SHUBHANKUR TEOTIA
Meerut
Summary
PROFILE
Financial professional skilled at formulating winning strategies based on clients' objectives and financial resources. Champions decision-making based on robust data to analyse risk and determine lucrative action. Exhibits expertise in financial planning and understanding of market trends.
Strategic thinker with proven track record of achieving financial objectives. Stays up-to-date on market trends to deliver actionable insights and evidence-based advice. Manages caseload of clients in line with industry regulations.
Experienced in managing high-net-worth client relationships and delivering bespoke financial solutions. Excel at understanding clients' needs and providing tailored advice to optimise their financial well-being. Possess deep knowledge of wealth management products and exceptional communication skills to foster trust and loyalty.
Banking professional with experience in managing and nurturing high-value client relationships, providing tailored financial advice, and ensuring customer satisfaction. Skilled in cross-selling banking products, resolving complex client issues, and collaborating with internal teams to achieve business goals. Recognised for excellent communication and interpersonal skills, with focus on delivering premium banking experience.
Proactive Priority Banking Relationship Manager with track record in building strong client relationships and delivering bespoke financial solutions. Skilled in wealth management, risk assessment, and strategic planning, driving client satisfaction and retention. Committed to leveraging financial expertise to enhance client portfolios and achieve business growth.
Overview
8
8
years of professional experience
6042
6042
years of post-secondary education
Work History
Priority Banking Relationship Manager
Axis Bank LTD
Meerut
01.2024 - Current
- Grew and maintained client base to maximise revenue.
- Consulted with clients using preferred channels, maintaining customer satisfaction.
- Verified clients' needs and financial resources to determine tailored investment strategy.
- Achieved client financial objectives within agreed timescales.
- Collaborated with clients to outline realistic financial goals and objectives.
- Adhered to industry regulations and legislation, staying updated on potential changes.
- Evaluated financial viability of proposed business plans and projects.
Branch Head
Utkarsh Small Finance Bank
Meerut
11.2022 - 01.2024
- Managed daily operations within the branch, overseeing staff performance and customer service standards.
- Monitored operations to keep processes aligned with targets and matching forecasts.
- Developed successful strategies and policies, meeting organisational needs and implementing improvements.
- Maximised branch revenue by optimising operations.
- Led the branch in achieving targets for business growth, customer acquisition, and retention through strategic planning.
- Managed branch budget, monitoring expenditures and making cost-effective decisions to maximise profitability.
Deputy Branch Manager
ICICI Bank LTD
Meerut
04.2021 - 10.2022
- Monitored daily banking transactions, identifying and addressing discrepancies promptly to maintain financial integrity.
- Managed daily operations within the branch, overseeing staff performance and customer service standards.
- Handled customer and employee finance queries, complaints and concerns, resolving with balanced solutions.
- Oversaw the branch's compliance with regulatory requirements, minimising risks of non-compliance penalties.
- Increased transparency of financial operations to prepare for external audits.
- Developed strong relationships with customers, offering personalised banking solutions to meet their unique needs.
- Led the branch in achieving targets for business growth, customer acquisition, and retention through strategic planning.
- Applied advanced problem-solving skills to address customer complaints, ensuring timely and satisfactory resolutions.
- Evaluated employee performance, providing constructive feedback and implementing development plans to address gaps.
Customer Service Manager
ICICI Bank LTD
Chhabra Raj
04.2018 - 07.2021
- Conducted regular performance reviews with team members, setting clear objectives and providing constructive feedback.
- Maintained an in-depth understanding of company products and services, providing accurate information to customers and team members.
- Collaborated with cross-functional teams to streamline service processes, enhancing efficiency and customer experience.
- Developed and implemented customer satisfaction surveys, analysing results to identify areas for improvement in service delivery.
- Organised and chaired weekly team meetings to discuss performance metrics, sharing best practices and addressing challenges.
Education
PGDB - Banking And Finance
Post Graduate Diploma In Banking
07.2017 - 07.2018
Bachelor of Business Administration - Business Administration
Vidya Knowledge Park
Meerut12th - Science
C.B.S.E Board
Meerut10th - Science
C.B.S.E Board
MeerutSkills
- Hard working
- Flexible Nature
- Self Confidence
- Good time and team management
- Speaking Skills
Custom Section
Team Management, Team Motivation, Customer Dealing, Portfolio Management (ETB and NTB), Customer Service
Hobbies and Interests
- Travelling
- Swimming
- Listening Music
- Watching Movies
Timeline
Priority Banking Relationship Manager
Axis Bank LTD
01.2024 - Current
Branch Head
Utkarsh Small Finance Bank
11.2022 - 01.2024
Deputy Branch Manager
ICICI Bank LTD
04.2021 - 10.2022
Customer Service Manager
ICICI Bank LTD
04.2018 - 07.2021
PGDB - Banking And Finance
Post Graduate Diploma In Banking
07.2017 - 07.2018
Bachelor of Business Administration - Business Administration
Vidya Knowledge Park
12th - Science
C.B.S.E Board
10th - Science
C.B.S.E Board