Shashank Sharma MBA

Product Manager

Greater Toronto Area, Canada14 yrs 6 mos experience
Highly StableAI Enabled

Key Highlights

  • Achieved 50% reduction in transaction turnaround time.
  • Realized cost savings of 60 million through process optimization.
  • Recovered 2.5 billion from bad debt portfolio.
Stackforce AI infers this person is a Fintech professional with extensive experience in banking transformation and financial data automation.

Contact

Skills

Core Skills

Project ManagementCareer DevelopmentLeadershipForeign Exchange & International TradeBusiness Process AutomationCredit ManagementCash ManagementInvestment AdvisoryClient Relationship Management

Other Skills

CollaborationDocumentationResume DevelopmentInterview PreparationTeam ManagementEvent PlanningRegulatory ComplianceFinancial AnalysisAutomationProcess AutomationRisk ManagementData AnalyticsCash HandlingCustomer ServiceCompliance

About

Welcome! I'm excited to connect with you! As a passionate Fintech Innovation Leader and Digital Banking Transformation Specialist, I’m dedicated to reshaping the future of finance. With a strong background in foreign exchange, retail banking, and international trade, I've made it my mission to drive fintech innovations and streamline financial processes. Throughout my career, I’ve achieved some significant milestones that I’m proud of, including: - Reducing transaction turnaround time by an impressive 50% through innovative automation - Realizing cost savings of 60 million through diligent process optimization - Successfully recovering 2.5 billion by resolving over 500 accounts in our bank's bad debt portfolio My expertise spans a wide array of areas: - Foreign exchange remittances & International trade finance - SWIFT, AML verification, and Nostro account reconciliation - Regulatory Compliance (AML, FX) - Process automation, optimization, and data analytics - Retail banking operations and loan management - Project Management and more! I thrive on challenges and believe in creating impactful solutions that not only enhance operational efficiency but also foster sustainable growth in the ever-evolving financial services landscape. My journey has been reinforced by a strong foundation in finance with MBA credentials, along with specialized knowledge from my certifications from the National Institute of Securities Markets and the Indian Institute of Banking and Finance. I truly believe that collaboration and technology can take us to new heights in the banking and fintech sectors. I’d love to connect and explore how we can harness our collective insights to foster digital transformation in financial services. Feel free to reach out to me at 📨shashank.fintechpro@gmail.com I'm looking forward to our conversation!

Experience

14 yrs 6 mos
Total Experience
2 yrs 10 mos
Average Tenure
--
Current Experience

Ivedha inc.

IT Project Coordinator Consultant

Feb 2026Present · 3 mos · Toronto, ON · Remote

  • Supporting a multi‑million‑dollar banking and finance transformation program, coordinating IT and financial infrastructure integration across a 400+ member stakeholder group.
  • Drive day‑to‑day project coordination activities: tracking milestones, risks, and dependencies, and keeping project schedules and RAID logs current in Jira, Smartsheet, and Microsoft Project.
  • Facilitate cross‑functional collaboration between technology, operations, finance, and vendor teams using Confluence, Microsoft Teams, and structured status reporting.
  • Coordinate vendor engagement for tools and services, including onboarding, access management, issue tracking, and performance follow‑ups aligned with project timelines and SLAs.
  • Standardize documentation and communication (meeting notes, decisions, action items) to keep 40+ workstreams aligned during a complex IT-business merger initiative.
Project Management

Topmate.io

2 roles

Industry Evangelist

May 2025Present · 1 yr · Toronto, Ontario, Canada · Remote

Mentor

Aug 2024Present · 1 yr 9 mos · Toronto, Ontario, Canada · Remote

  • ▪️Mentor newcomers, students, and professionals globally to help them secure their dream jobs, internships, co-ops, and launch successful careers in Canada.
  • ▪️Developed a unique, research-backed strategy to optimize job search outcomes, enabling mentees to achieve results within 15 days to 2 months.
  • ▪️Provide tailored support, including creating professional portfolios, highly optimized ATS resumes, and personalized cover letters with analysis reports.
  • ▪️Guide job seekers in smart application techniques to maximize interview opportunities and prepare them for interviews that convert into job offers.
  • ▪️Focus on empowering individuals with a smart and personalized approach to navigate the Canadian job market successfully.
  • Key Achievements:
  • ▪️Helped numerous clients land interviews and secure roles at top companies within weeks.
  • ▪️Delivered impactful mentorship that has transformed job seekers' journeys, ensuring their success aligns with my mission of making every mentee thrive in Canada.

