Kanika Kapoor
@kanikakapoor
I am an experienced Assistant Manager in financial operations and business development.
What I'm looking for
I am a finance professional with five years of experience in financial operations, corporate relationship management, business development and team leadership. I have progressed through operations and sales roles across banking and non-banking finance companies.
I have led end-to-end sales cycles for unsecured lending, managed sales teams and collaborated with credit and risk partners to maintain portfolio quality. I have driven channel on-boarding, proposed product ideas, and consistently met targets while improving conversion and servicing timelines.
I build operational insight through MIS and analytics — developing dynamic Excel dashboards, automating monthly MIS with macros and Power Query (reducing manual reporting time by 40%), and designing KPI dashboards to speed decision-making. I have handled large customer portfolios (about 2,000 customers) and integrated ERP data for accurate reporting.
I am an effective communicator who values relationship building, process improvement and a results-oriented approach. I enjoy coaching teams, optimizing lending operations, and delivering measurable business growth in collaborative environments.
Experience
Work history, roles, and key accomplishments
Manager
HDFC Bank
Jan 2025 - Jun 2025 (5 months)
Spearheaded end-to-end sales cycle for unsecured business loans, managing a team of sales executives and coordinating with credit and risk teams to maintain portfolio quality.
Assistant Manager
Kisetsu Saison Finance India Private Limited
Aug 2022 - Sep 2024 (2 years 1 month)
Provided unsecured funding to MSME clients and managed end-to-end loan processing from lead generation to disbursal while onboarding new channels to drive company growth.
Assistant Manager
Axis Bank
Jan 2022 - Jun 2022 (5 months)
Facilitated account openings, cultivated referral networks to generate leads, and directed daily business operations to meet performance objectives.
Junior Executive
HDB Financial Services
Nov 2019 - Dec 2021 (2 years 1 month)
Managed a portfolio of 2,000 customers, enhanced engagement through cross-selling, and maintained client relationships, earning recognition for exceeding targets.
Customer Service Executive
Mindscape Tele Marketing Limited
Sep 2018 - Oct 2019 (1 year 1 month)
Handled customer queries, maintained data and daily reports, and coordinated logistics to ensure on-time delivery while optimising freight costs.
Education
Degrees, certifications, and relevant coursework
University of Delhi
Bachelor of Commerce, Commerce
Bachelor of Commerce degree from the University of Delhi, completed in 2019.
Central Board of Secondary Education
Senior Secondary (12th)
Completed CBSE Senior Secondary (12th) board examinations in 2015.
Availability
Location
Authorized to work in
Job categories
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