Yogesh Tarate

• Developed and executed strategic plans to support the vision of the organization.
• Enterprise Sales Leader for the India market in BFSI, Gaming, and Alternate Technology Organizations.
• Introduced, marketed, and executed sales for TransUnion Global Fraud Solutions in the Indian market.
• Acquired large logos for TransUnion India with a complete understanding of fraud solutions and payment technologies market.

Directed Enterprise Sales Vertical for IDfy across Western and Southern India.

Managed enterprise Banking and NBFC client relationships to drive revenue growth.

Prepared and delivered product demonstrations to prospective clients, enhancing sales opportunities.

Cultivated strong connections with CXOs in BFSI, Gaming, and Fintech sectors.

Established reputation as a key figure in banking with expertise in SaaS, anti-fraud, and credit bureau solutions.

Engaged regularly with senior leadership in BFSI for discussions on digitization and regulatory updates.

• Liaise with key stakeholders to drive sales of Experian’s digital solutions & facilitating them with latest products to achieve their aspirations of market growth & product growth
• In depth knowledge & understanding of lending industry across various segments & providing products to suit client’s current & future fitment for better market reach, retention & penetration
• Develop GTM strategies for clients for new product segments & geographies
• Always abreast of the market trends & be ahead of the curve to consult clients with latest & upcoming industry distortion and cull out an opportunity in the market
• Market intelligence & competition mapping to be ahead in designing strategies to suit client requirements on ID & Fraud Products, Analytics solutions & digital acquisition, customer management & collections solutions of Experian India
• Interacting internally with product & implementation teams to understand the latest trends & developments on client requirements & deliver solutions accordingly.

• Main objective was to create higher levels of penetration for TU CIBIL and its products & increasing utilization of services to drive revenues
• Annual revenue target of $ 3 Mn achieved for FY19
• Managing engagements to meet client expectations, build, deepen and broaden client Relationships
• I have handled sales of Fraud/Risk Management Solutions, Decisioning Solutions, KYC Automation Solution, Digital Banking Transformation Projects and IT Solutions to help the Financial Institution to achieve their key business objectives

• Managing a team of 14 relationship managers for Axis Remote Banking channel
• Wealth management & advisory services for HNI & Ultra HNI clients with a SA & TD book of 113 Cr & AUM of 136 Cr
• Profiling of Axis priority clients and offering investment solutions
• Planning Investment Strategies for HNI & Ultra HNI Clients
• Cross selling & upselling of financial products (Mutual Funds, AIF,SIP, Home Loan)

• Portfolio managed was around 114 Cr and CASA book of 23 Cr with 119 SA & 4 CA relationships
• Working with research team for client consultancy & portfolio management services
• Managing Trade Forex for Exim clients
• Cross selling of third-party products such as Mutual funds, General Insurance, Credit card, assets
• TFX, Life insurance & structured products
• Establishing tie-ups with developers for asset products and for shipping & airline companies

• Acquired HNI and UHNI clients through diverse channels.
• Provided objective analysis of markets, individual stocks, and global economy to clients.
• Served as active member of PReMIA’s Client Advisory Desk, enhancing client engagement.
• Advised on third-party investment solutions, including insurance, FMPs, SIPs, commodities, PMS, and in-house products.

• Acquisition & servicing of HNI & UHNI clients
• Acquisition of new customers & managing existing client relationship, cross sell third party products