SHAHENAZ ASHRAF SHAIKH
BANKER
Mumbai
Summary
PREFERRED RELATIONSHIP MANAGER managing 101+ clients and building client loyalty through customer care, relationship management, and financial solutioning across banking and insurance products. Supports growth by resolving issues quickly, guiding customers on asset and liability offerings, and positioning suitable products for savings, protection, and transaction needs. Strengthens branch performance through clear communication and consistent client follow-up.
Overview
3
3
Languages
14
14
years of professional experience
Work History
PREFERRED RELATIONSHIP MANAGER
HDFC BANK, SOUTH BOMBAY
05.2025 - 02.2026
- Experienced professional with a strong background in banking and insurance, focused on customer care, relationship building, and offering the right financial solutions. Driven to grow within a supportive and forward-thinking workplace.
- Skilled banking and insurance specialist with a steady record in customer support, sales growth, and financial guidance. Aiming to add value to a team that encourages learning and long-term development.
- Banking and insurance professional with strong customer care experience and a focus on building lasting relationships. Known for guiding clients toward the right financial choices and supporting business growth.
- Consistent performer with strengths in customer support, sales improvement, and clear financial communication. Looking to grow in a workplace that encourages learning and long-term success.
Priority Deputy Manager
AXIS BANK, Malad East
11.2023 - 04.2025
- Resolved customer issues promptly.
- Fostered strong connections with clients through comprehensive promotion of financial opportunities.
- Asset and liability products
- CASA DEMAT account opening, credit card, Forex inward outward remittance etc
SENIOR CORPORATE AGENCY MANAGER
HDFC LIFE INSURANCE
09.2023 - 11.2022
- Addressed and resolved customer issues professionally.
- Advanced modern techniques for investment success.
- Provided innovative solutions for selling ROP-based term policies.
- Handling escalation related to policies
- Giving comparison with FD and Share market
SENIOR EXECUTIVE
SITEL India Pvt Ltd
02.2013 - 02.2016
- Working with Collection Department
- Delivered prompt solutions to enhance the customer experience.
- Conducted persuasive discussions to facilitate policy renewals.
- Crafted compelling pitches focused on Personal Protect Plan features.
- To achieve the target as assigned
OFFICE ASSISTANT
ADITYA BIRLA SUN LIFE INSURANCE
01.2012 - 01.2013
- Handling email in outlook
- Solve QC and do verification client documents
- Managed daily office operations, ensuring efficient workflow and timely completion of tasks.
- Coordinated communication between departments to facilitate information sharing and enhance collaboration.
- Streamlined document management processes, improving retrieval times and accuracy for client records.
Education
S.S.C - undefined
Mumbai University
H.S.C - undefined
Mumbai University
T.Y.B.COM - undefined
Maansarovar University
Skills
Customer relationship management
Client onboarding
Needs assessment
Sales consultation
Objection handling
KYC verification
Account opening
Remittance processing
Insurance policy servicing
Banking compliance
Branch operations
Microsoft Excel
NISM certification
IRDAI certification
Accomplishments
- Hard working, fulfill all the requirement which expected from me
- Excellent product knowledge
- Ability to learn quickly
- Ability to handle an irate customer
- Got many certificates with company to achieve all the targets
Timeline
PREFERRED RELATIONSHIP MANAGER
HDFC BANK, SOUTH BOMBAY
05.2025 - 02.2026
Priority Deputy Manager
AXIS BANK, Malad East
11.2023 - 04.2025
SENIOR CORPORATE AGENCY MANAGER
HDFC LIFE INSURANCE
09.2023 - 11.2022
SENIOR EXECUTIVE
SITEL India Pvt Ltd
02.2013 - 02.2016
OFFICE ASSISTANT
ADITYA BIRLA SUN LIFE INSURANCE
01.2012 - 01.2013
S.S.C - undefined
Mumbai University
H.S.C - undefined
Mumbai University
T.Y.B.COM - undefined
Maansarovar University
LANGUAGES
English
Hindi
Marathi
Disclaimer
Regards, Shahenaz Shaikh.