Shubhra Singh

• Presently working as Project Manager and Scrum master in CBG product team for SME business application used by over 3000 employees on daily basis.
• Collaborated with stakeholders to define project scope. For project performed activities like Sprint Planning, Daily Stand-ups, Sprint Review, and Sprint Retrospectives.
• Interpreted Pan India data and designed dashboards for customer meeting to find out customer behaviors along with state-wide retention numbers which is used by 150+ leaders on weekly basis.
• Conducted Interviews for system and manual testers. Regularly Collaborate with data architects and engineers to ensure data accuracy and alignment with business logics.
• Continuously monitoring and resolving production issues/ bugs and improving application performance.
• Successfully completed some major integration projects like Metamorphosis (service request integration in CRM), SMS notification to bank Asset customers as part of RBI guideline, integrating Sankalp application with CRM, star schema structure for BIU, LOS integration with Finacle and CRM.
• Responsible for MD Level Presentations & Performance metrics / presentations.
• Partnering with stakeholders across technology, business operations, and front-end players to understand scenarios and leverage possible interventions to increase productivity.
• Projects: Salesforce Effectiveness, Customer Experience Enhancement, Customer Communications, Metamorphosis, Star Schema, LOS Integrations.
• Arranger facilitator for EVOLVE (Axis Bank Knowledge Series) & INDIA SME 100 Awards with Govt. of MSME.

• Performed gap analysis to identify areas of improvement.
• Actively participated in team meetings to share knowledge, exchange ideas, address challenges, and collaborate on potential solutions.
• Developed high-quality documentation to support training efforts, helping employees fully understand new systems and procedures.
• Conducted workshops, training and surveys to gather information effectively.
• Collaborated with cross-functional teams to design process flow in requirements and translate them into business parameter.
• Observing business processes, and documenting practices by creating and maintaining comprehensive documentation, including BRDs, process flows, and system documentation, user stories and UAT testing.
• Jira management and conducted Jira training sessions for team members to improve overall project management efficiency.
• Part of LOS pre and post sanction integrations with multiple source systems that included development of wireframes and API integrations with Finacle, E-forms and CRM with our application.
• Streamlining Lead flow end to end in Loan processing journey to achieve targets like TAT and FTR and asset funnel accuracy.

· Structured trade products, payments, collections and technology solutions for corporate.

· Research, analysis, processing data and preparation of various fund & non-fund-based reports.

· Supervising trade transactions and account operations of corporate clients to ensure compliance and monitoring.

· Co-ordinating with internal Credit & Risk, Legal, Compliance and Product teams for customization of the products/ structure in line with internal and external policies and regulations.

· Worked with multiple teams analyzing business model, company background, financials, industry analysis for retail and wholesale lending customers.

· Experience on Vendor Selection, Negotiation and invoicing.

· Onboarding of Asset and liability relationships Handling trade and cash business in the commercial banking segment.

· Identifying and selling Cash trade and forex requirements for Bank's small and mid-corporate.

· Generated revenue by identifying banking needs, offering suitable and customized solutions to corporate clients including CMS and payment solutions.

· Acquiring and onboarding high value corporate relationships, forex customers and cross selling of Cash management service products.

· Portfolio management of around 200 customers.

· Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.

· Analyzed customer data to identify areas of improvement and maximize customer satisfaction.

· Strengthened client relationships by actively listening to their needs and providing tailored financial solutions. Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.

· Mentored junior team members on best practices in relationship management techniques, contributing to overall team success and growth within the company.

· Identified new business opportunities through diligent market research and analysis, contributing to increased revenue growth.