Summary
Overview
Work History
Education
Skills
Street
Workexperienceandachievements
Personal Information
Languages
Hobbies and Interests
Languages
Timeline
Generic
SUMIT SHARMA

SUMIT SHARMA

Kalyan

Summary

Keen Learner of emerging technologies in banking and eager to Lend combined knowledge and skills to enhance business performance and achieve common goals Operates well in both individual and team capacity Resourceful and purposeful with passion for growth and efficiency to meet company needs and increase service value.

People-oriented team leader successful in monitoring performance, delegating work and motivating members. Versed in managing daily direction and team communication. Collaborative and resourceful professional dedicated to identifying needs to develop and deliver creative solutions. Skilled professional with proven knowledge of Banking and specialized in NRI Banking and Services.

Overview

4
4
years of professional experience

Work History

Team Leader, Sales and Operations

Yes Bank LTD
Mumbai
02.2024 - Current
  • Held weekly staff meetings to review project updates, discuss issues, and brainstorm solutions.
  • Conducted regular performance reviews to assess individual team member progress.
  • Maintained a positive work environment that promoted collaboration between team members.
  • Ensured compliance with all safety regulations in the workplace.
  • Reviewed customer service surveys and implemented strategies to improve customer satisfaction ratings.
  • Established clear expectations for employees, providing guidance with best of my abilities

DEPUTY MANAGER – Virtual Relationship Manager

YES BANK LTD
Mumbai
12.2021 - 01.2024
  • Keen Learner of emerging technologies in banking and eager to Lend combined knowledge and skills to enhance business performance and achieve common goals
  • Operates well in both individual and team capacity
  • Resourceful and purposeful with passion for growth and efficiency to meet company needs and increase service value
  • Was among the pioneer member of Step-up Program
  • Assisted ETB clients of the bank to fulfill their financial need along with acquiring NTB clients
  • Awarded with Super Star Trophy – for achieving the highest Liability Growth in a quarter
  • Qualifies for Legend Trophy for achieving the highest Liability Growth in consecutive two quarters
  • Qualified for multiple contests and Off-shore travel.

Phone Banking Officer

PLADA INFOTECH PVT LTD
11.2020 - 12.2021
  • Was among the pioneer member of pilot batch of NRI Acquisition team under Virtual Platform
  • Assisted bank to acquire good NRI client
  • Insured quick and smooth onboarding of Client to strengthen their trust and initial experience
  • Acquired Highest number of NTB (New to Bank) client during FY 2020-21.

Consultant

KARVY DATA MANAGEMENT
09.2017 - 05.2019
  • Started pilot process of DHANI Application
  • Assisted individuals for the smooth disbursement of personal loans
  • Got promoted as Quality within a span of One Year
  • Work with Grievance Desk to manage highly irate clients.

Education

Master of Commerce (M. Com) -

University of Mumbai
Mumbai
01.2020

Bachelor of Commerce (B. Com) -

University of Mumbai
Mumbai
01.2016

Commerce -

Higher Secondary
Mumbai
01.2013

Science -

High School
Sultanpur, Uttar Pradesh
01.2011

Skills

  • Team Supervision
  • Specialized in NRI Banking and Services
  • Resourceful
  • Excellent communication skills
  • Problem-solving skill
  • Quick learner
  • Adaptability

Street

Vatu Siddhi Apartments, 003, B-Wing, Yogidham

Workexperienceandachievements

  • YES BANK LTD - TEAM LEADER, 02/2024 till Present :- people oriented leader who works with his team to achieve the assignment and organisational goal.
  • YES BANK LTD, VIRTUAL RELATIONSHIP MANAGER, 12/2021, 01/2024 :- I have been among the first three member of Step-up Program of the bank. Assisted ETB clients of the bank to fulfill their financial need along with acquiring NTB clients. Awarded with Super Star Trophy – for achieving the highest Liability Growth in a quarter. Qualifies for Legend Trophy for achieving the highest Liability Growth in consecutive two quarters. Qualified for multiple contests and Off-shore travel.
  • PLADA INFOTECH PVT LTD, Phone Banking Officer, 11/2020, 12/2021, Was among the pioneer member of pilot batch of NRI Acquisition team under Virtual Platform. Assisted bank to acquire good NRI client. Insured quick and smooth onboarding of Client to strengthen their trust and initial experience. Acquired Highest number of NTB (New to Bank) client during FY 2020-21.
  • KARVY DATA MANAGEMENT, Consultant, 09/2017, 05/2019, Started pilot process of DHANI Application. Assisted individuals for the smooth disbursement of personal loans. Got promoted as Quality within a span of One Year. Work with Grievance Desk to manage highly irate clients.

Personal Information

Nationality: INDIA

Languages

  • English
  • Hindi

Hobbies and Interests

Reading, Riding, Touring

Languages

English
Proficient
C2
Hindi
Proficient
C2

Timeline

Team Leader, Sales and Operations

Yes Bank LTD
02.2024 - Current

DEPUTY MANAGER – Virtual Relationship Manager

YES BANK LTD
12.2021 - 01.2024

Phone Banking Officer

PLADA INFOTECH PVT LTD
11.2020 - 12.2021

Consultant

KARVY DATA MANAGEMENT
09.2017 - 05.2019

Master of Commerce (M. Com) -

University of Mumbai

Bachelor of Commerce (B. Com) -

University of Mumbai

Commerce -

Higher Secondary

Science -

High School
SUMIT SHARMA