KARISHMA SHAH
Mumbai
Summary
Results-driven Senior City Head equipped to oversee and optimize revenue and growth.
Skilled in business development, customer acquisition and retention and team
leadership. Hands-on leader focused on leveraging internal and market analytics to
guide strategic decisions.Expertise in new channel development and managing private
banking / ultra HNI clientele with an experience of nearly 10 + years in Financial Sector
and Service industry.
Have an international exposure in management and have been associated with
Standard Chartered , United Arab Emirates.
Pursued further studies in 2020 IIM Kolkata in Strategic Planning in leadership and
management to support career growth
Complex problem solving Risk management expertise
Motivational leadership style Excellent communication skills
Devising business strategies Strong interpersonal skills
Overview
21
21
years of professional experience
Work History
Head of Regional Sales
Max Life Insurance Company Ltd
Mumbai
02.2017 - Current
- Working closely with 25+ managing partners (DVP ,AVP and VP) of Axis Bank for HNI business generation and regularly updating them for better business strategy and optimum results
Manager
Kotak Mahindra
Mumbai
05.2014 - 11.2014
Manager
Kotak Mahindra
Mumbai
05.2014 - 11.2014
- Recruited high-performing and accomplished team members, nurturing talent to develop skilled and capable workforce
Relationship Manager
HDFC Bank
Mumbai
09.2009 - 10.2011
- Managing the HNI Client (Imperia Base) one point of contact to the client and queries of top 100
Senior Customer Service Officer
TCS, Citibank Process
Mumbai
05.2008 - 05.2009
- Providing best possible service as the client based was including top US corporate relationship
Sales Officer
Standard Chartered Holding, Synergy
Abu Dhabi
01.2004 - 01.2007
- Sourcing to Credit review of Personal Loan of Expats and Locals
Assistant Branch Manager
Tata Indicom Infocom
Mumbai
03.2003 - 10.2004
- Managing sales service and operations of the Branch
Education
SSC -
St. Anne's High School
HSC -
Narsee Monjee College
Commerce and Accounts -
Narsee Monjee College, Mumbai University
Strategic Planning and Leadership -
IIM - Kolkata
Skills
- Results-driven
- Business development
- Customer acquisition and retention
- Team leadership
- Internal and market analytics
- New channel development
- Managing private banking / ultra HNI clientele
- Financial sector
- Service industry
- Complex problem solving
- Risk management expertise
- Motivational leadership style
- Excellent communication skills
- Devising business strategies
- Strong interpersonal skills
Timeline
Head of Regional Sales
Max Life Insurance Company Ltd
02.2017 - Current
Manager
Kotak Mahindra
05.2014 - 11.2014
Manager
Kotak Mahindra
05.2014 - 11.2014
Relationship Manager
HDFC Bank
09.2009 - 10.2011
Senior Customer Service Officer
TCS, Citibank Process
05.2008 - 05.2009
Sales Officer
Standard Chartered Holding, Synergy
01.2004 - 01.2007
Assistant Branch Manager
Tata Indicom Infocom
03.2003 - 10.2004
SSC -
St. Anne's High School
HSC -
Narsee Monjee College
Commerce and Accounts -
Narsee Monjee College, Mumbai University
Strategic Planning and Leadership -
IIM - Kolkata
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