Summary
Overview
Work History
Education
Skills
Personal Information
Disclaimer
Timeline
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Shubham Verma

Shubham Verma

Banking and Finance
Indore

Summary

I want to build a long term career in sales with opportunities for excellent growth of organization & self. Highly organized and accomplished [Job Title] well-versed in monitoring market conditions and [Industry] changes to promote [Product or Service] options to customers. Gifted in building connections, demonstrating products and maintaining consistent sales. Persuasive negotiator with forward-thinking and performance-oriented nature.

Overview

7
7
years of professional experience

Work History

Sales officer

ME-HIN TECH – EDGE SOLUTIONS (Yes Bank Ltd.)
06.2017 - 05.2019
  • Responsible for sourcing of business from dealer point as well as open market
  • Dealer relationship management
  • Responsible for business sourcing, Docs collection from the start to end point
  • Doing disbursement
  • Cross selling of other banking products
  • Responsible for end use check.
  • Implemented innovative process improvements that enhanced productivity and reduced operational costs.
  • Supported KYC processes for prospective and existing customers.
  • Identified potential risks and red flags through comprehensive customer risk assessments, mitigating potential financial losses.
  • Demonstrated versatility in servicing a wide range of heavy-duty vehicles, from construction equipment to agricultural machinery.
  • Facilitated smooth account opening processes for new clients, ensuring accurate documentation and efficient service delivery.
  • Provided exceptional pre-and post-sales support, ensuring client satisfaction at all stages of the process.

Assistant Manager

INDUSIND BANK LTD.
05.2019 - 10.2021
  • Responsible for sourcing of business from dealer point as well as open market
  • Dealer relationship management
  • Responsible for business sourcing, Docs collection from the start to end point
  • Doing disbursement
  • Cross selling of other banking products
  • Responsible for end use check.
  • Implemented innovative process improvements that enhanced productivity and reduced operational costs.
  • Supported KYC processes for prospective and existing customers.
  • Identified potential risks and red flags through comprehensive customer risk assessments, mitigating potential financial losses.
  • Demonstrated versatility in servicing a wide range of heavy-duty vehicles, from construction equipment to agricultural machinery.
  • Facilitated smooth account opening processes for new clients, ensuring accurate documentation and efficient service delivery.

Senior Officer

Cholamandalam Investment and Finance Company
10.2021 - 05.2022
  • Responsible for sourcing of business from dealer point as well as open market
  • Dealer relationship management
  • Responsible for business sourcing, FI of deal and docs collection from the start to end point
  • CAM preparation
  • Doing disbursement
  • Cross selling of other banking products
  • Responsible for end use check
  • Responsible for sourcing of business from dealer point as well as open market
  • Dealer relationship management
  • Responsible for business sourcing, Docs collection from the start to end point
  • Doing disbursement
  • Cross selling of other banking products
  • Responsible for end use check.
  • Implemented innovative process improvements that enhanced productivity and reduced operational costs.
  • Supported KYC processes for prospective and existing customers.
  • Identified potential risks and red flags through comprehensive customer risk assessments, mitigating potential financial losses.
  • Demonstrated versatility in servicing a wide range of heavy-duty vehicles, from construction equipment to agricultural machinery.
  • Facilitated smooth account opening processes for new clients, ensuring accurate documentation and efficient service delivery.

Senior Officer

ME-HIN TECH – EDGE SOLUTIONS (Yes Bank Ltd.)
5 2022 - 01.2024
  • Responsible for sourcing of business from dealer point as well as open market
  • Dealer relationship management
  • Responsible for business sourcing, Docs collection from the start to end point
  • Doing disbursement
  • Cross selling of other banking products
  • Responsible for end use check.
  • Implemented innovative process improvements that enhanced productivity and reduced operational costs.
  • Supported KYC processes for prospective and existing customers.
  • Identified potential risks and red flags through comprehensive customer risk assessments, mitigating potential financial losses.
  • Demonstrated versatility in servicing a wide range of heavy-duty vehicles, from construction equipment to agricultural machinery.
  • Facilitated smooth account opening processes for new clients, ensuring accurate documentation and efficient service delivery.

Relationship Manager

Utkarsh Small Finance Bank
02.2024 - Current
  • Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
  • Built and maintained relationships with new and existing clients while providing high level of expertise.
  • Maintained knowledge on banking products and distribution to provide optimal service support.
  • Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
  • Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
  • Provided exceptional customer service, resolving issues promptly and maintaining client trust throughout the resolution process.
  • Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
  • Conducted regular meetings with sales teams to discuss insights on customer behavior trends, contributing to increased sales figures.
  • Maintained statistical database of customers using [Software] for types of customer complaints, resolutions offered by organization and satisfaction rating by customer.

Education

MBA - Finance and marking

I.P.S Academy Indore ( DAVV University, Indore )

BCA - undefined

Gicts College, Gwalior ( M.C.N.U.J.C University, Bhopal)

S.S.C -

KIDDY’S Corner School, Gwalior ( M.P Board )

H.S.C -

KIDDY’S Corner School, Gwalior ( M.P Board )

Skills

Banking and Finance accounts: Current Accounts, Savings Accounts

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Personal Information

  • Father's Name: Mr Surendra Varma
  • Date of Birth: 09/03/1994
  • Nationality: Indian
  • Marital Status: Single

Disclaimer

Do here by declare that all the information given above is true and correct to the best of my knowledge.

Timeline

Relationship Manager

Utkarsh Small Finance Bank
02.2024 - Current

Senior Officer

Cholamandalam Investment and Finance Company
10.2021 - 05.2022

Assistant Manager

INDUSIND BANK LTD.
05.2019 - 10.2021

Sales officer

ME-HIN TECH – EDGE SOLUTIONS (Yes Bank Ltd.)
06.2017 - 05.2019

Senior Officer

ME-HIN TECH – EDGE SOLUTIONS (Yes Bank Ltd.)
5 2022 - 01.2024

MBA - Finance and marking

I.P.S Academy Indore ( DAVV University, Indore )

BCA - undefined

Gicts College, Gwalior ( M.C.N.U.J.C University, Bhopal)

S.S.C -

KIDDY’S Corner School, Gwalior ( M.P Board )

H.S.C -

KIDDY’S Corner School, Gwalior ( M.P Board )

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Shubham VermaBanking and Finance