Summary
Overview
Work History
Education
Skills
Career Overview
Timeline
Generic
SHASHANK SHAH

SHASHANK SHAH

Banking & Insurance
Vadodara

Summary

Innovative and strategic thinker with collaborative approach and strong leadership skills. Possesses deep understanding of business operations and financial management, with proven ability in project management and team development. Committed to driving organizational success through impactful decision-making and effective resource allocation.

Overview

8
8
years of professional experience
3
3
Languages

Work History

Assistant Manager

Axis Bank Ltd
03.2018 - 09.2018
  • I was Appointed as a Customer Service Officer to look after branch Sales Business as well as day to day operations in Axis Bank Manjusar Branch
  • Here I had a Major Role of Sourcing Business from Open Market For Different products of Axis Bank To grow the Branch's Business by gaining value for the bank
  • Incease product holding of each client is the main focus area as well we are focusing on value part, Top of it Revenue is the key for success in Banking, Which covers Liability, Assets and Third party products

Sales Development Manager

HDFC LIFE
02.2017 - 09.2018
  • I was Working as a SDM Looking after Branch Channel Network of Cluster-2 HDFC BANK under a bankaassurance channel
  • My Primary Job responsibility is to achieve branch's target
  • My responsibility is also to Get Leads From Bank Staff as well to source Business from Open market, Driving Contests on Branch level
  • I was responsible for the achievement of targets under joint efforts with the HDFC BANK staff
  • I was handling 4 Branches where i was dealing With Branch managers and Cluster Managers
  • HDFC LIFE INSURANCE Is India's One of the largest Insurance Company in Private Sector Insurance

SENIOR MANAGER

HDFC ERGO
10.2023 - Current
  • Company Overview: HDFC ERGO General Insurance Co
  • Appointed as a Senior Manager in HDFC ERGO General Insurance Co
  • To manage south gujarat terrory
  • Responsible for insrance selling and service to the customers of the co
  • And managing with team on different locations
  • HDFC ERGO General Insurance Co
  • Established strong relationships with clients and stakeholders, ensuring long-term partnerships and repeat business.

Cluster RelaEonship Manager

Niva Bupa Health Insurance Co. Ltd.
09.2018 - 10.2023
  • In Niva Bupa Health Insurance i was working as a Cluster Relationship Manager where in I was Managing 5 Relationship Managers and 3 Territory Of HDFC BANK i'e; 222 Branches Of HDFC BANK LTD
  • Where I need to drive and generate the business with the help of Circle Heads, Cluster heads, SMs as well as from BDE level and with the help of different strategies and business livers.
  • Led cross-functional teams to achieve project goals, fostering collaboration and innovation.

Education

BACHELORS OF COMMERCE - Accounting And Finance

MAHARAJA SAYAJIRAO UNIVERSITY OF BARODA
VADODARA
04.2001 -

Skills

Talent development

Career Overview

  • Senior Manager, HDFC ERGO, Vadodara, Gujarat, 13/10/23, Appointed as a Senior Manager in HDFC ERGO General Insurance Co. To Manage Asset (Home Loan) Vertical, Responsible for insurance sales and Service by Nurturing Relations with Stake Holders at strategic locations as Team Lead.
  • Cluster Relationship Manager, Niva Bupa Health Insurance Co. Ltd., Vadodara, Gujarat, 09/01/18 - 13/10/23, In Niva Bupa Health Insurance I was working as a Cluster Relationship Manager (Team Lead) where My Responsibility is to manage Relationship With Channel partner in an open architecture and drive business for the Organization. Managing a Team of Relationship Managers at the locations Of HDFC BANK i.e; 222 Branches Of HDFC BANK LTD. Awarded 4 Promotions within the organization during this period while Managing the team.
  • Assistant Manager, Axis Bank Ltd, Vadodara, Gujarat, 03/01/18 - 09/01/18, I was Appointed as a Customer Service Officer to look after branch Sales Business as well as day to day operations in Axis Bank Branch Banking., Here I had a Major Role of Sourcing Business from Open Market For Different products of Axis Bank To grow the Business by gaining value for the bank, from Cross selling of Asset class products and increase in liabilities too. Increase product bundling within the portfolio of each client is the main focus area as well we are focusing on value part, Top of it Revenue is the key for success in Banking.
  • Sales Development Manager, HDFC LIFE, Vadodara, Gujarat, 02/01/17 - 09/01/18, HDFC LIFE INSURANCE Is India's One of the largest Insurance Company in Private Sector Insurance. I was Working as a SDM Looking after Branch Channel Network of Cluster of HDFC BANK under a Bancassurance setup. My Primary Job responsibility is to achieve set Goal & target by managing Relations with Channel Partner and to source Business from Open market & Driving Contests at Branch level. product we are indulge into were insurance and Investment Planning through our Well Known traditional and ULIP plans which offers tax plannings too. I was handling 4 Branches where I was dealing With Branch and Senior Members of Bank with whom i need to cater their valued clients for planning investment, Insurance as well as retirement needs.

Timeline

SENIOR MANAGER

HDFC ERGO
10.2023 - Current

Cluster RelaEonship Manager

Niva Bupa Health Insurance Co. Ltd.
09.2018 - 10.2023

Assistant Manager

Axis Bank Ltd
03.2018 - 09.2018

Sales Development Manager

HDFC LIFE
02.2017 - 09.2018

BACHELORS OF COMMERCE - Accounting And Finance

MAHARAJA SAYAJIRAO UNIVERSITY OF BARODA
04.2001 -
SHASHANK SHAHBanking & Insurance