Digital Acquisition Funnel & CRM Analytics Year 2025 Role in Project Business Transformation Lead & Domain Consultant Clients Digital Banking · IndusInd Bank About The Project HNI clients faced 5–7 day onboarding TAT due to fragmented KYC, CRM andoperations handoffs across siloed teams – creatingservice friction, compliance risk and low [...]
HNI Digital Onboarding Transformation Year 2025 Role in Project Business Transformation Lead & Domain Consultant Clients Digital Banking · IndusInd Bank About The Project HNI clients faced 5–7 day onboarding TAT due to fragmented KYC, CRM andoperations handoffs across siloed teams – creatingservice friction, compliance risk and low NPS. Governed [...]
C-Suite Executive MIS & Analytics Platform Year 2023 Role in project Business Analytics Lead & MIS Manager Clients HDFC Bank & IndusInd Bank ABOUT THE PROJECT Senior leadership lacked real-time visibility into RM/branch performance, CASA growth, wealth penetration and insurance KPIs – strategy was delayed by 12+ hours of weekly [...]
Bancassurance Portal & CRM Integration Year 2022 Role in project Insurance Domain Consultant & Business-IT Liaison Clients Bajaj Allianz & Axis Bank ABOUT THE PROJECT Axis Bank RMs used 3 disconnected systems for insurance proposals – causing data errors, proposal drop-offs, compliance gaps and a poor bancassurance customer experience. Coordinated [...]