Pmi lakeshore ontario chapter

2 roles

President

Mar 2025Dec 2025 · 9 mos · Greater Toronto Area, Canada · Hybrid

  • Leading Canada's first PMI Chapter Student Club, fostering the development of future project management professionals.
  • Key Responsibilities:
  • ▪️Provide strategic direction and oversight for guild operations and initiatives
  • ▪️Collaborate with PMILOC and Algoma University to align guild activities with industry standards and academic goals
  • ▪️Develop and implement programs for hands-on learning, mentorship, and real-world project management experiences
  • ▪️Facilitate networking opportunities between students, faculty, and industry professionals
  • ▪️Manage relationships with key stakeholders, including PMILOC support team and university advisory committee
  • ▪️Oversee guild leadership team, ensuring effective execution of roles and responsibilities
  • ▪️Drive membership growth and engagement through innovative programs and events
  • ▪️Represent the guild at relevant conferences, workshops, and industry events.
  • Achievements:
  • Successful planning and delivery of events, programs and workshops with leading Project Management professionals.
  • Skills: Project Management - Leadership - Strategic Planning - Team Management - Stakeholder Engagement - Event Planning - Student Mentorship - Professional Development

Administrative Portfolio Lead - PMI Chapter Student Club at Algoma University

Jan 2025Mar 2025 · 2 mos · Greater Toronto Area, Canada · Hybrid

  • Core Administrative Responsibilities
  • Coordinate administrative duties for the student guild.
  • Support project management learning initiatives.
  • Facilitate communication between team members and students.
  • Manage administrative documentation and processes.
  • Strategic Contributions
  • Leverage my banking experience to enhance guild operations.
  • Support the team's collective efforts to provide learning opportunities.
  • Help create valuable project management experiences for students.
  • Contribute to the guild's mission of developing future PM professionals.
  • Collaborative Objectives
  • Work closely with leadership team members.
  • Support guild's strategic plan and organizational goals.
  • Assist in developing student engagement programs.
  • Help create networking and skill development opportunities.
  • Professional Development Focus
  • Enhance project coordination skills.
  • Support students' pursuit of PM certifications.
  • Facilitate knowledge sharing and mentorship.
  • Contribute to the guild's broader objectives of empowering aspiring project managers.
LeadershipTeam Management

Enactus canada

Mentor, Enactus Career Connections Program

Mar 2025Present · 1 yr 2 mos · Toronto, Ontario, Canada · Hybrid

  • As a dedicated mentor in the Enactus Career Connections Program, I provide guidance to students in enhancing their professional skills, focusing on resume development, LinkedIn profile optimization, and interview preparation. This role allows me to contribute to the growth of the next generation of leaders while fostering a culture of mentorship and community engagement.
  • Key Responsibilities:
  • ▪️Mentorship: Offer personalized guidance to Enactus students, helping them refine their resumes, enhance their LinkedIn profiles, and improve their interview skills.
  • ▪️Career Development: Provide insights and advice on career paths, professional networking, and industry trends.
  • ▪️Ongoing Support: Engage in regular sessions throughout the year, ensuring continuous support and feedback for students.
  • Community Engagement: Participate in a global network that empowers students to take entrepreneurial action for social good.

Boardy

Connector

Nov 2024Present · 1 yr 6 mos · Toronto, Ontario, Canada · Remote

  • Boardy is more than just an AI, it’s your ultimate networking game-changer. Think of it as your digital matchmaker for professional connections, seamlessly linking you with the people who can solve your challenges - or those who need your expertise.
  • Boardy is a platform known for its thoughtful introductions and networking opportunities. By agreeing to the Privacy Policy & Terms on https://Boardy.ai, individuals can opt into The Boardy Network and connect with professionals. If interested, individuals can DM Boardy their email and number for further communication.
  • Powered by advanced natural language processing, Boardy doesn’t just connect—it curates relationships. It’s networking on autopilot: smarter, faster, and tailored to your goals. Whether you're looking to accelerate opportunities, amplify your reach, or foster meaningful collaboration, Boardy ensures every connection counts.Welcome to the future of relationships - effortless, impactful, and built to last.

