SHIVANG SHARMA
BANKING FINANCIAL SERVICES
JAIPUR
Summary
Secure a responsible career opportunity to fully utilize my training and skills, while making a significant contribution to the success of the company.
Overview
17
17
years of professional experience
7
7
years of post-secondary education
Work History
SENIOR RELATIONSHIP MANAGER - RBB
HDFC BANK LTD
JAIPUR
09.2022 - Current
- To enhance business development age for the set objective of the bank and ensure quality services to the customer throat banking product e.g.- assets, liabilities and wealth.
- To take care of client’s business portfolio of Rs. 120 crore.
- Customer relationship management Objective - ensure to deliver quality services to client
- Acquisition off new clients for their bank ( NTB ).
- To coordinate with product and research team for taking investment decisions for the new client
- Responsible for our sales targets
- In depth knowledge of various banking & insure products
- Managing 70% of business development and 30% of servicing of existing clients.
- To cross sale all TPP, Liability and Assets Products of bank.
- Developed new banking relationships with business prospects.
ASSOCIATE VICE PRESIDENT
KOTAK SECURITIES
JAIPUR
03.2022 - 09.2022
- Acquisition of new HNI Clients with primary focus on generation of broking revenue through Equity/Commodity/Currency Market Segment.
- Managing new and existing HNI client relationship with efforts on revenue generation through online and offline channel.
- Execute Cross Sell efforts on focused products promoted by the organization(Mutual Funds, Insurance, PMS, AIF etc) Promote the organization’s research and advisory suggestions to the clients beinggenerated from time to time.
- To manage the team of 4 RMs and 3 Dealers.
ZONAL HEAD - NORTH
ALANKIT LIMITED
JAIPUR
06.2019 - 03.2022
- Responsible for business generation of financial products viz Mutual Fund, Life Insurance, General Insurance, IPO, NPS, DMAT, Corporate FD etc.
- Build POS and DPO to promote Life Insurance and General Insurance.
- Working in B2B and B2C Business.
- Responsible for business development of various e-Governance products viz PAN, TIN,NIR, GST, NPS, NSR, UIDAI, Business Correspondent (SBI / BOB) etc
- Financial Inclusion – Bank BC Business with SBI & BOB, PNB.
- Liaising with Government Departments – DOIT, NWRailway, JDA, Election Office etc for getting tender business.
AREA MANAGER - SALES
CENTILLION SOLUTIONS AND SERVICES, P LTD, HDFC Bank Ltd
JAIPUR
10.2018 - 05.2019
- Rural Banking - Financial Inclusion Banking Project and Operations in association with, Roles and responsibilities To manage and pursue the activity in rural areas of Jaipur Districtin Rural Banking -Financial Inclusion Project based upon BC module with HDFC Bank
- To handle the team of 8 Team Leaders, MIS and Technical staff
- Getting the business from Business Correspondent Points through Channel Marketing and provide Rural Financial Services & Products
- To focus on selling of products e.g Auto Loans, Cattle Loans, Gold Loans, KCC, Health Insurance and Group Loan (Micro Finance).
DISTRICT SALES COORDINATOR
FINO PAYMENT BANK LTD
AMBALA
04.2018 - 10.2018
ASSISTANT BUSINESS DEVELOPMENT MANAGER
YOUTH CARDS PVT LTD
DELHI
06.2014 - 03.2018
TEAM LEADER
CMC LTD, A TATA GROUP
BAREILLY
12.2011 - 03.2014
SALES MANAGER
RELIANCE GENERAL INSURANCE CO LTD
DELHI
04.2007 - 11.2011
Education
MASTERS OF BUSINESS ADMINISTRATION - Banking And Financial Support Services, Marketing
ICFAI NATIONAL COLLEGE
Dehradun 05.2005 - 05.2007
MASTERS IN ECONOMICS - Economics
MJP ROHILKHAND UNIVERSITY
BAREILLY COLLEGE BAREILLY 06.2003 - 05.2005
B.Com - Commerce
MJP ROHILKHAND UNIVERSITY
Bareilly College Bareilly 05.2000 - 05.2003
Skills
A result oriented professional with more than 14 years of extensive working experience across Business Development, Sales & Marketing, New Market Development, New Acquisition and Retention, Channel Marketing, Team Handling & People Management in Banking & Financial Industry and in E Governance Projects
Certified as Corporate Agent Insurance by IRDA
Business Development
Customer interaction
Process implementation
Staff Management
Reporting familiarity
Revenue Generation
Relationship building and management
Sales professional
Timeline
SENIOR RELATIONSHIP MANAGER - RBB
HDFC BANK LTD
09.2022 - Current
ASSOCIATE VICE PRESIDENT
KOTAK SECURITIES
03.2022 - 09.2022
ZONAL HEAD - NORTH
ALANKIT LIMITED
06.2019 - 03.2022
AREA MANAGER - SALES
CENTILLION SOLUTIONS AND SERVICES, P LTD, HDFC Bank Ltd
10.2018 - 05.2019
DISTRICT SALES COORDINATOR
FINO PAYMENT BANK LTD
04.2018 - 10.2018
ASSISTANT BUSINESS DEVELOPMENT MANAGER
YOUTH CARDS PVT LTD
06.2014 - 03.2018
TEAM LEADER
CMC LTD, A TATA GROUP
12.2011 - 03.2014
SALES MANAGER
RELIANCE GENERAL INSURANCE CO LTD
04.2007 - 11.2011
MASTERS OF BUSINESS ADMINISTRATION - Banking And Financial Support Services, Marketing
ICFAI NATIONAL COLLEGE
05.2005 - 05.2007
MASTERS IN ECONOMICS - Economics
MJP ROHILKHAND UNIVERSITY
06.2003 - 05.2005
B.Com - Commerce
MJP ROHILKHAND UNIVERSITY
05.2000 - 05.2003