Seba Shaikh
Malad (E)
Summary
Dedicated and result driven banking professional with a strong background in relationship management, channel management, process development, training coordination and audit preparedness. Seeking to leverage expertise in client and stakeholder relationship strategies to drive growth and enhance experiences. Committed to continuous learning and skilled at delivering impactful solutions for clients, team and stakeholders.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Product Channel Manager
HDFC Bank
01.2024 - Current
- Build and maintain strong relationship with wealth channel and stakeholders to support business objective
- Driving channel performance across Wealth products like MF, PMS, AIF their process's other objective
- Conduct regular channel reviews and visits to enhance channel performance
- Communicate all management KOs, product and process update to the channel
- Ensure Audit preparedness by overseeing compliance and documentation
- Developed and executed channel strategies and improve performance metrics and business parameters
- Coordinate and lead training sessions to enhance channels knowledge and service quality
- Collaborated on a customer greeting portal to personalize client interaction
- Coordinate with the marketing team to ensure the website stays up to date and managed timely creation and dissemination of marketing material
Private Banking Relationship Manager
Deutsche Bank
08.2022 - 01.2024
- Acquiring and managing resident as well as NR clients, retaining & enhancing their relationship
- Managing the accounts that drive our business, cultivate existing client relationships on an ongoing basis and determining the client's future needs
- Deep understanding of client's business objective and analytical mindset through data driven insights and recommendations
- Wealth Management and Insurance Products
- Handling customer complaints and service queries
Priority Relationship Manager
Standard Chartered Bank
08.2019 - 07.2022
- Deep understanding of client's business objective and analytical mindset through data driven insights and recommendations
- Managing the accounts that drive our business, cultivate existing client relationships on an ongoing basis and determining the clients' future needs
- Acquiring and managing resident clients, retaining & enhancing their relationship
Senior Financial Service Manager
ICICI Prudential Life Insurance
11.2017 - 05.2019
- Selling Insurance Products through ICICI Bank channel
- Generating leads.
- Upselling and Relationship Building
- Managing Bankers in the bank and getting the business done
- Maintaining records of the Bankers performance and helping them get their leads for Insurance closed
- Rated as A1 for the financial year 2018-2019
Senior Customer Service Executive
Intelenet Global Services
09.2014 - 11.2017
- Assisting customers with their online banking and mobile banking
- Handling customers profiles
- Helping and managing advisors on their OJT
- Maintaining records of their performance and giving them feedback
- Awarded as a best performer for the quarter Jan-Mar2017
Associate Relationship Manager
Standard Chartered Bank
- Networking with prospective clients generating business from the new and the existing accounts and achieve sale targets and book growth
- Mapping client's requirements & providing them services pertaining to selection of financial products
- Building and maintaining healthy business relations with all clients ensuring customer satisfaction
- Managing in-person over-the-phone and email inquiries in a timely manner
- Actioning all customer complaints on priority
Education
PGDM - Marketing and Digital marketing
AICTE
Bachelor of Banking andInsurance -
Mumbai university
HSC -
Mumbai university
SSC -
Mumbai university
Certification
- AMFI
- IRDA
Personal Information
Age: 29
Timeline
Product Channel Manager
HDFC Bank
01.2024 - Current
Private Banking Relationship Manager
Deutsche Bank
08.2022 - 01.2024
Priority Relationship Manager
Standard Chartered Bank
08.2019 - 07.2022
Senior Financial Service Manager
ICICI Prudential Life Insurance
11.2017 - 05.2019
Senior Customer Service Executive
Intelenet Global Services
09.2014 - 11.2017
Associate Relationship Manager
Standard Chartered Bank
PGDM - Marketing and Digital marketing
AICTE
Bachelor of Banking andInsurance -
Mumbai university
HSC -
Mumbai university
SSC -
Mumbai university