Aakash Giri
Project Management | CRM & SaaS Implementations | Driving BFSI Operations & Process Automation | Ex-MOFSL | SIMSREE
- Role
- Deputy Manager at HDFC securities
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Aakash Giri
Project Manager with hands-on experience delivering CRM and SaaS implementations within large BFSI organizations. My work is focused on using technology to simplify processes, improve operational efficiency, and enhance customer experience across acquisition, onboarding, and service journeys.Over the years, I have led and supported enterprise-scale platform rollouts involving CRM systems, Dialer platforms, Agentic AI and AI-enabled analytics, and CX tools. This has required close coordination with business, operations, and technology teams to translate complex requirements into practical, scalable solutions that are adopted and deliver tangible results.I am known for taking ownership, bringing structure to execution, and working comfortably across teams. I am currently exploring Project Management opportunities focused on enterprise platforms, process automation, and agentic AI–driven operational transformation.
Experience
Deputy Manager
Apr 2024 — Present · Mumbai, IN
Implemented customer-initiated in-app calling (Ubona) and a GenAI-powered IVR bot to guide demat account opening, reducing drop-offs and lowering support dependency. Owned major dialer upgrades including progressive dialing, supervisor dashboards, and auto-disposition, scaling operations to 1.5L+ calls/day, increasing agent talk time from 1.5 → 2.5 hours and improving connectivity from 20% → 80%. Led the onboarding and integration of CRM systems, dialer platforms, and agentic AI tools, integrating multiple SaaS platforms with in-house systems to support end-to-end operational workflows. Designed and implemented CRM lead distribution logic, multi-channel communication calendars (WhatsApp, SMS, email), and leaderboard dashboards to improve agent productivity and accountability. Worked closely with business, IT, compliance, and InfoSec teams to enable platform integrations, regulatory approvals, and smooth organization-wide adoption.
Education
Sydenham Institute of Management Studies, Research and Entrepreneurship Education
Master of Business Administration - MBA
2023
R. D. National College of Arts & Science
Science
L S Raheja College of Arts and Commerce
Bachelor of Financial Markets
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