Yogesh Bharati
Dedicated, result-oriented, and versatile professional with comprehensive experience in client relationship management, microfinance operations, credit operations, and logistics
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About
Dedicated, result-oriented, and versatile professional with comprehensive experience in client relationship management, microfinance operations, credit operations, and logistics. Seeking to leverage my field expertise, customer engagement, portfolio management abilities, and administrative skills to contribute effectively to organizational growth.
Experience
Relationship Officer - New Opportunity Consultancy Pvt. Ltd.
(2025-07 - 2026-08)
- Managed client onboarding, relationship building, KYC verification, and financial loan documentation.
- Organized center meetings, managed loan portfolio collections, and maintained zero-error cash and digital transaction reconciliations.
- Ensured strict adherence to lending compliance, risk assessments, and customer satisfaction standards.
CA (Credit Assistant) - Spandana Sphoorty Financial Ltd.
(2024-01 - 2024-06)
- Handled borrower profiling, credit assessment, KYC documentation, and loan processing.
- Conducted field visits, center meetings, and daily/weekly recovery collections.
- Maintained accurate client data records and digital MIS reporting.
Field Executive - Delhivery.com
- Managed last-mile logistics operations, delivery distribution, and route coordination.
- Handled daily cash-on-delivery (COD) reconciliations and maintained digital delivery logs.
Education
B.Sc. - Swami Ramanand Teerth Marathwada University (SRTMUN) (2022)
H.S.C. (Science) - Maharashtra State Board, Latur Division (2019)
S.S.C. - Maharashtra State Board, Latur Division (2017)