Career break

Professional development

May 2024Dec 2025 · 1 yr 7 mos · Toronto, Ontario, Canada

  • During my career break, I am pursuing studies in Project Management - Information Technology, accredited by the Project Management Institute (PMI). This course is applicable across various industries, including software development, finance, healthcare, and marketing, where efficient project management is crucial.
  • Key learnings from this course include mastering project planning, risk management, and stakeholder communication. These skills are invaluable for career advancement, as they enhance my ability to lead complex projects, improve team collaboration, and achieve strategic goals effectively.

Canara bank

3 roles

Manager

Apr 2024Apr 2024 · 0 mo

  • Results-driven banking professional with over 6 years of experience in foreign exchange, treasury management, and retail banking operations. Recognized for implementing innovative process automation solutions that significantly enhanced operational efficiency, notably reducing transaction turnaround time (TAT) by 50%. Expertise in leveraging technology to streamline banking processes, improve compliance, and drive data-driven decision-making.
  • Foreign Exchange and Treasury Management
  • International Transactions
  • Managed foreign exchange remittances and international trade transactions in Canara Bank's
  • Integrated Treasury Wing.
  • Conducted AML verification of SWIFT messages and NOSTRO account fund reconciliation.
  • Handled export bill lodging & liquidation, Foreign Letter of Credit / Bank Guarantee issuance &
  • amendments.
  • Process Improvement
  • Automated transactions to reduce turnaround time by 50% using Excel, VBA, and Power Query tools.
  • Developed an executive reporting system for data-driven decision-making.
  • Implemented change management and stakeholder engagement for centralized foreign exchange
  • processing.
  • Credit and Retail Banking
  • Loan Management
  • Performed credit appraisal for retail and corporate mortgages, ensuring compliance and
  • documentation.
  • Monitored SMA and NPA recovery, developing business cases for loan products.
  • Branch Operations
  • Managed retail banking services, including ATM cash management, KYC procedures, and credit/debit
  • card issuance.
  • Ensured compliance with regulatory requirements, attended statutory audits, and handled periodic
  • inspections.

Assistant Manager

Feb 2021Apr 2024 · 3 yrs 2 mos

  • Dynamic and results-driven Credit Management Specialist with extensive experience in evaluating and managing credit risk for MSME and retail loan portfolios. Ensuring compliance with banking regulations and policies for recovery strategies to minimize non-performing assets. Leveraging data analytics and technology to enhance operational efficiency and drive strategic initiatives in retail banking. Committed to service and fostering strong relationships with clients and stakeholders.
  • Credit Management Specialist
  • Performed in-depth credit appraisal for MSME, Corporate Business Working Capital and Term Loans, as
  • well as retail products including Housing, Vehicle, Education, and Personal Loans, ensuring thorough
  • risk assessment and compliance with bank policies.
  • Actively monitored and followed up on Special Mention Accounts (SMA-2, SMA-1, SMA-0) to prevent
  • NPA slippages, contributing to improved asset quality.
  • Specialized in NPA recovery strategies, including One-time settlement, SARFAESI Act
  • implementation, Debt Recovery Tribunal proceedings, auctions, and asset seizures.
  • Managed mortgage release processes and cancellation of recorded deeds, ensuring a smooth
  • completion of loan cycles.
  • Participated in annual statutory audits and periodic inspections, maintaining high standards of
  • regulatory compliance.
  • Oversaw retail banking operations, including CASA account management, cash handling, KYC
  • procedures, and overall compliance adherence.
  • Key Achievements
  • Implemented data mining techniques to identify early delinquency signs in the 0-90 day bucket,
  • enhancing proactive risk management.
  • Developed and executed strategies for early detection of problem accounts, including independent title
  • re-verification and fresh property valuations for SMA-2 accounts.
  • Leveraged technology for collection and recovery processes for efficient follow-ups.
  • Contributed to the Field Officers at 50 major locations, streamlining recovery efforts.
Foreign Exchange & International TradeBusiness Process AutomationRegulatory ComplianceFinancial Analysis

