SHELENDRA AGARWAL
MEERUT
Summary
Banking professional with 14+ years of service in Indian Bank Additional 8+ years in Financial Industry which include Insurance and Stock Broking House. Currently Managing Moradabad Branch for Kotak Mahindra . Seasoned leader with 16 years of experience overseeing day-to-day operations of branch. Committed to finding creative ways to motivate employees to exceed customer service and sales goals.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Branch Manager
Kotak Mahindra Bank Ltd
Moradabad,Meerut
04.2015 - Current
- Mentored staff to increase sales success and productivity
- Completed audits and checklists to achieve regulatory compliance
- Conducted customer feedback surveys to improve service levels
- Shaped business strategy with compelling vision and data analysis
- Completed credit checks with sound research and analysis.
- Developed strategies to increase customer satisfaction and loyalty.
- Conducted regular performance reviews for all employees in the branch.
Branch Manager
ICICI BANK LTD
Meerut
10.2010 - 04.2015
- Designed sales and service strategies to improve revenue and retention
- Reviewed loan applications to deliver on company targets
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty
- Prepared comprehensive financial analysis reports and market research.
Sales Manager
ICICI Pudential Life Insurance co. Ltd.
Bareilly
06.2008 - 10.2010
- Monitored sales team performance and provided effective training to help reach targets
- Forecasted product sales and achieved quarterly and annual sales objectives
- Retained existing customers and substantially grew customer base, product line and sales volume
- Interviewed applicants and identified viable candidates based on enthusiasm and ability to project positive image.
Business Development Manager
HDFC Standard Life Insurance Company Ltd
Agra
08.2006 - 06.2008
- Created effective marketing, sales, and promotional initiatives to drive revenue
- Identified cross-selling opportunities through ongoing customer needs analysis
- Planned and developed winning strategies to increase sales, expand territories and boost market positioning.
Branch Manager
A G Shares & Securities (P) Ltd.
Agra
07.2003 - 07.2006
- Designed sales and service strategies to improve revenue and retention
- Maximised branch revenue by optimising operations
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty
- Executed complete sales cycle process from prospecting through contract negotiations and close.
Sales Executive
Jaggi Hospitals and Hotels (p) Ltd
Agra
11.2002 - 06.2003
- Showcased product features and benefits to drive sales
- Liaised with customers to determine needs and provide recommendations
- Managed customer relationships through consultative sales techniques to attain individual sales goals.
Education
MBA - Marketing & IT
Agra University Agra
01.2002
M.Sc - Maths
Agra University Agra
01.2000
B.Sc - Science
Agra University Agra
01.1998
Skills
- Key performance indicators (KPI) setting
- Multi-tasking
- Motivational leadership style
- Financial analysis and planning
- Process improvement
- Regulatory compliance
- Team leadership
- Interviewing and Hiring
- Relationship building and management
- Work Prioritization
Certification
- AMFI certified
- IRDA Certified
- NSDL Certified
Additional Information
22+ years rich experience of financial market now managing Moradabad Branch and analyzing the Bank risk on different type of bank account like Saving ,Current ,Cash Credit ,BG,LC etc and working towards the organizational objective as Branch Manager with 18 Members in team at different roles & responsibility.
Current Role Responsibility
Process Control with Branch Audit Cash and other Inventory Management Customer Procurement and Branch Profitability with proper utilization of resources with higher productivity and work with all the verticals of the Bank.
Accomplishments
- Deposit book Doubled in FY 23-24
- Asset Book got 2.5 Times in FY23-24
- Fee Target Achieved by 150% in FY 23-24
References
References available upon request.
Timeline
Branch Manager
Kotak Mahindra Bank Ltd
04.2015 - Current
Branch Manager
ICICI BANK LTD
10.2010 - 04.2015
Sales Manager
ICICI Pudential Life Insurance co. Ltd.
06.2008 - 10.2010
Business Development Manager
HDFC Standard Life Insurance Company Ltd
08.2006 - 06.2008
Branch Manager
A G Shares & Securities (P) Ltd.
07.2003 - 07.2006
Sales Executive
Jaggi Hospitals and Hotels (p) Ltd
11.2002 - 06.2003
MBA - Marketing & IT
Agra University Agra
M.Sc - Maths
Agra University Agra
B.Sc - Science
Agra University Agra
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