Banking Expertise.
Operational Excellence.
PlanUrDream provides specialised Banking, Financial Services and Insurance (BFSI) operational support to financial institutions across India. With more than two decades of banking leadership and operational expertise, we help organisations scale efficiently while maintaining high standards of quality, compliance and customer experience.
Our founder, Satyajeet Das, brings 22+ years of hands-on experience across leading banking institutions — from retail banking and wealth management to operations and business development. That domain depth is the foundation of every engagement we undertake.
Years in Banking & BFSI
Service Categories
Scalable Seat Capacity
Industries Served
Service Categories
Customer Acquisition Services
Retail Banking
- ▸Savings Account Acquisition
- ▸Current Account Acquisition
- ▸Salary Account Acquisition
- ▸CASA Activation
Cards
- ▸Credit Card Sales
- ▸Credit Card Processing
- ▸Card Activation Support
Lending
- ▸Personal Loans
- ▸Home Loans
- ▸LAP
- ▸Business Loans
- ▸Vehicle Loans
- ▸Education Loans
Investment Products
- ▸Mutual Fund Support
- ▸Insurance Lead Generation
- ▸Wealth Product Campaigns
Banking Operations
Core Processing
- ▸Application Processing
- ▸Document Verification
- ▸KYC Coordination
- ▸CKYC Support
- ▸Customer Due Diligence
Account Management
- ▸Data Validation
- ▸Account Opening Support
- ▸Loan File Processing
- ▸Disbursement Coordination
Customer Verification
Verification Types
- ▸Tele Verification
- ▸Employment Verification Support
- ▸Residence Verification Coordination
- ▸Business Verification Coordination
Quality Checks
- ▸Welcome Calling
- ▸Quality Check Calling
Customer Lifecycle Management
Engagement Campaigns
- ▸Welcome Calls
- ▸Activation Campaigns
- ▸Cross Sell Campaigns
- ▸Upsell Campaigns
Retention
- ▸Renewal Campaigns
- ▸Dormant Account Activation
- ▸Customer Retention
Collections Support
Early Stage
- ▸Soft Collections
- ▸Reminder Calls
- ▸EMI Follow-ups
Prevention
- ▸Customer Engagement
- ▸NPA Prevention Campaigns
Back Office Operations
Data & Reporting
- ▸Data Entry
- ▸CRM Management
- ▸Application Tracking
- ▸MIS Reporting
Quality & Documentation
- ▸Quality Audits
- ▸Document Digitization
- ▸Operational Support
Industries We Serve
Public Sector Banks
Private Sector Banks
Small Finance Banks
Cooperative Banks
NBFCs
Housing Finance Companies
Insurance Companies
Wealth Management Firms
Mutual Fund Distributors
Fintech Companies
Payment Banks
DSAs
Banking Correspondents
Outsourcing Partners
Engagement Models
Dedicated Team
A dedicated team working exclusively for one client — aligned to your processes, tools and SLAs.
Best for: Ongoing operationsShared Services
Suitable for pilot projects and seasonal campaigns where a full dedicated team isn't required.
Best for: Pilots & seasonal needsProject-Based Operations
Ideal for fixed-duration banking initiatives with defined scope, timelines and deliverables.
Best for: Fixed-term projectsCampaign-Based Support
Customer acquisition drives, product launches and targeted outreach managed end to end.
Best for: Product launchesWhy Choose PlanUrDream
22+ Years of Banking & Financial Services Experience
Leadership Experience Across Leading Banking Institutions
Domain Expertise in Retail Banking & Wealth Management
Strong Understanding of Regulatory & Compliance Requirements
Secure & Confidential Process Handling
Scalable Delivery Model (5 to 100+ Seats)
Multilingual Customer Support
Dedicated Quality Assurance Framework
Flexible Commercial Models
Infrastructure
Our current setup provides a secure, reliable foundation for BFSI operations. As our facility grows, we continue to upgrade our infrastructure to meet client requirements.
Secure Operations Centre
High-Speed Internet Connectivity
Dedicated Workstations
CCTV Surveillance
Power Backup
Call Monitoring & Quality Review
Scalable Seating Capacity
Secure Data Handling Practices
Compliance & Information Security
PlanUrDream is committed to maintaining high standards of confidentiality, operational controls and information security. We follow client-specific data protection requirements and continuously strengthen our operational practices to ensure secure handling of customer information.
As we achieve formal certifications (such as ISO 27001), they will be reflected here. We believe in transparent, progressive disclosure of our compliance posture.
Confidentiality First
Client data is treated with absolute confidentiality and handled only by authorised personnel.
Client-Specific Protocols
We adapt to each client's data protection and compliance requirements.
Continuous Improvement
Regular internal audits and process reviews to strengthen our security posture.
NDA & Agreements
All engagements are covered by non-disclosure agreements and formal service contracts.
Meet the Founder
Satyajeet Das
Proprietor – PlanUrDream
- ✓22+ years in Banking & Financial Services
- ✓Leadership experience across multiple banking institutions
- ✓Expertise in Retail Banking, Wealth Management, Operations and Business Development
- ✓CFP® Professional (Certified Financial Planner)
- ✓NCFE Financial Education Trainer
- ✓Certified across banking, insurance and investment domains
Partner With Us
We work with a broad range of financial institutions and intermediaries. If you're looking for a reliable BFSI operations partner, we'd welcome a conversation.
Request for Proposal
Tell us about your requirements and we'll respond with a tailored proposal within 2 business days.