Summary
Overview
Work History
Education
Skills
Timeline
Hi, I’m

DEEPAK SHUKLA

Banker
Sitapur,Uttar Pradesh
DEEPAK SHUKLA

Summary

A highly versatile banking professional with over 9 years of experience in managing credit and non-credit relationships of varying size and complexity, from initial sourcing to deal closure.

Expert in business development, relationship and portfolio management, project finance, asset-based lending, CRM tools, and cross-selling.

Adept at managing organizational complexities and business uncertainties under high-pressure environments to achieve challenging goals.

Overview

9
years of professional experience

Work History

HDFC BANK
Sitapur, Uttar Pradesh

Personal Banker
06.2022 - 07.2024

Job overview

  • Established strong relationships with key stakeholders for effective collaboration and streamlined decision-making processes.
  • 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.

ICICI BANK
Lakhimpur

Privilege Banker
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

  • Ul>
  • Bank
  • P>Staff Management
  • P>Audit Support
  • P>Portfolio Growth
  • P>Value Selling
  • P>Product Recommendations
  • P>Product Knowledge
  • P>Financial Advising
  • P>Written and verbal communication
  • P>Cash Handling
  • P>Relationship Building
  • P>Wealth management offerings
  • P>Multitasking
  • P>Revenue Generation

Timeline

Personal Banker
HDFC BANK
06.2022 - 07.2024
Privilege Banker
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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