Shobhana Shankar

Legal and banking professional with expertise in banking operations and administration. Adept at stakeholder management, driving digital penetration and financial literacy, and devising innovative solutions as per customer needs.

Work Experience

State Bank of India, Thane Zone (Mumbai Circle) | Deputy Manager (PS to the Zonal Head) | Administration

  • Co-ordinated with functional heads on matters like complaints, staff accountability exercises, data compilation and reporting, performance review for a zone consisting of 140 branches in three regions.
  • Facilitated strategy formulation and budget allocation as per new targets and previous year performances of the regions and direct branches.
  • Networking and liaising with relevant internal and external stakeholders at various organizational levels to optimize zone functioning. 
  • Analyzed data to assess YTD growth to identify possible deviations and accordingly apprise the DGM.
  • Functioned as the single point of contact for the zonal head
  • Provided meaningful resolution to written complaints escalated by customers to the chairman (SBI) and on online platforms while minimizing turnaround time by 50%.

Probationary Officer, Operations & Rural banking

  • Ensured multiple compliances for fraud prevention and inter agency coordination post fraud detection to minimize its impact on the customer and bank.
  • Streamlined the customer interaction process to expedite customer queries and redressal system. Oversaw 45–50 customers from diverse demographies per day.
  • Acquired a key client (mid-sized firm from pipe industry) by convincing the management and the union at the plant, which resulted in the addition of current account and salary accounts with the bank.
  • Educated customers about importance of health insurance and financial inclusion initiatives like APY, PMJJBY and PMSBY and ensured their smooth adoption.
  • Enhanced penetration of digital initiatives through adoption of SBI YONO and YONO cash. 
  • Managed relations with the largest client of the branch with market cap 1.03 trillion INR by maintaining their employee’s salary accounts, NPS accounts and offering and selling CVE products to the customer’s satisfaction.

Office of the Advocate General of Bihar | Patna

Advocate, Legal

  • Drafted legal documents including but not limited to, bail applications, plea applications
  • Orchestrated optimal court representation by inculcating strong acumen for in-depth research. 
  • Led case discussions and client counselling sessions for prime leads into the case matter. 
Accomplishments
  • Highest individual grade (AAA): Received for year-round performance at SBI, two years in a row.
  • SBI Gem award: Two consecutive years, for exceptional performance towards organizational goals.
  • Promotion: Honored with a double promotion after completion of probation.
  • Audit Rating: Collaborated with internal stakeholders to increase process efficiencies leading to improved audit rating of a rural branch from B to A. 
  • Certificate of Excellence: Awarded by the Zonal Head in recognition of outstanding performance.
Education
  • Bachelor in Commerce (Honours), Daulat Ram College, University of Delhi
  • LLB, Campus Law Centre, Faculty of Law, University of Delhi
Certificates
  • JAIIB, IIBF
  • Certification of Associated Persons in the securities markets, NISM
  • Specified Person for Corporate Agents, Insurance Institute of India
  • Executive Certificate Program in Corporate Law, IIM Bodh Gaya
  • Certificate of Practise, Bar Council of India
Co/Extra-curricular
  • Amongst the top ten in “Hindi Pakhwada, General Knowledge”, organised by Zonal Office Thane, State Bank of India
  • Executive Member of Commerce Association, Daulat Ram College
  • Organised Quiz as part of the inter college fest, “Comvision”

Quick Look

  • Work Experience: 5.8 Years
  • Previous Roles

    Advocate, Office of the Advocate General of Bihar, Patna

    Deputy Manager, State Bank of India, Thane Zone (Mumbai Circle) 

  • Function : General Management
  • Industry/Sector: BFSI
    Legal
Work Experience

State Bank of India, Thane Zone (Mumbai Circle) | Deputy Manager (PS to the Zonal Head) | Administration

  • Co-ordinated with functional heads on matters like complaints, staff accountability exercises, data compilation and reporting, performance review for a zone consisting of 140 branches in three regions.
  • Facilitated strategy formulation and budget allocation as per new targets and previous year performances of the regions and direct branches.
  • Networking and liaising with relevant internal and external stakeholders at various organizational levels to optimize zone functioning. 
  • Analyzed data to assess YTD growth to identify possible deviations and accordingly apprise the DGM.
  • Functioned as the single point of contact for the zonal head
  • Provided meaningful resolution to written complaints escalated by customers to the chairman (SBI) and on online platforms while minimizing turnaround time by 50%.

Probationary Officer, Operations & Rural banking

  • Ensured multiple compliances for fraud prevention and inter agency coordination post fraud detection to minimize its impact on the customer and bank.
  • Streamlined the customer interaction process to expedite customer queries and redressal system. Oversaw 45–50 customers from diverse demographies per day.
  • Acquired a key client (mid-sized firm from pipe industry) by convincing the management and the union at the plant, which resulted in the addition of current account and salary accounts with the bank.
  • Educated customers about importance of health insurance and financial inclusion initiatives like APY, PMJJBY and PMSBY and ensured their smooth adoption.
  • Enhanced penetration of digital initiatives through adoption of SBI YONO and YONO cash. 
  • Managed relations with the largest client of the branch with market cap 1.03 trillion INR by maintaining their employee’s salary accounts, NPS accounts and offering and selling CVE products to the customer’s satisfaction.

Office of the Advocate General of Bihar | Patna

Advocate, Legal

  • Drafted legal documents including but not limited to, bail applications, plea applications
  • Orchestrated optimal court representation by inculcating strong acumen for in-depth research. 
  • Led case discussions and client counselling sessions for prime leads into the case matter. 
Accomplishments
  • Highest individual grade (AAA): Received for year-round performance at SBI, two years in a row.
  • SBI Gem award: Two consecutive years, for exceptional performance towards organizational goals.
  • Promotion: Honored with a double promotion after completion of probation.
  • Audit Rating: Collaborated with internal stakeholders to increase process efficiencies leading to improved audit rating of a rural branch from B to A. 
  • Certificate of Excellence: Awarded by the Zonal Head in recognition of outstanding performance.
Education
  • Bachelor in Commerce (Honours), Daulat Ram College, University of Delhi
  • LLB, Campus Law Centre, Faculty of Law, University of Delhi
Certificates
  • JAIIB, IIBF
  • Certification of Associated Persons in the securities markets, NISM
  • Specified Person for Corporate Agents, Insurance Institute of India
  • Executive Certificate Program in Corporate Law, IIM Bodh Gaya
  • Certificate of Practise, Bar Council of India
Co/Extra-curricular
  • Amongst the top ten in “Hindi Pakhwada, General Knowledge”, organised by Zonal Office Thane, State Bank of India
  • Executive Member of Commerce Association, Daulat Ram College
  • Organised Quiz as part of the inter college fest, “Comvision”