Shruti Menon

Banking professional with hands-on experience at one of India's most trusted financial institutions. I turn customer interactions into lasting relationships and sales opportunities into measurable results. In my role as Personal Banker, I've managed end-to-end branch operations — from deliverables custody and KYC compliance to digital banking migration and premium customer lead generation. I thrive at the intersection of customer experience and business growth, consistently contributing to branch sales targets while ensuring every customer leaves with a solution. After completing my MA, I spent time in self-directed learning and competitive exam preparation — which built my analytical discipline and knowledge of Indian economics and governance. In 2025, I made a deliberate, full-commitment move into private banking and haven't looked back. What sets me apart is my ability to bridge traditional banking with digital transformation — I've actively migrated customers to Direct Banking Channels, making banking simpler and more accessible for them while driving operational efficiency for the branch. Currently pursuing CAIIB, I'm building on my practical banking foundation further. If you're looking for a driven banking professional who combines operational excellence with a strong sales mindset — let's connect. I'm always open to conversations about roles in KYC/AML, retail banking, Mutual Funds or customer experience. 📩 Reach me at: shrutin0528@gmail.com