Jatin Shah
Client Relations and Operational Proficient
Mumbai
Summary
Proven leader in the banking sector with a track record of enhancing customer satisfaction and driving revenue growth at HDFC BANK Ltd.-INDIA. Excelled in branch operations management and relationship building, increasing profitability through strategic initiatives and team mentorship. Demonstrated expertise in customer service and operational excellence, achieving significant performance improvements.
Overview
18
18
years of professional experience
Work History
Branch Manager
HDFC BANK Ltd.-INDIA
07.2023 - Current
- Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
- Maintained friendly and professional customer interactions.
- Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
- Engaged employees in business processes with positive motivational techniques.
- Strengthened relationships with key clients, securing long-term partnerships and driving revenue growth.
- Increased branch profitability by implementing cost-saving measures and streamlining operational processes.
Relationship Banking Head - AVP & DVP
HDFC BANK Ltd.-INDIA
04.2019 - 07.2023
- Responsible to manage the team of 5 Relationship Managers and responsible for executing strategy to drive projects to achieve customer satisfaction and operational goals defined by the bank.
- Increased revenue by developing targeted sales strategies tailored to specific customer segments.
- Developed and maintained strong relationships with clients, resulting in increased business opportunities.
- Enhanced team productivity by providing training and mentorship to junior staff members.
- Promoted and led performance enhancement culture by actively coaching and mentoring direct reports.
Relationship Manager - PRM & ICRM
HDFC BANK Ltd.-INDIA
05.2013 - 03.2019
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Maintained knowledge on banking products and distribution to provide optimal service support.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Analyzed customer data to identify areas of improvement and maximize customer satisfaction.
Relationship Manager
Canara HSBC OBC Life Insurance
05.2011 - 04.2013
- Handled and supported the HSBC BANK Premier team of Wealth Managers for sourcing Insurance Business.
- Participated in staff meetings to discuss innovative strategies to improve services.
- Collaborated with cross-functional teams for seamless management of high-profile accounts, resulting in improved customer satisfaction.
- Participated in industry events and trade shows to promote products and services.
Area Sales Manager
Standard Chartered Bank
06.2008 - 09.2009
- Managed a successful sales team, consistently achieving and exceeding monthly sales targets.
- Expanded market share through effective prospecting, lead generation, and negotiation skills.
- Exceeded targets by building, directing, and motivating high-performing sales team.
Financial Services Manager
ICICI Prudential Life Insurance Company
10.2006 - 06.2009
- To sell Insurance policies in open Market
- Direct Marketing support with Inbound and outbound leads
- Providing feedback on various marketing campaigns and product penetration through effective monitoring and measurement.
Education
BBA - Marketing
SIES
Mumbai, India 04.2001 -
Skills
Customer Service
Branch Operations Management
Relationship Building
Relationship building and management
Timeline
Branch Manager
HDFC BANK Ltd.-INDIA
07.2023 - Current
Relationship Banking Head - AVP & DVP
HDFC BANK Ltd.-INDIA
04.2019 - 07.2023
Relationship Manager - PRM & ICRM
HDFC BANK Ltd.-INDIA
05.2013 - 03.2019
Relationship Manager
Canara HSBC OBC Life Insurance
05.2011 - 04.2013
Area Sales Manager
Standard Chartered Bank
06.2008 - 09.2009
Financial Services Manager
ICICI Prudential Life Insurance Company
10.2006 - 06.2009
BBA - Marketing
SIES
04.2001 -