Summary
Overview
Work History
Education
Skills
Timeline
Manager
SOHAIL SHIVANI

SOHAIL SHIVANI

Assistant Manager - BFSI
MUMBAI CITY

Summary

Seeking an opportunity in BFSI Industry where knowledge of Process Management can effectively contribute to the successful and profitable operation of the firm.

SUMMARY:

  • An accomplished & customer centric professional with 15+ years of rich experience in managing customer services operation, Process excellence, Operations, and Team management.
  • Experienced in managing customer service operations with an aim to accomplish corporate plans & goals.
  • Managing Client (CTPRO) and other external audits: OCC (Office of the Comptroller of the Currency), Risk Review, NMS (National Mortgage Settlement).
  • Possess superb communication skills and a `can do` attitude adept at understanding customer’s needs with diligent attention to detail resulting in superior customer service and high levels of client satisfaction.
  • Ensuring complete co-ordination to the TCS development team for the implementation of the new business requirement from client. Worked as a Business Analyst with HDFC Life Insurance Ltd. (Sept 2019 – Mar 2021).
  • Involved in taking Business Requirement from client (HDFC Life Insurance) and drafting BRD document ,where couple of projects were automated during COVID Pandemic.
  • Ensuring complete co-ordination to the TCS development team for the implementation of the new business requirement from client. Maintain user confidence and protect operations by keeping information confidential.
  • Understand and communicate the financial and operational impact due to any changes.
  • Focused on establishing excellent productive client relationships, working to identify their needs, quickly resolve issues and assuring their business needs are met.
  • Exhibited qualities by handling high maintenance clients and implementing adequate measures to maximize customer satisfaction level.
  • 100 % Client Satisfaction Score in the Client feedback for 2 consecutive years.
  • Proven experience working with senior management in a fast-paced and rapidly changing environment.
  • A confident spokesperson and influential negotiator with the ability to connect with people of diverse backgrounds and levels of authority.
  • Builds long-lasting relationships with internal and external customers through trust, integrity, and service. Managing Internal Audits: PRR (Process Risk Review) and RCSA (Risk and Control Self-Assessment).
  • Along with process BAU, currently conducting Checker Academy training session for Mumbai Unit to ensure ZERO Errors and 100% Client satisfaction.
  • Proactive manager with demonstrated leadership abilities, strategic planning expertise and problem-solving acumen. Assists senior managers with accomplishing demanding targets by encouraging staff and coordinating resources.
  • Methodical and well-organized in optimizing coverage to meet operational demands. Forward-thinking team leader skilled at operating departments efficiently to meet goals. Successful background matching employees with roles for maximum performance.
  • Proactive and hardworking individual focused on continuous operational improvement. Agile and adaptable staff leader with stellar work history, motivational approach and upbeat nature.
  • Skilled at training employees and leveraging organized approaches to handle daily planning, scheduling and customer service requirements.
  • Forward-thinking and industrious with diplomatic communication style focused on maximizing engagement and satisfaction.
  • Strong leader and problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. Uses independent decision-making skills and sound judgment to positively impact company success.

Overview

16
16
years of professional experience

Work History

Assistant Manager

TATA Consultancy Services (P) Ltd
04.2021 - Current
  • Key Deliverables
  • Undertaking projects related to Process audits, Compliance & Certifications and ensuring adherence to norms specified
  • Ensuring operational requirements by scheduling and assigning employees, following up on work results
  • Process Mapping and process migration including setting up of systems and training
  • Effective Interaction with Clients for prompt payments and resolving escalations within business timelines
  • Protects customer’s confidential information by maintaining clear desk policy by conducting regular spot checks
  • Maintains the stability and reputation of the company by complying with legal requirements
  • Preparing strategies for process improvement & quality; Providing a weekly schedule of planned activities
  • Encouraging Value Creation through Process Improvements, Quality Projects, Re-Engineering, Innovation, etc
  • Conducting internal IQMS audit for BFSI Domain to ensure 100pc compliance and adherence as per norms specified.

Business Analyst

HDFC Life Insurance Ltd
09.2019 - 03.2021
  • As Scrum Master (BA) which Involved in taking Business Requirement from client (HDFC Life Insurance), drafting BRD document, Getting the project assigned to Development team, doing testing once development completed and getting the project validated with compliance team before going live in production
  • During Lockdown phase couple of projects were automated during COVID Pandemic
  • Have Ensured complete co-ordination to the TCS development team for the implementation of the new business requirement from client
  • Received Client appreciations during pandemic for effective implementation and closing maximum projects.

