Summary
Overview
Work History
Education
Skills
Former Firms
Extra-Curricular Activities
Core Skills Expertise
Current Firm
Languages
Timeline
Generic

Yodhay Bhaskar

Gurgaon

Summary

Experienced and accomplished senior executive with a strong background in business planning, revenue development, and change management. Bringing 9 years of leadership experience, this candidate possesses a strategic and entrepreneurial mindset to drive success. Known for a forward-thinking approach, they have consistently delivered impressive results and achieved significant accomplishments throughout their career.

Overview

9
9
years of professional experience

Work History

Assistant Vice President - Corporate Solutions

Yes Bank
09.2023 - Current
  • Managed a ₹30 Cr portfolio, increasing client wallet share by 35% through targeted account growth strategies
  • Led a team of 7 RMs, ensuring 98%+ client retention through proactive customer success initiatives
  • Generated ₹8 Cr+ in upsell revenue by cross-selling corporate CCs, B2B vendor payments, and salary accounts
  • Onboarded 25+ new corporate clients, increasing digital banking adoption by 40%
  • Reduced churn by 22% by implementing early warning systems for at-risk accounts

Senior Manager

Kotak Mahindra Bank
01.2022 - 08.2023
  • Managed a ₹25 Cr portfolio, supporting 100+ mid-market corporate clients in finance and trading
  • Increased revenue by ₹6 Cr annually by promoting Kotak's corporate credit and digital payment solutions
  • Drove 90%+ contract renewals, maintaining strong relationships with CFOs and finance teams
  • Enhanced client onboarding success, improving adoption of digital banking platforms by 35%

Manager

AU Small Finance Bank
07.2021 - 12.2021
  • Grew SME portfolio from ₹10 Cr to ₹18 Cr, onboarding 50+ new business clients in manufacturing and retail
  • Implemented fintech-driven lending strategies, leading to a 20% increase in SME loan approvals
  • Developed training programs for 3+ relationship officers, boosting team performance by 20%

Relationship Manager

IndusInd Bank
01.2019 - 06.2021
  • Increased bank revenue by ₹12 Cr+ through cross-selling credit lines, corporate accounts, & treasury solution
  • Expanded client base by 30%, adding ₹15 Cr in new deposits and investments
  • Improved SME banking penetration in Tier-2 cities, onboarding 75+ businesses in Noida, Jaipur, and Chd

Business Growth Manager

Safetrax
03.2018 - 10.2018
  • Boosted recurring revenue by ₹3 Cr, optimizing SaaS-based fleet management solutions for corporate clients
  • Increased customer retention by 20%, ensuring seamless onboarding and ongoing engagement

MICE (Meetings, Incentives, Conferences, Events) Manager

Yatra.com
02.2017 - 02.2018
  • Managed B2B travel accounts worth ₹15 Cr, catering to corporate clients in IT, pharma, and manufacturing
  • Onboarded 30+ enterprise accounts, increasing Yatra's corporate travel bookings by 40%
  • Negotiated exclusive travel partnerships, securing ₹5 Cr+ in annual corporate contracts
  • Implemented CRM-driven customer success strategies, leading to a 25% increase in client retention

Senior Executive

Secure Now Insurance Brokers
03.2016 - 10.2016
  • Managed corporate insurance portfolios worth ₹10 Cr, optimizing group health, liability, & insurance policies
  • Developed risk assessment models, leading to a 15% reduction in insurance claim rejections
  • Increased corporate insurance penetration by 30%, onboarding 20+ new business clients across finance, retail, and manufacturing
  • Conducted data-driven client risk assessments, ensuring compliance with IRDAI regulations and improving claim settlement rates
  • Strengthened partnerships with insurance providers, negotiating competitive premium rates for high-value corporate clients

Education

MBA (PGDM) - Marketing

Management Institute for Leadership and Excellence
01.2016

Bachelor of Social Science - undefined

Guru Nanak Dev University
01.2014

Skills

  • B2B Key Account Management
  • Customer Success & Retention
  • Revenue Growth & Expansion
  • Corporate Insurance & Risk Advisory
  • Enterprise & MSME Client Management
  • CRM & Analytics Tools
  • Salesforce
  • HubSpot
  • Zoho
  • Power BI
  • Advanced Excel
  • Corporate presentations
  • Financial analysis and planning
  • Business strategy creation
  • Corporate communications
  • Strategic planning
  • Reporting, meeting minutes, records management
  • Business development
  • Public speaking

Former Firms

  • Kotak Bank
  • AU Bank
  • IndusInd Bank
  • Mtap Technologies
  • Yatra

Extra-Curricular Activities

Customer Success & Key Account Management - Coursera / HubSpot / LinkedIn Learning CRM & Analytics: Salesforce, HubSpot, Zoho, Power BI, Advanced Excel Insurance & Risk Management - Expertise in corporate insurance, risk assessment, and compliance

Core Skills Expertise

  • B2B Key Account Management - Managed portfolios worth ₹10-50 Cr
  • Customer Success & Retention - Reduced churn by 18-30% through strategic engagement
  • Revenue Growth & Expansion - Increased customer portfolio value by ₹5-10 Cr annually
  • Corporate Insurance & Risk Advisory - Expertise in group health insurance, liability coverage, and compliance
  • Enterprise & MSME Client Management - Handled mid-market businesses with ₹10 Cr+ annual revenue
  • CRM & Analytics Tools - Expert in Salesforce, HubSpot, Zoho, Power BI, Advanced Excel

Current Firm

Yes Bank

Languages

English
Advanced (C1)
Hindi
Advanced (C1)
Punjabi
Advanced (C1)

Timeline

Assistant Vice President - Corporate Solutions

Yes Bank
09.2023 - Current

Senior Manager

Kotak Mahindra Bank
01.2022 - 08.2023

Manager

AU Small Finance Bank
07.2021 - 12.2021

Relationship Manager

IndusInd Bank
01.2019 - 06.2021

Business Growth Manager

Safetrax
03.2018 - 10.2018

MICE (Meetings, Incentives, Conferences, Events) Manager

Yatra.com
02.2017 - 02.2018

Senior Executive

Secure Now Insurance Brokers
03.2016 - 10.2016

Bachelor of Social Science - undefined

Guru Nanak Dev University

MBA (PGDM) - Marketing

Management Institute for Leadership and Excellence
Yodhay Bhaskar