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Sakshi M. — Senior Financial Operations Analyst from India

Sakshi M.

Senior Financial Operations Analyst

India 6+ years
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Languages
EnglishHindi
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About

Sakshi M. is a seasoned financial operations and banking analytics professional with over 6 years of experience in the financial services sector. Having worked for prominent private banks in India, she has adeptly managed high-value portfolios exceeding INR 140 Cr. At HDFC Bank, she served as Deputy Manager, where she analyzed portfolio performance, investment trends, and client financial behavior. She successfully employed CRM analytics, Tableau dashboards, and Excel-based reporting to enhance business decision-making and improve portfolio performance. Sakshi excels in KYC/AML compliance and has led a 12-member cross-functional team to optimize service efficiency and compliance. Previously, at Axis Bank, she ensured 100% compliance with regulatory policies and maintained a record of zero audit penalties while promoting digital banking solutions. Her educational achievements include a Post-Graduate Diploma in Banking Services from Manipal Academy of Higher Education and a Bachelor of Commerce (Honours) in Finance from the University of Delhi.

Experience

  • Deputy Manager, Preferred Relationship Manager

    HDFC Bank Limited · 2022 — 2025
    Managed relationships with over 200 high-value clients with portfolios exceeding INR 140 Cr, analyzing performance, investment trends, and financial behavior to support decision-making. Employed CRMnext, FLEXCUBE, and Tableau for reporting and KPI monitoring, identifying revenue opportunities and enhancing portfolio performance. Created performance reports for senior management to facilitate portfolio reviews and strategic planning. Conducted KYC verification, AML screening, and customer due diligence to ensure compliance with regulatory frameworks. Collaborated with various teams to enhance reporting accuracy and optimize financial processes. Led a team of 12 across sales and operations, focusing on service efficiency and process compliance.

  • Assistant Manager, Branch Relationship Officer

    Axis Bank Limited · 2019 — 2022
    Oversaw management of 150+ client accounts amounting to approximately INR 72 Cr, providing financial advisory and solutions. Evaluated customer financial needs in terms of investment, insurance, and lending products. Advocated for digital banking and streamlined loan processing which enhanced operational efficiency and client experience. Maintained full compliance with internal risk and regulatory standards, achieving a record of zero audit penalties. Achieved high customer satisfaction scores by proactively addressing issues and offering personalized service. Managed virtual relationships by addressing customer queries and service requests through phone and digital channels, ensuring timely resolutions.

Skills & Expertise

SupercreatorAccountant

Education

  • Post-Graduate Diploma in Banking Services
    Manipal Academy of Higher Education · 2018 — 2019
  • Bachelor of Commerce (Honours)
    University of Delhi · 2013 — 2017
  • Class XII (CBSE)
    St. Thomas School · 2012 — 2013
  • Class X (CBSE)
    St. Thomas School · 2010 — 2011

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