SHAIK SHAHEER
Bangalore
Summary
Dynamic and results-oriented banking professional with extensive experience in investment and financial services, specializing in General Insurance (GI) and Life Insurance (LI) products. Proven ability in client relationship management, cross-selling, and achieving top-tier sales targets at a national level. Recognized for analytical skills, market identification capabilities, and consistent delivery of high-quality financial solutions aligned with client needs.
Overview
9
9
years of professional experience
2
2
Certifications
1
1
Language
Work History
Relationship Manager
Axis Bank
02.2022 - Current
- Managed client relationships, ensuring exceptional service and satisfaction.
- Developed customized financial solutions to meet client needs effectively.
- Collaborated with teams to streamline account management processes.
- Analyzed client portfolios to identify growth opportunities and enhance performance.
Relationship Manager
Kotak Mahindra Bank
02.2020 - 09.2022
- Delivered tailored investment banking services to clients with specialized financial needs.
- Maintained and monitored databases to track performance metrics of multiple bank products.
- Identified and capitalized on lending, mortgage, and cross-selling opportunities to drive revenue growth.
- Recognized for outstanding achievements in cross-sales and customer retention initiatives.
- Developed a deep understanding of client requirements to enhance satisfaction and loyalty.
- Prospected and onboarded potential customers through proactive market research and networking.
- Specialized in managing General and Life Insurance investment portfolios.
- Prepared and presented detailed MIS and analytical reports for management review.
- Cultivated strong client relationships to enhance customer satisfaction and retention.
- Analyzed client needs to provide tailored financial solutions and services.
- Collaborated with cross-functional teams to streamline account management processes.
- Conducted regular account reviews to ensure compliance with banking regulations.
- Strengthened client relationships by actively listening to their needs and providing tailored financial solutions.
- Provided exceptional customer service, resolving issues promptly and maintaining client trust throughout the resolution process.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
Acquisition Manager
Indusind Bank
10.2018 - 09.2019
- Developed and implemented acquisition strategies to enhance market presence and drive growth.
- Conducted comprehensive market analysis to identify potential acquisition opportunities and evaluate targets.
- Negotiated and finalized acquisition agreements, ensuring alignment with organizational goals and compliance.
- Collaborated with cross-functional teams to integrate acquired assets and optimize operational synergies.
- Established and maintained relationships with stakeholders to facilitate smooth acquisition processes.
- Led due diligence efforts to assess financial, operational, and legal aspects of potential acquisitions.
Sr Executive
I Process Services India Pvt Ltd
08.2016 - 06.2018
Education
SSC - undefined
Board of Secondary Education
Andhra PradeshBachelor of Commerce (B.Com) - Computer Science
Sri Viswam College
Madanapalli01.2014
Intermediate - MPC
Board of Intermediate Education
Andhra Pradesh01.2009
Skills
Investment Banking & Financial Services
Insurance Sales (GI & LI)
Client Relationship Management
Cross-Selling & Business Development
Market Analysis & Lead Generation
MIS Reporting & Data Analytics
Banking Product Performance Monitoring
Regulatory Compliance (IRDA, NISM)
Team Collaboration & Performance Excellence
MS Office Suite (Word, Excel, PowerPoint, Project, Access)
Management Information Systems (MIS)
Data Analysis & Reporting Tools
Certification
IRDA Certified – 2025
Accomplishments
- DARE Level Award (2020–2021): Honored for outstanding performance in GI and SIP at a Pan-India level.
Declaration
I hereby declare that all the information stated above is true and accurate to the best of my knowledge and belief. I am confident of my ability to contribute effectively to your organization’s success. Place: Date: (SHAIK SHAHEER)
Timeline
Relationship Manager
Axis Bank
02.2022 - Current
Relationship Manager
Kotak Mahindra Bank
02.2020 - 09.2022
Acquisition Manager
Indusind Bank
10.2018 - 09.2019
Sr Executive
I Process Services India Pvt Ltd
08.2016 - 06.2018
SSC - undefined
Board of Secondary Education
Bachelor of Commerce (B.Com) - Computer Science
Sri Viswam College
Intermediate - MPC
Board of Intermediate Education