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Bhanu MohanBM
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Bhanu Mohan

@bhanumohan

Customer Success and Operations professional at HDFC Bank who managed corporate prepaid card clients and built AI-powered workflows that cut drafting time.

India
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What I'm looking for

I'm looking for remote roles globally where I can contribute to customer success or operations, using my experience resolving client issues, improving workflows, and supporting compliant service delivery.

At HDFC Bank, I managed corporate prepaid card services and served as the primary contact for clients. I handled card lifecycle requests and payment issues, coordinating with operations, compliance, and technical teams to resolve complex cases.

I maintained zero client escalations to senior management through proactive issue ownership and resolution. I also introduced a triage and escalation framework that reduced issue turnaround time and built Excel dashboards and SLA trackers for portfolio monitoring.

I used ChatGPT, Claude AI, and Google Gemini to create workflow systems that cut document drafting and reporting time by an estimated 40%, and used Gamma for stakeholder presentations. I completed an MBA in Marketing & Project Management while working full-time, and I'm open to remote roles globally.

Experience

Work history, roles, and key accomplishments

HDFC Bank logoHB

Service Officer - Client Operations & Card Payments

HDFC Bank

Apr 2022 - Jul 2023 (1 year 3 months)

Managed end-to-end prepaid card services for a corporate client portfolio, serving as the primary point of contact and resolving complex payment issues. Coordinated with operations, compliance, and technical teams to ensure compliance and client satisfaction.

Education

Degrees, certifications, and relevant coursework

Coursera logoCO

Coursera

Google AI Essentials, Artificial Intelligence

Currently pursuing the Google AI Essentials course, focusing on practical AI integration in workplace workflows.

DeepLearning.AI logoDE

DeepLearning.AI

Prompt Engineering for Everyone, Prompt Engineering

Currently pursuing the Prompt Engineering for Everyone course, covering effective use of Claude AI, ChatGPT, and Gemini.

Bharati Vidyapeeth University logoBU

Bharati Vidyapeeth University

MBA, Marketing & Project Management

2023 - 2025

Pursued an MBA with specializations in Marketing and Project Management, including a dissertation on customer journey optimization in digital financial services.

University of Delhi logoUD

University of Delhi

Bachelor of Commerce, Commerce

2017 - 2020

Completed a Bachelor of Commerce with core studies in financial accounting, business economics, and commerce.

Coursera logoCO

Coursera

Google Project Management Certificate, Project Management

Earned the Google Project Management Certificate, covering Agile, Scrum, project planning, and stakeholder communication.

LL

LinkedIn Learning

Customer Service Fundamentals, Customer Service

Completed the Customer Service Fundamentals course, focusing on NPS, escalation frameworks, empathy-driven support, and client retention.

GG

Google Digital Garage

Digital Marketing Essentials, Digital Marketing

Completed the Digital Marketing Essentials certification, covering SEO, digital consumer behavior, and online channels.

Tech stack

Software and tools used professionally

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