Venkatesh Kawali

Customer-facing banking and financial services professional with close to 3 years of experience across Video KYC verification, onboarding, and customer support at leading banks and NBFCs (Anand Rathi Global Finance, Jio Payments Bank, Bhanix Finance/Cashe, Kotak Mahindra Bank). Skilled at document verification, customer query resolution, and maintaining service quality standards in high-volume, compliance-driven environments. Known for working effectively under pressure and consistently meeting productivity and accuracy targets.

Senior Officer - Operation - Anand Rathi Global Finance

(2025-05)

• Conducting Video KYC verification for customer onboarding in line with regulatory and internal compliance standards.
• Handling IPO process cases as part of the KYC and onboarding workflow.
• Acting as a single point of contact for customer and stakeholder queries, ensuring timely resolution.
• Managing Loan Against Securities (LAS) offline cases end-to-end across the full journey.
• Part of the digital LAS journey team, coordinating with Relationship Managers (RMs) and Area Managers (AMs) to support and complete customer LAS journeys.
• Well-versed with all software and systems used across the KYC, IPO, and LAS onboarding processes.

Senior operation officer - Jio Payments Bank

(2024-02 - 2024-12)

• Resolved customer queries and concerns promptly and accurately during video-based verification calls.
• Verified customer documents via video calls for salary, corporate, and savings accounts of Jio and Reliance employees and other customers.

Executive operation - Bhanix Finance (Cashe)

(2023-11 - 2024-02)

• Resolved customer queries and concerns promptly and accurately.
• Prepared for customer inquiries by studying products, services, and customer service processes.
• Handled customer queries via outbound telephone calls.

Assistant Manager (vkyc) - Kotak Mahindra Bank

(2021-08 - 2022-06)

• Resolved customer queries and concerns promptly and accurately.
• Prepared for customer inquiries by studying products, services, and customer service processes.
• Improved service quality by recommending process improvements and identifying new product and service applications.
• Achieved productivity standards and goals while maintaining a high level of customer satisfaction.

Customer Support Executive - Sachar Gaming

(2019-11 - 2020-11)

• Understood customer concerns and took appropriate action accordingly.
• Prepared for customer inquiries by studying products, services, and customer service processes.
• Resolved queries and concerns raised by customers promptly and accurately.

Bachelor of Banking & Insurance - Banking & Insurance - Vidyalankar School of Information Technology, University of Mumbai