Srikanth Venkatesh profile photo 1 on Tal

Srikanth Venkatesh

Strategic Business Operations & Finance Lead with experience in Global Organizations. Expert in the confluence of FP&A, Business Operations,& System Integration. Transition Mgt, vendor contract negotiations, Automations.

India

7+ years of work experience

Dec 20241 y 9 moPresent

Bangalore

Identified new markets and opportunities for growth in existing markets. Advocated for gathering customer insights and competitor information among executives to inform strategic decisions. Managed challenging customer negotiations and escalations. Delivered ongoing training on product knowledge, sales techniques, and objection handling to improve team capabilities. Designed and implemented a friendly competition among team members using leaderboards and sales challenges to drive engagement. Set SMART (Specific, Measurable, Achievable, Relevant, Time-bound) targets for the team. Implement corrective actions for underperformers, while offering support to improve
Ujjivan Small Finance Bank
Jan 20245 moJun 2024

Bangalore

Monitored team performance and progress towards goals, identifying improvement areas and delivering feedback to enhance team effectiveness. Tracked team tasks, deadlines, and accomplishments using project management software to ensure alignment with project goals. Analyzed business performance data to identify areas of strength and improve areas of weakness. Escalated and resolved customer inquiries and complaints, ensuring timely and effective resolution. Implemented customer feedback mechanisms, leading to an improvement in client satisfaction scores. The customer service representative may call a customer to inform them of a sale, tell them about a new product that may interest them, or ask if they are interested in upgrading their current services
HDFC Bank
Nov 20212 y 1 moDec 2023

Bangalore

Led team to achieve top ranking in unsecured loans through strategic guidance. Established team goals and objectives that increased team performance by 80% Monitored team performance and identified areas of improvement, resulting in a 70% increase in team efficiency Managed a team of 12 members, fostering collaboration and communication. Established clear roles and responsibilities for each team member, allowing for better accountability and collaboration Coordinated cross departmental efforts to ensure smooth project execution and on-time delivery. Implemented a performance appraisal system that provided employees with timely and personalized feedback Addressed customer inquiries regarding banking services, ensuring satisfaction and effective problem resolution.
HDFC Bank
May 20192 y 6 moNov 2021

Bangalore

The role of a Relationship Manager is to enhance the existing relationship with HNI customers by analyzing their needs and then cross-selling various products and services, such as current and savings accounts, loan products, and third-party products like insurance and mutual funds. Ranked consistently in top 15 relationship managers, demonstrating strong client engagement and service delivery. Received Star Performer Award from Group Head and Channel Head for exceptional sales performance and client relationship management. Achieved IRDA certification for HDFC Bank, enhancing ability to offer comprehensive insurance solutions. Qualified for all life insurance contests in HDFC Bank. Achieved qualification for MDTR through completion of required training and assessments. Life insurance qualification traveled domestically and internationally
InfoTrack Telematics
Jul 20187 moFeb 2019

Bangalore

Served as escalation point for complex customer issues, achieving timely resolutions that enhanced client retention. Maximized customer satisfaction by resolving service issues promptly. Implemented feedback-gathering mechanisms to improve service delivery and enhance customer experience. Called customers to schedule appointments for service-related issues, ensuring timely resolutions. Processed and issued product orders and service upgrades for customers. Assisted in the fulfillment of customer orders placed over the telephone

Srikanth’s AI Stack

claude code
claude code
cursor
cursor
elevenlabs
elevenlabs
geminicli
geminicli
github copilot
github copilot
langgraph
langgraph

Education

Bachelor's degree, Finance & Marketting

Surana PG centre

20042 yrs2006

Sarita

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Headline

Strategic Business Operations & Finance Lead with experience in Global Organizations. Expert in the confluence of FP&A, Business Operations,& System Integration. Transition Mgt, vendor contract negotiations, Automations.

