Yogesh Ramesh Manjrekar

• Responsible for digital engagement strategies to enhance partner experience, increase digital platform adoption, and enable seamless transactions.
• Responsible for Relationship Managers’ productivity through targeted training, performance analytics, and strategic engagement.
• Partnered with cross-functional teams to design and execute partner-centric campaigns, strengthening relationships, and improving retention.

• Set up and lead the Centralized Dealing Desk, Call & Trade, and Digital Activation units.
• Designed and deployed high-impact client engagement campaigns (FOMO funnels, personalized notifications) that enhanced app engagement and revenue per client.
• Spearheaded cross-functional strategies for trade activation, retention, and upselling, contributing to consistent revenue growth.

• Built and managed the Centralized Reactivation Desk for inactive and dormant clients across Equity and Derivative segments, improving client engagement and activation metrics.
• Drove revenue growth through strategic re-engagement, upselling, and cross-selling initiatives with Wealth and Investment Products.
• Monitored and evaluated vendor performance, conducted SLA adherence checks, and led process-quality audits to ensure consistent service excellence and operational efficiency.

Kotak Securities Ltd | Nov 2018 – April 2022

• Built and managed the Centralised Dealing Desk to engage inactive and new clients across Equity and Derivative segments, achieving activation and revenue targets.
• Drove revenue growth through client engagement, upselling, and cross-selling of Wealth and Investment Products.
• Promoted Research Calls, Market Insights, and Product Updates to enhance client participation and trading activity.
• Improved dealer productivity through digital tools and system integration initiatives.
• Managed the Lead Management System (LMS), ensuring lead automation, CRM (LeadSquared) data accuracy, and branch query resolution.
• Conducted training programs and vendor performance reviews to maintain service quality and compliance.

Kotak Securities Ltd | Aug 2017 – Oct 2018

• Drove service improvement and process efficiency initiatives across customer operations.
• Managed team KPIs, SLAs, and appraisals, ensuring performance excellence and client satisfaction.
• Led recruitment, training, and mentoring to build a strong and motivated service team.
• Supported system enhancement projects to streamline workflows and improve turnaround time.

Team Leader – Dealing Desk │ Oct 2012 – Jun 2017

• Led the HNI and Call & Trade Desks ensuring SLA, service ratio, and revenue achievement.
• Drove brokerage revenue growth through structured client activation and reactivation campaigns.
• Managed Lead Management and Outbound initiatives, including centralized call drives and branch coordination.
• Oversaw system audits, escalations, and UAT testing for trading terminals, CRM, and mobile trading apps.
• Mentored and trained dealers to enhance client servicing and trading performance.

Dealer – Retail & HNI Segment │ Jan 2010 – Sep 2012

• Executed trades and managed client portfolios across Retail and HNI segments.
• Increased trading volumes through proactive client engagement and research sharing.
• Activated dormant accounts, contributing to consistent brokerage and revenue growth.

• Managed trading operations and client relations across equity and derivative segments.
• Activated inactive accounts, enhanced client participation, and increased trading volumes.
• Managed KYC documentation and account-opening formalities, ensuring compliance.