SHUBHAM MAHENDRA BERAD
New Delhi
Summary
Results-driven banking professional with nearly 2 years of experience as a Deputy Manager – Personal Banker at YES Bank Ltd. Proven ability to manage high-value customer relationships, deliver exceptional service, and contribute to branch revenue through effective cross-selling and financial advisory. Strong communication, relationship management, and problem-solving skills with a customer-centric approach.
Overview
1
1
Language
5
5
years of professional experience
Work History
Deputy Manager | Personal Banker
YES Bank Ltd.
12.2023 - 10.2025
- Managed and strengthened relationships with retail and priority customers.
- Handled end-to-end banking operations including account opening and onboarding.
- Provided personalized financial advisory aligned with customer needs.
- Achieved branch targets through cross-selling CASA, deposits, and fee-based services.
- Resolved customer queries promptly while maintaining compliance standards.
- Collaborated with branch teams to improve operational efficiency.
Bandhan Bank Ltd
02.2023 - 05.2023
Shriram Finance Ltd
05.2022 - 12.2022
Bandhan Bank
08.2020 - 05.2022
Education
PG Diploma - Banking - Retail Relationship (PGDB-RR)
Manipal Academy of Higher Education
Bengaluru01-2023
Bachelor of Commerce (B.Com) - undefined
Dr. Babasaheb Ambedkar University
Aurangabad01-2020
HSC - Commerce
Aurangabad Board
Aurangabad01-2014
SSC - undefined
Amravati Board
Amravati01-2012
Skills
Customer Relationship Management
Retail & Personal Banking
Cross-Selling
Financial Advisory
DECLARATION
I hereby declare that the above information is true and correct to the best of my knowledge and belief.
Timeline
Deputy Manager | Personal Banker
YES Bank Ltd.
12.2023 - 10.2025
Bandhan Bank Ltd
02.2023 - 05.2023
Shriram Finance Ltd
05.2022 - 12.2022
Bandhan Bank
08.2020 - 05.2022
SSC - undefined
Amravati Board
HSC - Commerce
Aurangabad Board
Bachelor of Commerce (B.Com) - undefined
Dr. Babasaheb Ambedkar University
PG Diploma - Banking - Retail Relationship (PGDB-RR)
Manipal Academy of Higher Education