Crane ChemPharma & Energy

I manage lifecycle product marketing and communications that position new products to successfully launch, generate profitable sales revenue, and capture market share. I elevate customer experience by devising market-driven strategies and creating compelling collateral backed by research and analysis.

Regional Business Line Manager — Product Marketing | Led Integrated Campaigns to Launch New Products

Shlok's Shlok

I orchestrated digital and media advertising campaigns that elevated brand awareness, drove product sales, and engaged millions of people with major global brands.

Influencer Marketing Leader | Engaged Audiences of 2M+ People for More than 20 Global Brands

FedEx

MBA Intern — Marketing & Communications | Created for ELT Social Media Growth Plan Approved by CEO

Halo + Cleaver

MBA Student Consultant — Product & Marketing Strategy | Boosted Value Proposition via GTM Strategies

Packsize

MBA Student Consultant — Go-To-Market Strategy | Co-Built Strategic Roadmap for Global Brand Growth

HighRadius

 Techno-Functional Consultant | Built B2B SaaS Cloud-AI Invoice & Payments Solution that Enhanced UX

Cognizant

Associate | Engineered Support System that Improved SLA Compliance & Cut Cost for Fortune 100 Client

I engage and influence through data-driven storytelling. I create and execute the vision for meaningful content that resonates with target markets, attracts technical professionals, and elevates customer experience.

My expertise includes: Brand & Product Storytelling | Content Marketing | Marketing Communications | Go-to-Market (GTM) Strategy | Integrated Campaign Management | New Product Launch | Brand Messaging & Positioning | Influencer Marketing | Social Media Marketing | Brand Management | SEO & SEM | Customer Experience | M&A Integration | Product Management  | Product Marketing

As a consumer-centric, highly collaborative marketer, I:
✔ Created viral social media content that garnered 300M+ organic impressions and advertising engagements with global brands such as Amazon, Disney, and HSBC.
✔ Launched 5 new marketing communication channels at Crane Co., expanding brand reach and engagement.
✔ Selected as one of 25 employees out of 11K to participate in Crane Co.’s leadership development program. 

Known for my agility and exemplary work ethic, I pivot quickly to address customers’ evolving needs and position brands to captivate audiences in competitive market landscapes.

Shlok Gupta

ICICI Bank

Regional Business Head

FroQ brandservices

Project Owner

Matrix Business Services India Private Limited

Team Manager - Client Relations

Shree Consultants

1. Recruitment of Sales Personnel
2. Portfolio Review
3. Client Relationship Management
4. Client Grievance Redressal

Senior Manager - Client Relations

Asirvad Microfinance Limited - Official Page

•Handling Credit Bureau Checks and Overrides
•Handling for KYC Documentation Audit Checks of Existing Accounts
• Handling GRM complaints about North, Central and West India
•Responsible for Pan India Coordination of AVP/VPs with the Top Management at the Corporate office

Assistant Operations Manager

•	Accountable for conducting an internal departmental audit on matters applicable to Non-Compliance of KYC procedures detection, Forgery detection, Identification of illegal transaction and integrity issues
•	Recommending remedial measures for course correction and proper due diligence and compliance to the top management
•	Adept in handling reconciliation audits for course correction.

Internal Audit Manager

HDFC Bank

•Accountable for conducting investigation on matters applicable to Non Compliance of KYC procedures detection, Forgery detection, Identification of illegal transaction and integrity issues
•Recommending proper actions for due diligence and compliance by coordinating with HR Team
•As an Authoriser liable  for Account Opening, KYC procedure implementation, Currency management, buying/selling of Forex, Remittance management and so on
•Administering the team in the absence of Branch Manager
•Meticulously formulating preventive Action plan to avoid forgeries and frauds
•Efficiently addressing customer queries/concerns, providing personalized service and grievance redressal 
•Successfully executing series of accomplishments encompassing - Large Cash Monitoring, Suspicious Transaction Reports (STR) / Financial Intelligence Unit (FIU) Reporting, Dedupe Checking, Sales and Marketing, etc.
•Accountable for conduct of Compliance Training Programmes for the Sales resources till Area Head level throughout the State of Tamilnadu and Union Territory of Pondicherry•	Accountable for conducting investigation on matters applicable to Non-Compliance of KYC procedures detection, Forgery detection, Identification of illegal transaction and integrity issues (4 Major Scenarios detected leading to revenue leakage detection of Rs. 20 crores across Tamilnadu and Pondicherry)
•	Recommending proper actions for due diligence and compliance by coordinating with HR Team
•	Accountable for conduct of Compliance Training Programmed for the Sales resources till Area Head level throughout the State of Tamilnadu and Union Territory of Pondicherry (Around 1500 hours of Training for more than 1800 employees)

