Open To Work
Shiv Shankar Patel
Gurgaon
Work Preference
Summary
Results-driven Banking Professional with 9+ years of experience in retail banking, customer relationship management, branch operations, and sales of banking products. Proven expertise in acquiring and managing customer relationships, driving CASA growth, cross-selling loans, insurance, and investment products, and consistently achieving business targets. Strong knowledge of banking regulations, compliance, KYC/AML guidelines, and operational processes.
Overview
1
1
Certification
10
10
years of professional experience
Work History
Sales Manager Exim
YES Bank Ltd
12.2022 - Current
- Opening Export import current account and all other current account and saving and doing all banking revenue product example life insurance, health insurance, OD, CC.
Deputy Manager
Kotak Mahindra bank ltd
05.2021 - 12.2022
- Opening premium current account of casa channel and doing all banking revenue product example life insurance, health insurance, OD, CC.
Business development manager
IndusInd bank
11.2019 - 05.2021
- Opening current account and saving account business loan against property home loan general insurance life insurance, health insurance, car loan, personal loan all banking retail product.
Associate sales consultant
Paisabazaar.com
03.2018 - 11.2019
- Provide business loan through Bank and Non- Financial Banking Company. Sales secured and without collateral business loans including overdraft and cash credit limit etc.
Business analyst
Capital builder financial services Indore
10.2016 - 01.2018
- Manage a customer equity portfolio, update customer's market news and economic data related to share market Cold calling, solve client quires, and provide a technical support to customers.
Education
Master of Business Administration -
IBMR IPS Academy Indore
01-2016
Bachelor Of Business Administration - undefined
Arihant Institute Of Management college Indore
Mp01-2013
Skills
- Sales & Business Development
- Customer Relationship Management (CRM) (HNI / Retail Customers)
- Branch Banking Operations
- Complaint Handling & Customer Retention
- Cross-Selling & Target Achievement
- Customer Acquisition & Lead Conversion
- KYC & Account Opening
Certification
IRDA
Language
English
Hindi
Timeline
Sales Manager Exim
YES Bank Ltd
12.2022 - Current
Deputy Manager
Kotak Mahindra bank ltd
05.2021 - 12.2022
Business development manager
IndusInd bank
11.2019 - 05.2021
Associate sales consultant
Paisabazaar.com
03.2018 - 11.2019
Business analyst
Capital builder financial services Indore
10.2016 - 01.2018
Bachelor Of Business Administration - undefined
Arihant Institute Of Management college Indore
Master of Business Administration -
IBMR IPS Academy Indore
Achievements & Awards
Achievement for sales contest for banking CH, RH, ZH, and participate in country level sales contest recognition.
Strong ability to build and maintain long-term customer relationships by providing end-to-end financial solutions and excellent post-sales service.
Recognized for outstanding sales performance and significant contribution to business growth across multiple financial institutions.
Hobbies
Networking & Meeting new people.
Bike riding and traveling.
Learning about financial markets.
Personal Details
DOB - 15/06/1992
Marital status - married
Gender - Male