R. Shiva Venkatesh Shastri
Navi Mumbai
Summary
Marketing professional with experience of 11Yrs in retail and corporate sales; working in fast paced environment which demands strong organizational and interpersonal skills. Confident and poised in interaction with individuals at all levels. Detail oriented and resourceful in completing projects; able to multi-task effectively. Capabilities include: Key Account Management. Relationship building; Consultative & Need Based selling. Revenue Generation for the organization; Exploring Market Catchment. Team Player
Overview
20
20
years of professional experience
1
1
Certification
Work History
Relationship Banking Head (DVP)
HDFC Bank Ltd
Chembur
09.2021 - Current
- Handling team of Relationship Managers to take care of sales, customer service and customer complaints.
- Planning and Creating Road Maps for achieving Business Targets and compliance.
- Maintaining MIS of Cross Sale and Assets Lead Generation.
- Report generation on CRM which also includes the review management.
- Handling Current Accounts, Forex, Funding Requirements for Companies.
- Acquisition of New Banking customer.
- Take through the clients for buying process of TPP products on Banking portal.
- Dealing with all Liability and asset products of the Bank. (Overdraft, Working Capital etc)
- Third Party product sales to retail and corporate clients, which includes life and non life insurance products.
- Reviewing and Monitoring team performance on score card, processes, Internal Controls.
- Reviewing and Monitoring processes, Internal Controls, Risk and Performances at the Branch.
- Conducting Financial Planning session for the individual clients. Providing them suggestions on their Investments & Portfolio. Helping them to reevaluate and restructure their Portfolio.
Branch Manager (AVP II)
Indusind Bank Ltd
Vashi
09.2018 - Current
- Managing Day to Day Branch Operation and Sales.
- Reviewing and Monitoring processes, Internal Controls, Risk and Performances of Branch.
- Taking care of Branch sales, P&L and Revenue Generation.
- Handling Customer Service and Complain Management.
- Handling Current Accounts, Forex, Funding Requirements for Companies.
Relationship Banking Head (Sr. Manager)
HDFC Bank Ltd
Nerul
10.2012 - 09.2018
- Handling team of Relationship Managers to take care of sales, customer service and customer complaints.
- Planning and Creating Road Maps for achieving Business Targets and compliance.
- Maintaining MIS of Cross Sale and Assets Lead Generation.
- Report generation on CRM which also includes the review management.
- Handling Current Accounts, Forex, Funding Requirements for Companies.
- Acquisition of New Banking customer.
- Take through the clients for buying process of TPP products on Banking portal.
- Dealing with all Liability and asset products of the Bank. (Overdraft, Working Capital etc)
- Third Party product sales to retail and corporate clients, which includes life and non life insurance products.
- Reviewing and Monitoring team performance on score card, processes, Internal Controls.
- Reviewing and Monitoring processes, Internal Controls, Risk and Performances at the Branch.
- Conducting Financial Planning session for the individual clients. Providing them suggestions on their Investments & Portfolio. Helping them to reevaluate and restructure their Portfolio.
Branch Manager
ICICI Securities Ltd.
Chembur
09.2010 - 12.2011
- Handling a team of 6-7 Relationship Managers in branch, helping them achieve targets & provide training.
- Meeting the existing clients and cross selling of PMS, Private Equity, Structure Product, Mutual Funds, Corporate Fix Deposits etc.
- Conducting Financial Planning session for the clients.
- Providing them suggestions on their Investments & Portfolio.
- Helping them to reevaluate and restructure their Portfolio.
- Taking care of Branch Service and Service Issues.
- Handling Branch Administration and Operations.
- Tracking Branch MIS and operating on softwares( Pivotal and SRM).
Dy. Business Manager Mall Assurance
Future Generali India Life Ins. Co. Ltd.
Mumbai
06.2010 - 09.2010
- Handling a team of 6-7 Financial Associates, Sourcing leads from Malls and helping team to achieve target.
- Handling Mall Life Insurance activities and Sales.
- Meeting the clients, taking care of Branch Service and cross selling of different financial products.
Branch Manager
K. M. Dastur Reinsurance Brokers Pvt. Ltd.
Mumbai
10.2009 - 06.2010
- Handling a team of Unit Managers, helping them achieve their team targets & provide training as and when required.
- Taking care of recruitment process, interviews.
- Reviewing team performance and taking actions to improve performance.
- Tracking business MIS.
- Advise based selling and portfolio advisory to the clients and meeting Branch targets.
- Taking care of Branch Service and Service Issues.
- Handling Branch Administration and Operations.
Asst. Branch Manager
K. M. Dastur Reinsurance Brokers Pvt. Ltd.
Mumbai
07.2008 - 09.2009
- Handling a team of Unit Managers, helping them achieve their team targets & provide training as and when required.
- Taking care of recruitment process, interviews.
- Reviewing team performance and taking actions to improve performance.
Unit Manager
K. M. Dastur Reinsurance Brokers Pvt. Ltd.
Mumbai
04.2008 - 06.2008
- Handling a team of Relationship Managers, helping them achieve their team targets & provide training as and when required.
- Taking care of recruitment process, interviews.
- Tracking business MIS.
Sales Manager- Corporate Sales
Reliance General Insurance Co. Ltd.
Mumbai
06.2006 - 05.2007
- Advise based selling and portfolio advisory to the Corporate clients of the Company.
- Sourcing new client for the company and servicing the existing clients post policy issuance.
- Generating maximum quote queries for the corporate.
- Coordinating with decision makers and company underwriters for business proposal.
Education
PGDBM - Marketing
Indira Institute of Management Studies
PuneSkills
- Key Account Management
- Relationship building
- Consultative selling
- Need Based selling
- Revenue Generation
- Market Catchment
- Team Player
Certification
- IRDA Certified
- AMFI certified
Accomplishments
- Multiple contests and certificates won across the product line i.e., Forex, MF, LI
- Qualified for international conferences i.e., MDRT, MDRT Experience
Personal Information
- Date of Birth: 07/02/83
- Nationality: Indian
- Marital Status: Married
Languages
- Hindi
- English
- Marathi
Summer Job
ICICI Bank Ltd., Mumbai, Comparative Study of Personal Loan (Salaried Category), Analyzed Pune’s Personal Loan market and Lead Generation for Personal Loan
Languages
English
Advanced
C1
Hindi
Advanced
C1
Timeline
Relationship Banking Head (DVP)
HDFC Bank Ltd
09.2021 - Current
Branch Manager (AVP II)
Indusind Bank Ltd
09.2018 - Current
Relationship Banking Head (Sr. Manager)
HDFC Bank Ltd
10.2012 - 09.2018
Branch Manager
ICICI Securities Ltd.
09.2010 - 12.2011
Dy. Business Manager Mall Assurance
Future Generali India Life Ins. Co. Ltd.
06.2010 - 09.2010
Branch Manager
K. M. Dastur Reinsurance Brokers Pvt. Ltd.
10.2009 - 06.2010
Asst. Branch Manager
K. M. Dastur Reinsurance Brokers Pvt. Ltd.
07.2008 - 09.2009
Unit Manager
K. M. Dastur Reinsurance Brokers Pvt. Ltd.
04.2008 - 06.2008
Sales Manager- Corporate Sales
Reliance General Insurance Co. Ltd.
06.2006 - 05.2007
PGDBM - Marketing
Indira Institute of Management Studies