BFSI Consultant | Digital Banking | Banking Transformation | SME & Corporate Banking | Client & Partner Management | Business Development | BFSI Solutions

Rajajinagar

Bengaluru

Bengaluru

Greater Bengaluru Area

Bangalore Urban

Master of Business Administration - MBA, Project Management
NICMAR University

Civil engineering, Civil Engineering
SJM Institute of Technology (SJMIT)
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Download Tal BossBFSI Consultant | Digital Banking | Banking Transformation | SME & Corporate Banking | Client & Partner Management | Business Development | BFSI Solutions
I am a BFSI professional with 9+ years of experience across banking, financial services, partner management, business development, client acquisition, relationship management and portfolio growth. My experience spans SME and corporate banking, lending and liability products, CASA, term deposits, insurance, investments, partner acquisition and account management. I have worked closely with customers, partners and internal stakeholders to understand business requirements, identify opportunities and develop solutions aligned with business and customer objectives. Across my career, I have developed strong capabilities in: • BFSI business consulting and stakeholder engagement • Banking and financial services processes • SME and corporate banking • Digital banking and BFSI transformation initiatives • Client and partner onboarding • Business development and portfolio growth • Process and requirement understanding • Key account and relationship management • Cross-functional stakeholder coordination • Sales pipeline and CRM management • Customer experience and relationship deepening • Compliance, KYC/AML and regulatory awareness My professional goal is to leverage my BFSI domain knowledge and customer-facing experience in IT BFSI consulting, digital banking, BFSI transformation and business transformation roles, helping organizations translate business requirements into effective banking and financial-services solutions. I bring a combination of BFSI domain understanding, commercial perspective, stakeholder management and hands-on experience working with customers and business partners.
Bengaluru
Director AI counsulting at VoizPanda, Oct 2026 - Present · 1 mo, Rajajinagar
Relationship Manager at YES BANK, Feb 2025 - May 2026 · 1 yr 4 mos, Bengaluru, BFSI Consultant – Banking & Digital Transformation | Key Account Management • Consulted with SME and corporate clients to understand business, banking and financial requirements across lending and liability products. • Supported customers in identifying appropriate banking solutions across working capital, CASA, term deposits, loans, insurance and investment products. • Managed end-to-end client relationships, from requirement identification and solution alignment through acquisition, relationship development and portfolio growth. • Worked with internal banking stakeholders to coordinate credit proposals and facilitate solutions aligned with customer requirements. • Identified opportunities to increase customer wallet share through cross-selling, relationship deepening and portfolio development. • Managed a CASA portfolio exceeding ₹12 Cr through strategic customer acquisition and relationship expansion. • Consistently achieved 100%+ annual business targets through customer acquisition, relationship development and solution-led engagement. • Managed prospect and opportunity pipelines from lead generation through conversion and ongoing relationship management. • Built long-term relationships with SME and corporate stakeholders, supporting retention, recurring business and portfolio growth. • Applied knowledge of RBI regulations, KYC/AML requirements and internal compliance frameworks while managing banking relationships.
Manager at Bajaj Finserv, Oct 2023 - Feb 2025 · 1 yr 5 mos, Bengaluru, • Engaged with customers and business stakeholders to understand financial requirements and identify appropriate lending and financial-service opportunities. • Supported customer acquisition and business growth through structured market development, prospecting, referrals and relationship-led engagement. • Developed market segmentation and penetration approaches to identify new business opportunities and improve market coverage. • Managed the customer lifecycle from prospect identification and acquisition through relationship development and portfolio deepening. • Analyzed customer and market opportunities to identify potential areas for revenue and portfolio growth. • Managed sales and opportunity pipelines, ensuring systematic follow-up from lead generation through conversion. • Strengthened existing customer relationships through cross-selling, account development and ongoing engagement. • Coordinated customer-facing activities and internal stakeholders to support efficient execution of financial-service requirements.
Assistant Manager at Bajaj Finserv, Jun 2022 - Oct 2023 · 1 yr 5 mos
Co-Founder at Steelthrough, Jan 2020 - May 2022 · 2 yrs 5 mos, Greater Bengaluru Area, Led strategic business operations with responsibility for P&L management, commercial performance and business growth. • Developed revenue channels and customer acquisition strategies to support market expansion. • Designed and managed sales processes to improve business development and customer acquisition activities. • Worked directly with customers and business stakeholders to understand requirements and develop long-term commercial relationships. • Identified opportunities for market expansion and revenue diversification through new channels and customer segments. • Managed cross-functional business priorities across strategy, customer development and operational execution.
Business Development Manager at OYO, Jun 2018 - Jan 2020 · 1 yr 8 mos, Bangalore Urban, • Managed partner acquisition and onboarding across the OYO partner ecosystem. • Conducted market mapping and prospecting to identify and develop new partner opportunities. • Managed the partner lifecycle from acquisition and onboarding through activation, account growth and retention. • Worked with partners to understand business requirements, identify growth opportunities and improve account performance. • Coordinated contract management and partner engagement to support continued business generation. • Developed long-term partner relationships focused on revenue growth, account development and retention. • Built and maintained a pipeline of prospective partners through structured business development activities.
Master of Business Administration - MBA, Project Management, NICMAR University
Civil engineering, Civil Engineering, SJM Institute of Technology (SJMIT)