Anoop Kumar Shukla
Delhi
Summary
To obtain the position of Virtual Relationship Manager in a reputable banking institution where I can utilize my knowledge of financial products, strong interpersonal skills, and digital communication expertise to effectively manage client portfolios, enhance customer satisfaction, and contribute to the bank's growth through strategic relationship-building in a virtual setup.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Senior Manager
Yes Bank Ltd
New Delhi
10.2025 - Current
- Managed a diversified portfolio of retail and SME clients, ensuring growth in deposits, loans, and cross-selling of banking products
- Built and maintained strong customer relationships to enhance retention and increase wallet share
- Achieved sales targets for CASA, loans, insurance, and investment products through strategic client engagement
- Conducted regular portfolio reviews to identify opportunities for upselling and risk mitigation
- Led cross-functional teams to enhance banking operations and service delivery.
- Developed and implemented strategic plans to improve customer engagement initiatives.
- Oversaw compliance with regulatory standards in banking practices and procedures.
- Collaborated with senior leadership to align departmental goals with organizational objectives.
Relationship Manager Royale
AU Small Finance Bank
Delhi
02.2025 - 10.2025
- Managed a portfolio of high-net-worth individual (HNI) and retail clients, ensuring personalized banking solutions and consistent relationship engagement.
- Identified customer needs and cross-sold financial products including savings accounts, fixed deposits, insurance, personal loans, and investment instruments.
- Achieved portfolio growth targets through proactive client acquisition, retention strategies, and referral generation.
- Conducted periodic reviews of customer accounts to monitor financial health, compliance, and ensure service excellence.
- Collaborated with internal teams (Credit, Risk, Operations) to provide end-to-end support for client requirements.
- Enhanced customer satisfaction and loyalty by providing timely service, resolving queries efficiently, and maintaining a high service quality index.
- Delivered consistent performance exceeding sales targets, portfolio hygiene, and customer engagement metrics
Virtual Relationship Manager
HDFC Bank Ltd
Delhi
08.2022 - 02.2025
- Successfully managed portfolios of High Net Worth (HNI) and Non-Resident Indian (NRI) clients, addressing their comprehensive banking and financial needs.
- Consistently generated revenue for the organization through effective cross-selling of a wide range of financial products, including Personal Loans (PL), Home Loans (HL), Auto Loans (AL), Gold Loans (GL), Loan Against Property (LAP), Mutual Funds, General Insurance, and Life Insurance.
- Qualified and attended MDRT Day Training Program in Malaysia (August 2023) by achieving targeted insurance sales within the stipulated time frame.
- Achieved MDRT (Million Dollar Round Table) recognition in January 2024, South Korea, reflecting outstanding performance in the insurance business
Relationship Manager
AXIS Bank Ltd
Noida
06.2021 - 12.2021
- Managing a customer portfolio by assisting clients with their banking and financial needs, while driving revenue growth through the sale of products such as Personal Loans (PL), Auto Loans (AL), Home Loans (HL), Mutual Funds, General Insurance, and Life Insurance.
Relationship Manager
HDB Financial Services
Delhi
08.2018 - 06.2021
- Handled customer queries and provided effective resolutions while driving revenue growth through cross-selling products such as personal loans, insurance (life and general), and credit card loans.
Education
B. A. - Arts
Dr. Ram Manohar Lohia Avadh University
Intermediate -
S. A. S. B. S. Inter College Gonda
GondaHigh School -
Saraswati Vidya Mandir
Skills
- Written & Interpersonal Communication
- Teamwork
- Supervision
- Multitasking
- Passionate and Self Driven
- MS Office
- Spreadsheet
- Data Analysis
- Strategic Planning
Certification
Certification in Investment Banking Operations Program
Languages
English
Advanced
C1
Timeline
Senior Manager
Yes Bank Ltd
10.2025 - Current
Relationship Manager Royale
AU Small Finance Bank
02.2025 - 10.2025
Virtual Relationship Manager
HDFC Bank Ltd
08.2022 - 02.2025
Relationship Manager
AXIS Bank Ltd
06.2021 - 12.2021
Relationship Manager
HDB Financial Services
08.2018 - 06.2021
B. A. - Arts
Dr. Ram Manohar Lohia Avadh University
Intermediate -
S. A. S. B. S. Inter College Gonda
High School -
Saraswati Vidya Mandir