Summary
Overview
Work History
Education
Skills
Websites
Certification
Accomplishments
Languages
Timeline
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SHAYALI BISWAS

Mumbai

Summary

Results-driven BFSI professional with 8+ years in financial planning and client management. Demonstrated ability to oversee reporting, budgeting, and compliance functions effectively. Exceptional negotiation and problem-solving skills, leading to enhanced business growth and client satisfaction.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Senior Select RM - Chief Manager

IndusInd Bank Ltd
Mumbai
06.2024 - Current
  • Deepened relationships with premium mapped customers to grow liability base effectively.
  • Targeted new client acquisition through strategic lead generation and family account grouping.
  • Enhanced client revenue by selling asset, wealth, and third-party banking products.
  • Addressed all banking needs of clients, managing both bank and third-party holdings.
  • Scheduled meetings and calls with mapped clients to support servicing and identify cross-sell opportunities.
  • Actively engaged in marketing campaigns for liability and product offerings.
  • Adhered to bank processes, ensuring high standards of compliance throughout operations.

Personal Banker – Deputy Manager

HDFC BANK LTD
Mumbai
09.2022 - 04.2024
  • Effectively managed classic client portfolios and secured new preferred customers for business expansion.
  • Cross-sold tailored products and services to enhance customer relationships based on unique profiles.
  • Deepened relationship scope by increasing service offerings and interaction frequency.
  • Maintained customer retention by serving as the dedicated, reliable point of contact.
  • Directed operations and customer service activities to uphold high standards.
  • Consistently met income objectives and exceeded predefined benchmarks.

Senior Financial Service Manager

ICICI PRUDENTIAL LIFE INSURANCE CO LTD
Nagpur
04.2022 - 07.2022
  • Understand customer needs, and recommend suitable life insurance products to them.
  • Acquire new clients with the help of leads provided by the company, and generate quality business revenue.
  • Actively cross-sell/up-sell products to the company’s existing customers by identifying the customers' needs.
  • Provide service to existing customers, solve their queries and concerns, and ensure the quality of business is maintained consistently.
  • Accept the authority of the application, address complaints from customers, and be responsible for taking it forward with the concerned team.
  • Exercise due diligence to prevent unauthorized or fraudulent transactions.

Education

MBA - Finance & HR

Nagpur University
11-2020

B. Tech - Applied Electronics & Software Technology

Nagpur University
04-2017

Skills

  • Communication skills
  • Sales expertise
  • Team leadership
  • Time management
  • Delegation strategies
  • Microsoft Word proficiency
  • Advanced Excel capabilities
  • Presentation skills

Certification

  • NISM Series V A, Mutual Fund Distributor certification from NISM., National Institute of Securities Markets
  • IRDA Certification, Insurance Regulatory and Development Authority of India

Accomplishments

  • Qualified international trip for Georgia & Baku for doing highest Life Insurance Business.
  • Winner of handwriting competition.
  • Winner of Power Point competition.
  • Winner of inter class throw ball tournament.
  • Qualified many contests, certifications & awards.

Languages

  • English
  • Hindi
  • Marathi
  • Bengali

Timeline

Senior Select RM - Chief Manager

IndusInd Bank Ltd
06.2024 - Current

Personal Banker – Deputy Manager

HDFC BANK LTD
09.2022 - 04.2024

Senior Financial Service Manager

ICICI PRUDENTIAL LIFE INSURANCE CO LTD
04.2022 - 07.2022

MBA - Finance & HR

Nagpur University

B. Tech - Applied Electronics & Software Technology

Nagpur University

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