Yayati Shah
Umreth
Summary
Dynamic professional with a proven track record at Axis Bank Ltd., adept at fostering client relationships and providing market insights. Excelled in teamwork and pressure handling, significantly enhancing portfolio performance. Skilled in Excel and detail-oriented analysis, consistently delivering customized investment strategies and client-centric solutions.
Experienced Branch Office Administrator experienced in assisting with marketing plans and serving customer needs while keeping office operations moving efficiently. Organized and insightful manager with adaptable approach to challenges and exceptional critical thinking abilities.
Overview
8
8
years of professional experience
Work History
Branch Office Administrator
Au small finance bank
Umreth
01.2026 - Current
- Managed daily office operations and ensured smooth branch functionality.
- Coordinated customer service activities to enhance client satisfaction and loyalty.
- Maintained accurate records and files for compliance and audit purposes.
Relationship Officer
Axis Bank Ltd. ( Quess PayRoll)
Umreth
05.2024 - 01.2026
- Monitored, followed-up and escalated cases to meet customer response commitments
- Retained and grew portfolio of relationships by performing proactive, mobile and value-adding partnership role
- Promoted, structured and provided BL advice customized to best meet needs of customers
- Maintained and built close relationships with customers through regular contact and visits
Stock Analyst
JM Financial
04.2020 - 01.2024
- Evaluated portfolio performance and risk exposure to support client investment success
- Communicated market developments, portfolio changes and annual performance information to clients
- Prepared opening account documentation and risk management reporting
- Collaborated with account executives to align investment strategies
J M Financial
05.2018 - 04.2019
- 1 Year of marketing and stock market expirance
Education
M.com -
DDU
B.COM -
DDU
H.S.C -
GHSEB
S.S.C -
GSEB
Skills
Excel,Detail oriented,Pressure handling,Teamwork
Languages
- English
- Hindi
- Gujarati
Hobbies and Interests
Currency collection
Disclaimer
I hereby declare that the above mentioned information is correct up to my knowledge and bear the responsibility for the correctness of the above mentioned particulars.
Personal Information
Languages
English
Beginner
A1
Hindi
Beginner
A1
Gujarati
Beginner
A1
Timeline
Branch Office Administrator
Au small finance bank
01.2026 - Current
Relationship Officer
Axis Bank Ltd. ( Quess PayRoll)
05.2024 - 01.2026
Stock Analyst
JM Financial
04.2020 - 01.2024
J M Financial
05.2018 - 04.2019
M.com -
DDU
B.COM -
DDU
H.S.C -
GHSEB
S.S.C -
GSEB