Aarti Patil
Navi Mumbai
Summary
Results-driven Operations and Business Excellence professional with 14+ years of experience across financial services, business operations, strategic initiatives, process improvement, MIS reporting, analytics, and product support. Proven track record in managing PAN India operational reporting, workflow optimization, dashboard automation, productivity analysis, TAT improvement, and stakeholder coordination across banking and financial services environments. Experienced in supporting senior management with actionable MIS, process governance, business insights, operational analytics, and cross-functional coordination. Strong exposure to process documentation, automation initiatives, RCA, operational controls, and performance tracking across lending, collections, product operations, and sales support functions.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Sr. Manager – Equity Product Group
ICICI Securities Ltd.
Navi mumbai
08.2016 - Current
- Managed product-related MIS reporting, operational tracking, and performance monitoring for equity product teams.
- Prepared management presentations, analytical reports, and business dashboards for leadership reviews.
- Automated multiple operational reports, improving reporting efficiency and reducing manual dependency.
- Monitored product performance trends through data analysis and business reporting.
- Coordinated with Regional Product Managers for goal sheet preparation and productivity tracking.
- Supported customer issue resolution through FCRM system coordination and operational follow-ups.
Assistant Manager – Business Operations
Aspire Home Finance Corporation Ltd.
09.2015 - 08.2016
- Supported branch operations and coordinated with branch management teams across operational activities.
- Managed operational tracking for collections, audit pendency, PDC exhaust monitoring, and disbursement targets.
- Prepared Daily Performance Trackers, branch MIS reports, rejection analysis, and operational summaries.
- Managed incentive calculation processes for sales agents and operational teams.
- Handled legal process coordination for default customer cases.
- Developed operational flowcharts and training materials for process awareness and team alignment.
Assistant Manager – Corporate Planning & Strategic Initiatives
Fullerton India
02.2012 - 06.2015
- Managed process excellence and operational improvement initiatives across lending and financial services workflows.
- Developed process notes and operational manuals for Treasury, Personal Loans, Mortgage, and Customer Portal workflows.
- Designed and automated dashboards, MIS reports, and operational tracking systems for management reporting.
- Conducted Root Cause Analysis initiatives to improve operational efficiency and reduce process TAT.
- Prepared PAN India product performance reports and business analytics dashboards.
- Generated analytical reports including rejection analysis, exception reports, and approval rate tracking.
Management Trainee
Fullerton India
12.2010 - 02.2012
- Worked on vintage analysis, delinquency analysis, operational performance studies, and credit MIS.
- Prepared operational MIS reports, collection reports, and business performance reports.
- Supported cost analysis initiatives and operational review reporting.
Education
Executive MBA -
Southern New Hampshire University
Post Graduate Diploma in Banking & Finance -
SIES College of Management Studies
Bachelor in Management Studies (BMS) -
Mumbai University
Skills
- Business Operations Management
- MIS Reporting using SQL
- Dashboard Automation using Tableau
- Process Improvement & RCA
- Strategic Initiatives
- Operational Analytics
- TAT Monitoring & Optimization
- Management Reporting
- Workflow Documentation
- Stakeholder Coordination
- Performance Tracking
- Sales Operations Support
- Product Operations
- Cross-Functional Collaboration
- Advanced MS Excel
- MS Office Suite
- PowerPoint Presentations
- MIS & Dashboard Reporting
- VISIO Flowcharts
- Data Analysis
- Tally ERP
Certification
- AMFI – Mutual Fund Dealers Module
- IRDA Certification
- NCFM Certification – Equity Derivatives (Beginners Module)
Languages
Gujarati
First Language
English
Beginner
A1
Marathi
Beginner
A1
Hindi
Beginner
A1
Timeline
Sr. Manager – Equity Product Group
ICICI Securities Ltd.
08.2016 - Current
Assistant Manager – Business Operations
Aspire Home Finance Corporation Ltd.
09.2015 - 08.2016
Assistant Manager – Corporate Planning & Strategic Initiatives
Fullerton India
02.2012 - 06.2015
Management Trainee
Fullerton India
12.2010 - 02.2012
Executive MBA -
Southern New Hampshire University
Post Graduate Diploma in Banking & Finance -
SIES College of Management Studies
Bachelor in Management Studies (BMS) -
Mumbai University