VIPIN SHUKLA
KANPUR
Summary
Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Hardworking employee with customer service, multitasking, and time management abilities. Devoted to giving every customer a positive and memorable experience.
Overview
15
15
years of professional experience
Work History
Relationship Manager
DMI HOUSING FINANCE LTD
KANPUR
03.2025 - Current
- To handle mortgage products like HL and LAP.
- Developed strategies to attract new customers while retaining existing ones.
- To coordinate with the channel partner for the business.
- Developed and maintained strong relationships with clients to ensure satisfaction and loyalty.
- Provided training sessions for colleagues on best practices.
Relationship Manager
HERO HOUSING FINANCE LTD
KANPUR
06.2024 - 03.2025
- Developed strategies to attract new customers while retaining existing ones.
- Developed and maintained strong relationships with clients to ensure satisfaction and loyalty.
- Provided training sessions for colleagues on best practices.
- Managed daily operations, including scheduling appointments, coordinating meetings, and preparing agendas with the team.
Relationship Manager
UTKARSH SMALL FINANCE BANK LTD
KANPUR
10.2023 - 06.2024
- Developed strategies to attract new customers while retaining existing ones.
- To handle mortgage products like HL, LAP, and PL & BL.
- To coordinate with DSA for business.
- Implemented CRM systems for tracking client interactions and improving service delivery.
- Identified opportunities for cross-selling and upselling financial products to meet clients' objectives.
Sales Manager
MY MONEY KARMA INFOMATICS INDIA PVT LTD
KANPUR
06.2022 - 10.2023
- Collaborated with marketing team to create promotional materials for target customers.
- Created and presented monthly reports to management on sales performance.
- Analyzed customer data to identify trends, preferences, and opportunities for growth.
- Manage the team and coordinate with the operations team for file processing.
- Conducted market research and reported on competitors.
Relationship Manager
HDFC SALES PVT LTD
KANPUR
07.2021 - 06.2022
- Coordinate with DSA for file processing.
- Coordinate with the technical team, credit and operations team, for loan sanctioning, disbursement, and others.
- Coordinate with CONNECTOR, CA and additional sources for business development with revenue generation.
Senior Sales Officer
BAJAJ FINSERV LTD
KANPUR
11.2014 - 09.2020
- Maintaining relationships with existing customers while seeking out new opportunities.
- New client acquisition through activity at the dealer point.
- Advised customers on product selection based on their individual needs.
- Preparing reports on sales performance metrics for management review.
- Identified new markets and opportunities for growth.
Relationship Manager
BAJAJ CAPITAL LTD.
PUNE
06.2012 - 09.2014
- Provided ongoing support throughout the sales cycle by responding promptly to inquiries, resolving issues, and following up on requests in a timely manner.
- Developed strategies to attract new customers while retaining existing ones.
- Revenue generation with team support.
- Provided expert financial advice to clients, enhancing their decision-making process.
- Conducted regular review meetings with clients to assess their needs and adjust services accordingly.
Sales Officer
ADITYA BIRLA MONEY LTD
PUNE
08.2010 - 06.2012
- Developed strategies to increase sales and market share.
- Built relationships with key clients through regular contact.
- Conducted research on competitive products and services.
- Provided exceptional customer service throughout the entire sales process.
- Managed a portfolio of accounts to achieve long-term success.
Education
MBA - Marketing & Finance
RIBM COLLEGE
PUNE06-2010
Bachelor of Commerce - Commerce
VSSD COLLEGE
KNPUR01-2005
Intermediate Certificate -
HLK INTER COLLEGE
KANPUR05-2002
High School Diploma -
RSSD COLLEGE
KANPUR06-2000
Skills
- Customer relationship management
- Product knowledge
- Client retention strategies
- Sales strategy development
- Market analysis
- Time management
- Product knowledge
- Sales reporting
- Team handling
- Value selling
Languages
Hindi
First Language
Hindi
Advanced (C1)
C1
English
Proficient (C2)
C2
Affiliations
Listening to music
Watching movies
Free time with family
DOB
04/05/1986
CURRENT LOCATION
- KANPUR
Timeline
Relationship Manager
DMI HOUSING FINANCE LTD
03.2025 - Current
Relationship Manager
HERO HOUSING FINANCE LTD
06.2024 - 03.2025
Relationship Manager
UTKARSH SMALL FINANCE BANK LTD
10.2023 - 06.2024
Sales Manager
MY MONEY KARMA INFOMATICS INDIA PVT LTD
06.2022 - 10.2023
Relationship Manager
HDFC SALES PVT LTD
07.2021 - 06.2022
Senior Sales Officer
BAJAJ FINSERV LTD
11.2014 - 09.2020
Relationship Manager
BAJAJ CAPITAL LTD.
06.2012 - 09.2014
Sales Officer
ADITYA BIRLA MONEY LTD
08.2010 - 06.2012
MBA - Marketing & Finance
RIBM COLLEGE
Bachelor of Commerce - Commerce
VSSD COLLEGE
Intermediate Certificate -
HLK INTER COLLEGE
High School Diploma -
RSSD COLLEGE
Similar Profiles
Vivek TiwariVivek Tiwari
Vice President Human Resources at DMI Housing FinanceVice President Human Resources at DMI Housing Finance
DEEPAK KUMARDEEPAK KUMAR
Cluster Business Head at IIFL Home Finance ( Shakthi Product )Cluster Business Head at IIFL Home Finance ( Shakthi Product )
Pawan SharmaPawan Sharma
Branch Collection Incharge- AM at Grihum Housing Finance (Poonawalla Housing Finance Ltd.) (Magma Housing Finance Ltd.)Branch Collection Incharge- AM at Grihum Housing Finance (Poonawalla Housing Finance Ltd.) (Magma Housing Finance Ltd.)
Pragya DwivediPragya Dwivedi
Assistant Manager at Aditya Birla Fashion And RetailAssistant Manager at Aditya Birla Fashion And Retail
Sneha AhujaSneha Ahuja
Customer Relationship Manager & Sales Executive. at Malabar Gold & DiamondsCustomer Relationship Manager & Sales Executive. at Malabar Gold & Diamonds