Rahul Shah
Manager
Summary
Strategic and organized Bank Manager, knowledgeable Banking professional with extensive experience in finance, sales, business development & account management. Integrity, efficiency and exceptional customer service is what I'm constantly looking for.
Motivated manager striving towards enhancing productivity, efficiency and increasing profits with forward-thinking leadership. Ready to take on challenges, growth-mindset and oriented towards accomplishing profit targets.
Goal-oriented Manager dedicated to meeting performance objectives, Offering 5 years of extensive experience in Banking Industry. Committed individual well-versed in providing thorough training, setting goals and developing innovative strategies. Superb oral and written communication skills paired with excellent time management and leadership abilities.
Overview
7
7
years of professional experience
5
5
years of post-secondary education
2
2
Certifications
4
4
Languages
Work History
Manager
Axis Bank
04.2021 - Current
- Handling Affluent portfolios of HNI and Ultra HNI accounts to drive sales growth in alignment with strategic plan.
- Worked diligently to resolve unique and recurring complaints, promoting loyalty, and enhancing operations.
- Ensuring focus on enhancing the AUM of Portfolio by cross sell of Investment Products like Insurance, Mutual Funds and Retails products of the Bank.
- Accomplished multiple tasks within established timeframes.
- Resolved customer complaints while prioritizing customer satisfaction and loyalty.
Deputy Manager - Affluent Business
Axis Bank
04.2019 - 03.2021
- Managed portfolio of over 500 wealth accounts, overseeing all aspects of client relationship management
- Cross sell of Banking products like cards, lockers, loans were also a day to day activity undertaken to meet targets and overachieved by 150%
- Revenue Generation by cross sell of Investment Products like Insurance and Mutual Funds with Banking products like cards and various accounts.
- Maintained knowledge on Banking and Investment products to provide optimal service support.
- Worked on various data for achieving Cross Sell targets held at specific period for rewards and recogination by the Bank.
Assistant Manager - Priority Banking
Axis Bank
07.2017 - 03.2019
- Managed over 500 accounts of Priority customers at Axis Bank.
- Rigorous follow up to provide Asset & Liability products of the Bank to customers.
- Increased daily sales by selling Mutual Fund and Insurance as an Investment product and providing financial services to customers.
- Assisted customers with needs such as opening accounts, depositing or transferring funds, updating account details and signing up for new services.
- Cross-sell of Banking products was a daily activity.
- Maximum engagement with clients has proven to generate a profitable output.
- Developed strategy to increase sales ultimately helping in increasing revenue for the organisation.
Education
Masters in Management Studies - Financial Management
Jain University
Bangalore, India. 09.2015 - 05.2018
Bachelor of Commerce - Financial Accounting And Auditing
H.R College of Commerce And Economics
Mumbai, India. 08.2012 - 03.2015
Skills
Excellent Oral and Written Communication
Growth Mindset
Leadership
Retail Sales
Business development and planning
Relationship building and management
Financial Management
Certification
Certified for the Association of Mutual Funds in India. (NISM Series - V)
ACHIEVEMENTS
- Awarded Best Relationship Manager for Q4 FY 17-18 and qualifying for Rewards and Recognition by Axis Bank.
- Awarded Best Relationship Manager for New to Bank accounts.
- Awarded Best Relationship Manager for overall performance in FY 19-20.
- Awarded the best RM for Sourcing of Axis Direct accounts.
- Achieved 150% Revenue points month on month for Axis Priority Banking and Promoted to Wealth Management - Burgundy at Axis Bank.
- Achieving Insurance targets and qualifying for MDRT 2020.
- Achieving Insurance targets and felicitated at Various locations like Goa, Mumbai, Kathmandu Nepal.
- A Key Basketball Player for Maharashtra State - Played 7 National Tournaments
- Participated 6 times in All-India University Basketball tournaments.
- Got a full Scholarship for Masters at Jain University, Bangalore and Bachelor's degree at Mumbai University.
Timeline
Manager
Axis Bank
04.2021 - Current
Deputy Manager - Affluent Business
Axis Bank
04.2019 - 03.2021
Certified for the Association of Mutual Funds in India. (NISM Series - V)
10-2017
Insurance Regulatory and Development Authority of India. IRDA Certified.
10-2017
Assistant Manager - Priority Banking
Axis Bank
07.2017 - 03.2019
Masters in Management Studies - Financial Management
Jain University
09.2015 - 05.2018
Bachelor of Commerce - Financial Accounting And Auditing
H.R College of Commerce And Economics
08.2012 - 03.2015
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