Yogesh Parulekar

Vice President - Operations and Customer Excellence at Kuvera.in

Yogesh Parulekar has worked in various roles since 2004. Yogesh began their career at HDFC Bank as a Senior Manager, where they were responsible for opening 3 IN1 Accounts - Savings, Depository and Trading Account opening PAN India, as well as overseeing Account Maintenance Activities. In 2015, they became the Head of Operations at Scripbox, where they identified and set up a Process for hassle free On Boarding of customers, led a team of 20 members, and provided ongoing support to customer support team. In 2017, they were appointed the Head of Operations and Partnerships at WealthApp Financial Advisors Pvt. Ltd., where they were responsible for overseeing the day to day Operations, leading the Customer Support team, and keeping up to date with Regulatory & market developments. In 2019, they took on roles as Vice President - Operations and Customer Excellence and AVP - Operations and Customer Excellence at Kuvera.in, as well as Vice President at Dev Mantra, where they were actively involved in building online platform for filing Income Tax Return and Wealth Management, handling customer queries and complaints resolution, and leading the sales team.

Yogesh Parulekar's education history consists of a Bachelor of Commerce degree from Mumbai University Mumbai, obtained between 1999 and 2003, as well as two diplomas from Welingkar Institute of Management - one in Business Management and one in Financial Management, obtained between 2003 and 2004. Yogesh has also obtained additional certifications from the Indian School of Business, Harappa Education, and NISM.

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