Assistant Manager

Mar 2018Feb 2021 · 2 yrs 11 mos

Foreign Exchange & International TradeProcess AutomationFinancial AnalysisCredit Management

Syndicate bank

2 roles

Single Window Operator A

Oct 2017Mar 2018 · 5 mos

  • As a dedicated Cash Management Specialist, I have successfully managed a wide range of banking services for both retail and corporate customers. My role encompasses providing exceptional customer service, processing various loan applications, and ensuring efficient cash-handling operations. I am committed to delivering tailored financial solutions that meet the diverse needs of clients while adhering to the highest standards of compliance and accuracy.
  • Managed complete cash handling operations, ensuring accuracy and compliance with bank policies and
  • regulatory requirements.
  • Provided expert advisory services to retail and corporate customers, offering tailored solutions for their
  • banking needs.
  • Processed and evaluated a diverse range of loan applications, including term loans, overdrafts, personal
  • loans, vehicle loans, education loans, and housing loans.
  • Facilitated mortgage application processing, guiding customers through complex financial decisions.
  • Executed front-line transactional services, including issuing chequebooks, and debit/credit cards, and
  • activating digital banking platforms.
  • Oversaw day-to-day banking operations, processing fund transfers, managing transactions, and
  • maintaining meticulous financial records in the core banking system.
  • Assisted in the implementation and promotion of various lending schemes, contributing to the bank's
  • growth and customer satisfaction.
  • Demonstrated expertise in cash flow analysis and forecasting, optimizing cash management strategies
  • for corporate clients.

Single Window Operator

Jul 2014Oct 2017 · 3 yrs 3 mos

  • Responsible for delivering comprehensive banking services and ensuring customer satisfaction across multiple departments in a Public Sector Undertaking (PSU) Bank. Key areas of expertise include:
  • CASA Management
  • Oversee operations of Current, Savings, and Fixed Deposit accounts
  • Implement strategies to increase CASA deposits and improve customer retention
  • Ensure compliance with KYC norms and regulatory guidelines
  • Retail and Business Loans
  • Evaluate and process loan applications for various segments
  • Conduct credit appraisals and risk assessments
  • Monitor loan portfolios and manage recovery processes
  • Agriculture Loans
  • Spearhead agricultural financing initiatives, including Kisan Credit Card program
  • Conduct field inspections and assess farm loan applications
  • Implement government schemes to support farmers and rural development
  • TDS and Return Filing
  • Manage Tax Deducted at Source (TDS) processes for the branch
  • Ensure timely filing of TDS returns and issuance of certificates
  • Stay updated on tax regulations and implement changes efficiently
  • Branch Establishment
  • Oversee day-to-day operations of the branch, including infrastructure management
  • Coordinate cash management and ATM operations
  • Ensure adherence to security protocols and regulatory compliance
  • Additional Responsibilities
  • Drive cross-selling initiatives to meet business targets
  • Conduct regular staff training on products, processes, and compliance
  • Collaborate with regional office and other branches for seamless operations
  • Resolve complex customer issues and maintain high service standards
Cash HandlingFinancial AnalysisCustomer ServiceCash Management

Aditya birla capital

Trade Advisor

Jan 2014Jun 2014 · 5 mos · Agra, Uttar Pradesh, India

  • As a Trading Advisor, my role encompasses a diverse range of responsibilities in the financial markets. I specialize in providing personalized advice on investment strategies across equity, currency, and commodity markets for both retail and high-net-worth individual (HNI) clients. My approach combines technical and fundamental research to inform trading and investing decisions in both capital and derivatives markets across various Indian stock, currency, and commodity exchanges.
  • My expertise extends beyond traditional trading. I offer comprehensive guidance on a wide array of financial instruments and investment products tailored to meet the specific needs and goals of my clients. This includes advising on investments, insurance, and mutual funds within the Aditya Birla Capital ecosystem. I'm well-versed in the product offerings of Money & Mart and Aditya Birla Sun Life, allowing me to recommend suitable solutions based on individual client requirements.
  • In this role, I leverage my deep understanding of market dynamics and risk management strategies to help clients navigate the complexities of commodity and financial markets. By staying abreast of global economic trends and regulatory changes, I ensure that my advice remains current and valuable in an ever-evolving financial landscape. My commitment is to provide strategic insights that enable clients to make informed decisions and potentially achieve their financial objectives.
Cash HandlingCustomer ServiceCash Management

