Yogesh Katariya

Co-Founder & CFO

Yogesh Katariya

As Co-Founder and CFO, I drive the financial vision and operational strategy of Axionyx. With extensive experience in operations and client retention, I ensure our growth is both rapid and sustainable.

Financial Strategy
Client Operations
Risk Management

Core Competencies

Financial Planning95%
Operations Management90%
Client Retention95%
Strategic Leadership92%

Experience

Current Position

Customer Relationship Manager – Operations

Petpooja (Prayosha Food Services Ltd.)

Key Impact: Spearheaded end-to-end customer lifecycles, significantly improving adoption rates and minimizing churn through proactive engagement.
  • Onboarding Leadership: Lead the customer onboarding process, including initial setup, configuration, and virtual/in-person product training sessions to ensure successful adoption.
  • Lifecycle Management: Manage end-to-end customer relationships for clients purchasing Petpooja software, acting as the primary point of contact post-purchase.
  • Technical Support: Provide continuous support for Petpooja Retail Invoice and Purchase software, resolving customer queries and technical issues to ensure uninterrupted usage.
  • Retention Focus: Track customer engagement and product usage to prevent dropouts, support renewals, and maintain high long-term satisfaction levels.
SaaS CRM Onboarding Training Retention
1 Year

Customer Operations Executive

Lendingkart Finance Limited

Key Impact: Streamlined post-disbursal compliance and CKYC processes, ensuring 100% data accuracy and regulatory adherence.
  • Compliance Management: Managed customer documentation and compliance processes for business loan clients, handling CKYC creation and updates through the CERSAI portal.
  • Data Integrity: Ensured accurate customer data management in line with regulatory requirements, supporting smooth post-disbursal customer operations.
  • Operational Support: Assisted in maintaining seamless customer journeys after loan disbursement through effective internal coordination.
FinTech Ops CKYC Compliance Data Mgmt
5 Years

Client Coordination & Relationship Management

Event Management Industry

Key Impact: Orchestrated complex workforce logistics for high-profile wedding and corporate events, ensuring seamless execution.
  • Strategic Liaison: Acted as the central liaison between event companies (e.g., Acube Events, Event Tadka) and on-ground manpower teams.
  • Resource Management: Managed client coordination and workforce supply, handling scheduling, communication, and real-time issue resolution.
  • Operational Excellence: Ensured the smooth execution of large-scale events by maintaining strict quality control over manpower services.
Event Ops Logistics Team Mgmt Coordination