SHREYA MAHAJAN
GURGAON
Summary
Banking professional with 7 years of experience in advisory-led banking and portfolio growth, known for strong stakeholder management and consistent performance.
Overview
7
7
years of professional experience
Work History
IMPERIA RELATIONSHIP MANAGER
HDFC BANK LTD
GURGAON
05.2023 - 04.2026
- Shared comprehensive product knowledge and drove revenue through a consultative sales approach.
- Recognised as a top performer consistently for 2 years with a rating of 1 +KP (key performer), with overachievement on income and third-party product targets such as mutual funds and insurance.
- Drove a 15% growth in a 600 cr portfolio by acquiring and retaining long-term, quality clients.
PRIORITY RELATIONSHIP MANAGER
AXIS BANK
NEW DELHI
08.2022 - 05.2023
- Grew and maintained a client base to maximise revenue. The increase in base was 25-30% of the initial portfolio size of 35 Cr.
- Developed and maintained strong relationships with high-net-worth clients to enhance customer loyalty and retention.
- Achieved client financial objectives within agreed timescales.
- My mid-year rating was 4, with 5 being the highest.
CORPORATE SALARY RELATIONSHIP MANAGER
KOTAK MAHINDRA BANK - PRIVY LEAGUE
NEW DELHI
01.2022 - 07.2022
- Managed high-net-worth (HNI) relationships, focusing on acquiring premium salary accounts, deepening client relationships with investment products, and handling wealth management.
- Over a base of 50 crore, I was able to enhance my portfolio by 15% with the help of tie-ups with major corporates in the legal and automobile industries.
RELATIONSHIP MANAGER - WEALTH
ICICI BANK
NEW DELHI
07.2019 - 12.2021
- Advised clients on investment strategies and wealth management solutions tailored to their individual needs and risk profiles.
- I managed and expanded a 150 Cr portfolio, achieving 30% growth in AUM.
- Consistently achieved the highest performance rating for two consecutive years.
Education
Bachelor of commerce(H) - ECONOMICS ( 79.4%)
GGDSD College
CHANDIGARH 01-2019
12TH -COMMERCE (95.2%) -
GMSSS Sector 16
CHANDIGARH01-2016
10TH -(9.6 CGPA) -
Vivek High School
CHANDIGARH01-2014
Skills
- Business development
- Extensive product knowledge
- Sales and marketing strategy
- Proficient in MS Word, Microsoft Excel, Google Spreadsheet, and Google Form
- Communication and teamwork skills
- Portfolio management
- Revenue generation
Accomplishments
- Worked as a general body member for various Rotaract clubs including Rotaract Himalayan and Rotaract Club of SD college (2016-17)
- Part of the Round square leadership conference (South Asia & Gulf region), held at the DOON School, Dehradun (2012)
- Part of the promotions team of the annual fest of SD college, Panache (2017)
- Delegate of New Zealand in the UNHRC committee of the International Model United Nations Conference organized by Georgetown University (2012)
- Qualified for MDRT(Million dollar round table conference) THAILAND, MDRT BUDAPEST, MDRT GREECE, and various other inner-circle LI conference contests
PROFESSIONAL ACCOMPLISHMENTS :
Hobbies and interests
- I believe travel is the best way for enrichment of the soul which is the reason why I am always up for an adventure.
- I enjoy watching Tv shows as they help me unwind and like to express my creative inclination by painting.
Timeline
IMPERIA RELATIONSHIP MANAGER
HDFC BANK LTD
05.2023 - 04.2026
PRIORITY RELATIONSHIP MANAGER
AXIS BANK
08.2022 - 05.2023
CORPORATE SALARY RELATIONSHIP MANAGER
KOTAK MAHINDRA BANK - PRIVY LEAGUE
01.2022 - 07.2022
RELATIONSHIP MANAGER - WEALTH
ICICI BANK
07.2019 - 12.2021
Bachelor of commerce(H) - ECONOMICS ( 79.4%)
GGDSD College
12TH -COMMERCE (95.2%) -
GMSSS Sector 16
10TH -(9.6 CGPA) -
Vivek High School