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Shreevani Sharma

@shreevanisharma

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Banking Service Officer and HR Executive focused on compliance, customer service, and data-driven MIS reporting.

India

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What I'm looking for

I’m looking for a role where I can combine banking operations, compliance, and customer service with HR and recruitment support. I want an organization that values accountability, data-based MIS reporting, and growth through initiative and multitasking.

I’m a Service Officer with Kotak Mahindra Bank, where I manage day-to-day branch operations, oversee cash and non-cash transactions (DD/MC, fund transfer), and ensure accurate custody of the branch vault and vault limits. I’m responsible for timely opening and closing of operations, maintaining key registers, and reviewing end-of-day reporting like EOD cash position and instruments issued.

Before that, as a Cluster Co-Ordinator at HDFC Bank (HDB), I coordinated with branches to collect required data, prepared cluster MIS, and published reports for management. I supported branches with administrative coordination and ensured timely preparation of various reports and day-to-day responses for the reporting authority.

I also bring HR and recruitment experience from my role as an HR Executive (IT Recruitment), including resourcing through job portals, screening and shortlisting resumes, conducting in-person and phone interviews, and recommending candidates to hiring managers. I’m comfortable working with Excel spreadsheets for employee benefits and company-related tracking, while maintaining structured follow-ups throughout the interview process.

Experience

Work history, roles, and key accomplishments

Service Officer

Kotak Mahindra Bank

Nov 2020 - Apr 2022 (1 year 5 months)

Managed branch vault operations and cash/non-cash transactions, maintaining key registers, performing reconciliations, and producing EOD cash position and instruments reports while ensuring compliance through audits and timely resolution of customer queries.

Vault EOD DD MC Processing Fund Transfers Banking Compliance Customer Service

Cluster Coordinator

HDFC Bank

Jan 2019 - Nov 2020 (1 year 10 months)

Coordinated with cluster branches to collect required data, prepare and publish MIS and management reports, and provide administrative support to ensure timely reporting and follow-through on branch responses.

Data Collection Cluster Coordination Administrative Support Operations Support Management Reporting

HR Executive

Job Excel Management And Consultant

Aug 2018 - Dec 2018 (4 months)

Supported IT recruitment end-to-end by sourcing and screening resumes via job portals, conducting phone and in-person interviews, coordinating with hiring managers, and following up on interview status, while maintaining Excel spreadsheets and preparing job descriptions and job postings.

IT Recruitment Interview Coordination Excel Sheets Candidate Sourcing