To continue my career with an organization that will utilize my MANAGEMENT, SUPERVISION & ADMINISTRATIVE skills to benefit mutual growth and success.
Hi, I’m
DEEPAK SHUKLA
Banker
Sitapur
Summary
Overview
9
years of professional experience
1
Certification
Work History
HDFC BANK Sitapur
Personal Banker
06.2022 - 07.2024
Job overview
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Established internal audit procedures to validate and improve accuracy of financial reporting.
- Mentored junior team members on best practices in relationship management techniques, contributing to overall team success and growth within the company.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Demonstrated leadership skills in managing projects from concept to completion.
- Developed a loyal customer base through personalized service and tailored financial solutions.
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
- Boosted sales of bank products through effective cross-selling and up-selling techniques.
- Provided ongoing mentorship to junior bankers, building their skills in sales techniques and customer relations management.
- Streamlined daily operations, ensuring accurate transaction processing and efficient customer service delivery.
ICICI BANKLakhimpur
Privilege Banker Relationship Manager
05.2020 - 06.2022
Job overview
- Worked closely with lending officers to secure financing options tailored to individual client needs, maximizing loan approvals and customer satisfaction.
- Identified opportunities for cross-selling products, resulting in increased revenue and client retention.
- Established long-term relationships with clients, fostering trust and loyalty through consistent communication.
- Continually boosted branch production and revenue by 20% by consistently meeting all monthly and quarterly sales goals.
- Managed diverse portfolios, ensuring proper diversification and alignment with client objectives.
- Facilitated portfolio performance review and implemented new strategies.
Star Union Dai-chi Life Insurance Sitapur
Assistant Manager
09.2019 - 04.2020
Job overview
- Developed strong working relationships with staff, fostering a positive work environment.
- Increased sales through effective merchandising strategies and targeted promotions.
- Developed strategy to increase sales and drive profits.
- Boosted employee morale by recognizing outstanding performance and celebrating team accomplishments.
- Developed strong communication and organizational skills through working on group projects.
Sbi Life Insurance Co. Ltd Sitapur
Unit Manager
05.2015 - 09.2019
Job overview
- Improved overall project efficiency by setting clear goals, milestones, and expectations for the development team.
- Trained staff during demonstrations, meetings, conferences, and workshops.
- Developed a comprehensive onboarding program for new development team members, providing necessary training and resources to enable rapid integration into ongoing projects.
- Implemented new learning strategies depending upon employees' skill levels.
Education
M.B.A. from Marketing & Human Resource
University Overview
B.COM. from Marketing & Finance
University Overview
Skills
Staff Management
Audit Support
Portfolio Growth
Value Selling
Product Recommendations
Product Knowledge
Financial Advising
Written and verbal communication
Cash Handling
Relationship Building
Wealth management offerings
Multitasking
Revenue Generation
Certification
AMFI & IRDA
Timeline
AMFI & IRDA
07-2022
Personal Banker
HDFC BANK
06.2022 - 07.2024
Privilege Banker Relationship Manager
ICICI BANK
05.2020 - 06.2022
Assistant Manager
Star Union Dai-chi Life Insurance
09.2019 - 04.2020
Unit Manager
Sbi Life Insurance Co. Ltd
05.2015 - 09.2019
M.B.A. from Marketing & Human Resource
B.COM. from Marketing & Finance