Yasmin Shaikh
Mumbai
Summary
Branch manager with exceptional drive and dedication to accomplishing business objectives and exceeding customer expectations. Several year history of success in the field.
Overview
7
7
years of professional experience
2006
2006
years of post-secondary education
Work History
Branch Manager
HDFC Bank Ltd
MUMBAI
03.2025 - Current
- - Achieved 20% above sales targets, leading branch growth and profitability.
- - Improved operational efficiency with process innovations, reducing turnaround time by 15%.
- - Enhanced customer satisfaction and loyalty through personalized service delivery.
- - Trained and mentored branch staff,
- raising engagement and performance scores. - Built client relationships, strengthening the bank’s brand and unlocking new business opportunities.
Imperia RM
Hdfc bank Ltd
MUMBAI
03.2023 - 03.2025
- - Managed an exclusive Imperia portfolio of high-net-worth clients.- Increased customer wallet share by converting external banking relationships into HDFC Bank.- Cross-sold wealth, insurance, asset, and liability products, driving profitability.- Achievements: Qualified for MDRT 2023–2024 Vancouver and BBH Inner Circle Goa 2023– 2024.
Area Head
Max life insurance co ltd
MUMBAI
07.2022 - 02.2023
- - Directed a team of 8 sales professionals across Axis Bank branches.- Strengthened bancassurance partnerships with Axis Bank leadership.- Conducted regular training on product pitching and lead closure efficiency.- Improved bancassurance sales outcomes through analytics-based channel support.
Cluster Manager
Tata AIA Life Insurance (HDFC Bank Bancassurance)
MUMBAI
05.2018 - 07.2022
- - Supervised 8 HDFC Bank branches with a team of 8 CAMs, achieving premium and revenue targets.
- - Organized branch-level activities to increase penetration of insurance and investment products.
- - Built strong channel partnerships with HDFC Bank management to maximize productivity. - Achievements: Qualified for International Trips (Denmark 2018, Bali 2019, Europe 2019, Exotic 2021).
- - Awarded TATA AIA Hercules Excellence Award (2020).
Education
Mumbai University
MUMBAISkills
- Branch Operations & Compliance Wealth & Portfolio Management Bancassurance &Insurance Sales High-Net-Worth Client Servicing Strategic Planning & Business Growth Team Leadership & Staff Development Client Acquisition & Retention ProcessOptimization & Service Excellence
Accomplishments
- HDFC Bank MDRT qualifier For Vancouver..Aug 2024
- BBH inner circle Goa qualified..Dec 2023
Timeline
Branch Manager
HDFC Bank Ltd
03.2025 - Current
Imperia RM
Hdfc bank Ltd
03.2023 - 03.2025
Area Head
Max life insurance co ltd
07.2022 - 02.2023
Cluster Manager
Tata AIA Life Insurance (HDFC Bank Bancassurance)
05.2018 - 07.2022
Mumbai University