Summary
Overview
Work History
Education
Skills
Websites
Accomplishments
Hobbies and Interests
Timeline
Generic

Shivam Shree

Delhi

Summary

An experienced professional (10 years) with a proven track record of developing and maintaining productive working relationships with on-site and overseas colleagues, managing multiple regions and their engagements, and conducting operational, financial, process, and system due diligence to review and appraise activities. I have the talent for managing teams through delegation and providing guidance to staff.

Overview

11
11
years of professional experience

Work History

Assistant Manager

EY
07.2021 - Current
  • Conducting operational, financial, process, and system audits due diligence to review and appraise activities across multiple regions
  • Developing and maintaining productive working relationships and working collaboratively with on-site and overseas colleagues and onshore engagement teams
  • Managing team by delegating tasks, supervise, mentor & developing team members, conducting performance evaluation and providing training
  • Independently handling multiple engagements & major clients without minimal supervision from the Manager ensuring highest quality and on time delivery of the projects
  • Presenting audit support reports clearly highlighting key performance indicators to senior management
  • Utilizing tools such as Confirmation.com to support audit processes and leveraging data to make informed decisions.

Analyst

Quality Council of India
08.2018 - 07.2021
  • Liaised with stakeholders such as State Governments, Urban Local Bodies, Project Management Units, and Inspection Bodies to plan and execute public sector programs, specifically in healthcare and sanitation projects across India
  • Monitored and evaluated project progress, engaging collaboratively with stakeholders about the development and expected growth, and designing frameworks, questionnaires, and report preparation
  • Trained and coached Point of Contacts involved in the programs regarding set protocols and tech issues during physical/virtual assessments capacity building
  • Planned, executed, and monitored activities related to assessments and supervision of the team of assessors through workshops to ensure quality work
  • Performed real-time quality check and analysis of raw data and information collected by on-field assessors and summarized it using analysis tools
  • Undertook projects such as Swachh Bharat Mission, Hospital Organization Platform for Entry Level Certification (HOPE), Review and Validation of KPIs for District Hospitals - A project with National Accreditation Board for Hospitals & Healthcare Providers (QCI) given by NITI Aayog

Senior Analyst

Isource Opportunities
03.2016 - 07.2018
  • Quickly and efficiently identified and established consulting relationships with professionals and experts best suited to participate in our highest priority client inquiries through different channels of communication
  • Interviewed prospective industry leaders as needed and captured critical data in our extensive profile management systems
  • Secondary research for bucketing information going through various reports and paid sources; building up and maintenance of the database by managing data, sizing, reports and queries
  • Consulted with client-facing Research Managers to gauge clients’ needs and fulfill time-sensitive research requests for our clients by analyzing client inquiries
  • Worked on third party sources like Hoovers, LinkedIn, Naukri and carried out assigned tasks
  • Generated leads and identified decision makers within the organization for the client’s product and services

Assistant Manager

Axis Bank Ltd
07.2014 - 08.2015
  • Managed the front desk & dealt with the customers directly to ensure high level service delivery and solve their queries
  • Handled all key operational work in the branch like clearing of cheques, transfers, RTGS/NEFT, FDs/RDs
  • Reviewed and maintained the adequacy of documents and took necessary steps to cure any deficiencies in the records
  • Built and maintained long term relationship with the customers for maximizing sales
  • Cross selling/Up-selling of the bancassurance products to the existing customers
  • Responsible for generating sales/revenue by engaging and serving existing/new customers (ETB/NTB)

Education

PGDM - Marketing and International Business

Jagan Institute of Management Studies (JIMS)
New Delhi, India
06.2014

Skills

  • Stakeholder Liaison
  • Microsoft Office
  • Team leadership
  • Project Management
  • Quality Control and Analysis

Accomplishments

  • Rewarded with Exceptional Client Services (ECS) and multiple SPOT awards at EY for my performance.
  • Negotiated deal with the technical support provider in QCI and saved INR 3 Lakh for the organization.
  • Awarded certificate in Axis Bank for top performer of the branch for achieving 120% of the MF targets.

Hobbies and Interests

  • Travelling
  • Wellbeing
  • Sports

Timeline

Assistant Manager

EY
07.2021 - Current

Analyst

Quality Council of India
08.2018 - 07.2021

Senior Analyst

Isource Opportunities
03.2016 - 07.2018

Assistant Manager

Axis Bank Ltd
07.2014 - 08.2015

PGDM - Marketing and International Business

Jagan Institute of Management Studies (JIMS)
Shivam Shree