Lakshmi Shankar
Operations
Bangalore,Karnataka
Summary
15+ Years of work experience in Insurance & Banking Operations in the Finance Domain. Strong leader and problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. Uses independent decision-making skills and sound judgment to positively impact company success.
Overview
20
20
years of professional experience
Work History
Associate Vice President
Axio (formerly Capital Float Financial Services Pvt. Ltd)
Bangalore
05.2019 - Current
- Responsibilities – Overseeing and managing various operational activities related to repayments, manual entries in LMS like manual write-offs, TDS refunds, etc., and ensuring efficient and compliant operations, coordinating with internal stakeholders, like Capital Market, Customer Success, Collections, Compliance, Risk, Finance team, etc
- Internal Process Audit - Conduct regular audits of Operations processes to identify risks, inefficiencies, errors, and areas of improvement
- Process control suggestions (Both manual & automated)
- Communicate audit findings and recommendations to senior management and report progress on implementing corrective action.
- Provided strong leadership to enhance team productivity and morale.
- Implemented and developed operational standards, policies and procedures.
Business Analyst
Capri Global Capital Ltd
Bangalore
11.2018 - 05.2019
- Key Responsibilities – Maintain and publish, month on month key business-related MIS reports, provide critical insights to Regional & Business Heads to improve P&L efficiency,
- Coordinate across functions for a smooth end-to-end sales process.
Senior Manager
Vistaar Financial Services Pvt.Ltd
Bangalore
03.2014 - 10.2018
- Centralized repayment instruments banking
- Credit Shield Insurance process
- Channel Partners onboarding Documentation
- Collections tele-calling EMI reminder process
- Records Management
- Additional Responsibilities
- System migration adaptation
- Monthly review presentations on Banking & insurance to the COO
- Prepared SOP for Banking & Insurance process
- Monthly vendor & processing partners payments reconciliation
- Banking process change implementation based on business requirement
- Reminder SMS to customers on EMI payment
Sr.Manager-I
Cholamandalam Mitsui Sumitomo General Insurance Company Ltd
Bangalore
11.2004 - 05.2007
- Branch Accounts function in terms of
- In charge of Branch Administration in terms of
- Entire Operations procedures of the Branch in terms of error-free policy issuance
- Underwriting Q/C on Motor and a few Personal line products
- TAT Maintenance - Policy issuance, endorsements, and document retrieval
- Monitoring qualitative & productive work of the DEOs
- Auditing guidance during the time of Internal Audit
- Joined as Back Office Executive-Operations
- Policy issuance was centralized later, hence took over Accounts cum Admin functions and was designated as Asst
- Manager and promoted as Deputy Manager.
Officer
Sundaram Home Finance Ltd
Hosur
06.2004 - 10.2004
- Home loan Operations-Appraising Home loan files for sanction
- Managed a Marketing Team
- Customer interface
- Interaction with Corporate Office, for file sanction & Disbursement
- All records maintenance.
Team Leader
Timberton Services Pvt. Ltd, ICICI Home Finance Company Ltd
Chennai
08.2001 - 05.2004
Education
(MBA) - General Studies
Annamalai University
B.A. - English Literature
Annamalai University
Introduction to Operations Management - undefined
Wharton University of Pennsylvania
Online Leadership program by The Praxeum - undefined
Skills
Basic SQL by CF University, Bangaloreundefined
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Associate Vice President
Axio (formerly Capital Float Financial Services Pvt. Ltd)
05.2019 - Current
Business Analyst
Capri Global Capital Ltd
11.2018 - 05.2019
Senior Manager
Vistaar Financial Services Pvt.Ltd
03.2014 - 10.2018
Sr.Manager-I
Cholamandalam Mitsui Sumitomo General Insurance Company Ltd
11.2004 - 05.2007
Officer
Sundaram Home Finance Ltd
06.2004 - 10.2004
Team Leader
Timberton Services Pvt. Ltd, ICICI Home Finance Company Ltd
08.2001 - 05.2004
(MBA) - General Studies
Annamalai University
B.A. - English Literature
Annamalai University
Introduction to Operations Management - undefined
Wharton University of Pennsylvania
Online Leadership program by The Praxeum - undefined
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