About

Strategic Business Operations and Finance Lead with over 15 years of experience, worked as an Business Analyst at Cisco Systems (India) Private Limited. Skilled in financial planning and analysis (FP&A), process automation, system integration, and vendor contract negotiations, with a strong focus on driving efficiency in global organizations. At Cisco, contributed to identifying significant cost-saving opportunities by collaborating with Legal, Finance, and IT teams. Expertise includes transition management, strategic business operations, and leveraging AI productivity tools like Microsoft Copilot to streamline workflows. Dedicated to enabling data-driven decision-making and operational excellence.

Location

India

AI stack

claude code

cursor

elevenlabs

geminicli

github copilot

langgraph

Work experience

Business Head at Vyes global, Dec 2024 - Present · 1 y 9 mo, Bangalore, Identified new markets and opportunities for growth in existing markets. Advocated for gathering customer insights and competitor information among executives to inform strategic decisions. Managed challenging customer negotiations and escalations. Delivered ongoing training on product knowledge, sales techniques, and objection handling to improve team capabilities. Designed and implemented a friendly competition among team members using leaderboards and sales challenges to drive engagement. Set SMART (Specific, Measurable, Achievable, Relevant, Time-bound) targets for the team. Implement corrective actions for underperformers, while offering support to improve

Team manager at Ujjivan Small Finance Bank, Jan 2024 - Jun 2024 · 5 mo, Bangalore, Monitored team performance and progress towards goals, identifying improvement areas and delivering feedback to enhance team effectiveness. Tracked team tasks, deadlines, and accomplishments using project management software to ensure alignment with project goals. Analyzed business performance data to identify areas of strength and improve areas of weakness. Escalated and resolved customer inquiries and complaints, ensuring timely and effective resolution. Implemented customer feedback mechanisms, leading to an improvement in client satisfaction scores. The customer service representative may call a customer to inform them of a sale, tell them about a new product that may interest them, or ask if they are interested in upgrading their current services

Team manager at HDFC Bank, Nov 2021 - Dec 2023 · 2 y 1 mo, Bangalore, Led team to achieve top ranking in unsecured loans through strategic guidance. Established team goals and objectives that increased team performance by 80% Monitored team performance and identified areas of improvement, resulting in a 70% increase in team efficiency Managed a team of 12 members, fostering collaboration and communication. Established clear roles and responsibilities for each team member, allowing for better accountability and collaboration Coordinated cross departmental efforts to ensure smooth project execution and on-time delivery. Implemented a performance appraisal system that provided employees with timely and personalized feedback Addressed customer inquiries regarding banking services, ensuring satisfaction and effective problem resolution.

Relationship Manager at HDFC Bank, May 2019 - Nov 2021 · 2 y 6 mo, Bangalore, The role of a Relationship Manager is to enhance the existing relationship with HNI customers by analyzing their needs and then cross-selling various products and services, such as current and savings accounts, loan products, and third-party products like insurance and mutual funds. Ranked consistently in top 15 relationship managers, demonstrating strong client engagement and service delivery. Received Star Performer Award from Group Head and Channel Head for exceptional sales performance and client relationship management. Achieved IRDA certification for HDFC Bank, enhancing ability to offer comprehensive insurance solutions. Qualified for all life insurance contests in HDFC Bank. Achieved qualification for MDTR through completion of required training and assessments. Life insurance qualification traveled domestically and internationally

Consultant at InfoTrack Telematics, Jul 2018 - Feb 2019 · 7 mo, Bangalore, Served as escalation point for complex customer issues, achieving timely resolutions that enhanced client retention. Maximized customer satisfaction by resolving service issues promptly. Implemented feedback-gathering mechanisms to improve service delivery and enhance customer experience. Called customers to schedule appointments for service-related issues, ensuring timely resolutions. Processed and issued product orders and service upgrades for customers. Assisted in the fulfillment of customer orders placed over the telephone

Education

Bachelor's degree, Finance & Marketting, Surana PG centre

Sarita