Summary
Overview
Work History
Education
Skills
Timeline
Generic

SAVNEET KAUR

Business Growth & Transformation Partner
Thane

Summary

Solution focused professional with more than 13 years of experience in Training, Learning & Development, Coordination, Talent Sourcing, Process Management and Retail Banking Operations and Sales. Proficient in behavioral & soft skills training, coaching & experiential learning with capabilities in formulating Skill Development Programs for different business, aligned to individual requirements. Managed different assessment portals like Lumina, EQ, Question Pro, Yoma Portal, Oust Mobile App. Well versed with hiring portals like Naukri, LinkedIn etc. Capability in coordinating the complete training cycle (assess needs, plan, develop, coordinate, monitor and evaluate). Possess experience in retail branch banking including operations, sales, business development and customer relationship management activities. Excellence in ensuring that the process surpasses achievement of delivery & service quality norms for all clients & resolving escalations within turnaround time. Successfully maintained the CSAT Score at 90%. Expertise in people development & management by assisting in setting goals, enhancing Confidence, Emotional Intelligence, Communication & Interpersonal Skills, as per their roles & goals. Strong problem solving & technical skills coupled with decision making for enabling effective solutions leading to high customer satisfaction & low operational costs.

Experienced with planning and executing comprehensive project plans. Utilizes strong leadership and organizational skills to guide teams and ensure project milestones are met. Track record of implementing efficient processes and achieving project goals.

Overview

14
14
years of professional experience
3
3
Languages

Work History

Project Manager

xMonks (Formerly known as Inspire Coaching Systems)
09.2024 - Current
  • Successfully led and delivered large-scale projects from initiation through closure.
  • Designed comprehensive project and progress reports to ensure transparency and accountability.
  • Prepared detailed closure reports, ensuring timely completion and client satisfaction.
  • Coordinated cross-functional teams and stakeholders to achieve project objectives.
  • Successfully managed multiple projects simultaneously by prioritizing tasks according to urgency, resource availability, and alignment with organizational goals.
  • Planned, designed, and scheduled phases for large projects.

Business Development Manager

xMonks (Formerly known as Inspire Coaching Systems)
09.2023 - Current
  • Researching and planning new growth opportunities, strategies and initiatives
  • Contacting potential clients to establish rapport and arrange meetings.
  • Created and converted high-value business opportunities, driving revenue expansion.
  • Researching organizations and individuals to find new opportunities and markets.
  • Increasing the value of current customers while attracting new ones.

Manager Training Operations

Walchand People First Ltd.
09.2022 - 09.2023
  • Steering complete gamut of business support and service through training coordination & process management functions.
  • Coordinating complete training life cycle right from assessing requirements to delivery and post assessment to survey.
  • Working towards employee development program and identifying training needs; managing a team of Process Trainers.
  • Managing Trainer sourcing.
  • Managing the trainers' team of around 200 trainers.
  • Liaising with different teams to understand the training requirements.
  • Integrating and analyzing the business data & publishing training scorecard to all stakeholders.
  • Creating monthly training quality and quarterly trainers report.

Training Coordinator and T & L Data Analyst

Cipla Ltd.
10.2021 - 09.2022
  • Steering complete data management of the trainings done in all department of the organization.
  • Coordinating complete training lifecycle right from assessing requirements to delivery and post assessment to survey.
  • Designing and maintain real-time Learning Dashboards by analyzing training participant data and participant feedback, update comprehensive training coverage for each function/unit.
  • Evaluating program effectiveness and utilizing relevant data to recommend changes in instructional methods.
  • Developing user friendly application forms and questionnaires for training's.
  • Maintain central depository of end-to-end data points for all programs across L&D like collation of training days, duration, participant attendance data, coverage etc.
  • Feedback collation and analysis.
  • Evaluated the effectiveness of training initiatives, making adjustments as needed to optimize results.
  • Developed engaging instructional materials, including presentations, handouts, and interactive activities.

