Summary
Overview
Work History
Education
Skills
Personal Information
Disclaimer
Timeline
Generic

Swetha Shetty

Banker
Mumbai

Summary

Senior Manager with strong track record of driving operational excellence and leading cross-functional teams to deliver high-impact results. Skilled in identifying and implementing process improvements that enhance productivity and reduce costs. Fostering collaborative environments, empowering teams, and aligning organizational goals with business strategies. Proficient in managing complex projects, ensuring timely delivery, and exceeding stakeholder expectations.

Overview

16
16
years of professional experience
6020
6020
years of post-secondary education
4
4
Languages

Work History

Senior Manager -Governance & Project Management of Retail Loan Servicing Unit

IDFC First Bank
09.2024 - Current
  • Oversaw vital metrics, ensuring consistent TAT across service units.
  • Reviewed processes including refunds, waivers, loan repricing, and conversion of staff loans to commercial rates to ensure all the standard processes and documentation are followed.n is followed.
  • Teamed up with different units to apply excess funds for partial or complete settlements.
  • Facilitated implementation of charge revisions for the product team in LMS/SFDC systems.
  • Automated process to identify excess amounts in loan accounts using BOT.
  • Ensured comprehensive drafting and execution of essential documents for newly introduced processes.

Senior Manager- Customer Service Project Management

Axis Bank
07.2016 - 08.2024
  • Managed Pan-India Central Customer Service for Small Business Banking (SBB) product, ensuring high-quality support and satisfaction for clients nationwide
  • Implementation of comprehensive Customer Service Process Manuals for all key processes, ensuring standardized procedures and seamless operations across departments
  • Collaborate with cross-functional teams to drive system development, implementation, training, and support for digital projects
  • Utilize Jira application framework for customer application development
  • Lead projects to convert manual processes into Straight Through Processing (STP) and digitization for improved customer experience
  • Revamp existing SMS, Email, and Letter templates and integrate the core communication system with other banking systems
  • Review and monitor Service Quality matrices, ensuring compliance by ground team members

Digital Projects Handled:

  • Designed and automated E Welcome Letter for Business Loans Customer
  • Automated E Renewal Intimation letters for Small Business Banking Overdraft and Cash credit accounts
  • AOD (Acknowledgement of Debt) letter generation on one click developed in Sampark System
  • Developed an online portal for submission of Stock Statement through Axis Bank's website

System Developments:

  • Enabled Saksham system to handle servicing of SBB customers via Phone Banking
  • Integrated Saksham with Finacle/LOS/LMS/DLMS to provide one system for servicing customers at the front end
  • Supported the development of Case Management System (CMS) for handling service at the front office
  • System developed to trigger Communication to customer to collect Original Documents post closure of Secured Loans
  • Managed end-to-end UAT/CUG environments for system developments

Deputy Manager: Reconciliation of PAN India GR account & Processing Closure of Loan

HDFC Bank
11.2014 - 07.2016

Officer in Retail Customer Service Desk Loan Centre

ADFC Private Ltd
08.2009 - 11.2014

Education

MBA - Banking and Insurance

Manipal University
07.

Bachelors - Commerce

Model College
Mumbai

HSC -

Model College

SSC -

B. R Madhavi School

Skills

Analytical,

Process and Project Management,

Cost reduction and efficiency

Customer relationship management

Operations management

Personal Information

  • Date of birth: 15th Nov'1988
  • Marital status: Married

Disclaimer

I hereby affirm that the statements and details furnished above are true to the best of my knowledge and belief.

Timeline

Senior Manager -Governance & Project Management of Retail Loan Servicing Unit

IDFC First Bank
09.2024 - Current

Senior Manager- Customer Service Project Management

Axis Bank
07.2016 - 08.2024

Deputy Manager: Reconciliation of PAN India GR account & Processing Closure of Loan

HDFC Bank
11.2014 - 07.2016

Officer in Retail Customer Service Desk Loan Centre

ADFC Private Ltd
08.2009 - 11.2014

MBA - Banking and Insurance

Manipal University

Bachelors - Commerce

Model College

HSC -

Model College

SSC -

B. R Madhavi School
Swetha ShettyBanker