SARVESH UPADHYAY
Thane
Summary
Dynamic professional with extensive experience at HDFC Bank Ltd in vendor risk management and operational oversight. Proven track record in developing risk assessment models and enhancing organizational efficiency. Strong leadership and analytical skills drive cross-functional collaboration and regulatory compliance, ensuring optimal vendor performance and quality assurance. Reliable Manager demonstrating high level of ownership and initiative. Possessing exceptional work ethic and desire to go above and beyond to exceed company expectations. Offering knack for building productive working relationships. Successful in fast-paced, deadline-driven environments to manage goals and team development. History of thriving in team-oriented environments.
Overview
10
10
years of professional experience
Work History
Manager- Vendor Risk Management
HDFC Bank Ltd
Thane
08.2022 - Current
- Served as primary liaison for all vendor activities, processes, and policy developments.
- Maintained comprehensive vendor database, managing empanelment, discontinuation, reviews, and modifications.
- Coordinated cross-functional team efforts to ensure effective vendor management throughout Pan India.
- Evaluated suppliers to enforce cost controls and optimize operational efficiency.
- Implemented process improvements to enhance organizational efficiency and drive growth.
- Developed risk assessment models to facilitate informed decision-making.
- Documented and presented progress reports on vendor management initiatives to senior leadership.
- Ensured data integrity within vendor management systems and supported audit and regulatory responses.
- Led team in delivering excellent customer service and resolving client issues.
Assistant Manager- Credit Card Operations
AXIS BANK Pvt. Ltd.
09.2019 - 08.2022
- Effectively managed and coordinated operational activities and support for Card Operation.
- Maker & Checker of activities related to credit card payments team
- Delivered 100% of TAT-based activities completed with quality output.
- Generated Credit card excess balance refund process carried out various operational activities of maker & checker, related to excess refund to cardholders within TAT 100%. Refund is processed via DD, NEFT, and direct account transfer.
- Directed Day 2 Reconciliation of the entries made of refund and auto-debit due dates.
- Responsible to Issue new cards to customers through a multi-accounting process.
- Assisted in processing payment entries on the card of OCP, PRG, CCSTP, CMS, and files after reconciliation.
- Responsible for processing Lien recovery files of credit card dues of the delinquent customers.
- Maintained GL report which includes total transactions of credit balance refund, lien recovery, EMI on a debit card, auto-debit day 1 and day 2, easy card FD liquidation. Open Cases GL of other modes of payment transactions on the card.
- Allocation of work volumes to subordinates & prioritizes the critical activities.
- Accountable for resolving queries of escalations mails received from channels like BO, RBI, PNO, MD, etc. Following up with the concerned team for a faster resolution for priority mails.
- CRMnext UAT testing as a new portal for better management and user-friendly for overall segments of operational units and their activities.
- Hands-on experience on EXCEL – Advanced (Vlook up, Pivot, etc, Macro beginner) used for the daily program delivery.
- Accountable for resolving queries of the Bank
- Operations of overall circles via Emails, PNO Interactions raised in CLH QUERY DESK, CCOPS HELP DESK, on calls for the escalation cases in 1 day TAT.
- Managed the card operations activities by planning and scheduling departmental activities and workload and coordinating with related departments to ensure that operational schedules are met.
Customer Service Executive (CSO)
Capita India Private Limited
07.2018 - 09.2019
- Managed a team of representatives offering customer support.
- Overseeing the customer service process for UK Customers.
- Resolved customer complaints brought to your attention.
- Planned the training and standardization of service delivery.
- Monitored the work of individual representatives and of the team.
- Conducted quality assurance surveys with customers and provided feedback to the staff. Possessed excellent product knowledge to enhance customer support.
- Maintained a pleasant working environment for my team.
- Hands-on experience with Applications like Citrix, Abs, Again, Carex, etc used for the daily program delivery.
Team Member- Tax Filing Shared Services
Aon Service India Private Limited
Navi Mumbai
09.2015 - 07.2018
- Worked with multi-client like Bank of America, and Bank of Montreal.
- Assigned tasks to team members based on priority and resource availability.
- Worked on the letters which are received from US Agencies (Federal, State, and Local). These letters are nothing but related to Taxes and Wages (Lien, Levy, legal action from the court, etc.)
- Responsible to set up a task under Maestro (Application) for tracking purposes, accordingly used to research and take the appropriate action on my Research/Analysis.
- Created Employer amendment in taxes and wages as per the data received from the client and payroll team.
- Communicated Employer's Tax and Wages details to US agency via Electronic Filing for all states.
- Developed Quarter End and Year-End Filings as well as Auditing.
- Used to coordinate with onshore counterparts.
- Responsible for handling process-related internal and external stakeholder calls.
- Resolved queries of other team members related to the process.
- Identified opportunities for improvement in processes and systems, and make recommendations to improve the efficiency and service levels of the team.
- Hands-on experience on applications like Content Manager, Master Tax, Maestro, etc used for the daily program delivery.
Education
Bachelors of Management Studies - Finance
Vikas College of Arts, Science & Commerce
Mumbai - Vikroli01.2015
Skills
Risk assessment and management
- Vendor and operations oversight
- Team leadership and coordination
- Regulatory compliance
- Cross-functional collaboration
- Effective communication
- Problem-solving strategies
- Quality assurance
- Analytical thinking
- Interpersonal skills
Accomplishments
- Awarded as a three-time Silver Star performer for all financial years
- Been honored for initiating and making amendments in the process flow to make activities smoother, more reliable, and of higher quality
Timeline
Manager- Vendor Risk Management
HDFC Bank Ltd
08.2022 - Current
Assistant Manager- Credit Card Operations
AXIS BANK Pvt. Ltd.
09.2019 - 08.2022
Customer Service Executive (CSO)
Capita India Private Limited
07.2018 - 09.2019
Team Member- Tax Filing Shared Services
Aon Service India Private Limited
09.2015 - 07.2018
Bachelors of Management Studies - Finance
Vikas College of Arts, Science & Commerce
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