Summary
Overview
Work History
Education
Skills
Interests
Timeline
Disclaimer
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Disclaimer
Hi, I’m

Vibha Shukla

Banking
Katni

Summary

Seasoned banking professional with over 7 years of industry experience, adept at relationship management, financial planning, and risk assessment. Possessing an MBA degree, skilled in client acquisition, product suitability matrix, and operational efficiency. Detail-oriented and results-driven individual dedicated to enhancing Axis Bank's success through strategic contributions.

Overview

9
years of professional experience

Work History

Axis Bank

Manager (Operations Head)
Current

Job overview

  • Currently managing relationships with 240 mapped clients with a book size of 24 Cr.
  • Responsibilities include handling Demat Desk, Corporate Servicing, and Retail Forex Operations at the Strategic Branch on Y N Road, Indore.
  • Enhancing existing relationship value and acquiring new clients for the organization.
  • Providing clients with financial solutions through financial planning, risk assessment, and goal-oriented product suitability matrix.
  • Managing retail forex card issuance and reload.
  • Acquiring new retail forex business through referrals from existing clients.
  • Handling operational work and sales of outward remittances and inward walk-in clients, generating cross-sales through the acquisition of new clients.

Axis Bank

Manager (Operations Head)
Current

Job overview

  • Currently managing relationships with 240 mapped clients with a book size of 24 Cr.
  • Responsibilities include handling Demat Desk, Corporate Servicing, and Retail Forex Operations at the Strategic Branch on Y N Road, Indore.
  • Enhancing existing relationship value and acquiring new clients for the organization.
  • Providing clients with financial solutions through financial planning, risk assessment, and goal-oriented product suitability matrix.
  • Managing retail forex card issuance and reload.
  • Acquiring new retail forex business through referrals from existing clients.
  • Handling operational work and sales of outward remittances and inward walk-in clients, generating cross-sales through the acquisition of new clients.

Yes Bank Ltd

Deputy Branch Manager
08.2024 - Current

Job overview

Axis Bank

Deputy Manager, Priority Service Relationship Manager
09.2016 - 04.2017

Job overview

  • Managed relationships with 400 HNI clients with a book size of 45 Cr, mapped under 2 Priority Relationship Managers.
  • Responsible for updating clients’ financial risk profiles on a timely basis.
  • Ensured speedy resolution of service issues.

Axis Bank

Deputy Manager, Priority Service Relationship Manager
09.2016 - 04.2017

Job overview

  • Managed relationships with 400 HNI clients with a book size of 45 Cr, mapped under 2 Priority Relationship Managers.
  • Responsible for updating clients’ financial risk profiles on a timely basis.
  • Ensured speedy resolution of service issues.

Education

NIBM
Bengaluru

M.B.A. from HR & Finance

University Overview

Manipal University
Bangalore

Post-Graduation Diploma from Banking Services

University Overview

Rani Durgavati University
Jabalpur

B.com from Computer
01.2014 - 12 2014

University Overview

GPA: 64.79%

M.P. Board
Bhopal

Higher Secondary from Commerce
01.2012 - 12 2012

University Overview

GPA: 74%

C.B.S.E

High School
01.2009 - 12 2009

University Overview

GPA: 50%

Skills

Relationship Management

Interests

Dancing
Listening Songs

Timeline

Deputy Branch Manager
Yes Bank Ltd
08.2024 - Current
Deputy Manager, Priority Service Relationship Manager
Axis Bank
09.2016 - 04.2017
Deputy Manager, Priority Service Relationship Manager
Axis Bank
09.2016 - 04.2017
Rani Durgavati University
B.com from Computer
01.2014 - 12 2014
M.P. Board
Higher Secondary from Commerce
01.2012 - 12 2012
C.B.S.E
High School
01.2009 - 12 2009
Manager (Operations Head)
Axis Bank
Current
Manager (Operations Head)
Axis Bank
Current
NIBM
M.B.A. from HR & Finance
Manipal University
Post-Graduation Diploma from Banking Services

Disclaimer

Disclaimer
I hereby declare that the above information provided by me is true to the best of my knowledge and belief.

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  • Father's Name: Mr. Shyama Charan Shukla
  • Mother's Name: Mrs. Chhaya Shukla
  • Date of Birth: 30TH July 1993

Disclaimer

Disclaimer
I hereby declare that the above information provided by me is true to the best of my knowledge and belief.
Vibha ShuklaBanking