Yashvir Patel

I have over 20 years of work experience in the banking sector. Throughout my career, I have had the privilege of working in both India and various East African countries.

Having built strong relationships with clients, stakeholders, and regulatory bodies, I am known for my ability to communicate effectively and foster long-term partnerships based on trust and integrity. I have a passion for driving innovation, streamlining processes, and optimizing profitability.

I have been associated in developing new products, initiating new branches with the project team and developing assets business by Referral, Social Media, empanelment of DSA Channel, CFOs, CA's, HR Head's, Team Management roles.
 

Yashvir Firdosh Patel is a seasoned banking professional with an expansive career spanning over 20 years. His experience showcases a track record of achievements and a comprehensive skill set in various aspects of banking, including operations management, compliance, risk management, and strategic planning. Yashvir's career overview highlights his results-driven approach and expertise in driving operational excellence, process optimization, and customer satisfaction. He has consistently demonstrated his ability to align strategies with business objectives and market trends to ensure sustainable revenue generation and customer contentment.

Key Skills: Yashvir possesses a diverse range of skills crucial for successful banking operations, including strategic planning, revenue growth, customer experience enhancement, team leadership, relationship management, digital banking innovation, internal audit, risk management, stakeholder engagement, branding and marketing, effective communication, and stakeholder management.

Employment Details:

Prime Bank Ltd, Kenya - December 2020 to January 2023 In his role as Senior Manager, Yashvir exhibited expertise in daily sales, service, and operations management. His leadership resulted in consistently surpassing sales targets, leading to a remarkable 28% increase in revenue. Yashvir successfully advocated and executed the vision for Retail & Digital Banking, while also playing a pivotal role in revenue growth, branch efficiency, customer retention, and formulating high-value customer attraction strategies. His accomplishments include enhancing brand identity, managing risk, and fostering stakeholder engagement.

Shinhan Bank, India - August 2017 to December 2020 As Retail Head, Yashvir drove acquisitions of Retail Assets business and mobilized CASA Deposits. He showcased proficiency in credit portfolio management, restructuring NPA accounts, and strategic planning. Yashvir was instrumental in setting up local branches, developing sales strategies, ensuring compliance, and delivering excellent customer service.

DFCU Bank Ltd, Uganda - April 2015 to February 2017 Yashvir's role as Retail Head - Product demonstrated his ability to coordinate sales, service, and operations management to achieve business goals. He excelled in customer acquisition, digital platform promotion, and revenue generation. Yashvir also contributed to regional sales strategies and effective customer relationship management.

AXIS Bank Ltd, India - September 2010 to February 2015 As a Senior Manager with a focus on operations, Yashvir displayed keen supervision of branch operations, audit assignments, and regulatory compliance. His role involved ensuring branch performance aligned with benchmarks and guidelines, while also managing internal audits and compliance with various norms.

HDFC Bank Ltd, India - November 2004 to August 2010 Yashvir's position as Deputy Manager showcased his expertise in processing clearing activities, dividend warrants, ECS transactions, and security settlements. He excelled in Demat operations, maintaining compliance, and contributing to quality initiatives.

Pravin Ratilal Share and Stock Brokers, India - August 2000 to November 2004 In his role as Senior Depositary Officer, Yashvir effectively managed front office operations, pay-ins, and pay-outs across major stock exchanges. He facilitated customer transactions, including public issues, IPO offers, and mutual fund distributions.

Education and Certifications: Yashvir holds a Bachelor of Commerce degree and has pursued additional certifications in Mutual Funds (AMFI) and Life Insurance Regulation (IRDA). He has also developed expertise in various IT skills, including network and system-related errors, ATM/CDM/POS operations, and key banking software.

Personal Information: Born on November 15, 1974, Yashvir is proficient in English, Hindi, and Gujarati. His global relocation willingness indicates his openness to contributing his skills to diverse banking environments.

• Bachelor of Commerce    :           1998      Gujarat University.                                   

• H. S. C.                          :           1994      Gujarat Education Board.               

• S. S. C.                          :           1992      Gujarat Education Board.            

ADDITIONAL CERTIFICATIONS:

• AMFI  – Mutual Funds ( Advisory Module ).                                                                        
• IRDA  –  Life Insurance Regulator.                                                         

         IT - Skills :  

• Network & System Related Errors.
• MS Office.
• ATM / CDM / POS 
• Key Banking Software primary Finacle/ Flexcube / Temenos 24, AML, Utility Gateways, and AI Applications.