Shambhavi Sharma
New Delhi
Summary
Business-driven Relationship Manager always finding successful ways to acquire new clients and foster lucrative relationships. A determined leader with over Number years of assisting clients with financial planning processes and assessing financial data. Offering dynamic collaboration and decision making skills.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Senior Manager (Relationship Manager)
Axis Bank Limited
Delhi
05.2025 - Current
- Earned promotion to Senior Manager in 2025 due to consistent performance.
- Executed cross-sell targets to enhance customer retention.
- Established strong relationships with clients and stakeholders, ensuring long-term partnerships and repeat business.
Manager (Relationship Manager)
Axis Bank Limited
Delhi
08.2023 - 04.2025
- Got the opportunity to become a Relationship Manager during this time due to strong growth and results.
- Managed HNI client relationships and delivered customized financial solutions
- Met product penetration goals across mutual funds, insurance, and investment offerings.
- Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
Deputy Manager (CSO)
Axis Bank Limited
Delhi
06.2021 - 07.2023
- Supervised branch-level operations and managed client onboarding and servicing
- Focused on deepening client relationships and cross-selling financial products
- Ensured full compliance with RBI and internal guidelines in daily banking transactions.
- Managed daily operations, ensuring timely delivery of high-quality products and services to clients.
- Maintained overall safe work environment with employee training programs and enforcement of safety procedures.
Assistant Manager
Axis Bank Limited
Delhi
06.2018 - 05.2021
- Joined Axis Bank as Assistant Manager in June 2018 under the ABYB Program
- Handled front-desk operations, CASA acquisition, and customer query resolution
- Educated customers on banking services and ensured high service satisfaction
- Assisted with day-to-day operations, working efficiently and productively with all team members.
Education
Post Graduate Diploma - Banking services (ABYB Program)
Amity University
B.A. (Hons.) - English
Delhi University
Skills
- Microsoft Office
- Management Information System (MIS)
- Operations Management
- Business Development
- Customer Service
- Employee Training & Development
- Leadership and Teamwork
- Strategic Planning and Implementation
- Team Management
- Dispute Resolution
- Relationship Management
- People Skills
Certification
- Mutual Fund Distributors Certification Examination
- Depository Operations Certification Examination
- IRDA Certification
Languages
English
Hindi
Timeline
Senior Manager (Relationship Manager)
Axis Bank Limited
05.2025 - Current
Manager (Relationship Manager)
Axis Bank Limited
08.2023 - 04.2025
Deputy Manager (CSO)
Axis Bank Limited
06.2021 - 07.2023
Assistant Manager
Axis Bank Limited
06.2018 - 05.2021
Post Graduate Diploma - Banking services (ABYB Program)
Amity University
B.A. (Hons.) - English
Delhi University