SHUBHAM VISHNOI
BHOPAL
Summary
The role entails providing banking solutions to the Institutional Clients and Government Groups, Financial Institutions, Coperates and TASC Segments with a focus on liabilities and fee income and ensure best in class Relationship management and client experience to become their banking partner of choice.The role bearer is responsible for question of NTB Institutional Clients for Liabilities (CASA / TD) and Payments & Cash Management products. The role will losely collaborate with the product teams and Branches to drive effective customer acquisition, servicing, and deepening.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Relationship Manager - TASC & GB (Manager)
Kotak Mahindra Bank Ltd
Bhopal
06.2023 - Current
- Supports the Bank’s strong relationship banking culture through ongoing customer contact,
- Follow market trends and developments to increase the bank’s business.
- Manage a portfolio of 100 prime TASC account with book size of 10Cr.
- Create and maintain pipeline of GB & TASC banking sales opportunities/relationships through multiple prospecting/business development techniques.
- Maintain the existing client relationships and identify new business opportunities.
- Conducted regular client meetings to assess progress, discuss opportunities for growth, and address any concerns.
Relationship Manager - TASC (Deputy Manager II)
ICICI Bank Ltd
Bhopal
01.2020 - 05.2023
- Responsible for acquiring NTB (New to Bank)Clients for Government & Institutional Business in the assigned geography/ Cluster with a detailed understanding of Liability Products.
- Managing the existing key relationships for Government & Institutional Business in the assigned geography/ Cluster for deepening of ETB (Existing to Bank) Book.
- Urgently work as Government & Institutional Business RM and taking care Government & Institutional for 6 braches of NewMarket Region.
- Develop superior working relationship with branches in the assigned geography / Cluster for efficient servicing of existing Institutional Clients and support them for acquiring NTB Clients for Government & Institutional Business.
- Managed a CASA book size of 6 CR with a closing of 25 CR in last financial year.
- FD of 26 CR closed with 78 CR in last financial year.
Privilege Banker (Deputy Manager I)
ICICI Bank Ltd
Mumbai
01.2018 - 01.2020
- Developed strategies to increase sales and market share.
- Identified customer needs and developed customized solutions.
- Analyzed customer feedback to improve product offerings.
- Built relationships with key clients through regular contact.
- Generated leads through networking, cold calls, and email campaigns.
- Conducted regular client meetings to assess progress, discuss opportunities for growth, and address any concerns.
Education
Post Graduate Diploma In Banking -
Manipal Academy of Higher Education
Bengaluru04-2018
Bachelor of Engineering - Electronic And Communication Engineering
Technocrats Institute of Technology (Excellence)
Bhopal06-2014
XII -
MP Board
Bhopal01-2010
X -
M.P. Board
Bhopal01-2008
Skills
- Always willing to innovate the new things which can be improved the existing technology
- Strong motivational and leadership skills
- Ability to produce best result in pressure situations
- Excellent communication skill in written and verbal both
- Ability to work as individual as well as in group
Personal Information
- Date of Birth: 13-04-1993
- Gender: Male
- Nationality: Indian
Languages
- English
- Hindi
Certification
•NISM-Series-VI: Depository Operations Certification Examination.
•NISM-Series-V-A: Mutual Fund Distributors Certification Examination
•IRDA Certification
Achievements
•Best employee for 2020-21 financial year in BEP for Regional Level.
• Highest Operating Income SEP 2020
• Grow the portfolio by 10Cr in FY23-24
Timeline
Relationship Manager - TASC & GB (Manager)
Kotak Mahindra Bank Ltd
06.2023 - Current
Relationship Manager - TASC (Deputy Manager II)
ICICI Bank Ltd
01.2020 - 05.2023
Privilege Banker (Deputy Manager I)
ICICI Bank Ltd
01.2018 - 01.2020
Post Graduate Diploma In Banking -
Manipal Academy of Higher Education
Bachelor of Engineering - Electronic And Communication Engineering
Technocrats Institute of Technology (Excellence)
XII -
MP Board
X -
M.P. Board
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