Shalini Soni

Banking operations professional with 4.5 years of branch banking experience across Axis Bank, HDFC Bank and IDFC FIRST Bank, with strong exposure to transaction processing, account servicing, cash operations, KYC/AML, customer query resolution and banking documentation. Experienced in handling NEFT, RTGS, DD, cheque clearing, account updates, service requests and customer-facing branch processes. Known for accuracy, process adherence, stakeholder coordination and clear communication.

Currently pursuing an MBA with ACCA, supported by B.Com (Hons), M.Com and banking-related certifications.

Branch Relationship Officer (BRO) - Axis Bank

(2022-02 - 2024-07)

• Managed day-to-day branch operations and customer service activities with a strong focus on accuracy, turnaround time and compliance.
• Processed and supported banking transactions including cheque clearing, DD-related transactions, NEFT, RTGS and fund transfers.
• Handled customer service requests, account updates, KYC/AML requirements and documentation in line with banking procedures.
• Performed cash handling activities including cash deposits and withdrawals, balancing and end-of-day cash/system reconciliation.
• Resolved customer queries through clear communication, need identification and timely coordination with relevant branch teams.
• Supported relationship management and need-based cross-selling after servicing customers, while maintaining a customer-first approach.

Customer Care Executive - HDFC Bank

(2024-08 - 2025-08)

• Managed day-to-day branch operations and customer service activities with a strong focus on accuracy, turnaround time and compliance.
• Processed and supported banking transactions including cheque clearing, DD-related transactions, NEFT, RTGS and fund transfers.
• Handled customer service requests, account updates, KYC/AML requirements and documentation in line with banking procedures.
• Performed cash handling activities including cash deposits and withdrawals, balancing and end-of-day cash/system reconciliation.
• Resolved customer queries through clear communication, need identification and timely coordination with relevant branch teams.
• Supported relationship management and need-based cross-selling after servicing customers, while maintaining a customer-first approach.

Current Account Acquisition Manager - IDFC FIRST Bank

(2025-08 - 2026-06)

• Managed current-account acquisition and customer interactions in a target-driven branch banking environment.
• Handled customer onboarding discussions, requirement understanding, product explanation and follow-up activities.
• Supported account opening, relationship deepening and portfolio interactions while maintaining process and documentation discipline.
• Coordinated with internal stakeholders to resolve customer requirements and ensure smooth account servicing.

MBA - MBA with ACCA - Amity University (Online) (2025 - 2027)

M.Com - Commerce - Indira Gandhi National Open University (IGNOU) (2018 - 2018)

B.Com (Hons.) - Commerce - University of Delhi (2016 - 2016)