Summary

Detail-oriented operations professional with 4+ years of experience in process coordination, documentation, service request handling, compliance support, record maintenance, and cross-functional follow-up across banking operations. Strong accuracy, ownership, and stakeholder communication. Seeking a Procure-to-Pay (P2P) / procurement operations role.

Skills Snapshot

  • Account operations / KYC & Documentation
  • Banking systems
  • Reporting & Analytics
  • Productivity
  • Sales & Relationship
  • Certifications

Experience

  • Jana Small Finance Bank Ltd, Lajpat Nagar, New Delhi

    Manage end-to-end operational requests, documentation, and service processes; verify KYC; support loan and account documentation workflows; maintain reports and records.

    Customer Relationship Executive 09/2025 – Present
    • Manage end-to-end operational requests, documentation, and service processes with strong accuracy and timely closure.
    • Coordinate with internal teams and customers to collect required documents and ensure smooth processing.
    • Verify KYC and supporting documentation and ensure compliance with process standards.
    • Support loan and account-related documentation workflows and follow up for timely completion.
    • Maintain operational data, reports, and records for tracking and audit readiness.

  • Equitas Small Finance Bank, Lajpat Nagar, New Delhi

    Supported branch operations through transaction processing, documentation checks, reconciliation and follow-up to ensure timely resolution.

    Customer Service Officer 11/2022 – 11/2025
    • Processed transactions and performed documentation checks to support day-to-day branch operations.
    • Maintained complete and compliant records for operational activities.
    • Followed up on pending requests and service issues to ensure timely resolution.
    • Coordinated with internal stakeholders to address documentation gaps and complete workflows.
    • Assisted in reconciliation, record maintenance, and routine operational controls.

  • ICICI Bank Ltd, Saket, New Delhi

    Drove asset sales and managed service requests and operational workflows related to account opening and customer servicing.

    Relationship Manager 07/2021 – 11/2022
    • Achieved monthly sales targets for mortgage, personal, business and auto loans.
    • Managed service requests and operational workflows for account opening and onboarding.
    • Verified documentation and tracked request progress to ensure timely completion and compliance.
    • Coordinated with teams for transaction processing, cheque clearing and remittances.
    • Maintained accurate records and ensured regular follow-up for closure.

Education

  • M.A. (Political Science)

    Indira Gandhi National Open University (IGNOU)

    2018 – 2020 2018 – 2020

  • B.A. Programme

    Gargi College, Delhi University

    2014 – 2017 2014 – 2017