Religare

Relationship Manager

Nov 2012Jan 2014 · 1 yr 2 mos · Agra, Uttar Pradesh, India

  • As a Relationship Manager in the Equity, Commodity, and Currency division of Religare Capital Ltd., I play a pivotal role in guiding clients through the complexities of financial markets. My responsibilities encompass client acquisition and providing expert advice on current market conditions and investment opportunities across various segments of the capital market.
  • My role extends beyond mere investment advice. I offer comprehensive financial planning services, tailoring strategies to meet each client's unique needs and goals. This includes:
  • Investment Planning
  • Life and health insurance recommendations
  • Mutual fund selection
  • Pension planning
  • By leveraging Religare's diverse product portfolio across multiple financial verticals, I'm able to provide holistic solutions that align with both short-term objectives and long-term financial aspirations.
  • A key aspect of my position is staying abreast of market trends and economic indicators. This enables me to offer timely, informed advice on trading and investment opportunities in various financial instruments. I specialize in equity, commodity, and currency markets, providing insights that help clients navigate these dynamic sectors effectively.
  • My approach is client-centric, focusing on understanding individual risk profiles, financial goals, and time horizons. This allows me to recommend tailored investment strategies and products that best suit each client's unique circumstances. By fostering strong client relationships and delivering personalized service, I aim to build long-term partnerships that contribute to my client's financial success.
Equity TradingFinancial AdvisoryInvestment Advisory

Raghunandan money

Assistant Manager

Feb 2009Apr 2012 · 3 yrs 2 mos · Agra, Uttar Pradesh, India · On-site

  • As a Portfolio Manager, I oversee a diverse range of investment strategies across multiple verticals.
  • My responsibilities comprise:
  • Portfolio Management
  • Developing and implementing sophisticated trading strategies, including automated trading
  • systems (ATS), cash and carry arbitrage, and complex hedging techniques
  • Conducting in-depth research to identify profitable derivative spread opportunities
  • Optimizing portfolio performance through rigorous risk management and strategic asset allocation
  • Global Market Expertise
  • I have extensive experience trading on major international commodity exchanges, including:
  • Chicago Mercantile Exchange (CME)
  • New York Mercantile Exchange (NYMEX)
  • Commodity Exchange (COMEX)
  • London Metal Exchange (LME)
  • Singapore Exchange (SGX)
  • Dubai Gold & Commodity Exchange (DGCX)
  • Multi Commodity Exchange of India (MCX)
  • National Commodity & Derivatives Exchange (NCDEX)
  • MCX Stock Exchange (MCX-SX)
  • National Spot Exchange (NSEL)
  • This global view allows me to find opportunities and manage risk effectively across the globe.
  • Analysis Techniques
  • My approach combines multiple analytical methodologies to inform trading decisions:
  • Technical analysis, with a focus on candlestick charting patterns
  • Fundamental research to assess market dynamics and economic factors
  • Quantitative analysis of historical and real-time data from both domestic and global platforms
  • By merging these various analytical approaches, I'm able to identify trends, anticipate market movements, and optimize trade execution across equity, currency, and commodity markets.
  • Innovation in Trading Strategies
  • I continuously work on developing and refining innovative trading strategies, including:
  • High-frequency trading algorithms
  • Cross-asset correlation models
  • Volatility-based position sizing techniques
  • Data Analytics to recognize trends in market data
  • To ensure that our portfolio remains competitive in rapidly evolving financial markets.
Client AcquisitionFinancial PlanningClient Relationship Management

Education

Algoma University

Postgraduate Degree — Information Technology Project Management

May 2024Dec 2025

Sikkim Manipal University (SMU)

Master of Business Administration - MBA — Finance

Sep 2010Aug 2012

Vinayaka Mission's Research Foundation - University

Bachelor of Technology - BTech — Biotechnology

Aug 2004Jan 2009

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