Assistant Manager – Executive Relations

DTCI – A BYLD GROUP Company, Mumbai
02.2017 - 05.2018
  • Steering complete gamut of business support and service through training coordination & process management functions.
  • Coordinating complete training life cycle right from assessing requirements to delivery and post assessment to survey. Managing the back-end process of virtual workshops and classrooms.
  • Working towards employee development program and identifying training needs; managing a team of Process Trainers.
  • Liaising with various departments to understand training requirements.
  • Analysing the raw data collected by assessors and creating Competency Framework reports, Assessment/Survey report, Assessment/Development Centre reports, Individual as well as Management Report.
  • Devising training schedule; reviewing outlines and determining appropriate.
  • Evaluating program effectiveness and utilizing relevant data to recommend changes in instructional methods.
  • Developing user friendly application forms and questionnaires used during staff recruitment & interview.
  • Organizing and conducting training on Sales, Behaviour, Leadership, Process, and Product for BFSI segment.
  • Executing induction/orientation programs to the new recruits.
  • Conducting regular feedback sessions to take inputs about location training; tracking individual performance against target.
  • Entrusted with the role of managing HR and Admin functions.
  • Managing the complete employee lifecycle right from sourcing, organizing interviews, recruitment and training.
  • Evaluating candidate’s basis JD and coordinating interview process.
  • Integrating and analysing the business data & publishing training scorecard to all stakeholders
  • Collecting and collating the results of evaluation, attendance, and training data.
  • Drafting approach notes, proposals basis the inputs received from Client/ Sales Team.
  • Designing customized dashboards and presentation for clients; monitoring company’s sales effort, employee contribution and compliance; recording MOM as well as QOQ / YOY Growth.
  • Highlights:
  • Completed 8 hours of Inside out Coaching training.
  • Conducted daily analysis for operational metrics like SL, CSAT, Utilization and Report Generation at process level.
  • Consistently maintained CSAT score at 90%
  • Average of 75% GPM while executing a project.

Service Delivery Ambassador - Non - Cash

RBL Bank, Mumbai
09.2016 - 02.2017
  • Headed service delivery operations for complete core banking process and managed all non-cash transactions.

Non - Resident Relationship Officer

Kotak Mahindra Bank, Chandigarh
08.2015 - 09.2016
  • Led the overall NR Portfolio in the Punjab Region.
  • Responsible for selling the bank’s PMS services to NRIs.
  • Assisted NRIs in tax planning and financial services specifically for NRIs.
  • Organized regular events for the NR customers to generate leads.
  • Processed all types of requests and delivered excellent services by resolving grievances and ensuring total satisfaction.
  • Monitored branch transactions on NR accounts as part of AML control; adhering to Know Your Customer (KYC) norms.

HDFC BANK
06.2011 - 07.2015
  • Delivered core banking operations like, new account opening formalities, loan account procedures & updating KYC of customers.
  • Generated leads and forwarded to Sales Team for conversion.
  • Executed complete retail branch banking operations including sales, business development and customer relationship management activities.
  • Performed core banking operations like receipts, payments, passbook updation, new account opening formalities, loan account procedures, KYC, etc.
  • Ensured timely processing of customer requests for international payments, trade finance, letter of credit and bank guarantees.
  • Played a key role in Business Development & CASA Growth. Deepening the existing as well as acquiring new CASA Relations, FDs and Income Opportunities through new sign-ups and quality service
  • Generating the leads and passing it on to the concerned personnel
  • Assisting colleagues in converting the Insurance or Mutual Funds or Credit Cards leads into the bank’s customers.
  • Managed the assigned portfolio and maintained amicable relations with the customers.
  • Provided financial services through need assessment and offering investments and tax planning.

Education

MBA - Finance and Human Resource Management

Chandigarh Business School
01.2011

B.Com. - undefined

University of Awadh
01.2009

10+2 -

ISC Board
Uttar Pradesh
01.2006

Skills

  • Training Coordination Operations

  • Process Data Gathering and Analysis

  • Process Excellence Management

  • Training Need Identification

  • Post Training Evaluation

Timeline

Project Manager

xMonks (Formerly known as Inspire Coaching Systems)
09.2024 - Current

Business Development Manager

xMonks (Formerly known as Inspire Coaching Systems)
09.2023 - Current

Manager Training Operations

Walchand People First Ltd.
09.2022 - 09.2023

Training Coordinator and T & L Data Analyst

Cipla Ltd.
10.2021 - 09.2022

Assistant Manager – Executive Relations

DTCI – A BYLD GROUP Company, Mumbai
02.2017 - 05.2018

Service Delivery Ambassador - Non - Cash

RBL Bank, Mumbai
09.2016 - 02.2017

Non - Resident Relationship Officer

Kotak Mahindra Bank, Chandigarh
08.2015 - 09.2016

HDFC BANK
06.2011 - 07.2015

B.Com. - undefined

University of Awadh

MBA - Finance and Human Resource Management

Chandigarh Business School

10+2 -

ISC Board
SAVNEET KAURBusiness Growth & Transformation Partner