SHIKHA CHAUHAN
New Delhi
Summary
Core operations manager with a track record of success in bank leadership roles, driving measurable operational improvements. Expertise in Flexcube banking compliance and alignment with governing standards and industry best practices. Focused on optimising processes to support long-term business performance.
Overview
2
2
Languages
7
7
years of professional experience
Work History
Branch Operations Manager
Equitas Small Finance Bank
New Delhi
06.2021 - 05.2024
- Process daily cash and non-cash transactions, recording transfers accurately for audits.
- Maintain complete paper documentation for every transaction in line with bank rules.
- Onboard customers by accurately setting up savings and current accounts to enhance customer experience.
- Maintained proper paperwork for compliance and record-keeping.
- Adhered to bank compliance regulations in all transactions.
- Enabling Customers onboarding in our bank through
- Managed savings and current account setups for customers.
- Communicated with customers via phone and email to assess needs and provide tailored solutions.
- To assess customer need and provide solutions
- Accordingly.
- Provided end-to-end support and training to the team on proper procedures and strategies to improve productivity.
Associate Sales Manager
Max Life Insurance Co. Ltd
New Delhi
02.2021 - 05.2021
- Closed sales by following up with customers, securing acceptance of insurance offers and confirming their satisfaction with choices made.
- Guided customers through detailed product explanations, facilitating informed purchasing decisions and ensuring clarity.
- Generated leads by collaborating with bank staff and educating customers on insurance products to enhance understanding and interest.
Senior Relationship Manager
PNB MetLife India Insurance Co. Ltd
New Delhi
08.2020 - 01.2021
- Interacted with business customers to assess insurance needs and recommend tailored products
- Collaborated with branch partners to enhance sales strategies and achieve sales targets
- Products.
Financial Services Consultant
ICICI Prudential Life Insurance Co. Ltd
New Delhi
01.2018 - 08.2020
- Collaborated with branch partners to deliver exceptional service and support growth objectives.
- Cultivated relationships with bank branch staff to enhance life insurance product sales.
- Developed sales materials and addressed product inquiries to ensure customer preparedness.
Branch Operations Manager
HDFC Home Loan
Ghaziabad
07.2017 - 01.2018
- Originated, reviewed, processed, closed, and administered customer loan proposals end-to-end.
- Managed customer loan proposals by collecting and processing all necessary documentation to facilitate timely approvals.
- Submitted loan applications by contacting customers and directing cases to underwriters for thorough evaluation.
- Forwarded verified customer information to underwriters for informed recommendations and subsequent actions.
Education
Bachelor in Education - B.ED
MILESTONE INSTITUTE OF PROFESSIONAL INSTITUTE
Ghaziabad, UP01-2026
Masters in Business Administration - Finance And Marketing
Dr. Virendra Swaroop Group Of Institutions - College Of Management Studies
Kanpur, UP06-2017
Bachelor In Commerce - Accounting
Brahmanand Degree College
Kanpur, UP07-2015
S.S.C. -
Army Public School
Kanpur, UP04-2009
H.S.C. -
Army Public School
Kanpur, UP04-2007
Skills
- Transaction processing
- Branch operations
- Client relationship management
- Effective communication
- Dispute resolution
- Time management
- Team building
- Leadership skills
- Quick learner
- English proficiency
- Hindi proficiency
Professional Achievement
Promoted as a Team/Operation Manager from an individual role in July 2023 (Equitas Small Finance Bank)., 2023-07-01
Languages
Hindi
First Language
English
Intermediate
B1
Hobbies and interests
- Physical Fitness & Wellness Training
- Travel & Exploring New Places
Timeline
Branch Operations Manager
Equitas Small Finance Bank
06.2021 - 05.2024
Associate Sales Manager
Max Life Insurance Co. Ltd
02.2021 - 05.2021
Senior Relationship Manager
PNB MetLife India Insurance Co. Ltd
08.2020 - 01.2021
Financial Services Consultant
ICICI Prudential Life Insurance Co. Ltd
01.2018 - 08.2020
Branch Operations Manager
HDFC Home Loan
07.2017 - 01.2018
Bachelor in Education - B.ED
MILESTONE INSTITUTE OF PROFESSIONAL INSTITUTE
Masters in Business Administration - Finance And Marketing
Dr. Virendra Swaroop Group Of Institutions - College Of Management Studies
Bachelor In Commerce - Accounting
Brahmanand Degree College
S.S.C. -
Army Public School
H.S.C. -
Army Public School