Shivam Dubey
Kothrud
Summary
An ardent finance professional with a combined experience of 3 plus years in Client Acquisition,Banking,Cross selling,Equity, Client Relationship Management, Portfolio Analysis.
Competent Manager with strong consultative sales skills. Offering a history of developing loyal customer relationships which drive recurring revenue. Adept in creating and implementing store procedures to drive effectiveness. Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
5
5
years of professional experience
Work History
BRANCH SALES MANAGER
PROTIUM FINANCE LTD
Pune
08.2023 - Current
- Collaborated with other departments across the organization in order to meet overall corporate objectives.
- Provided technical support for customers when needed, answering questions about product features and capabilities.
- Identified and developed new markets for products or services.
- Managed daily operations of sales department, including supervision of staff members.
- Developed and implemented sales strategies to increase market share.
- Led sales planning, development and account management to grow existing accounts and establish new sales accounts.
- Coordinated Daily Field Reports (DFRs) and distributed to clients.
- Oversaw regional and local sales managers and staff.
BSM - MSME LENDING
SBFC FINANCE PVT LTD
Pune
01.2022 - 03.2022
- Achieve monthly threshold in SBL as well as LAP
- Loan application submission through SFDC
- Acquiring new clients & retaining the old clients by periodic meetings
- Achieving monthly target
Senior Executive
Motilal Oswal Financial services ltd.
08.2021 - 12.2021
- Dealing on behalf of clients and Update client for order and trade on the recorded line during the market hour
- Advising Super HNI clients currency & commodity Markets
- Creation of revenue & Activation of clients through effective Advisory
- Cross selling of other products like Mutual fund & PMS
- Acquiring new clients & retaining the old clients by periodic meetings
- Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios
- To connect with the prospects / clients via Online leads and convert the same to customer.
Relationship Manager-Dealing
Religare Broking Ltd.
02.2019 - 10.2020
- Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets
- Individually handling clients with the book size of 25 lacs & above
- Creation of revenue & Activation of clients through effective Advisory
- Cross selling of other products like Mutual fund & Insurance
- Handling Queries & complains of client's
- Acquiring new clients & retaining the old clients by periodic meetings
- Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios.
PRIVILAGE BANKER
ICICI BANK LTD
- 12.2018
- To connect with the prospects / clients via Online leads and convert the same to customer
- Handling a set of privilage portfolio of ballygunge branch, kolkata
- Accustomed with banking instruments, like finacle, sales CRM
- Cross selling various banking products through the new customers
- Revenue growth on YOY from mapped clients as well as onboarded clients.
Senior Relationship Manager- SECURED BUSINESS LOAN
PIRAMAL CAPITAL AND HOUSING LTD
Pune
03.2022
- Meet existing DSA & Connector Activate them
- Achieve monthly threshold in SBL as well as LAP
- New DSA & connector empanelment on regular basis
- Loan application submission through SFDC
- Acquiring new clients & retaining the old clients by periodic meetings
- Acquiring LAP oriented customer
- Achieving monthly target
Education
Post Graduate Diploma - Banking & finance
Manipal acaddemy
Bengalore, Karnataka06.2017
Bachelor in Science -
TDB college
03.2015
Higher Secondary Education -
Mejia High School
West Bengal03.2012
Skills
- Equity, commodity, currency Dealing
- Client Management
- Proficient in grasping new concepts as well as flexible in working in any environment
- An effective team player
- Portfolio Management
- Team training and development
- Sales goal establishment
- Sales Tracking
- Employee Mentoring
- Property Inspection
- Income verification
- Loan Processing Coordination
- Mortgage lending
Areas Of Interest
- Bike Riding
- Travelling, exploring new places
- Experimenting with food
- Participating in adventurous activities and sports
Personal Information
- Father's Name: Jitendra nath Dubey
- Date of Birth: 01/17/95
- Gender: Male
- Nationality: Indian
- Marital Status: Married
Languages
Hindi
First Language
English
Proficient (C2)
C2
Marathi
Proficient (C2)
C2
Bengali
Proficient (C2)
C2
Timeline
BRANCH SALES MANAGER
PROTIUM FINANCE LTD
08.2023 - Current
Senior Relationship Manager- SECURED BUSINESS LOAN
PIRAMAL CAPITAL AND HOUSING LTD
03.2022
BSM - MSME LENDING
SBFC FINANCE PVT LTD
01.2022 - 03.2022
Senior Executive
Motilal Oswal Financial services ltd.
08.2021 - 12.2021
Relationship Manager-Dealing
Religare Broking Ltd.
02.2019 - 10.2020
PRIVILAGE BANKER
ICICI BANK LTD
- 12.2018
Post Graduate Diploma - Banking & finance
Manipal acaddemy
Bachelor in Science -
TDB college
Higher Secondary Education -
Mejia High School
Similar Profiles
Samrat DasSamrat Das
Branch Sales Manager at PROTIUM FINANCE LTDBranch Sales Manager at PROTIUM FINANCE LTD
Manjunatha DyavanakattiManjunatha Dyavanakatti
Credit Manager (SME) at PROTIUM FINANCE LTDCredit Manager (SME) at PROTIUM FINANCE LTD
NITEESH KUMARNITEESH KUMAR
Senior Relationship Manager at Protium Finance LimitedSenior Relationship Manager at Protium Finance Limited