Sudhanshu Shekhar

Sudhanshu shekhar

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location of Sudhanshu ShekharBengaluru, Karnataka, India
Followers of Sudhanshu Shekhar6000 followers
  • Timeline

  • Skills

    Business analysis
    Corporate finance
    Customer satisfaction
    Customer service
    Financial analysis
    Interpersonal relationships
    Investment banking
    Management
    Managerial finance
    Microsoft word
    Mortgage lending
    Mortgages
    Mortgage underwriting
    Mutual funds
    People management
    Portfolio management
    Project finance
    Research
    Residential mortgages
    Sip
  • About me

    Banking professional with over 8 years of experience in Transaction processing, Account opening, Deposits, Home loans document verification, small business loan disbursement, KYC, Credit Assessment, Compliance and Risk Management. I have proven analytical & problem-solving skills with an ability to derive insights. Awarded with multiple RNR’s on monthly/quarterly and Year end reward, I have a superior organizational skills & attention to detail.

  • Education

    • Reva institute of technology and management

      2011 - 2014
      Bachelor of business administration (bba) finance, general
    • Mats institute of management and entrepreneurship - mime

      2014 - 2016
      Mba finance and marketing
  • Experience

    • Reliance communications

      Mar 2014 - Apr 2014
      Business intern

      Working capital management study.

    • Deutsche bank

      Feb 2015 - Mar 2015
      Business intern

      Organisation study of the Bank.

    • Vebbler technologies

      May 2015 - Jul 2015
      Social media marketing intern

      Virtual internship on social media marketing.

    • Sbi mutual fund

      Aug 2015 - Sept 2015
      Importance of sip in investors portfolio - intern

      Two Months Internship • Brief understanding of importance of SIP in investor’s portfolio.• Overall understanding of SIP process by working under operations department.• Analysis of varied funds.

    • Icici bank

      Jun 2016 - Dec 2016
      Deputy manager

      • Dealing with a set of Managed customers• Introducing them to new investment opportunities in new beneficial products and services of the bank.• Dealing in transactions such as NEFT, RTGS, FD, RD and Foreign Exchange .• Over all advising customers with regard to investments opportunities.• Over all dealing with all kinds of queries of account customers – Current account, Savings account, NRI account.• Managing customers account transactions and details.

    • Anz

      Dec 2016 - now

      • Interacting and communicating with customers, solicitors and brokers to address customer inquiries and concerns via Email.• Complete ownership and case manage on the query/escalation to provide faster resolution.• Collaboration with different teams to achieve customers expectations.• Identify issues, analyze information and provided solutions to problems.• Work accordingly as per the compliance terms to avoid any risk and threat.• Suggest opportunities for continuous improvement of the processes and innovations in designated areas and share best practices.• Engaging in problem-solving activities to support teamwork. Show less • Verify, analyze and assess end to end home loan documents before releasing or mortgaging a property to avoid exposure to bank.• Review Loan agreement and ensure all pertinent account documentation is complete and all collateral has been accurate and properly secure.• Contact lawyer or solicitor to ensure all security document in place.• Document all the instructions and communications accurately via system tools for further references and teams to work on.• Understanding the KYC framework and process of the client, to create models in RTD and generate test cases for the application.• Obtain and Review Disbursement details, OFI instructions, Discharge of Mortgage details, Credit card instructions and update the same of system.• Verify Building Insurance Analysis as part of Compliance check and submit report on daily basis. Show less

      • Senior Credit Assessment Officer

        Oct 2024 - now
      • Digital Settlement Officer - Customer Settlements

        Mar 2021 - Oct 2024
      • Senior Analyst - Home Loan Verification

        Aug 2018 - Feb 2021
      • Loan Disbursement - Operations Support Specialist

        Dec 2016 - Jul 2018
  • Licenses & Certifications

    • Cissp cert prep (2021): 1 security and risk management

      Linkedin learning ⋅ course certificate
      Jun 2021
      View certificate certificate
    • Gdpr compliance: essential training

      Linkedin learning ⋅ course certificate
      Jun 2021
      View certificate certificate
    • Fundamentals of digital marketing

      Google digital garage
      Sept 2020
      View certificate certificate
    • Ms office specialist

      Ms office certified and corporate trainer
      May 2015
    • Cissp cert prep (2021): 1 security and risk management

      Linkedin
      Jun 2021
      View certificate certificate
    • Cissp cert prep (2021): 5 identity and access management

      Linkedin
      Aug 2021
      View certificate certificate