Sakshi Shetty
Mumbai
Summary
Dynamic professional with extensive experience in Banking & Finance Operations at Tele Performance. Proven track record in document verification and client record management, ensuring compliance and enhancing operational efficiency. Adept at relationship management and problem-solving, consistently meeting strict SLA timelines while improving turnaround times.
Overview
4
4
years of professional experience
Work History
Banking & Finance Operations
Tele Peformance
Mumbai
09.2025 - Current
- Managed end-to-end Corporate Mandate processing for business and corporate banking clients
- Verified and validated company documents including Board Resolutions, MOA, AOA, KYC, and authorized signatory details
- Ensured compliance with internal bank policies, AML, and regulatory requirements
- Coordinated with Relationship Managers, Compliance, Legal, and Operations teams for mandate approvals
- Updated and maintained client records and mandate changes in core banking systems
- Handled account authority updates, signatory additions/removals, and mandate amendments
- Performed quality checks to reduce errors and improve turnaround time
- Responded to internal and client queries related to corporate account mandates
- Maintained MIS and tracking reports for processed and pending cases
- Met strict SLA timelines while handling high-volume corporate mandates
Deputy Group Sales Manager
Aditya Birla Work Life Insurance
Mumbai
05.2023 - 09.2025
- Manage HFFC channel partner relationships
- Conduct data quality inspections and identify additional requirements during QA
- Maintain accurate MIS login logs and trackers
- Receipt and monitor submitted data
- Track pending reports and ensure timely closure
- Maintain and update ITD reports
- Coordinate and manage medical requirements raised in the system
- Handle end-to-end data management and follow-ups from login to policy issuance
Operations Associate
Venture Capital
Mumbai
07.2022 - 05.2023
- Converted inbound and outbound leads (Medical, Non-Medical, NGO)
- Achieved daily, weekly, and monthly performance targets
- Managed and resolved end-to-end customer queries across inbound and outbound channels
- Increased customer participation for fundraising on the platform
- Communicated with customers via calls, emails, and chats
- Built long-term customer relationships to enhance overall customer experience
- Followed SOPs and adopted standardized operational processes.
Education
Bachelor of Accounting and Finance -
Ismail Yusuf College
Mumbai, India06.2022
Higher Education Certificate -
Bal Bharti College
Mumbai, India06.2019
Secondary Education Certificate -
St. Thomas High School
Mumbai, India06.2017
Skills
- Communication
- Client record management
- Document verification
- Relationship management
- Problem solving
- Customer engagement
- Attention to detail
- Collaboration
- Creative Thinking
- Adaptability
Personal Information
- Date of Birth: 11/05/01
- Nationality: Indian
- Marital Status: Single
- Religion: Hindu
Hobbies and Interests
- Reading Books
- Travelling
Languages
- Hindi
- Tulu
- English, Proficient
- Hindi, Native
- Tulu, Proficient
Strengths
- Communication, Strong communication and collaboration skills, adaptable in various situations
- Collaborative, Ability to work in a team and manage tasks effectively
- Creative, Creative thinking to solve problems and establish connections
- Adaptive, Demonstrates strong adaptability in fast-paced environments
Timeline
Banking & Finance Operations
Tele Peformance
09.2025 - Current
Deputy Group Sales Manager
Aditya Birla Work Life Insurance
05.2023 - 09.2025
Operations Associate
Venture Capital
07.2022 - 05.2023
Bachelor of Accounting and Finance -
Ismail Yusuf College
Higher Education Certificate -
Bal Bharti College
Secondary Education Certificate -
St. Thomas High School