I am seeking a fully remote work-from-home opportunity based in India with organisations in the banking, fintech, payments, insurance, SaaS, and financial services sectors. With 15+ years of experience across Canada and India, I am interested in roles where I can leverage my expertise.
DT
Looking for a job
Dips Dips T
@dipali
anking, onboarding & operations professional with 15+ years' experience in fintech, insurance and financial services.
IndiaWhat I'm looking for
I am a banking operations, client onboarding, escalation management, and financial services professional with over 15 years of experience across banking, fintech, insurance, retirement services, and enterprise technology organizations in Canada and India. Throughout my career, I have supported clients, business teams, and operational stakeholders by managing onboarding processes, documentation review, workflow coordination, service delivery, and complex issue resolution in highly regulated environments.
My key strengths include onboarding coordination, documentation verification, operations management, customer success, client relationship management, service delivery, workflow optimisation, stakeholder engagement, escalation management, and cross-functional collaboration. I am highly proficient with Salesforce, ServiceNow, Zendesk, JIRA, CRM systems, ticket management platforms, and remote collaboration tools.
Currently based in Jamnagar, Gujarat, I am actively seeking fully remote opportunities with global and Indian companies
Titles that i am Actively searching for :
Banking Operations Specialist / Banking Operations Analyst
Fintech Operations Specialist / Fintech Support Analyst
Payments Operations Analyst
Escalation Management Specialist / Client Resolution Specialist
Client Success Analyst / Customer Success Specialist
Service Delivery Analyst / Service Delivery Specialist
Onboarding & Operations Specialist
Experience
Work history, roles, and key accomplishments
LD
Banking Operations & Escalation Delivery Advisor
League Data
Jan 2023 - Sep 2026 (3 years 8 months)
Managed 40+ daily L1/L2 inquiries across tickets, phone and chat with high documentation accuracy and SLA adherence. Improved ticket triage efficiency by 30% through structured categorization and workflow optimization.
Senior Client Resolution & Escalation Specialist
Apr 2019 - Dec 2022 (3 years 8 months)
Led Tier 2/Tier 3 escalation delivery for retirement products, annuities and investment accounts, resolving high-stakes cases within SLA and compliance standards. Improved case resolution turnaround by 18% through workflow redesign and documentation improvements.
Retirement Solutions Delivery & Escalation Analyst
Equitable
May 2018 - Apr 2019 (11 months)
Handled critical escalations for pension plans, RRSP, TFSA, and employer-sponsored benefits, ensuring accurate and compliant case handling. Reduced repeat escalation cases by 22% through root-cause analysis and SOP improvements.
Senior Retail Branch Banking Officer
ICICI Bank
Oversaw retail banking operations, managed customer relationships, and ensured compliance with banking regulations.
FI
Assistant Branch Manager
Federal Bank of India
Managed branch operations and supervised staff to ensure efficient banking services and customer satisfaction.
SE
Project Coordinator
Shubh Exports
Coordinated procurement, technical specifications, and export operations for international projects.
CD
Credit (Mortgage) Services Associate
Cholamandalam DBS
Processed mortgage credit applications and provided support for loan services.
Education
Degrees, certifications, and relevant coursework
Saurashtra University
MBA, Finance
Pursued a Bachelor of Commerce and an MBA in Finance at Saurashtra University.
Tech stack
Software and tools used professionally
Availability
Looking for a job
Location
India
CanadaSalary expectations
65k+ CAD
Job categories
Interested in hiring Dips?
You can contact Dips and 90k+ other talented remote workers on Himalayas.
Message DipsGet matched with your dream remote job
Sign up now and join over 250,000+ remote workers who receive personalized job alerts, curated job matches, and more for free!
