Salesforce
Harshil Patel
Onboarding Team Leader And Office Manager
Ahmedabad
Summary
Detail-oriented Onboarding Specialist with expertise in KYC compliance and process improvement. Analyzes customer data to identify risks and develops training programs that enhance team capabilities and regulatory adherence. Manages human resources teams to deliver compliance and workforce initiatives, focusing on recruitment, retention, and staff development. Develops HR strategies aligned with business objectives and adapts quickly to new environments.
Overview
6
6
years of professional experience
2031
2031
years of post-secondary education
2
2
Certifications
3
3
Languages
Work History
Onboarding Team Leader
HPBL IT SOLUTIONS PRIVATE LIMITED
Ahmedabad
10.2019 - 05.2025
- Analyzed customer data to identify potential risks and suspicious activities.
- Assisted in training junior staff on KYC regulations and best practices.
- Identified process improvement opportunities, and proposed actionable solutions to enhance KYC procedures.
- Developed training materials for staff on topics related to KYC compliance.
- Performed due diligence reviews of customer data to ensure compliance with KYC regulations.
- Conducted regular audits of customer files to verify the accuracy of documentation.
- Collaborated with other departments to ensure that all customer information is accurate, and up-to-date.
- Analyzed data to provide insights and recommendations for mitigating conduct risk.
- Worked closely with new hires, answering questions and addressing various concerns during onboarding process.
- Set performance expectations for the team, monitoring progress towards goals and providing constructive feedback as needed.
- Developed team members'' skills through targeted coaching sessions, resulting in improved individual performance.
- I have Managed a team of 40 people from different offices
Office Manager
HPBL IT SOLUTIONS PRIVATE LIMITED
Ahmedabad
10.2019 - 05.2025
- Coordinated schedules and meetings for team members and executives to optimize time management.
- Implemented organizational systems to enhance office efficiency.
- Developed office policies that enhanced productivity and boosted employee morale.
- Managed daily office operations to ensure a smooth workflow.
- Assisted in budgeting and financial tracking for office expenses.
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Coordinated office events and meetings, ensuring timely execution and optimal scheduling for all participants.
- Completed bi-weekly payroll for 50 employees.
Education
Data Scienctist - Data Science
DATAMites
Ahmedabad 04.2001 -
BBA - Business Administration And Management
JG Instuite of Business Administration
Ahmedabad04-2017
High School Diploma -
Som Lalit School
Ahmedabad03-2014
Skills
Regulatory analysis
Problem-solving
Team building
Leading team meetings
SMART goals
Flexible schedule
Process improvement
Software
Python
MySQL
Excel
Certification
IABAC - International Association of Business Analytics Ceetification
Timeline
IABAC - International Association of Business Analytics Ceetification
04-2026
NASSCOM - National Association of Software and Service Companies
04-2026
Onboarding Team Leader
HPBL IT SOLUTIONS PRIVATE LIMITED
10.2019 - 05.2025
Office Manager
HPBL IT SOLUTIONS PRIVATE LIMITED
10.2019 - 05.2025
Data Scienctist - Data Science
DATAMites
04.2001 -
BBA - Business Administration And Management
JG Instuite of Business Administration
High School Diploma -
Som Lalit School