Sachiv Shekhar
Gurgaon
Summary
Dynamic banking professional with a proven track record at HDFC Bank Limited, excelling in operational management and customer service. Skilled in data analysis and staff training, I have consistently driven sales targets and enhanced client satisfaction through effective relationship management and compliance oversight. Recognized for achieving objectives within set timelines.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Manager
HDFC Bank Limited
03.2023 - Current
- Drove sales targets for the branch, achieving objectives within set timelines.
- Managed branch operations staff, promoting ethical conduct and punctuality.
- Trained staff in bank operations and financial services, improving overall team competency.
- Established best practices for operational activities, enhancing customer service standards.
- Analyzed customer feedback to improve service delivery and client satisfaction.
- Resolved customer inquiries by providing timely and accurate information solutions.
- Oversaw branch compliance and maintained knowledge of bank audit requirements.
Deputy Manager
AXIS Bank Limited
04.2019 - 03.2023
- Managed client portfolio to increase customer satisfaction and retention rates.
- Executed cash transactions to facilitate prompt customer service.
- Resolved complaints in CCRS software promptly to elevate service quality.
- Operated bank functions efficiently, ensuring compliance with regulations.
- Processed account maintenance applications for changes in personal information.
- Obtained and submitted 15G/15H forms from customers within deadlines.
- Maintained secure stock of banking materials, including ATM cards and credit cards.
- Monitored correspondence to facilitate effective communication.
Senior Officer
IDFC First Bank Limited
02.2018 - 04.2019
- Executed financial planning strategies, driving improved profitability.
- Increased CASA value through targeted marketing initiatives, expanding client base.
- Engaged potential clients through targeted outreach efforts., boosting overall revenue.
- Communicated product details effectively to customers, ensuring clarity and understanding.
Sales Trainee
IndusInd Bank Limited
02.2017 - 02.2018
- Generated leads that contributed to increased sales of investment products.
- Recognized as Top Performer in Health Insurance sales for outstanding results.
- Facilitated corporate initiatives to enhance employee engagement, supporting sales growth.
- Honored with Emerging Star award for exceptional team performance.
- Delivered high-quality work under tight deadlines in fast-paced, multi-cultural environment.
- Maintained consistent standards of excellence in all deliverables.
Education
PGDM - Marketing & Finance
JK Business School
Gurgaon01.2017
BBA -
CCS University
Meerut08-2014
Skills
- Customer service and support
- Operational management
- Compliance oversight
- Data analysis
- Staff training
- Relationship management
Certification
- NISM Series V-A, Mutual Fund Distributors certification, 03/31/26
- IRDA Certified, 07/31/25
- Project Management, CEGR
- Advanced Certificate in Entrepreneurship Skills, CEGR
Accomplishments
• MDRT qualified.
• Awarded for Top Performer in health insurance sales.
• Awarded Emerging Star for best performance in the team.
• Performed corporate activities for generating sales.
• 1st rank in semester exams for the last two years consecutively in BBA.
• Organized and participated in marketing club activities.
• Winner of the ad-mad show.
• Awarded for Top Performer in health insurance sales.
• Awarded Emerging Star for best performance in the team.
• Performed corporate activities for generating sales.
• 1st rank in semester exams for the last two years consecutively in BBA.
• Organized and participated in marketing club activities.
• Winner of the ad-mad show.
Projects
Final Research Project titled 'Attitude of Consumer towards Online Shopping' Summer Internship Project titled 'To Study the Consumer Attitude towards Bookmyhouse.com'
Disclaimer
I hereby declare that the above information provided by me is true to the best of my knowledge and belief.
Activities Of Interest
- Stock market trading
- Reading the newspaper
- Watching movies
- Listening to music
Personal Competencies
- Ability to face challenges and provide goal-oriented performance
- Equally effective in working independently and within a team
- A reliable, responsible, and motivated individual with interpersonal skills
- Punctuality in job completion
Timeline
Manager
HDFC Bank Limited
03.2023 - Current
Deputy Manager
AXIS Bank Limited
04.2019 - 03.2023
Senior Officer
IDFC First Bank Limited
02.2018 - 04.2019
Sales Trainee
IndusInd Bank Limited
02.2017 - 02.2018
PGDM - Marketing & Finance
JK Business School
BBA -
CCS University