SHUBHANK
Muzaffarnagar
Summary
I aim to secure a challenging position within a dynamic finance company, utilizing my analytical skills, strategic thinking, and financial expertise to contribute significantly to the organization's success. I am seeking a role that enables me to leverage my experience in financial analysis, risk management, and business development to drive growth, ensure regulatory compliance, and deliver effective financial solutions. I am dedicated to fostering a collaborative and results-driven environment, continuously enhancing my skills to adapt to the ever-evolving financial landscape
Overview
9
9
years of professional experience
Work History
BRANCH MANAGER
KIFS HOUSING FINANCE PVT LTD
11.2023 - Current
- 1. Driving Business: Achieve sales targets for Housing Loan, BT Top up, Loan Against Property, Plot Purchase & Construction, Self Construction, and Commercial Lap by bringing in new customers and opportunities.
- 2. Managing the Team: Recruit, train, and guide the team to perform well and meet their goals.
- 3. Building Customer Relations: Ensure customers are happy, resolve their issues quickly, and build trust.
- 4. Handling Credit & Risk: Approve loans responsibly, follow company rules, and minimize defaults also Check the mandatory documents i. e. Technical/Valuations, Legal report, FI, RCU, and other credit dockets.
- 5. Running Branch Operations: Oversee daily activities of the branch smoothly while following company guidelines.
CLUSTER MANAGER
PARKER'S CONSULTING & VENTURES PVT.LTD.
10.2022 - 11.2023
- Responsible to Morning Schedule of Daily meeting with Team
- Handling sales query & resolve at the earliest and convert it into New Business
- Responsibility to meet the Monthly Target of our Entire Team
- Responsible for providing training sessions to the entire team & convincing them about the product
- Generate new leads and also maintain relationship with existing customer to providing best banking services to convert New Business
CORPORATE ACCOUNT MANAGER
TATA AIA LIFE INSURANCE COMPANY
03.2021 - 09.2022
- Responsible of Maintain a Wallet Share of TATA AIA in our branch
- I am handling a Team of MUZAFFARNAGAR as well as 3 branches
- Responsible of Daily Meeting with Branch Manager and discuss about Revenue
- Responsible of Branch Activation as well as Staff
- Responsible for Branch Renewal Persistency
- Regular interaction with the customers through calls, face to face meetings, in office meetings and covert the call in a New Business
SENIOR FINANCIAL SERVICE MANAGER (LEVEL 2)
ICICI PRUDENTIAL LIFE INSURANCE COMPANY
08.2019 - 07.2020
- Generate new leads and also maintain relationship with existing customer to providing best banking services to convert New Business
- Meet the HNI Customer & convert the call
- Responsible of Branch activation as well as Staff
- Responsible for Branch Renewal Persistency
ASSISTANT MANAGER
AXIS BANK PVT LTD
MUZAFFARNAGAR
04.2016 - 05.2019
- Doing Cold Calling in villages as well as city & explain banking services & insurance benefits
- Responsible for resolving customer queries at the earliest and converting them into New Business
- Responsible for support in Branch closing in CASA, FUNDING & INSURANCE
- Responsible for achieving branch revenue targets.
- Launch an awareness program in villages to knowledge about how to grow your money, how to secure your family & how to Achieve your wealth Aim
- Regular interaction with the customers through calls, face-to-face meetings, in-office meetings, and covert calls in new business.
Education
B.Tech - ELECTRONICS AND COMMUNICATION ENG.
CET-IILM-AHL GR.
NOIDA01.2013
XII - Physics, Mathematics, Chemistry, English
SHISHU NIKETAN SCHOOL MZN
MZN, U.P.01.2009
X - Mathematics, Science, Social Science, English, Hindi.
SNHR SEH SCH MZN
MZN, U.P.01.2006
Skills
- Planning and Organizing
- Effective Problem Resolution
- Team Player
- Adaptability/Flexibility
- Positive Attitude
- Confident and Determined
- Expertise in Business Growth
- Relationship building and management
- Excellent time management skills
- People-oriented
Personal Information
- Date of Birth: 12/25/90
- Gender: Male
- Nationality: Indian
- Marital Status: Married
Languages
- English
- Hindi
Academic Awards And Other Professional Qualification
- Participated in workshop on EMBEDDED organized by DUCAT.
- Certificate of computer course of 'CCC' from 'DOEACC'.
Additional Information
Planning and Organizing, Problem Solving Skills, Team Player, Adaptability/Flexibility, Positive Attitude, Confident and Determined, Listening Music, Net Surfing, Travelling
Accomplishments
Over the experience of consecutive years, I have showcased an unwavering commitment to excellence, consistently surpassing targets and attaining remarkable success within the dynamic realm. Furthermore, I possess certificates that substantiate and acknowledge these outstanding achievements. Commencing my career as a Manager, I earned a well-deserved promotion to the esteemed position of Branch Manager. This upward trajectory was a direct reflection of my unwavering dedication, persistent efforts, and the successful attainment of targeted goals within the organizational framework.
Timeline
BRANCH MANAGER
KIFS HOUSING FINANCE PVT LTD
11.2023 - Current
CLUSTER MANAGER
PARKER'S CONSULTING & VENTURES PVT.LTD.
10.2022 - 11.2023
CORPORATE ACCOUNT MANAGER
TATA AIA LIFE INSURANCE COMPANY
03.2021 - 09.2022
SENIOR FINANCIAL SERVICE MANAGER (LEVEL 2)
ICICI PRUDENTIAL LIFE INSURANCE COMPANY
08.2019 - 07.2020
ASSISTANT MANAGER
AXIS BANK PVT LTD
04.2016 - 05.2019
B.Tech - ELECTRONICS AND COMMUNICATION ENG.
CET-IILM-AHL GR.
XII - Physics, Mathematics, Chemistry, English
SHISHU NIKETAN SCHOOL MZN
X - Mathematics, Science, Social Science, English, Hindi.
SNHR SEH SCH MZN
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