Shubham Kumar
Meerut,Uttar Pradesh
Summary
Dynamic professional with a proven track record at Kotak Mahindra Bank, excelling in customer relationship management and advanced Excel functions. Demonstrated leadership by effectively managing a team of 16, enhancing client satisfaction, and streamlining banking procedures. Skilled in team collaboration and decision-making, significantly contributing to business development and operational efficiency.
Highly analytical and deadline-driven banking associate with successful relationship management skills in the ultra-high net worth space, performing due diligence, maximizing revenue potential and handling complex transaction.
Overview
5
5
years of professional experience
7
7
years of post-secondary education
1
1
Certificate
Work History
Junior Associate
Kotak Mahindra Bank
Meerut
10.2018 - 12.2022
- Provide dedicated support to a banking manager and assist with the management of the diverse portfolio.
- Assisted with origination and execution of corporate finance transactions.
- Worked with managers to assess and analyze customers' risk prole.
- Operated network computers and software, and other equipment necessary to handle financial transactions.
- Maintained knowledge in the developments in the core product set to explore and refer opportunities
- Assisted in monitoring calling plans to ensure business development is pursued across the client base and that deals are replicated.
- Clarified clients' banking needs and suggested appropriate accounts and services.
- Built and maintained positive client relationships.
- Helped clients analyze risks and set appropriate banking plans.
- Lead and performance-manage a team of 16 associates.
Office Executive
CMS Info Systems Limited
Meerut
07.2017 - 07.2018
- Managed confidential documents, maintaining a secure filing system to protect sensitive information.
- Maintained client files and spreadsheets with office management software.
- Coordinated deliveries of supplies and materials to proper recipients.
- Maintained a clean and orderly work environment, contributing to increased employee satisfaction levels within the office space.
- Collaborated with senior management to align outreach efforts with strategic plan.
- Improved company communication by managing and updating internal databases.
- Enhanced team productivity with well-organized meeting schedules and agendas.
- Created reports for senior management and presented results during meetings.
- Answered phone calls and directed inquiries to appropriate staff members.
- Prepared letters, memos, faxes, forms and interagency communication.
- Counted and verified cash amounts at shift start and balanced funds prior to shift end or close.
- Reconciled daily summaries of transactions to balance finances.
- Reported company funds to record department.
Education
MBA - HR & MR
AKTU
MEERUT 08.2018 - 06.2020
B.COM -
CCS University
Meerut 08.2012 - 09.2015
Commerce -
12th UP BOARD
MEERUT, India 07.2011 - 07.2012
Science -
10Th UP BOARD
Meerut 07.2009 - 08.2010
Skills
Customer Relationship Management (CRM)
Preparing Trial Balance using Tally
Preparing Profit and loss account using Tally
Tally Prime- Preparing Daybooks and ledger using Tally
Advanced Excel functions and formula-pivot tables, v-lookups, and macros
Banking Procedures
Team Collaboration
Cash Handling
MS Office
Customer Service
Data Entry
Time Management
Decision-Making
Documentation abilities
Certificate in computer course (CCC)
Certification
Course on Computer Concepts (CCC)
Timeline
Junior Associate
Kotak Mahindra Bank
10.2018 - 12.2022
MBA - HR & MR
AKTU
08.2018 - 06.2020
Office Executive
CMS Info Systems Limited
07.2017 - 07.2018
B.COM -
CCS University
08.2012 - 09.2015
Commerce -
12th UP BOARD
07.2011 - 07.2012
Science -
10Th UP BOARD
07.2009 - 08.2010