Open to opportunities

Pooja Yadav

@poojayadav7

Message

I grow branch liability portfolios through relationship management, deposits, cross-selling, and compliance.

India

Message

What I'm looking for

I'm looking to grow in relationship management, branch banking, compliance, or operations roles where I can build customer portfolios, drive deposit growth and service quality, and support strong KYC, AML, audit, and regulatory standards.

I've grown retail branch liability portfolios at Kotak Mahindra Bank through CASA acquisition, fixed deposits, and cross-selling mutual funds, SIPs, insurance, and home loans. As the dedicated Relationship Manager for Walmart, KPMG, and Deloitte accounts, I delivered tailored banking solutions while meeting daily and monthly branch targets.

Now, at Deep Enterprises (Data Links Computer), I support SBI Customer Service Point banking operations through KYC verification, customer service, stakeholder coordination, and Advanced MS Excel MIS reporting. I bring a service-to-sales approach grounded in customer retention, regulatory compliance, audit readiness, and efficient issue resolution.

Experience

Work history, roles, and key accomplishments

Current

Business Operations Manager

Current

Deep Enterprises (Data Links Computer)

Apr 2022 - Present (4 years 4 months)

Managed banking operations as an SBI Customer Service Point, handling customer due diligence, KYC verification, and end-to-end query resolution. Prepared MIS reports and performance tracking using advanced Excel to support operational management.

KYC Customer Due Diligence Banking Operations Customer Service MIS Reporting

Deputy Manager, Client Relationship & Compliance

Kotak Mahindra Bank

Jan 2017 - Mar 2022 (5 years 2 months)

Managed a mapped customer portfolio and achieved branch liability targets through a service-to-sales approach, consistently meeting daily required rates. Drove CASA, fixed deposit, mutual fund, SIP, insurance, and home loan sales while ensuring KYC/AML compliance and audit standards.