Shefali Sharma
Banker
Jaipur
Summary
Sales and Marketing professional with 8+ years of demonstrative experience in handling working capital, Corporate forex & treasury product, Supply chain, and vendor finance or have team handling experience for 1 year
Overview
7
7
years of professional experience
Work History
Sales Manager - Small Business Banking
Axis Bank Ltd
Jaipur
07.2022 - Current
- Responsible for managing entire product, uphold credit policy and guidelines whilst maintain a balanced approach to risk management
- Single point of Contact between Credit team and stakeholders
- Managed team of 4 people and providing training, and initiating contest for driving sales
- Publishing monthly Management information System (MIS) report to overview Business
- Monitored key metrics like TAT adherence, conversion, cancellation, audit of revenue generated thus impacting profitability and customer journey.
Trade Forex Sales RM -Corporate Business Group
Axis Bank Ltd
Jaipur
01.2020 - 06.2022
- Achieve set targets on month on month basis, delivery of volumes, IRR, Fee
- Maintain effective relationship with forex client
- Conduct business in manner to maintain operational, process and regulatory compliance and also ensure quality is maintained
- Build & maintain relationship with the prospective client
- Maintain high levels of service quality in location, provide solutions in case of customer query
- Big Client on boarded who is doing Import Export
- Applied performance data to evaluate and improve operations, target.
Assistant Manager - Business Relationship Partner
Yes Bank Ltd
Jaipur
07.2019 - 12.2019
- Educate potential customers about product and convert them into sales
- Coordinate with Teams for effective strategizing and converting lead into business
- Educate and spread awareness about concept to prospective customers
- Ensure effective execution of strategic
- Forecasted sales of Rs.10 lakh and set successful policies to achieve sales objectives and related metrics within timeframe
- Researched target market and identified customers' unique needs to suggest suitable products.
Client Relationship Partner
Yes Bank Ltd
Jaipur
12.2017 - 07.2019
- Responsible for Sales Revenue for the Bank
- Making strategies for selling multiple banking products
- Learned different Marketing Concepts and helped new branch to establish in the market
- Communicated effectively with faculty and staff and accepted critiques and suggestions for areas of improvement
- Driven Campaign of Health Checkup on behalf of Company, creating awareness and Importance of Insurance benefits.
Business Development Manager
IndusInd Bank Ltd
Jaipur
- 12.2017
- Responsible for generating Sales Revenue for Bank
- Making strategies for selling insurance products and other banking products
- Learned different Marketing Concepts and Quarters
- Produced high-quality documents, spreadsheets and presentations for internal and customer-facing needs
- Communicated effectively with faculty and staff and accepted critiques and suggestions for areas of improvement.
Education
Bachelor of Business Administration - Commerce and Economics
Maharani College, Rajasthan University
H.S.C - Commerce
Blue Bells Sr. Sec. School
S.S.C - Schooling
J. V.P International School
Skills
Communication
Product process improvement
Business Analysis and Project Management
MS Office tools
Team management
Awards
- Volunteered in National Service scheme In University
- Awarded winner for Painting competition in interschool competition
- Bl Certificate for French language
- Participated in Inter college competition for volleyball tournament
Languages
English
Advanced (C1)
Hindi
Advanced (C1)
French
Intermediate (B1)
Timeline
Sales Manager - Small Business Banking
Axis Bank Ltd
07.2022 - Current
Trade Forex Sales RM -Corporate Business Group
Axis Bank Ltd
01.2020 - 06.2022
Assistant Manager - Business Relationship Partner
Yes Bank Ltd
07.2019 - 12.2019
Client Relationship Partner
Yes Bank Ltd
12.2017 - 07.2019
Business Development Manager
IndusInd Bank Ltd
- 12.2017
Bachelor of Business Administration - Commerce and Economics
Maharani College, Rajasthan University
H.S.C - Commerce
Blue Bells Sr. Sec. School
S.S.C - Schooling
J. V.P International School