Shyam Soni

Initially responsible for managing lending, collections, and customer service at Chinmay Finlease Limited, I was promoted to Compliance Head following my excellence in operations. With a solid foundation in operational processes, I now exclusively oversee compliance, ensuring that all business activities align with regulatory standards. My expertise in both operations and compliance enables me to implement robust frameworks that uphold regulatory requirements, while supporting smooth business functions.

As Operations Manager at Credify Technologies Pvt Ltd, I played a pivotal role in managing end-to-end lending, collections, and customer service operations for a fintech start-up offering instant loan services. I was instrumental in overseeing process management, collection agency coordination, and RBI CMS and reporting management. My involvement extended to key decision-making processes across the organization, given the dynamic and agile nature of the start-up environment. I implemented efficient operational strategies that streamlined processes, improved service delivery, and ensured compliance with regulatory requirements.

As a Team Leader at Pandit Ventures Pvt Ltd, I led a sales team of 25 agents, focusing on driving direct sales through strategic planning and data-driven decision-making. I was responsible for sales target achievement, skill development, and performance optimization. By analyzing data and presenting actionable insights to management, I played a key role in refining sales strategies and enhancing team productivity. In addition to leading sales operations, I managed attrition, leave, and overall team dynamics, ensuring the smooth functioning of the sales unit while consistently meeting monthly targets.

As a Team Coach at Advantmed, I managed a team of 25 agents, focusing on driving performance through structured KPI and KRA development. I was responsible for preparing Standard Operating Procedures (SOPs) and ensuring that operational targets were met. In addition to overseeing day-to-day team activities, I closely monitored key metrics, such as shrinkage and productivity. My efforts in training, coaching, and performance management resulted in improved team efficiency and alignment with organizational goals.

As a Research Associate at infoAnalytica, I specialized in demand generation and content syndication, supporting business development efforts through targeted market research. My role involved identifying potential leads and generating valuable market insights to assist the sales team in capturing new opportunities. I contributed to content distribution strategies that increased brand visibility and drove customer engagement. Through detailed research and data analysis, I provided actionable recommendations that helped optimize marketing and sales efforts.

As Branch Manager at Dhaivik Corporation, I was responsible for generating revenue by managing a team of tele-callers and overseeing loan application processing. My key duties included leading the team in collecting and forwarding loan applications to partner banks, and ensuring their successful processing. I played a critical role in maintaining smooth branch operations, driving sales performance, and fostering client relationships. My leadership helped streamline documentation and coordination processes, contributing to the branch's overall growth and success.

As the Center Incharge at Shanti Juniors Vastral Branch, I was responsible for overseeing all aspects of branch operations, including staff management, coordination with the head office, and executing marketing strategies. I successfully managed client retention by building strong relationships with parents and implementing initiatives to enhance customer satisfaction. My role also involved planning and executing local marketing campaigns, driving enrollment growth, and ensuring smooth day-to-day functioning of the center. Through effective leadership and operational management, I contributed to the sustained growth of the branch.

As a Quality Assurance Executive at Franklin Templeton Asset Management India, I was responsible for processing both financial and non-financial transactions of mutual funds while adhering to SEBI and CVL KRA policies and procedures. My role involved conducting thorough audits of transactions to ensure compliance with regulatory standards and maintaining high levels of accuracy. I contributed to operational excellence by identifying areas for improvement in processes and implementing corrective actions, ultimately enhancing the overall quality and efficiency of the operations team.