place, New Delhi
05.2024 - 09.2025
- Managed a dealer finance & vendor finance SCF portfolio of ~₹150 Cr across East & North India, focusing on portfolio growth, AR/overdue, and collection efficiency.
- Worked on dealer leads from anchor teams, calling prospects to understand requirements, explain SCF products, negotiate terms, and support lead conversion with PAN India RMs.
- Led end-to-end VFS onboarding, including documentation, KYC, sanction coordination, and post-sanction compliance checks (agreements, limits).
- Automated SCF anchor/portfolio MIS using Looker Studio/Metabase, creating real-time dashboards for leads, collections, and risk indicators with IT coordination.
- Implemented and managed LeadSquared CRM workflows for the SCF vertical, tracking RM activity and improving lead lifecycle visibility.
- Collaborated with the SCF Head on process improvements, risk-based location assessments, and dealer engagement initiatives to reduce TATs and strengthen portfolio quality.
- (SCF vertical transitioned to IDFC First Bank in 2025)
Senior Client Servicing Executive
Weblink India Pvt. Ltd.
Kirti Nagar, New Delhi
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
Ghitorni, New Delhi
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, New Delhi
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
New Delhi, Karol Bagh01.2017
Skills
- Credit & Collections Management Reports
- Accounts Receivable & Reporting (AR) Reporting
- Financial Documentation & TDS Handling
- Supply Chain Finance Operations
- MIS & Data Analytics (Excel, Google Data Studio, Looker Studio, Power BI)
- CRM Management (LeadSquared, Workflow Automation)
- Automation Tools & Process Optimization
- Strong Communication & Cross-functional
- Sales Negotiation
- Customer Relationships
- 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 - Operations
Iris Global Services Pvt. Ltd.
09.2025 - 11.2025
Executive - Portfolio Management (SCF)
lnCred 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
08.2019 - 10.2020
Bachelor of Commerce (Pass) - Accounting And Management
Delhi University
Higher Secondary Education - Commerce With Informatics Practices
Chowgule Public School