Team Leader

TATA Consultancy Services (P) Ltd
01.2015 - 08.2019
  • Key Deliverables
  • Proficient in Accounts Payable division for Citi-mortgage which includes reviewing invoices for work performed and routing payments to either customer or lender accounts as per National Mortgage Settlement guidelines
  • Key role in verifying legal documents, uploads in the system which is further used in Underwriting process under mortgage
  • Proficient in servicing of Bankruptcy and Foreclosure loans (Mortgage loan)
  • Preparing daily MIS report & share it with Citi partners; Handling a team of 17 associates
  • Achieving targets set to finish the cases on time and finish the volumes per day as per TAT
  • Measuring performance of the team for e.g., confirmation and ongoing feedback, mentoring and training
  • Involve in calculation of Income, Assets and Liabilities in order to approve Mortgage
  • Preparing monthly business reviews and presenting it to the clients
  • Preparing C-Matrix, Dashboard, COQ, Scorecard and Performance report of team and sending them to clients and management

Performer

TIMELINE
01.2016 - 01.2017
  • Of the Month award for Best Tester in SCA Testing (Mumbai) in the month of July 2023
  • Rewarded as a Lead cadet (Leadership Excellence & Accelerated Development -LEAD) for, Implemented Agile Way of Working in BFSI Domain in July 2023 which resulted in FTE & Revenue save
  • Effectively met business objectives and successfully providing a high level of customer service
  • Managed end-to-end quality operations including process mapping to meet & exceed client expectations

Quality Analyst / SME / Process Trainer

TATA Consultancy Services (P) Ltd
04.2013 - 12.2014
  • Key Deliverables
  • Doing Quality Check for invoices processed by team and providing feedback on processed invoices and providing Training to new joiners in BFSI division for Citi-mortgage
  • Handling client escalation emails and responding to email within 24 Hrs
  • TAT
  • Verifying and reviewing invoices of higher value ($10,000) and approving it
  • Due to Process Ramp-up in 2013, due to changes in Mortgage guidelines, 200+ FTE were increased
  • Training batches were conducted for all new joiners.

Senior Process Associate

TATA Consultancy Services (P) Ltd
02.2011 - 03.2013
  • Deliverables
  • Assisting new joiners and reviewing client urgent invoices and processing invoices in BFSI division for Citi-mortgage for work performed for customer or lender accounts as per National Mortgage Settlement guidelines.

Process Associate

TATA Consultancy Services (P) Ltd
01.2009 - 01.2011
  • Key Deliverables
  • Verifying and processing invoices in BFSI division for Citi-mortgage for work performed and routing payments to either customer or lender accounts as per National Mortgage Settlement guidelines.

Process Associate

HSBC Hope
Mumbai
10.2007 - 11.2008
  • Worked for HSBC Credit Card Department as a Customer Care Agent
  • Informing customers about redemption figure of their Credit, regular monthly payment, extra monthly payment and fee to be charged on the Credit card, apply payments into special Category
  • Achieved targets sets to finish the cross-sell insurance to existing bank customers along with solving customer queries within required AHT time.

Education

Bachelor of Commerce -

Mumbai University

Certified Green Belt project completed “Reducing Invoice Rejects” (Processing Time and Assessment Cost) for Account Payable team on - undefined

Certified as Business Analyst on - undefined

Certified as Agile Champion on - undefined

Skills

Team Managementundefined

Timeline

Assistant Manager

TATA Consultancy Services (P) Ltd
04.2021 - Current

Business Analyst

HDFC Life Insurance Ltd
09.2019 - 03.2021

Performer

TIMELINE
01.2016 - 01.2017

Team Leader

TATA Consultancy Services (P) Ltd
01.2015 - 08.2019

Quality Analyst / SME / Process Trainer

TATA Consultancy Services (P) Ltd
04.2013 - 12.2014

Senior Process Associate

TATA Consultancy Services (P) Ltd
02.2011 - 03.2013

Process Associate

TATA Consultancy Services (P) Ltd
01.2009 - 01.2011

Process Associate

HSBC Hope
10.2007 - 11.2008

Bachelor of Commerce -

Mumbai University

Certified Green Belt project completed “Reducing Invoice Rejects” (Processing Time and Assessment Cost) for Account Payable team on - undefined

Certified as Business Analyst on - undefined

Certified as Agile Champion on - undefined

SOHAIL SHIVANIAssistant Manager - BFSI