Summary
Overview
Work History
Education
Skills
Languages
Personal Information
Timeline
Generic

Sohail Khurshid

Summary

Seasoned financial underwriter and business operations specialist with 3.5 years of expertise in financial analysis, process enhancement, and cross-departmental collaboration.

Overview

3
3
years of professional experience

Work History

Deputy Manager

ICICI Bank
01.2023 - 08.2024
  • Managed end-to-end credit and operations processes for mortgage loan portfolios, ensuring compliance with internal and regulatory standards.
  • Led a team to drive timely and high-quality follow-ups on business leads, contributing to improved conversion rates and customer satisfaction.
  • Oversaw the preparation and submission of daily MIS reports to senior management, providing actionable insights and performance tracking.
  • Ensured implementation and adherence to standard procedures and operational instructions issued by higher management.
  • Communicated process updates and changes effectively to vendors and associates to maintain workflow consistency.
  • Tracked performance metrics against defined SLAs, with a focus on enhancing productivity and maintaining quality standards.
  • Handled end-to-end responsibilities including login, underwriting, disbursement, and payment authorization processes.
  • Managed subsequent disbursements while ensuring timely and accurate payment approvals.
  • Developed and maintained detailed MIS documentation to streamline operations and facilitate seamless system updates.

Credit Officer

SysSoft Infotech (India) Pvt. Ltd.
08.2022 - 01.2023
  • Analyzed current and historical financial data to assess creditworthiness and inform loan decisions.
  • Evaluated financial performance to prepare detailed Credit Appraisal Memos (CAMs) for review and approval.
  • Communicated financial insights and risk assessments to key stakeholders for informed business decisions.
  • Maintained and updated MIS reports for operational transparency and strategic planning.
  • Coordinated with vendors to ensure uninterrupted and efficient process flows.

Process Associate

Tata Consultancy Services (TCS)
02.2021 - 08.2022
  • Analyzed loan documentation and customer files to meet client-specific needs and expectations.
  • Prepared Credit Appraisal Memos (CAMs) in accordance with organizational standards.
  • Collaborated with internal teams to define business process requirements and meet accuracy and productivity benchmarks.
  • Conducted quality assurance reviews to ensure high service standards.
  • Assisted in the creation and enhancement of financial products and services aligned with customer requirements.
  • Led operational workflows, optimizing support functions to meet business and service level goals.
  • Delivered client onboarding sessions and product demonstrations, ensuring seamless implementation and user adoption.
  • Liaised with cross-functional teams to resolve system issues, streamline processes, and drive client satisfaction.
  • Developed training modules for new hires and conducted regular quality checks to maintain service standards.

Education

MBA -

Amity University
Noida
04.2025

Bachelor of Business Administration (BBA) -

Swami Rama Himalayan University
Dehradun
07-2020

Higher Secondary Education -

Vivekananda School
Dehradun
06-2017

Skills

  • Financial analysis and modeling
  • Data analysis and reporting
  • Team leadership
  • Adaptability and time management
  • Recruitment and interviewing
  • Mortgage operations management
  • SOP and SLA implementation
  • Customer experience management
  • Process optimization
  • Disbursement handling
  • Stakeholder coordination
  • Compliance and quality assurance
  • Effective communication
  • Analytical thinking
  • Priority management
  • Conflict resolution

Languages

  • English
  • Hindi

Personal Information

Date of Birth: 01/18/01

Timeline

Deputy Manager

ICICI Bank
01.2023 - 08.2024

Credit Officer

SysSoft Infotech (India) Pvt. Ltd.
08.2022 - 01.2023

Process Associate

Tata Consultancy Services (TCS)
02.2021 - 08.2022

MBA -

Amity University

Bachelor of Business Administration (BBA) -

Swami Rama Himalayan University

Higher Secondary Education -

Vivekananda School

Similar Profiles

  • Edison Ravi Koilpillai

    Edison Ravi KoilpillaiEdison Ravi Koilpillai

    IT Technical Sourcer Recruiter at Skillmine Technology Consulting Pvt Limited, ICICI Bank, ICICI Securities, ICICI PrudentialIT Technical Sourcer Recruiter at Skillmine Technology Consulting Pvt Limited, ICICI Bank, ICICI Securities, ICICI Prudential

  • VISAL VIJAYAKUMAR

    VISAL VIJAYAKUMARVISAL VIJAYAKUMAR

    DEVELOPMENT OFFICER at ICICI FOUNDATION FOR INCLUSIVE GROWTH, ICICI BANKDEVELOPMENT OFFICER at ICICI FOUNDATION FOR INCLUSIVE GROWTH, ICICI BANK

  • SANTOSH GUPTA

    SANTOSH GUPTASANTOSH GUPTA

    Mortgage Relationship Manager at ICICI Securities Ltd (Transferred to ICICI Bank Ltd.))Mortgage Relationship Manager at ICICI Securities Ltd (Transferred to ICICI Bank Ltd.))

  • Hansal Patel

    Hansal PatelHansal Patel

    Intern at ICICI Bank and State Bank of IndiaIntern at ICICI Bank and State Bank of India

  • Richa Sharma

    Richa SharmaRicha Sharma

    Deputy Manager at Optum Global SolutionsDeputy Manager at Optum Global Solutions

CREATE PROFILE
Sohail Khurshid