Summary
Overview
Work History
Education
Skills
Certification
Personal Information
Accomplishments
Timeline
Generic

Shalabh Maheshwari

Faridabad

Summary

With over 21 years of experience in the Banking and Financial industry, I have a proven track record of leading team towards sales excellence and achieving business growth along with operational enhancement.

Overview

21
21
years of professional experience
1
1
Certification

Work History

Branch Head

YES Bank
Faridabad
06.2024 - Current
  • To achieve branch profitability.
  • To spearhead the growth strategy for the branch resulting in the increase of customer base.
  • To coach and develop a team of 22 employees, enhancing their sales techniques and inter-personal skills.
  • To manage branch budget effectively, cut operational costs without impacting service quality.
  • To oversee compliance and meet all regulatory requirements.

Relationship Banking Head, Retail Br. Banking

HDFC Bank Ltd.
Faridabad
04.2024 - 05.2024
  • Managing the team of Relationship Managers
  • Mentoring and providing guidance and training to the Relationship Managers
  • Ensuring that the Relationship Managers are meeting their goal sheets and assisting in their professional and personal growth and development
  • Liasoning with different ancillary departments like asset teams, TPP partners for generation and enhancement of business
  • Meeting and managing the top customers of the branch for their service and business requirement
  • Imparting and downloading the organisation’s vision and objectives to the team members
  • Working in tandem with the Branch Manager to achieve the overall branch business objectives
  • Ensuring that the overall branch operations are in place as per set audit guidelines.

Preferred & Imperia RM- Retail Br. Banking

HDFC Bank Ltd.
Faridabad
10.2024 - 03.2024
  • Managing the High Net Worth customers of the Bank
  • Acquiring HNI customers for the bank
  • Enhancing the CASA and liability book size of the branch by building new Institutional relationships
  • Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the HNI relationships
  • Sales targets spread across Liabilities, Retail Assets, Investments, Business Banking, Forex, Online trading etc
  • One point contact for all requirements of High Net Worth customers in the Branch.

Wealth–Relationship Manager

ING Vysya Bank Ltd.
N Delhi
- 10.2014
  • Providing financial solutions to assigned set of customers and accordingly meeting the assigned revenue targets with penetration across different product segment
  • Acquiring New to Bank customers who meet the assigned HNI criteria set by the bank
  • Providing financial planning and investment advice
  • Enhancing CASA and cross-selling different banking products like assets, business banking, trade forex etc.

Branch Manager

ICICI Securities Ltd.
Ggn. & Fbd.
03.2010 - 08.2013
  • Meeting Branch profitability
  • Meeting the assigned self monthly target as well as working towards meeting the individual targets assigned for the team-members
  • Leading a team of 6-7 Relationship Managers
  • Personally managing relationships of HNI clients and acquiring new HNI clients
  • Handling overall branch operations which includes checking the account opening form, seeing that the service is delivered within TAT, meeting audit compliance and handling customer escalations and grievances
  • Managing other operational and admin related work of the branch
  • Fulfilling the training needs of the team
  • Ensure high levels of staff motivation by clarifying individual goals, periodical feedbacks, implement career development plans, handle grievances, welfare and organize internal events.

Relationship Manager

HDFC Bank Ltd.
Gurgaon
01.2006 - 03.2010
  • Managing the High Net Worth customers of the Bank
  • Acquiring HNI customers for the bank
  • Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the HNI relationships through cross-selling different banking products.

Personal Banker

HDFC Bank Ltd.
Gurgaon
01.2006 - 03.2009
  • Achieve sales targets and providing Customer service
  • Responsible for Cross Sell & enhancing relationship with existing customer
  • Selling of Investment products like Mutual Fund, Insurance & Current account & Saving account.

Relationship Officer

ICICI Bank Ltd.
N Delhi
03.2004 - 01.2006
  • Worked in the Home Finance division
  • Channel Management
  • Meeting monthly sales target and working with close co-ordination with the channel partner
  • Team Management.

Sales Officer

Net Ambit Pvt. Ltd.
N Delhi
06.2003 - 02.2004
  • Direct sourcing of Personal Loans of Standard Chartered Bank through cold calling.

Commercial Executive

Auro Spinning Mills
Baddi (H.P.)
- 07.2001
  • Worked in the Raw Material and Dispatch section
  • Plan & implement raw material and dispatch strategy as per organizations requirements
  • Coordinate with national Clients.

Education

MBA -

Motilal Nehru NIT, Allahabad
01.2003

B.Com -

University of Allahabad, Allahabad
01.2000

12th Std. -

ISC Board
01.1995

Skills

  • Client Relationship Management
  • Sales & Marketing / Business Development
  • Business planning and analysis
  • Team Management
  • Financial Planning and Wealth Management
  • Understanding of the Financial Planning process
  • Performance Reviews

Certification

  • CFP – Advance Financial Planning
  • AFP - Risk Mgmt. and Insurance Planning
  • PG Diploma in Global Sales & Marketing
  • IRDA and NISM (Mutual Fund distribution) certified.

Personal Information

Date of Birth: 06/03/77

Accomplishments

  • Thrice achieved prestigious MDRT certification and attended the event in Miami, Sydney and Seoul.
  • Enhanced the liability base by 100 cr approx in FY 2023-24 working as Relationship Banking Head in HDFC Bank.

Timeline

Preferred & Imperia RM- Retail Br. Banking

HDFC Bank Ltd.
10.2024 - 03.2024

Branch Head

YES Bank
06.2024 - Current

Relationship Banking Head, Retail Br. Banking

HDFC Bank Ltd.
04.2024 - 05.2024

Branch Manager

ICICI Securities Ltd.
03.2010 - 08.2013

Relationship Manager

HDFC Bank Ltd.
01.2006 - 03.2010

Personal Banker

HDFC Bank Ltd.
01.2006 - 03.2009

Relationship Officer

ICICI Bank Ltd.
03.2004 - 01.2006

Sales Officer

Net Ambit Pvt. Ltd.
06.2003 - 02.2004

Wealth–Relationship Manager

ING Vysya Bank Ltd.
- 10.2014

Commercial Executive

Auro Spinning Mills
- 07.2001

MBA -

Motilal Nehru NIT, Allahabad

B.Com -

University of Allahabad, Allahabad

12th Std. -

ISC Board

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