
Pallavi Shukla
@pallavishukla1
KYC and banking operations professional at Axis Bank who reviewed account-opening documents and supported Finacle rollout UAT.
What I'm looking for
At Axis Bank Ltd., I checked Demat and Savings account-opening documents for data accuracy and KYC compliance, and resolved discrepancies before account activation. I also supported CPU HR and admin work, including bill processing and employee record maintenance.
Since 2021, I’ve handled email and chat queries for Isha Foundation’s Inner Engineering completion programs, coordinating with support teams to resolve participant issues. I also served as Sub Point of Contact for the Lucknow region during the Save Soil Movement 2022.
Experience
Work history, roles, and key accomplishments
Participant Support Coordinator
Isha Foundation
Apr 2021 - Present (5 years 6 months)
Handles participant queries by email and chat for Inner Engineering completion programs, ensuring accurate and timely communication. Coordinates across multiple support teams and served as SPOC for the Lucknow region during the Save Soil Movement 2022.
Quality Check Executive / HR & Admin
Axis Bank Ltd.
Feb 2011 - Feb 2015 (4 years)
Performed quality checks on Demat and Savings account-opening documents, ensuring KYC and regulatory compliance. Supported HR and admin tasks including bill processing and employee record maintenance.
Operations Executive
Axis Bank Ltd.
Apr 2010 - Feb 2011 (10 months)
Managed end-to-end savings account opening within defined turnaround time. Prepared account-opening and operations analysis with process-improvement recommendations for senior management.
Relationship Officer
Axis Bank Ltd.
Oct 2008 - Mar 2010 (1 year 5 months)
Ensured branch adherence to KYC and data/information security norms through Finacle modules. Supported closure of audit observations and tracked customer engagement in CRM, growing product holding per relationship.
Education
Degrees, certifications, and relevant coursework
Sahara Arts & Management Academy
MBA, Human Resources
Completed an MBA in Human Resources from Sahara Arts & Management Academy in 2006.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Salary expectations
Social media
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