Sakshi Sharma

Operations Associate

Delhi, India7 yrs 1 mo experience
Most Likely To Switch

Key Highlights

  • Expert in customer service management and loan disbursement.
  • Proficient in KYC verification and due diligence processes.
  • Strong operational excellence in financial services.
Stackforce AI infers this person is a Fintech professional with expertise in customer service and loan operations.

Contact

Skills

Core Skills

Customer Service ManagementKyc VerificationOperational Excellence

Other Skills

SQLDue DiligenceCustomer ServiceMicrosoft ExcelDisbursement ManagementAnti-Money LaunderingMicrosoft PowerPointManagementLeadershipMicrosoft OfficePersonnel ManagementTypingInterpersonal Communication

Experience

7 yrs 1 mo
Total Experience
1 yr 9 mos
Average Tenure
2 yrs 11 mos
Current Experience

Pnb housing finance limited

Customer Service Manager

Jun 2023Present · 2 yrs 11 mos · Gurugram, Haryana, India · On-site

Customer Service Management

Fusion microfinance

Assistant Manager

Feb 2022Jun 2023 · 1 yr 4 mos · Naraina Delhi

  • Appointed in Central Operations at Fusion Micro finance ltd,KYC check, Due diligence ,Doing Disbursement of Secured and unsecured business loan,LAP of Pan India location, Cersai Charge creation.Resolving queries raised by handsighting team,preparing LOD.Customer service, Operations, Home loan ,LAP, BT.
KYC VerificationSQL

Kotak mahindra bank

Assistant manager

Nov 2021Feb 2022 · 3 mos · Delhi, India

  • Maintained PDD MIS, Checked PDD, Update them in LOS, punched OTC in LOS, and update them in the system after completing the OTC for Cheque release, handed over the OTCs and PDD to Operations , and Verify the vendor bills for payment Process.
Microsoft ExcelOperational Excellence

Hero housing finance

2 roles

Disbursement officer

Promoted

Dec 2019Mar 2021 · 1 yr 3 mos

  • Disbursement of HL, LAP, BT, TOP-UP and Refinance, Cersai Charge creation on Cersai site after disbursement of the loan, PDD check, and Updation in SFDC, Maintained Customer Service Tracker of Customer queries and Complaint, Checked the Original Property papers and prepared LOD of it, Checked OTC Docs and give final ok for payment released for OTCs cases,forward customer request for foreclosure,LOD,Part payment etc, to the concern department.
Microsoft ExcelOperational Excellence

Operations Executive

Aug 2018Dec 2019 · 1 yr 4 mos

  • Worked on software like Finone, SFDC, Checked loan eligibility criteria (CAM) for sanction files, Repayment receipt entry in FInone, Checked SPDC, KYC, ECS, Banking, Application form, and Case Approval as per Matrix.

Education

All India Management Association (AIMA)

PGDM

Jan 2016Jan 2018

Delhi University

Bachelor of Commerce - BCom

Jan 2013Jan 2016

Arwachin Bharti Bhawan Sr. Sec. School

12th

Jan 2001Jan 2013

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Sakshi Sharma - Operations Associate | Stackforce