Shubham Singh Tomar
Morena
Summary
Results-driven retail banking professional with over 2 years of experience in branch operations, customer relationship management, and financial product sales. Proven ability to meet and exceed performance goals while delivering exceptional customer service. Skilled in cross-selling banking products, managing client portfolios, and ensuring compliance with regulatory policies.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Deputy Manager
Axis Bank
04.2025 - Current
- Successfully achieved branch business targets across CASA, Insurance, and Asset products.
- Streamlined daily operations resulting in faster service delivery and reduced TAT.
- Problem Resolution & Customer Escalation Handling
- Cross-selling & Up-selling of Banking Products
- Developed strong client relationships contributing to sustained portfolio growth.
- Drove cross-selling initiatives, increasing product penetration and revenue.
Asst. Manager
Axis Bank
03.2023 - Current
- Managed daily branch operations including cash handling, account servicing, and customer onboarding.
- Achieved 115% of sales targets for retail loans, deposits, and insurance in JFM 2025.
- Collaborating with the compliance team to implement fraud prevention measures.
- Conduct customer engagement activities that improved retention and NPS (Net Promoter Score) by 100%.
Education
PGDB - Banking Services
Manipal University
03.2023
PGDCA - Computer Applications
Jiwaji University
04-2019
B. Sc - Computer Science
Jiwaji University
01.2016
Skills
- Customer onboarding and documentation
- Regulatory compliance
- Transaction processing
- Customer grievance resolution
- Clearing and settlement
- Cheque processing
- Branch operations and audit
- Interpersonal skills
- Relationship management
- Portfolio management
- Field and branch sales
- Lead generation and conversion
- Cross-selling and upselling
Certification
• Series V-A - Mutual Fund Distributors Certification
• IRDA - Insurance Regulatory & Development Authority
• NISM - National Institute of Securities Markets
• Mastering Business Analysis, Scrum, and JIRA for Development, Udemy, https://www.udemy.com/certificate/UC-0c75de2e-9e69-4147-bcee-7135d636c36e/
• Microsoft Excel - Excel from Beginner to Advanced - Udemy
https://www.udemy.com/certificate/UC-76450bfc-f332-4c46-99e2-c6b3e616176e/
• IRDA - Insurance Regulatory & Development Authority
• NISM - National Institute of Securities Markets
• Mastering Business Analysis, Scrum, and JIRA for Development, Udemy, https://www.udemy.com/certificate/UC-0c75de2e-9e69-4147-bcee-7135d636c36e/
• Microsoft Excel - Excel from Beginner to Advanced - Udemy
https://www.udemy.com/certificate/UC-76450bfc-f332-4c46-99e2-c6b3e616176e/
Languages
- Hindi
- English
Timeline
Deputy Manager
Axis Bank
04.2025 - Current
Asst. Manager
Axis Bank
03.2023 - Current
PGDB - Banking Services
Manipal University
PGDCA - Computer Applications
Jiwaji University
B. Sc - Computer Science
Jiwaji University