Compliance Manager - Tamilnadu/Pondicherry

.KYC Procedure and Compliance Handling and verification
.ReKYC related documentation analysis and classification 
.Account opening forms handling and scrutinising
.Background verification / PCVC verification Handling
.Large Cash Transaction Monitoring and Verification
.Suspicious Transaction Monitoring and verification – STR and FIU 
.NRE/NRO Credit Monitoring/Reporting
.Compliance to RBI Directives and Clean Note Policy
.New Account Monitoring/Reporting
.Issuance Confirmation for NEFT/RTGS – 10 Lakhs and above
.Due Diligence Compliance Monitoring/Reporting
.Physical Verification of Cash – BOD/EOD
.Returns Monitoring and Compliance Reporting (Cheque/RTGS)
.Inward/Outward Remittances – Forex Handling/Reporting
.DD/MC Authorised Signatory
.Forex Card Issuance Handling/Reporting
.Dummy / GL Monitoring
.Custodian for Cheque Drop Box / Vault 
.Salary Upload Handling/Reporting
.Account Closure – Authorised Handler
.Currency Chest – Authorised Requester
.Dedupe Checker for New account Openings
.Suspicious Transaction Monitoring Handler – STR and FIU Register
.Suspense monitoring and Reporting (Fortnightly)
.Key Handling Monitoring
.Bait Money Change- Vault /Teller
.Backup Branch Manager in their absence
.Customer Service Enhancement
.Sales & Marketing of Financial Products•	As an Authorizer liable for Account Opening, KYC procedure implementation, Currency management, buying/selling of Forex, Remittance management and so on
•	Administering the team in the absence of Branch Manager
•	Meticulously formulating preventive Action plan to avoid forgeries and frauds
•	Efficiently addressing customer queries/concerns, providing personalized service and grievance redressal 
•	Successfully executing series of accomplishments encompassing - Large Cash Monitoring, Suspicious Transaction Reports (STR) / Financial Intelligence Unit (FIU) Reporting, Dedupe Checking, Sales and Marketing, etc.

Deputy Manager - Branch Banking

•	Proficiently engaged in the whole gamut of endeavors such as client interaction, team management, knowledge sharing, training & development and wastage reduction
•	Accountable for transition of projects, organized /streamlined the project flow and delivered accurate / error-free results
•	Responsible for 2 Project Transitions (Claim Coding/Underwriting) and Streamlining of 2 Projects using Lean with Six Sigma methodology
•	Handled two-team of 33 members, 4 SMEs, and 2 Team Leads as a Senior Quality Analyst for a period of 3 years

Senior Executive Quality Assurance

TCS e-Serve International Ltd.

•	Safeguarded prevention of foreclosure proceedings of customers who defaulted / failed to pay the mortgage payments
•	Provided an alternate plan to customers based on their source on income and investments with the aid of diverse financial tools
•	Obtaining documents for all claim types which includes follow up with vendors and attorney.
-Contacting vendors and attorneys for correcting details on document.
-Reconcile outstanding servicing expenses and identify the expenses which need to be recovered from the respective entities
-Prepare Claim basis the guidelines outlined and submission package to assist Citi Mortgage in submitting a claim with FHA, FNMA, FHLMC, VA, Private investors, MI and Agencies for outstanding servicing advances
•	Assist in submission of a transfer of custody and Conveyance.
•	Validate expenses denied/curtailed using the guideline and ensure resubmission where necessary or refer it to Contract recovery or loss analysis.

Business Intelligence Analyst

Entrepreneurial, customer-focused, process- and profit-driven leader with a track record of success in transforming the banking, financial services, customer service oriented industries. Utilizes specialised knowledge to create successful businesses and branch networks through the use of best practises in governance, talent and resource optimization, and industry. well-versed in managing a medium sized team with a variety of cultures. Been honoured for having high standards, principles, and work ethics.
Displaying a natural talent for leadership, problem-solving, and relationship management with the dedication and respect to bring out the best in each and every opportunity, customer, and employee. This self-starter takes the initiative to strike a balance between the capitalization of capabilities, long-term continuity, and important profit drivers. Have experience managing both organic and inorganic business growth.
Have experience leading Sales Compliance and Training of asset, cross-selling, digital banking, and e-commerce with full responsibility and accountability for sales, service, customer management, customer portfolio management, process, operation, audit and compliance. This includes over 275 branches, 42 DSAs, and 1800+ employees. Proven expertise in evaluating and suggesting suitable technology-based solutions, such as E-Commerce, Digital Banking CRM, and Six Sigma, for improving organisational function, achieving business excellence, and complying with regulations. Have also managed RBI Ombudsman cases.

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Shlok Gupta

Kartik B Rao

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