Summary
Overview
Work History
Education
Skills
Timeline
Generic

Rutuja Shengule

Banglore

Summary

Strategy and Operations Manager with 5+ years in startups, driving operational excellence and client satisfaction in Insurtech and Fintech. Expertise in process automation, cross-functional collaboration, and stakeholder management for business growth.

Overview

8
8
years of professional experience

Work History

Strategic Operations Manager

Bimaplan
Banglore
04.2023 - Current
  • Managed ₹35 Cr portfolio across NBFCs and Business Correspondence channels nationwide.
  • Automated monthly reconciliation process, achieving 100% on-time client payouts within agreed TAT.
  • Boosted customer satisfaction by 40% through implementation of NPS-driven feedback loop.
  • Designed SOPs for tech, business, product, and sales teams to enhance operational efficiency.
  • Maintained claims processing TAT with 95% accuracy, resulting in claims rejection rate of 0.9%.
  • Developed BRDs based on client needs, facilitating timely UAT sign-offs and project launches.
  • Onboarded over 10 strategic partners through collaboration with Tech and Product teams.
  • Leadership & Cross-Functional Collaboration - Ensuring the clear and concise communication across teams to speedy resolution of client issues; efforts to inculcate ‘One Bimaplan’ mindset across functions, which will help business work & win as a single unified team in the long run.

Key Account Manager

Simpliance Pvt Ltd
Banglore
10.2021 - 03.2023
  • Managed end-to-end compliance for Simpliance’s prime clients, ensuring regulatory adherence.
  • Analyzed client issues through monitoring Simpliance chat channels to identify trends.
  • Prepared management reports on SLAs to inform team performance and improvement areas.
  • Coordinated project tasks, prioritized timelines, and communicated status updates to clients and stakeholders.
  • Collaborated with external vendors to support compliance initiatives as necessary.
  • Conducted site visits to client locations to assess audit preparedness.
  • Provided expert advisory on labor compliance regulations and best practices.
  • Facilitated monthly compliance meetings with clients, maintaining 100% adherence across all parameters.

Client Experience Specialist

Eidolon Private Limited (Seek-App)
Banglore
04.2019 - 10.2021
  • Represented SEEK at monthly stakeholder meetings, presenting engagement insights and trends to senior MDs.
  • Updated clients on regulatory changes, refined compliance strategies, and conducted third-party/vendor risk assessments to ensure compliance.
  • Monitored in-app chat channels to enhance service delivery and resolve issues, while performing client due diligence prior to onboarding.
  • Published monthly risk trend reports, identifying Key Risk Areas (KRAs), and gathered intelligence to improve client practices.
  • Analyzed operational risks, compliance awareness, and developed mitigation plans.

Assistant Manager (Customer Service Officer- Premium Services)

Axis Bank
Pune
09.2017 - 03.2019
  • Managed customer transactions (deposits, withdrawals, transfers, cheques) and processed salaries via EPH/PAY PRO using Finacle and OneView software.
  • Enabled business liquidity through overdrafts, working capital loans, and provided advisory for SME clients on trade finance, FX, and commodities.
  • Managed NRI client portfolios, created strategies to expand wallet share, and maintained strong customer relationships.
  • Analyzed and resolved customer issues, handled requests for debit cards/cheque books, and sent monthly statements.
  • Managed a portfolio of 1200 clients, created leads for accounts/loans, and took ownership of portfolio reviews and client communications within a month of joining.
  • Delivered exceptional customer experience, helping the branch meet its target and managing high balance client portfolios.

Education

PGDBS - Post Gratuation Diploma In Banking & Services

Manipal University
Banglore
01.2017

B. Com (Hons) - Banking & Insurance

Dr Babasaheb Ambedkar Marathwada University
Aurangabad
01.2016

Skills

  • Portfolio management
  • Process automation
  • Client onboarding
  • Operational efficiency
  • Data analysis
  • Cross-functional collaboration
  • Customer satisfaction
  • Stakeholder communication
  • Strategic planning

Timeline

Strategic Operations Manager

Bimaplan
04.2023 - Current

Key Account Manager

Simpliance Pvt Ltd
10.2021 - 03.2023

Client Experience Specialist

Eidolon Private Limited (Seek-App)
04.2019 - 10.2021

Assistant Manager (Customer Service Officer- Premium Services)

Axis Bank
09.2017 - 03.2019

PGDBS - Post Gratuation Diploma In Banking & Services

Manipal University

B. Com (Hons) - Banking & Insurance

Dr Babasaheb Ambedkar Marathwada University

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Rutuja Shengule