Open to opportunities

Shivani S

@shivanis2

Message

I build sales, operations, and training strategies that improve productivity and business growth.

India

Message

What I'm looking for

I'm looking for opportunities to lead business operations, sales enablement, marketing, and learning initiatives where I can build practical strategies, develop teams, improve productivity, and support sustainable business growth.

I've led operations, sales enablement, and training initiatives for startups, MSMEs, Stay Safe Say Help India LLP, SBI Life Insurance, Bharti AXA Life Insurance, and HDFC Bank. As a freelance business operations consultant and trainer, I build marketing strategies, support client acquisition, set up branches and teams, and deliver workforce upskilling programs.

Across 19 years in corporate training and management, I've empowered over 1,500 individuals through learning, coaching, and performance improvement. I combine strategic planning, digital and brand marketing, stakeholder management, and practical team development to help businesses improve productivity, engagement, and sales outcomes.

Experience

Work history, roles, and key accomplishments

Current

Freelance Business Operations Consultant & Trainer

Current

Freelance

Jun 2025 - Present (1 year 2 months)

Provided business operations, marketing, and management consulting for startups and MSMEs. Facilitated and built marketing strategies using digital platforms for B2B brands.

Business Operations Marketing Digital Marketing Training Sales Enablement Strategy Client Advisory Process Setup team training Remote Work

Administration and Operations Head

Say Help India LLP

Jun 2023 - Feb 2025 (1 year 8 months)

Established a new branch, overseeing government registrations, recruitment, and resource allocation. Trained and supervised call center staff, managed payroll, and ensured compliance with tax regulations.

Administration Operations Recruitment Training Payroll Compliance Market Research Marketing Strategy Social Media Cross Functional Team Management

Guide / Tutor

School of Meaningful Experiences

Mar 2022 - May 2023 (1 year 2 months)

Guided soft skills courses in communication, collaboration, confidence, and competence for students and executives. Reviewed assignment feedback and provided personalized guidance to enhance learning outcomes.

Soft Skills Training Collaboration Feedback

Assistant Manager, Learning & Development

SBI Life Insurance Co. Ltd.

Oct 2015 - Sep 2021 (5 years 11 months)

Managed coaching, training, and performance improvement for Bancassurance and Agency employees across the region. Conducted online and offline training for Bank employees, Agency channels, and partners in Goa.

Training Coaching Performance Improvement Content Development virtual training Engagement

Distribution Training Manager

Bharti Axa Life Ins. Co. Ltd.

Jan 2014 - Oct 2015 (1 year 9 months)

Led training for new distributors and employees, supporting them on the job and enhancing productivity with the sales team. Organized field initiatives like lead generation camps and trained Managers and Advisors in sales techniques.

Training Sales Enablement Lead Generation Team Management

Asst. Manager (Personal Banker)

HDFC Bank Ltd.

Feb 2007 - Jan 2014 (6 years 11 months)

Proactively worked to maximize the depth and profitability of customer relationships by partnering with sales specialists in retail liability products and investments. Resolved customer complaints and achieved personal production goals.

Customer Relationship Management Sales Retail Banking Investment Complaint Resolution Cross Selling

Contract Sales Executive

HDFC Bank Ltd.

Jan 2006 - Jan 2007 (1 year)

Achieved personal productivity goals by expanding existing relationships and acquiring new relationships, utilizing effective calling techniques and leveraging bank products and services. Resolved customer complaints and ensured outstanding customer experience.

Sales Customer Relationship Management Cross Selling Complaint Resolution Productivity

Document Verification Unit Operations-Authoriser

HDFC Bank Ltd.

Managed in collaboration with team members to setup a new department processes and operations. Authorised the examination, evaluation and process of Account Opening as a first level audit for KYC and document verification for the entire territory.

Operations Process Setup KYC Document Verification Audit Collaboration Productivity Improvement

Gold Loan Operations Authoriser

HDFC Bank Ltd.

Excelled to further setup yet another new department. Proactively worked to maximize the depth and profitability of customer relationships by partnering with sales specialists in retail liability products and investments.

Operations Gold Loans Customer Relationship Management Sales Process Setup