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
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
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