Himanshu Kumawat
Jaipur
Summary
Dynamic and results-oriented professional with 7 years of experience applying exceptional planning and problem-solving abilities toward enhancing business plans and day-to-day activities in consulting,business operations, financial operations, mortgages and loans verification, banking and payments, client onboarding, customer service etc. Bringing solid understanding of commercial banking products and onboarding clients , excellent interpersonal skills, an eye for spotting recruiting the right talent for the company. Eager to leverage expertise in technical leadership and financial services to drive success as the Manager, Technical Consulting at Salesforce's Global Delivery Centre (GDC). Possessing a proven track record in team management, career development, and project oversight. I am committed to building and nurturing high-performing teams while delivering exceptional customer outcomes with a keen focus on leveraging Industry Cloud functionality and innovative methodologies. I am poised to drive growth and innovation within the Financial Services practice, ensuring optimal client satisfaction and business success.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Team Leader Client Onboarding
JP Morgan Chase
Bengaluru,KA
11.2022 - Current
- Managing a team of 15 and providing coaching & feedback to IC's. Preparing monthly and yearly scorecards and training new hires and helping them with their onboarding tasks and activities for a smooth experience
- Managing portfolio of high-net-worth commercial banking clients, understanding their banking needs, preferences, and risk tolerance
- End to End implementation of banking products for commercial real estate clients via internal CRM tool with high accuracy and quick TAT's
- Proactively build and manage relationships with key internal stakeholders across a range of businesses and geographies improving the experience for commercial clients and handling application issues, including troubleshooting, identifying, escalating and resolving.
- Helping in eliminating repetitive manual tasks by the use of Studio X by automation , saving FTE's for the firm.
- Leader of people's committee in the team and managing leadership visits, townhalls , BRG events and DE & I activities. Also a leader of marketing pillar for filming promotional videos and spreading awareness over things within the firm
- Taking daily problem solving meetings for the entire team as a product specialist. Assigning projects and delegating daily tasks to team members to optimize group productivity.
- Assisting with recruitment efforts by interviewing potential candidates and providing input on hiring decisions.
- Participating in regular meetings with senior leadership to provide updates on team progress.
Manager
Better.com
Gurgaon
01.2020 - 05.2022
- Team Handling as Manager and quality checking, reviewing of daily activities, work scheduling, report to higher management of daily performance Prepare monthly, quarterly and yearly performance scorecards for ICs
- Monitored over 140 employees' day-to-day activities and made plans to rectify issues. Ensure individual KPIs' are met on monthly basis
- Hands-on experience in streamlining Standard Operating Procedures (SOP) and formulating Quality Effective solutions for enhancing operations smoothly to maintain Turn Around Time (TAT)
- Preparation & posting of process update SOP's (Insurance) , timely tracking and reporting of changes implemented. Connecting with third party insurance companies to update the mortgage clause on P&C insurance
- Analyzing end users affordability for the proposed loan ensuring all necessary checks are done by the team that includes KYC and previous repayment history.
- Prepare monthly, quarterly and yearly performance scorecards for ICs.
Process Developer
Genpact
Jaipur
08.2018 - 01.2020
- Analyzing applicant financial status, credit, and property evaluation to determine feasibility of granting loan. Reviewing, processing, closing and administering loan proposals
- Verification of Income, expenses, assets, pay slips, financial statements and/or tax returns for individuals, business and trusts. Check and verify KYC status
- Perform other data checks to ensure that applicant is not defaulter of bank or any other institutions using internal data checks /Credit History Assessment Report/ Equifax Report (as applicable)
- To identify non-compliance during verifications & initiating loan application cancellation
Quality Analyst
Teleperformance
Jaipur
01.2017 - 08.2018
- Handled US customers' queries via chat & calls
- Analyze data to identify areas for improvement in quality system. Analyze test results to ensure existing functionality
- Develop, recommend and monitor corrective and preventive actions
- Assure ongoing compliance with quality and design requirements
- Coordinating with supporting department to achieve daily volumes and breakdown action plans
- Prepare monthly, end-of-quarter and other statistical reports for leadership team and quality improvement programs
Education
Bachelor of Technology - Engineering -
Jaipur Engineering College
Jaipur11-2016
XII Standard - Better.comScience & Math's
Hindustan International Academy (CBSE)
Jaipur04-2012
Skills
- Commercial Banking Products
- Client onboarding and service
- Core banking operations and implementations
- Real estate client management
- Public speaker
- Marketing and awareness strategy planning
- BRG event management
- Seminar & webinar hosting
- Operations Management
- Relationship & People Management
- Automation ( Studio X), Alteryx and SQL
- Power BI , Tableau and Looker
- Documentation And Reporting
- Recruiting new hires
- Quality Improvement
- Excel & Gsheets
- Calendar Planning
- Credit approval and assessment
- Business Reporting & Analysis
- Operational Excellence
- Quality Assurance
- Decision making & Problem solving
- Resource & Time Management
- Stakeholder Management
- International BPO 24x7
- Loan origination
- Leadership
- Property & Casualty Insurance
- Project Management
- Business Transition
Certification
- RPA Citizen Developer Foundation, 2024
- Get Started with the Citizen Developer Journey , 2023
- L.E.A.D program certified ( 2022)
- Learning MongoDB ( 2022)
- Operational Excellence Foundations (2022)
- Customer Advocacy (2022)
- Managing Project Stakeholders (2022)
Timeline
Team Leader Client Onboarding
JP Morgan Chase
11.2022 - Current
Manager
Better.com
01.2020 - 05.2022
Process Developer
Genpact
08.2018 - 01.2020
Quality Analyst
Teleperformance
01.2017 - 08.2018
Bachelor of Technology - Engineering -
Jaipur Engineering College
XII Standard - Better.comScience & Math's
Hindustan International Academy (CBSE)
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