Summary
Overview
Work History
Education
Skills
Timeline
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SOMESH SHAH

SOMESH SHAH

MBA FINANCE
Nashik

Summary

Experienced banking professional with superior attention to detail and highly ethical nature. Dedicated to maintaining optimal security and customer satisfaction while meeting ambitious sales targets. Well-versed in industry regulations and asset protection strategies. Successful at excelling in fast-paced, competitive banking environments. Good sales and customer service abilities paired with in-depth knowledge of bank products and services. Proficient in updating accounts, processing transactions and coordinating records.

Overview

15
15
years of professional experience
4
4
Languages

Work History

Deputy Manager (Personal Banker)

YES BANK
02.2021 - Current
  • Cross-sold bank products and services to meet customer needs and provide options.
  • Boosted sales of bank products through effective cross-selling and up-selling techniques.
  • Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
  • Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
  • Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
  • Improved customer satisfaction by providing personalized banking solutions and exceptional service.
  • Streamlined daily operations, ensuring accurate transaction processing and efficient customer service delivery.
  • Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
  • Expanded customer base by consistently meeting referral goals through networking events and community outreach initiatives.

Personal Banker ( Assistant Manager)

Kotak Bank
09.2019 - 01.2021
  • Improved customer satisfaction by providing personalized banking solutions and recommendations.
  • Assisted clients with account management, leading to increased loyalty and retention rates.
  • Collaborated with colleagues to achieve branch sales targets and strengthen customer relationships.
  • Monitored high-risk transactions, applying due diligence measures to prevent fraud or money laundering activities.

Branch Team Leader

SHRIRAM TRANSPORT FINANCE COMPANY
09.2017 - 08.2019


  • Resolved escalated customer and associate issues and counseled associates.
  • Maintained relationships with business partners to assist customers with complex financial needs.
  • Oversaw risk management initiatives by performing periodic audits of loans, accounts, and transaction records.
  • Streamlined branch operations by implementing efficient workflow processes and staff scheduling.
  • Built rapport between team members using trust-building measures like transparency and open communication.

Senior Officer

INDIA INFOLINE FINANCE COMPANY LTD
12.2014 - 07.2016


  • Coached junior team members, fostering professional growth and improving overall team performance.
  • Submitted loan applications to underwriter for verification and recommendations.
  • Developed strong relationships with customers through high levels of customer service.
  • Originated, reviewed, processed, closed, and administered customer loan proposals.
  • Self-motivated, with a strong sense of personal responsibility.
  • Proven ability to learn quickly and adapt to new situations.

Trainee Auditor

BSW CA ASSOCIATE FIRM
05.2010 - 05.2011
  • Gained proficiency in using audit software, improving overall effectiveness and productivity during engagements.
  • Improved personal time management skills by balancing competing priorities across multiple projects simultaneously.
  • Performed detailed testing procedures to validate financial data accuracy, contributing to reliable financial reports.
  • Assisted senior auditors in conducting comprehensive financial statement reviews for accurate reporting.
  • Participated in various audit engagements, gaining valuable hands-on experience in diverse industries.

Education

Master Of Business Administration - Finance

MIT COLLEGE
Aurangabad
05.2014

Bachelor Of Commerce - Finance

S B College
Aurangabad
05.2011

Skills

Sales expertise

Timeline

Deputy Manager (Personal Banker)

YES BANK
02.2021 - Current

Personal Banker ( Assistant Manager)

Kotak Bank
09.2019 - 01.2021

Branch Team Leader

SHRIRAM TRANSPORT FINANCE COMPANY
09.2017 - 08.2019

Senior Officer

INDIA INFOLINE FINANCE COMPANY LTD
12.2014 - 07.2016

Trainee Auditor

BSW CA ASSOCIATE FIRM
05.2010 - 05.2011

Master Of Business Administration - Finance

MIT COLLEGE

Bachelor Of Commerce - Finance

S B College

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