Summary
Overview
Work History
Education
Skills
Certification
Mailing Address
Languages
Personal Information
Profile Summary - Summary
Cricket and Music
Timeline
Generic

Sameer Shrivas

Jabalpur,MP

Summary

Professional relationship management expert with strong emphasis on team collaboration and delivering results. Proven track record in client engagement, conflict resolution, and strategic planning. Known for adaptability and reliability while excelling in communication, problem-solving, and building lasting client partnerships. Adept at navigating changing needs and driving success through effective relationship strategies.

Overview

21
21
years of professional experience
1
1
Certification

Work History

Pioneer Relationship Manager

Indusind Bank Limited
06.2023 - Current
  • Met with the portfolio customers, evaluated there profile and suggested Value and Wealth.
  • Communicated effectively and timely with peers and management.
  • Provided 360 view of Account, Demat and MF Investments.
  • Managed all portfolio with customer level interaction, security and compliance standards.
  • Credit Card Business introduced to Jabalpur with the Pioneer Heritage Metal Card with 2 Lacs Fees.
  • Felicitated on Cards Drive and Investment drive on Jan.
  • Maintained appropriate relations with the customer and team for proper approach in business delivery.
  • Provided hands-on resolutions across products and is a SPOC for every group after Portfolio takeover.
  • AMFI & IRDA Certified

Personal Banker

HDFC Bank Limited
09.2019 - 05.2023
  • Met with the portfolio customers, evaluated there profile and suggested the best of the products which can be offers.
  • Communicated effectively and timely with peers and management.
  • Provided reviews, estimates for query resolution ensuring quality and accuracy.
  • Managed all portfolio with customer level interaction, security and compliance standards.
  • Understanding process requirements and providing results for business & functional requirements.
  • Interacting with Government officials and generated Leads for Major Value and Accounts.
  • Maintained appropriate relations with the customer and team for proper approach in business delivery.
  • Provided hands-on resolutions across products and is a SPOC for every group after Portfolio takeover.
  • Admitted responsibility for quality of deliverables adhering to Business standards.
  • Participated in various drives and achieved appreciations.
  • Consistent Winner of Product head and Country head in Health Insurance for 2021 & 2022 respectively.
  • AMFI & IRDA Certified
  • Highlights: Achieved YTD targets consistently in Last 3 Years with Significant Ratings.
  • Over 1cr Premium collected in Insurance in Last 3 years of Joining with various Big ticket size over 5 Lacs with 90% Traditional product selling best in the Cluster.

Branch Manager

Leanbox Logistics (FSC Group)
09.2016 - 06.2019
  • Performing and leading in the delivery management system in the logistics.
  • Estimating and defining TAT as per the companies requirement and resulting with over 90% delivery performance.
  • Creating and reviewing team plans and performance and creating Managers from the down-level for future projects.
  • Identifying performers and upgrading them from the field level to the Ops category with different shifts working.
  • Building and upgrading the skill set with the delivery staff and providing open work environment to get better results at all time.
  • Auditing operations process fortnightly.

Quality Manager

Delhivery Private Limited
02.2014 - 05.2016
  • Auditing and helping in smooth operations with the basic process in Logistic Operations.
  • Training Operations along with the Audit with the TAT, FIFO, Pending Management, Daily Calling Activity, Stock handling, performance enhancement and feedback from the customers.
  • Creating Layouts as per the requirements of the company provided end to end Ops activity status to the Control Tower.
  • Closely connected with the security and fraud control department and recovered theft and Cash rolling cases from Gujrat to North East region with the team of 4 executives.
  • Record maintenance and MIS Control training provided with the branch level executives for the flow chart preparations during Annual Auditing.

Operations Executive

Blue Dart Express Limited
01.2013 - 12.2013
  • Helping Franchise for Smooth Operations providing the Corporate experience to the Team working under Franchise.
  • Time and delivery Management process for the Shipments level delivery and Heavy Parcels delivery.
  • Cargo and Linehaul Managements begin with the new E-Commerce and Government project systems.
  • Selling Operations in the corporate offices creating leads with the incoming shipments and converting them with the new business opportunity.
  • Started new branches in the nearby locations with all product enabling.
  • Auditing operations process fortnightly.

Senior Executive

Wipro BPO Pune
01.2011 - 12.2012
  • Actively involved in the business requirement gathering, analysis & technical support in Bell Canada Process.
  • Used Emaak and Cramers tools for the effective result oriented services to the Clients.
  • Part of the FTTH launching training team.
  • Participated in various training programme like Personality Development, Effective Listening.

Assistant Operations Manager MP & CGH

First Flight Couriers Limited
06.2004 - 12.2010
  • Begin with the delivery staff and delivering couriers to different customers.
  • Promoted as Office assistant because of the English (Read write and speak Skills).
  • Provided services to the customers and connected Linehul team.
  • Trained with the Linehaul and Corporate Logistics team on Building Business in Courier & Cargo Business.
  • E-commerce begins with the Home Shop 18 during 2007 since then till December 2010 taken over entire E-commerce Operations process for Central India from the Regional Head Office as Asst Manager Mp & Cgh in Operations.
  • Virtual Audit of 45 Branches Annually.

Education

BA -

Mahatma Gandhi Chitrakoot College
01.2018

12th -

Maharashtra English Medium School
01.2004

10th -

Maharashtra English Medium School
01.2002

Skills

  • Customer relationship management
  • Customer service
  • Product knowledge
  • Portfolio growth
  • Relationship building and management
  • Banking
  • Wealth management offerings
  • Excellent communication
  • Public speaking
  • Wealth management
  • Service support
  • Team leadership
  • Sales proficiency
  • Teamwork and collaboration
  • Written communication
  • Proactive and focused

Certification

  • AMFI Certified
  • IRDA Certified

Mailing Address

163 gullowa chowk garha Jabalpur 482003

Languages

English
Hindi

Personal Information

Date of Birth: 10/07/85

Profile Summary - Summary

A result-oriented professional having an experience of 20 years in Customer Service, Sales & Operations in Logistics, IT & Banking Industry. Experience in problem/issue analysis, resolution, implementation and support for the Team. Worked for Courier Industry like First Flight, Blue Dart, Delhivery & FSC. Currently in INDUSIND Bank Limited as Pioneer Relationship Manager. Skilful in Investment, Wealth Banking, Customer Support & Escalated Cases with Sales oriented Results. Tenacious individual possessing confidence and enthusiasm as well as have excellent communication, presentation and time management skills.

Cricket and Music

I love Cricket since childhood not just playing but the English Commentary as well where Tony Grieg and Geoffery Boycott was my Fav. Music help me keep stress free and i also sing whenever i found an appropriate stage.

Timeline

Pioneer Relationship Manager

Indusind Bank Limited
06.2023 - Current

Personal Banker

HDFC Bank Limited
09.2019 - 05.2023

Branch Manager

Leanbox Logistics (FSC Group)
09.2016 - 06.2019

Quality Manager

Delhivery Private Limited
02.2014 - 05.2016

Operations Executive

Blue Dart Express Limited
01.2013 - 12.2013

Senior Executive

Wipro BPO Pune
01.2011 - 12.2012

Assistant Operations Manager MP & CGH

First Flight Couriers Limited
06.2004 - 12.2010

12th -

Maharashtra English Medium School

10th -

Maharashtra English Medium School

BA -

Mahatma Gandhi Chitrakoot College

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