Jayshree Venkatesan

Financial Sector Specialist

Jayshree Venkatesan has extensive global expertise in developing customer-centric practices for financial services providers. She has worked for more than a decade the private, nonprofit, and academic sectors to expand financial services to low-income and underserved households. At CGAP, Ms. Venkatesan works on developing customer outcomes frameworks that can be adopted by regulators and financial services providers.

Ms. Venkatesan has worked on a report on consumer financial capability for the Center for Financial Inclusion at ACCION. She is currently working on barriers to adopting digital payments at the last mile with Cashless Catalyst. . She also researches issues on customer protection and privacy for Dvara Trust. She is an independent director on the Board of Centrum Microcredit Private Limited, a wholly owned subsidiary of the Centrum Group. Ms. Venkatesan was the chief executive officer and founding member of IFMR Mezzanine Finance (now a part of Dvara Trust), where she was involved in structuring the first Indian mezzanine fund that invested in microfinance institutions.

Ms. Venkatesan holds a Master’s in Business Administration from MDI, Gurgaon, and a Bachelor’s in Mathematics from Mumbai University. She is based in India. She is fluent in Hindi, Tamil, and Kannada.

By Jayshree Venkatesan


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How to Transform Agent Banking with an Agent-Centric Approach

What happens when financial services providers begin thinking of agents as customers? Follow the story of AMK, a microfinance institution in Cambodia, as it embarks on this journey.

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Fine Tuning Kaleido: A Key Step for Customer-Centricity

Janalakshmi Financial Services, Jana Foundation, CGAP and Innovation Labs partnered to develop a tool called Kaleido that provides the foundation for building a customer-centric organization. An initial survey of the tool offers several key findings.