SHALINI A M

Contributing to strategic transformation and operational excellence across financial services through research-driven insights, technology implementation, and stakeholder engagement

Key Projects & Contributions:

Enterprise-Wide Productivity Initiative – Global Bank

• Supported a firm-wide productivity transformation for a leading global bank, enhancing operational visibility and team efficiency.
• Facilitated the rollout of digital collaboration tools (e.g., huddle boards, performance trackers) to improve daily workflow transparency.
• Optimized backend credit operations by identifying bottlenecks and reengineering workflows, reducing processing delays.
• Strengthened communication between relationship managers and back-end teams across global service units.
• Led behavioral and process transformation through structured workshops and coaching for 4 team leads and 25+ frontline staff.

Credit Administrative Department Setup – Recognized Indian Bank

• Played a key role in establishing a centralized Credit Administration unit from scratch.
• Designed operational templates, drafted departmental structure, and conducted process gap analyses to identify inefficiencies.
• Delivered recommendations to enhance credit oversight, improve governance, and streamline internal operations.

Rural Banking Market Research – Bharat Banking Initiative

• Conducted research on rural consumer finance behavior, financial inclusion patterns, and lending landscapes.
• Analyzed income trends and the role of NBFCs to highlight strategic expansion opportunities for clients in underserved markets.
• Delivered actionable insights on rural banking penetration to inform client strategy and outreach models.

Proposal & Business Development Research

• Contributed to technical bid documentation and high-impact proposal decks for regional rural bank amalgamation initiatives.
• Conducted extensive policy and market research to align client needs with PwC’s strategic offerings and capabilities.
• Supported leadership in business development efforts through market analysis and tailored client insights

• Tracked client inventory to ensure accurate and timely documentation of shipments.
• Produced advanced shipment notices for air and sea cargo promptly.
• Collaborated with payroll team to gain hands-on experience in quarterly check updates.