With 9 years of diverse experience in financial instrument sales, spanning both domestic and international banking sectors, I bring a wealth of expertise to the table. My career has seen me thrive in roles at major institutions like Deutsche Bank, where I served as a Private Banking Relationship Manager in Mumbai, as well as in the banking and NBFC sectors in India.I possess strong skills in team leadership, customer relations, revenue generation, book building, and business development. My experience also includes project management, portfolio management, and specialization in vacation services.My achievements include ranking 2nd Pan India for digital products at HDFC Bank and receiving the Best Branch Manager award four times at Bajaj Finserv. Additionally, I am certified in Google Digital Marketing, equipping me with the tools to excel in today’s digital-first environment.Currently, I am leveraging my expertise in my role as a Relationship Manager at Mahindra Holidays Resorts India Ltd. in Dubai, where I continue to build strong client relationships and drive business growth.
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Key Account ManagerCrossroads Insurance Brokers Llc -
Senior Relationship ManagerMahindra Holidays & Resorts India Limited May 2024 - PresentDubai, United Arab Emirates -
Sales ManagerBajaj Finserv Feb 2022 - May 2024Mumbai, Maharashtra, India -
Private Banking Relationship ManagerDeutsche Bank Aug 2019 - Feb 2021Mumbai, Maharashtra, IndiaRemarkably decent background in handling Ultra HNI clients. Revenue generation through various financial products. -
Service Delivery ManagerIndusind Bank Aug 2018 - Jul 2019Bhayander EastIt was an 60/40 composition of service and sales..And had a good experince of all sort of clients..Area was residencial and commercial both -
Personal BankerHdfc Bank Limited Nov 2015 - Aug 2018Mumbai Area, IndiaDealing with HNI clients of bank, new acquisition, sales of mutual fund and insurance,Assets or funding clients against properties, maintaining good relation with clients, genrating revenue from wide range of financial products.. And enhancinging the clinet engagement with bank.
Yogesh Chaturvedi Education Details
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Sales, Distribution, And Marketing Operations, General
Frequently Asked Questions about Yogesh Chaturvedi
What company does Yogesh Chaturvedi work for?
Yogesh Chaturvedi works for Crossroads Insurance Brokers Llc
What is Yogesh Chaturvedi's role at the current company?
Yogesh Chaturvedi's current role is Key Account Manager.
What schools did Yogesh Chaturvedi attend?
Yogesh Chaturvedi attended Bharati Vidyapeeth.
Who are Yogesh Chaturvedi's colleagues?
Yogesh Chaturvedi's colleagues are Anzam Mohammed, Gokul Das, Sebastian Dominic, Jacob Johnson, Vijayakumar H S, Sunil Kumar, Anique Akif.
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Yogesh Kumar Chaturvedi
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