Yagya Joshi

I am a curious, driven banking professional transitioning from sales floors into backend operations within global finance.

In my current role at HDFC Bank I process loan files, assess credit eligibility, complete KYC and manage card operations through the bank's CRM, ensuring smooth disbursals and strong compliance. I regularly upsell to higher-intent prospects and manage HNI client relationships, which sharpened my client-management and risk-assessment skills. This hands-on exposure confirmed that backend operations and process excellence are where I deliver the most value.

Previously at Equentis Wealth Advisory Services I processed subscriber payments for equity advisory services, supported sales for high-end private equity clients, provided SQL advisory, and handled MIS support. I bring strengths in credit analysis, Excel, CRM management and MIS, and I am on a mission to break into the global finance world through robust process flows and compliance.