Tushar Bhatia

Salesforce | CRM Transformation | BFSI Technology | Process Automation & Integrations

Role: Associate Vice President at Kotak Neo
Location: Pune, MH, IN
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Tushar Bhatia

With 9 years of experience in Product & Project Management, I specialize in building AI-driven fintech solutions, digital lending products, and automating workflows using Salesforce & Agile methodologies. At Bajaj Finserv, I led ₹100Cr+ monthly disbursements through zero-denial lead management and integrated AI-powered chatbots & partner APIs, enhancing engagement and scalability.My expertise lies in: Product Strategy & Growth – Scaling fintech products with data-driven insights. AI & Automation – Leveraging AI for invoice processing & customer journey automation. Partner Integrations & Salesforce – Streamlining fintech operations & cross-border payments. Agile & Compliance – Navigating fintech regulations to ensure seamless product launches. Now exploring opportunities! If you’re looking for a product leader who blends tech, strategy, and execution to drive impact, let’s connect.#Fintech #ProductManagement #DigitalLending #AI #Salesforce

Experience

Associate Vice President
Kotak Neo
Nov 2025 — Present

Education

Indian Institute of Management Ahmedabad
Accelerated General Management Programme, Business Administration and Management, General
Ahmedabad Institute Of Technology
Master of Business Administration (M.B.A.), Marketing
2014 — 2016

Skills

Event Planning
Crm
Jira
Leadership
Project Management
Powerpoint
Customer Service
Business Development
Public Speaking
IT Project Implementation
Vendor Management
Higher Education
Microsoft Office
Time Management

Contact information

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Work email
•••••@kotaksecurities.com
Personal email
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Current company

Kotak Neo

Capital Markets · 7.9K employees · Mumbai, Maharashtra, India

At Kotak Neo, we foster talent and nurture an environment that values, supports, and inspires every individual. Recognized as a Great Place to Work®, we are committed to transparency, ethical conduct, and a strong work ethic within a stable and well-established financial services landscape. We believe professional growth is key to success. Our internal training and mentorship programs equip employees with the skills needed to excel in dynamic financial markets. By nurturing talent from within, we create clear pathways for career advancement and leadership development. Innovation is at the heart of our success. Kotak Neo leverages cutting-edge technology and digital tools to enhance service delivery, ensuring our team remains at the forefront of industry advancements. This focus on innovation drives operational excellence while offering employees opportunities to pioneer new solutions in the financial sector. Our inclusive culture is a cornerstone of our organization. We celebrate diverse perspectives, fostering an environment where every voice is heard and valued. By championing equity and diversity, we empower employees to contribute meaningfully to our collective success. We also recognize the importance of work-life balance. Through flexible work arrangements and wellness programs, we ensure employees thrive both professionally and personally. Beyond business, we are dedicated to making a positive impact. Our Corporate Social Responsibility initiatives focus on financial literacy, education, and livelihood programs, empowering underserved communities through capacity building and skill development. At Kotak Neo, you’re not just part of a team—you’re a valued member of a family united by shared values, a passion for progress, and a commitment to excellence in financial services. Disclaimer: https://www.kotakneo.com/disclaimer/

kotaksecurities.com

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About Tushar Bhatia

Experience

Associate Vice President

Education

Indian Institute of Management Ahmedabad

Ahmedabad Institute Of Technology

Skills

Find verified contacts for anyone on LinkedIn