Shivam Pratap Vikram
Varanasi
Summary
Accomplished Branch Manager with a proven track record at SKY BROKING, adept in enhancing customer relationships and spearheading sales development. Excelled in team handling and branch operations management, significantly improving client satisfaction and loyalty. Expert in customer service operations and communication, ensuring compliance and strategic growth.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Branch Manager
SKY BROKING
Varanasi
08.2024 - Current
- Directed daily operations of the branch, including customer service, human resources, sales and marketing activities.
- Developed strategies to increase customer satisfaction and loyalty.
- Managed staff scheduling, hiring and training processes.
- Conducted regular performance reviews for all employees in the branch.
- Monitored financial performance of the branch on a monthly basis.
- Invested funds and recommended appropriate dividend issuances based on historical dividend patterns and expected cash flows.
- Checked payroll, vendor payments and other accounting disbursements for accuracy and compliance.
Sr. Manager
Master Capital Service Ltd
Varanasi
05.2024 - 08.2024
- Analysed market trends and data to inform strategic decision-making, identifying opportunities for expansion and diversification.
- Building positive relationships with customers, New Demate account opening, Client Portfolio Handling and management, Back Office Operation, assisting with generating new business and Identifying opportunities for greater business, mutual fund services, Data Management
- Managed a team of 10+ employees by providing guidance, setting goals and objectives, delegating tasks, and monitoring performance.
- Monitored compliance with industry regulations and company policies to mitigate risk.
Sr. Manager
Choice Equity Broking Pvt Ltd
Varanasi
10.2021 - 04.2024
- Building positive relationships with customers, New Demate account opening, Client Portfolio Handling and management, Back Office Operation, assisting with generating new business and Identifying opportunities for greater business, mutual fund services, Data Management
Assistant Manager
SMC Securities Pvt Ltd
Varanasi
01.2019 - 06.2020
- Demate Account opening, develops new and expands existing High Net Worth Customer relationships in all segments, mutual fund services, Customer Service and Client Relations, Back-office operations
Group Manager
Vishudhi Wealth Mart Insurance Marketing Pvt Ltd
Prayagraj
11.2017 - 12.2019
- Demate Account opening, handling customer queries, cross sell like mutual fund and General insurance, Establish quality profit earning customer relationships within the target market
Education
Mechanical Engineering -
Singhania University
Rajasthan01.2014
Bachelor of Art { B.A. } -
Indira Gandhi National Open University
01.2014
Marketing Foundation Course Varanasi
01.2014
High school -
VSV Intermediate collage
Varanasi01.2010
Skills
- Customer Relationship Management
- Customer Service Operations
- Cross - Selling
- Communication Skill
- Back Office Operations
- KYC Verifications
- Team Handling
- Department management
- Client account management
- Decision making
- Performance monitoring
- Client relationship management
- Sales Development
- Branch Operations Management
Certification
- Advance Diploma in Computer Application
- Tally.ERP 9
Timeline
Branch Manager
SKY BROKING
08.2024 - Current
Sr. Manager
Master Capital Service Ltd
05.2024 - 08.2024
Sr. Manager
Choice Equity Broking Pvt Ltd
10.2021 - 04.2024
Assistant Manager
SMC Securities Pvt Ltd
01.2019 - 06.2020
Group Manager
Vishudhi Wealth Mart Insurance Marketing Pvt Ltd
11.2017 - 12.2019
Mechanical Engineering -
Singhania University
Bachelor of Art { B.A. } -
Indira Gandhi National Open University
Marketing Foundation Course Varanasi
High school -
VSV Intermediate collage
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