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KK
Open to opportunities

Kanika Kapoor

@kanikakapoor

I am an experienced Assistant Manager in financial operations and business development.

India
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What I'm looking for

I seek a finance or sales leadership role where I can lead teams, optimize lending operations, and build client relationships in a collaborative, growth-focused company that values data-driven MIS and process improvements.

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

KL

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.

Education

Degrees, certifications, and relevant coursework

University of Delhi logoUD

University of Delhi

Bachelor of Commerce, Commerce

Bachelor of Commerce degree from the University of Delhi, completed in 2019.

Central Board of Secondary Education logoCE

Central Board of Secondary Education

Senior Secondary (12th)

Completed CBSE Senior Secondary (12th) board examinations in 2015.

Tech stack

Software and tools used professionally

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Kanika Kapoor - Manager - HDFC Bank | Himalayas