Summary
Overview
Work History
Education
Skills
Hobbies and Interests
Languages
Personal Information
Accomplishments
Certification
Timeline
Generic
YOGESH KUMAR KAGADA

YOGESH KUMAR KAGADA

Hyderabad

Summary

Dynamic Senior Manager with extensive experience at YES BANK LTD, excelling in client relationship management and financial analysis. Achieved a remarkable book size of 92 CR while leading teams to enhance operational efficiency. Proven track record in investment advisory and strategic planning, driving business growth through effective communication and problem-solving skills.

Overview

19
19
years of professional experience
1
1
Certification

Work History

Senior Manager

YES BANK LTD
Hyderabad
01.2024 - 04.2025
  • Managed CASA, NTB, and ETB accounts for all HNI clients, achieving a book size of 92 CR.
  • Oversaw trade account relationships for inward and outward remittance transactions across Pan India companies.
  • Executed TPP product activities including insurance, health, investments, and various wealth products.
  • Ensured compliance with OD and RKYC requirements during client renewals for all CASA accounts.
  • Facilitated efficient Bank Guarantee, FDBG, and LCBD transactions.
  • Analyzed market research data to identify trends and develop actionable insights for growth.

Manager

AXIS BANK
Vijayawada
07.2022 - 12.2023
  • Oversaw CASA NTB and ETB accounts, catering to HNI clients.
  • Managed relationships with Pan India companies for inward and outward remittance transactions.
  • Onboarded new current accounts for newly incorporated companies.
  • Facilitated TPP product activities, including insurance, health, investments, and wealth products.
  • Analyzed financial documents such as ITRs, balance sheets, and other financial records.
  • Administered banking operations for firms, focusing on fund-based and secured loans.

Manager

ICICI BANK LTD
Hyderabad
07.2019 - 06.2022
  • Executed onboarding of CASA, NTD, and ETB, managing asset book size of 100 crores.
  • Reviewed financial documents, including income tax returns and balance sheets, for thorough assessments.
  • Onboarded cash credit limits and overdrafts for rural businesses across multiple regions.
  • Renewed overdraft facilities alongside GST OD, MOD, and JET OD accounts for existing clients.
  • Cultivated partnerships through interactions with Elite Trade Relationship Group in Hyderabad.
  • Managed current account openings for new companies and supervised bank guarantee processes.

Branch Manager

VEDANG FOREX SOLUTION LTD
Hyderabad
05.2018 - 03.2019
  • Managed Hyderabad Branch operations for Retail and Bulk divisions, ensuring profitability.
  • Oversaw sales of Visa Travel Money cards, including uploading and reloading transactions.
  • Facilitated Western Union money transfers, foreign demand drafts, telegraphic transfers, and wire transfers.
  • Handled general office administration tasks, such as scheduling and budgeting.
  • Prepared daily and monthly sales reports to track performance metrics.
  • Controlled branch costs and expenses, maintaining strict adherence to budget limits.
  • Assigned daily and monthly sales targets to enhance team performance.
  • Monitored aging reports to ensure timely resolution of outstanding issues.

Deputy Manager

HDFC BANK LTD
Hyderabad
04.2016 - 12.2017
  • Managed prepaid card portfolio for pan India corporates, including Forex and prepaid cards.
  • Resolved all service-related escalations for prepaid cards from corporates.
  • Processed loading and reloading requests for Forex prepaid cards per corporate requirements.
  • Oversaw management of various prepaid cards, including GIFT PLUS, MONEY PLUS, FOOD PLUS, FOREX PLUS, Corporate Purchase Card, and Multi Currency Card.
  • Activated sales of Visa Travel Money Cards and Travel Master Cards for HDFC Bank.
  • Reported directly to central Zonal Head regarding portfolio performance.

Branch Manager

ORIENT EXCHANGE & FINANCIAL SERVICES PVT LTD
Hyderabad
07.2014 - 03.2016
  • Managed Hyderabad Branch's Retail and Bulk divisions, ensuring sustained profitability.
  • Oversaw sale and management of Visa Travel Money cards, including uploading and reloading transactions.
  • Facilitated Western Union transfers, foreign demand drafts, telegraphic transfers, and wire transfers.
  • Directed general office administration, including scheduling, budgeting, and appointment management.
  • Prepared daily sales reports and compiled monthly performance analyses.
  • Monitored branch costs and expenses to maintain budgetary compliance.
  • Assigned daily and monthly sales targets to team members for performance tracking.
  • Managed aging reports, ensuring timely resolution of outstanding issues.

FOREX EXECUTIVE

TATA CAPITAL LTD (forex div)
Hyderabad
07.2007 - 06.2013
  • Managed retail team while securing corporate partnerships to enhance business growth.
  • Developed retail operations, achieving significant market presence.
  • Captured diverse market segments, including travel agencies and overseas consultancy services.
  • Facilitated transactions with banks to leverage referral business opportunities.

OFFICER

Transcorp International Ltd.
Hyderabad
09.2006 - 06.2007
  • Executed marketing initiatives across all district areas to promote Western Union services.
  • Provided training on Western Union software to enhance agent proficiency.
  • Processed transactions for Western Union, ensuring accuracy and compliance.
  • Conducted bank reconciliation statements to verify financial records.
  • Maintained comprehensive records of agent commissions for transparency.
  • Managed operations in districts including Nalgonda, Warangal, Hanmakonda, and Mahaboob Nagar.

Education

BACHELOR OF COMMERCE - Finance And Accounting

Maithry Dr College Osmania University
Hyderabad
01.2007

INTERMEDIATE C.E.C -

Gotham Junior College
Hyderabad
03.2003

SSC -

Jai Bharti High School
Hyderabad
03.2001

Skills

  • Windows XP and Microsoft Office
  • Client relationship management
  • Financial analysis and regulatory compliance
  • Transaction processing and market research
  • Investment advisory and wealth management
  • Team leadership and staff development
  • Risk management and strategic planning
  • Business development and sales forecasting
  • Effective communication and corporate communications
  • Problem-solving skills and typewriting proficiency

Hobbies and Interests

  • Playing cricket
  • More interested in gathering knowledgeable information

Languages

  • Telugu
  • Hindi
  • English

Personal Information

  • Date of Birth: 11/20/84
  • Nationality: Indian
  • Marital Status: Married

Accomplishments

  • Selling travelers' checks for more than 100 lakhs USD of American Express
  • Certificate from YES BANK LTD for archiving and national ranking, 2nd place pan-India
  • A foreign trip from many banks

Certification

  • NISM-certified
  • IRDA-certified

Timeline

Senior Manager

YES BANK LTD
01.2024 - 04.2025

Manager

AXIS BANK
07.2022 - 12.2023

Manager

ICICI BANK LTD
07.2019 - 06.2022

Branch Manager

VEDANG FOREX SOLUTION LTD
05.2018 - 03.2019

Deputy Manager

HDFC BANK LTD
04.2016 - 12.2017

Branch Manager

ORIENT EXCHANGE & FINANCIAL SERVICES PVT LTD
07.2014 - 03.2016

FOREX EXECUTIVE

TATA CAPITAL LTD (forex div)
07.2007 - 06.2013

OFFICER

Transcorp International Ltd.
09.2006 - 06.2007

BACHELOR OF COMMERCE - Finance And Accounting

Maithry Dr College Osmania University

INTERMEDIATE C.E.C -

Gotham Junior College

SSC -

Jai Bharti High School

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YOGESH KUMAR KAGADA