Shashi Kumar
Navi Mumbai
Summary
Experienced banking professional with over 10years of expertise in Sales, NRI Relationship Management, Financial Products, and Team Handling. Proven ability to drive results through strategic client acquisition, cross-selling, and retention across leading private sector banks.
Overview
13
13
years of professional experience
2012
2012
years of post-secondary education
2
2
Languages
Work History
NRI Relationship Manager
Axis Bank Ltd.
09.2023 - Current
- Managing a NRI portfolio based clients.
- Driving business through referrals and cross-selling.
- Achieving targets in CASA, TD, Mutual Funds, Loans, and Insurance.
NRI Relationship Manager
Kotak Mahindra Bank Ltd.
06.2022 - 09.2023
- Handled NRI clients’ relationship.
- Achieved consistent sales targets.
- Sourced new business and cross-selling via market initiatives and references.
Preferred Relationship Manager
HDFC Bank Ltd.
09.2016 - 06.2022
- Managed 212 client groups (713 customers).
- Focused on relationship deepening, service, and sales.
- Key contributor to revenue from assets and liabilities.
Admin Manager
Symmetry
02.2014 - 08.2016
- Recruitment, retention and training team members.
- Led site operations/management and client handling.
Team Leader
Matrix House
08.2012 - 09.2013
- Led customer service operations.
- Focused on client satisfaction and team performance.
Education
B.Tech. - Mechanical Engg.
BMSCE
Diploma - Mining Engg.
Mining Institute
Intermediate - undefined
BNS DAV Public School
Matriculation - undefined
SVM
Diploma - Product Designing
CADD Centre
Skills
- NRI Relationship Management
- Wealth & Portfolio Advisory
- CASA
- TD
- MF
- Life Insurance
- Sales Strategy & Revenue Growth
- Team Leadership
- Client Retention & Upselling
- Communication & Interpersonal Skills
Interests
National-level Hockey
Badminton (District)
Certifications And Awards
- MDRT 2019 – Sydney (Australia)
- Magical Monsoon Awards – 2017, 2019, 2020
- G.I Ka Sartaj Awards – 2017, 2018, 2020
- Silver Star Winner – Twice
- Multiple Asset Drive Achievements
Timeline
NRI Relationship Manager
Axis Bank Ltd.
09.2023 - Current
NRI Relationship Manager
Kotak Mahindra Bank Ltd.
06.2022 - 09.2023
Preferred Relationship Manager
HDFC Bank Ltd.
09.2016 - 06.2022
Admin Manager
Symmetry
02.2014 - 08.2016
Team Leader
Matrix House
08.2012 - 09.2013
Diploma - Mining Engg.
Mining Institute
Intermediate - undefined
BNS DAV Public School
Matriculation - undefined
SVM
Diploma - Product Designing
CADD Centre
B.Tech. - Mechanical Engg.
BMSCE
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