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Sahil Daw

Sahil Daw

BUSINESS OPERATIONS & COMPLIANCE EXECUTIVE

Talent
KolkataMember since July 21, 2026
Branch Operations & Client SupportFinancial Reporting & Trade DocumentationCRM & B2B SalesZohoSalesforceVendor & Stakeholder CoordinationCompliance & Internal AuditingWorkflow Optimization & Process ImprovementMIS Reporting & Data ManagementMS ExcelSAPZoho CRMTally ERPOutlookMIS ReportingWorkflow Automation
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Branch Operations & Client SupportFinancial Reporting & Trade DocumentationCRM & B2B SalesZohoSalesforce

About

Results-driven business operations professional with 4+ years of cross-functional experience across branch management, finance, sales coordination, administration, compliance, and client relations. Skilled in managing stakeholder communication, improving workflows, maintaining accurate records, preparing MIS reports, and supporting operational performance across the UK and India.

Experience

Branch Manager at Catalyst PMS (2025-03 – Present)

  • Direct end-to-end branch operations spanning client service, sales coordination, financial documentation, and compliance, acting as the single point of accountability for branch performance.
  • Strengthened client retention and repeat business by instituting structured follow-up routines, faster query resolution, and tighter vendor coordination.
  • Reduced documentation errors and rework by building audit-ready record-keeping, MIS reporting, and payment documentation processes from the ground up.
  • Improved team productivity and turnaround on client requests by streamlining task allocation, onboarding, and daily workflow planning.

Senior Customer Advisor at Lloyds Banking Group (2025-01 – 2025-02)

  • Delivered professional and compliant financial assistance across web and phone channels.
  • Maintained service quality standards and ensured adherence to banking regulations.
  • Supported customers with pension and account-related queries, improving first-call resolution.

Business Operations & Client Management Executive at Logarhythm Consultancy (2021-04 – 2023-08)

  • Grew B2B revenue and repeat business by managing client accounts end to end, from onboarding and requirement gathering through delivery follow-ups.
  • Kept multi-client engagements on schedule by streamlining vendor coordination and procurement documentation across service lines.
  • Improved daily operational accuracy and turnaround by designing structured workflow, reporting, and record-keeping processes.

Deputy Manager – Trade Finance & Operations at ICICI Bank (2020-10 – 2021-02)

  • Processed letters of credit, export bills, and trade documentation with strict accuracy.
  • Collaborated with risk and audit teams to ensure compliance with RBI standards.
  • Improved turnaround on trade document verification by tightening checking and escalation routines with internal teams.

Intern – Accounting & Finance at Everready Industries Ltd. (2019-04 – 2019-06)

  • Supported finance team in invoice validation and GST reconciliation.
  • Assisted in preparing monthly reporting templates to enhance audit readiness.

Education

MSc in International Business – University of Birmingham (2023 – 2024)

MMS in Marketing – Mumbai University (2018 – 2020)

B.Com (Hons) – GITAM University (2014 – 2017)

Skills

BUSINESS OPERATIONS & COMPLIANCE EXECUTIVE

Reviews