Summary
Overview
Work History
Education
Skills
Certification
Extracurricular Activities
Accomplishments
Timeline
Generic

Shubham Meena

BANGALORE

Summary

Dynamic and detail-oriented manager with 11 months of experience in financial analysis and portfolio management. My expertise encompasses client acquisition analysis, understanding client needs, conducting data analysis, identifying gaps, performing competitive analysis, building strategies, and leading teams to drive revenue growth while monitoring key performance indicators. I am eager to leverage my skills and passion in a supportive work environment that fosters professional development and allows me to make a meaningful impact within the organization

Overview

1
1
year of professional experience
3
3
years of post-secondary education
1
1
Certification

Work History

Sales Manager

IDFC FIRST BANK
Bangalore
03.2025 - Current
  • Process optimization: Streamlined the entire process for two-wheeler loans, enhancing operational efficiency from acquisition to service completion, while managing promotional activities like branding at partner points, displays at branch outlets and expos to boost market visibility
  • Sales Performance: Achieved and surpassed business targets in sales volume by implementing strategic sourcing initiatives
  • Data-Driven market strategy: Leveraged monthly performance data and competitive market analysis to generate actionable insights, guiding strategic plans and driving revenue growth in the two-wheeler loan sector
  • Team Leadership and Strategic Business Growth: Recruited, trained, and led a team of executives while implementing strategic initiatives to drive business growth and expand into new markets
  • Cross-Department Collaboration: Collaborated closely with credit, risk, operations, and product teams to streamline end-to-end processes and improve service delivery
  • Portfolio and cross sell Management: Portfolio and cross sell Management: Maintained portfolio hygiene by monitoring risk limits and delinquency rates, while driving cross-selling opportunities like inventory fiunding, trade advances, credit cards

Education

B.COM - Taxation

The Bhopal School Of Social Science
Bhopal
02.2019 - 02.2022

MBA - Marketing & Finance

Indus Business Academy
Bangalore

Skills

  • Strong Interpersonal skills
  • Operational Efficiency
  • Portfolio Management
  • Team Leadership
  • Strategy and Planning
  • Client Relationship Management
  • Channel Management
  • Business development
  • Recruitment and Training
  • Data Analytics (MS-Excel, MS-PowerPoint & Power BI)

Certification

  • Earned Project Management Certification from Great Learning Academy, mastering Agile methodologies, risk management, & project
  • lifecycle management, 2024 Certified in Risk Management by Tata Consultancy Services, focusing on financial sector risks, mitigation strategies, & compliance frameworks, 2024
  • Achieved Credit Analysis in Banking certification from Great Learning Academy, mastering credit risk assessment & financial statement analysis, 2024

Extracurricular Activities

  • Represented Madhya Pradesh in two national-level football tournaments.
  • Led Bhopal team to three state-level football victories.
  • Captaincy: Secured interschool championship and ₹1,11,000 cash prize
  • Led 30 cadets in national camp; mastered survival and rifle training.

Accomplishments

  • Exceeded monthly financing and disbursement targets for two-wheeler loans.
  • Strengthened dealership partnerships to increase high-quality lead generation.
  • Managed end-to-end credit assessment and documentation for diverse customers.

Timeline

Sales Manager

IDFC FIRST BANK
03.2025 - Current

B.COM - Taxation

The Bhopal School Of Social Science
02.2019 - 02.2022

MBA - Marketing & Finance

Indus Business Academy
Shubham Meena