KUMARI SHUBU
BENGALURU
Summary
To effectively peruse my efficient marketing skills towards the furthering of my career and actively seek new opportunities to expand my horizons in other domains/specialties.
Overview
9
9
years of professional experience
Work History
NRI RELATIONSHIP MANAGER
AXIS BANK LTD
Bangalore
08.2025 - Current
- Developed strong client relationships to enhance customer satisfaction and loyalty.
- Identified customer needs, developed customized solutions, and provided knowledgeable advice.
- Conducted regular reviews to assess client needs and recommend appropriate services.
- Educated clients on digital banking tools to improve accessibility and usability.
- Collaborated with internal teams to streamline client onboarding processes.
- Managed daily operations including scheduling appointments, coordinating meetings and preparing agendas.
Branch relationship manager
IDFC FIRST BANK
bengaluru
03.2023 - 05.2025
- Managed key client relationships, delivering tailored financial advisory and portfolio investment services.
- Handling a group of key Clients providing Financial Advisory Services to the customers and offering Portfolio Investment Services
- Enhanced customer profitability by capturing larger share of wallet through strategic engagement.
- - Ensuring compliance with branch SOP and control in sales and service
- Deepened client relationships by cross-selling bank products, increasing overall client value.
- Implemented daily trading strategies to enhance client portfolio performance. strategies to optimize performance and client satisfaction.
- - It also includes use of applications actively for designing product suitability matrix, financial planning for the customers
Branch Relationship Manager
Kotak mahindra bank Ltd
PUNE
11.2022 - 03.2023
- Led DART team as product owner, overseeing onboarding of new clients.
- Managed project budget effectively, resource management, capacity planning and status reporting tasks.
- Created resource onboarding and ramp down plan to meet project objectives under cost and time constraints.
- Developed performance measurement criteria to enhance team accountability and effectiveness.
- Created and maintained dashboards for key stakeholders.
Deputy Manager
HDFC Bank Ltd
puner
08.2019 - 09.2022
- Managed portfolio of HNI customers, ensuring tailored solutions to meet individual financial needs.
- Regular Banking Operations – Authorizing the entries done at branch
- Conducted internal process audits and reviews to ensure adherence to defined guidelines.
- Resolved customer complaints and issues, enhancing customer satisfaction and loyalty.
- Executed foreign exchange transactions for clients
- Processing Account opening forms
- Monitored team performance to drive operational efficiency and achieve sales targets.
Personal Banker
ICICI BANK LTD.
pune
11.2017 - 08.2019
- Monitored investment portfolio performance to assess financial health.
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
- Reviewing Existing investors portfolio and cross sell them Life Insurance Product.
- Developed strategies to penetrate untapped markets for all product lines.
- Providing awareness of products through presentation to bank staff and generating leads.
- Engaged walk-in customers to generate new business opportunities.
- Focused on maintaining business persistency to reduce lapsation rates.
- Monitor portfolio performance.
- Responsible for achieving monthly Goal Sheet Target.
Education
BBA -
Indira school of commerce & science
PUNESkills
- Client engagement
- Customer Service
- Financial analysis
- Management
- Adaptability
- Planner
- Problem solving
Interests
Photography, Travel, Art
Languages
English
Beginner
A1
Timeline
NRI RELATIONSHIP MANAGER
AXIS BANK LTD
08.2025 - Current
Branch relationship manager
IDFC FIRST BANK
03.2023 - 05.2025
Branch Relationship Manager
Kotak mahindra bank Ltd
11.2022 - 03.2023
Deputy Manager
HDFC Bank Ltd
08.2019 - 09.2022
Personal Banker
ICICI BANK LTD.
11.2017 - 08.2019
BBA -
Indira school of commerce & science