SHASHANK SAINI
Brampton,ON
Summary
To obtain a responsible position in an organization, where my education and skills will have a valuable application, assisting the organization in its growth and excellence. Persistent [Job Title] experienced in supervising, training and motivating [Number] team members. Skillful in redesigning processes for efficiency gains, analyzing sales trends and service reports and mentoring and guiding employees in performing assigned duties. Certified in [Area of certification]. Results-oriented professional committed to exceptional, responsive service in all interactions with customers and employees.
Overview
10
10
years of professional experience
Work History
Team Leader – Branch Sales Manager
04.2022 - 07.2023
- Provide clear direction, guidance, and motivation to the sales team to achieve and exceed individual and team sales targets
- Conduct regular team meetings to discuss targets, strategies, challenges, and performance feedback
- Develop and execute effective sales strategies to drive business growth and maximize revenue generation
- Set ambitious sales targets for the team and ensure consistent progress towards achieving them
- Lead by example in building and maintaining strong customer relationships, ensuring the team delivers exceptional customer service
- Responsible for maintenance of office equipment, computers, office supplies, inventory, and assets
- Sharing proposals with customers
- Responding to phone calls, emails, and printing documents related to the bank's offerings.
IDFC First Bank Ltd
09.2018 - 06.2023
Branch Relationship Manager
09.2018 - 03.2022
- Sales:(Acquiring, Enhancing ,Deepening and Retention) Developing new and expanding existing High Net worth Customer(HNI) relationships for liabilities by sourcing customers
- Trade finance role and generation of TFX income from mapped customers
- Loans and working capital from mapped customers
- Source new bank customers through external individual efforts and acquisition channel
- Cross-sell bank products to the existing set of Branch customers which are mapped
- Inform customers of new products or product enhancements to further expand the banking relationship
- Maintain complete relationship record for assigned customer accounts
- Responsible for cross sales (CASA, TD, SIP, MF, Insurance, Demat, Assets.).
Preferred Relationship Manager
HDFC Bank Ltd
03.2017 - 04.2018
- Sales:(Acquiring, Enhancing ,Deepening and Retention) Acquire new customers who meet product criteria and flag them on the system
- Managing the High Net Worth customers of the Bank
- Profiling Customers and provide financial products to meet customer needs
- Ensuring the highest levels of service to the High Net Worth customers
- Providing financial planning & Investment Advice
- Sales targets spread across Liabilities, Retail Assets, Business Banking, Forex, Credit Cards.
Client Engagement Manager
Indusind Bank Ltd
03.2016 - 01.2017
- Work as a Back-up and support RM to 2-3 Exclusive RMs and help in broadening Client Coverage of their mapped base
- Monitor Daily account Balances and maintain book stability through immediate client intervention on accounts which demonstrate balance depletion / attrition propensity
- Increase the Client stickiness and Product Penetration by cross-selling products like Mutual Funds, Health/ General Insurance, Credit Card Upgrades Helping the relationship managers in converting their equity clients in to mutual funds
- MIS reporting to head office on daily basis on mutual fund buying & redemption.
Kotak Securities Ltd
03.2013 - 03.2016
- Acquiring & Customer Handling Sales of investment products based on Indian Stock market, handling portfolios, providing advisory services to HNI clients
- Responsible for new client acquisition, building new relationships and increasing depth in existing relationships with clients
- Cross-Sell of Third party investment products like Mutual Funds, Bonds, PMS & Insurance Responsible for identifying customer needs, assessing their risk appetite and providing them investment options
- Responsible for achieving targets as assigned by the organization on a monthly basis.
Education
PGPM - Marketing & Finance
ICFAI University
2013
B.Tech - undefined
Bharti Vidyapeeth University
2009
XII - undefined
Modern School
New, Delhi2003
X - undefined
Delhi Public School
2001
Skills
- Player Communication
- Increasing Awareness
- Production Preparation
- Customer Accounts Management
Timeline
Team Leader – Branch Sales Manager
04.2022 - 07.2023
IDFC First Bank Ltd
09.2018 - 06.2023
Branch Relationship Manager
09.2018 - 03.2022
Preferred Relationship Manager
HDFC Bank Ltd
03.2017 - 04.2018
Client Engagement Manager
Indusind Bank Ltd
03.2016 - 01.2017
Kotak Securities Ltd
03.2013 - 03.2016
PGPM - Marketing & Finance
ICFAI University
B.Tech - undefined
Bharti Vidyapeeth University
XII - undefined
Modern School
X - undefined
Delhi Public School
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