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Dynamic Senior Relationship Manager with E*TRADE from Morgan Stanley, recognized for exceeding asset retention goals and enhancing client satisfaction through exceptional relationship management and regulatory compliance expertise. Proven ability to mentor teams and drive performance using Salesforce and consultative selling techniques. Committed to delivering high-quality service and fostering client loyalty. Talented Manager with expert team leadership, planning, and organizational skills built during successful career. Smoothly equip employees to independently handle daily functions and meet customer needs. Diligent trainer and mentor with exceptional management abilities and results-driven approach.

High-performing Home Loan & Mortgage professional with proven expertise in handling multiple markets, sourcing high POS and high-ticket clients, and consistently driving strong disbursement performance. Recognized with an Excellence Award for Disbursement, seeking a challenging growth-oriented role to scale business volumes, strengthen market presence, and contribute strategically to organizational growth through execution excellence and result-driven leadership.

Results-driven with 8 years of experience in the financial industry, specializing in business loans and quasi-secured loans for NBFC and Bank in Mumbai. Having good expertise in handling product's like Business loan and personal loan, Completed graduation degree from university of Mumbai, Proven track record of exceeding sales targets, building high-performing teams, and fostering strong client relationships. Adept at market analysis, product development, and strategic planning to drive business growth and profitability. Seeking opportunities to leverage expertise in driving revenue and market share for a forward-thinking organization.

A results-driven finance professional with over 7+ years of experience in banking operations, business planning, sales management, compliance, budgeting, and client relationships. Demonstrated leadership in managing teams, overseeing financial proposals, stakeholder engagement, revenue generation, process improvement, and project delivery. Expertise in finance, quality management, forecasting, documentation, and driving organizational growth. Consistently leveraged methodologies to optimize costs, resources, and value addition. An achiever with a drive for success and ability to motivate teams to exceed targets across lending products, channelized leads, set up distribution networks, devised offers, and ensured collections and risk mitigation while maintaining robust CSRs.

Yash Shukla

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Senior Relationship Manager (Banc-assurance)

Senior Relationship Manager

Education

Post Graduation - MBA

Graduation - B.Com

CS - Foundation

H.S.C. - XII

S.S.C. - X

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Senior Relationship Manager (Banc-assurance)

Senior Relationship Manager

Post Graduation - MBA

Graduation - B.Com

CS - Foundation

H.S.C. - XII

S.S.C. - X

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