Summary
Overview
Work History
Education
Skills
Personal Information
Volunteer Experience
Travel, Group Discussion, Team Events.
Timeline
OfficeManager
SHOBHIT VERMA

SHOBHIT VERMA

Finance Professional, Wealth Advisor, Sales Consultant

Summary

Dedicated Finance & Business professional bringing top-notch skills and experience in providing Customer Service & delivering strategic projects related to banking finance that supports the group. Managed and Led teams of relationship advisors, and operations specialists, for business development to drive value creation and innovation for the group and its clients. Setting and achieving benchmarks in revenue generation by applying data and optimizing pricing, profitability and performance. I enjoy working with diverse stakeholders and maintaining relationships with C-suite execs across the industry to facilitate effective decision-making and problem-solving. My core competencies include Customer service, Banking, Retail Finance, Wealth generation, Sales, Marketing and Business Strategy. I bring to the core 10 years of experience Key Relationship building, P&L management & Business Strategy.

Overview

11
11
years of professional experience
2
2
Languages

Work History

Customer Service Representative

Virgin Media
02.2024 - Current
  • Streamlined call center processes for improved efficiency and reduced wait times.
  • Developed strong product knowledge to provide informed recommendations based on individual customer needs.
  • Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
  • Improved communication between departments by facilitating interdepartmental meetings focused on problem-solving strategies for common issues affecting customers'' experiences.
  • Participated in cross-functional initiatives aimed at enhancing overall business operations and customer satisfaction levels.
  • Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.

Senior Manager – Wealth Business Strategy

HDFC Bank
05.2021 - 05.2022
  • Led and managed a team overseeing Accounts in retail & Wealth banking operations which included client servicing, fund management, and service delivery through client reviews and feedback
  • Responsible for conducting customer research, identifying opportunities, financial reviews, and credit analysis by aligning with the senior management strategy
  • Responsible for daily client interactions, finding new opportunities, and exploring cross-sell options
  • Achieved overall growth, revenue & profitability of retail, and wealth products by rendering support in operations & compliance, and processes including insurance, marketing, and driving business
  • Assisted in business development efforts, monitored team performance, and defined key performance indicators (KPIs) to track achievements
  • Lead engagement talks with Strategic, Large, and medium vendors
  • Plan and carry out an engagement strategy for a variety of Supplier Finance programs in collaboration with important clients
  • Led and delegated a successful marketing campaign of identifying investment opportunities and reaching out to the customer for their benefits, resulting in a 15% increment in a month's revenue
  • Worked towards identifying and developing strategic analysis, profitability analysis, and competitor customer trends by doing market analysis and preparing annual reports
  • Developed and nurtured positive external business and intermediary relationships to enhance marketplace profile, increase inquiries, and drive sustainable income growth.

Senior Manager – Client Relationship Manager Private & Wealth Banking channel

Yes Bank
08.2018 - 04.2021
  • Established long-term, trusted relationships with clients, demonstrating a deep understanding of investment principles and private wealth management
  • Managed client engagement through regular meetings, supporting the channel head for client meetings, pipeline management, and stakeholder engagement
  • Responsible for lending, managing portfolios, and finding cross-sell opportunities for revenue growth
  • Conducted periodic portfolio reviews to implement appropriate options/products across asset classes for High Net high-net-worth individuals and look after their financial needs
  • Conducted regular portfolio reviews for insurance planning for customers from basic to family floaters
  • Maintained all operational processes, control, and compliance to assist the Head of Client Services in overseeing risks and managing the client service team's operations
  • Gathered and analyzed data to identify areas for improvement and develop solutions to keep projects on budget and reduce the average time by 3 hours
  • Coordinated both ad hoc and periodic investment team meetings and offsite events, ensuring smooth functioning and effective communication
  • Maintained customer satisfaction across relationship building, account planning, and client communication
  • Headed a team of Deputy Managers for business acquisitions across liabilities and assets
  • Achieved YTD 105% of the targets in liabilities amounting to 2 million values.

Manager – Branch Operations and Credit Management (Branch Banking)

Axis Bank
11.2016 - 04.2018
  • Worked with support areas such as Compliance, Finance, Operations, Business, and Credit Risk to identify gaps to ensure businesses operate in a controlled manner with a 20% efficiency increase
  • Analyzed and reviewed a customer's credit application records to determine if he qualifies for a line of credit
  • Managed risk-based monitoring for unusual activity including detection, investigation, and suspicious reporting to the law enforcement agencies, and conducting enhanced due diligence
  • Headed a team of Deputy Managers for business acquisitions across liabilities and assets
  • Achieved YTD 105% of the targets in liabilities amounting to 200 million values
  • Conducted daily periodic Credit review and improvement assessments for effective credit policies and risk management
  • Managed credit approvals by correct assessments, credit writing, and approvals.

Sales Marketing Manager – Branch Banking & Retail

ICICI Bank
02.2013 - 10.2016
  • Led sales and operations for the entire branch
  • Dealt with clients and cross-sell banking products with revenue achievement of 98% YTD of 5 million
  • Generated marketing materials for products under usage
  • Setting and Achieving branch sales and marketing targets in Mortgages, Liabilities, Mutual Funds, and Investments
  • Critical of devising marketing and promotional activities to increase the brand's visibility
  • Responsible for leading new business development plans and managing a team of sales professionals to meet the branch's sales objectives and design and implement sales strategies to build the branch's client base and market share
  • Market share increased to 10% from 7% to a value of 150 million
  • Analyzed issues related to core banking operations and provided solutions within average TAT of 4 hours with an 85% increase in the customer happiness index
  • Provided training and guidance to team members to enhance performance and foster professional development.

Education

Master's in international management & GB -

Kemmy Business School, University of Limerick, Ireland

Bachelor of Science - Life Sciences

University of Delhi
Delhi, India
06.2011

Skills

Microsoft Office Suite

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Personal Information

Hobbies: Secured various awards like best employee and leader for different months, achieving strategic goals., Awarded as best employee for Private Banking customer experience in building books during 2018-2021., Boosted GL size growth by 3X revenue in FY19-20, 20-21.

Volunteer Experience

Consulting Project with NGO, 7 Days, Consulted on a project with an NGO in Prague. Helped in raising funds for Pink Crocodile NGO to support their mission of placing underprivileged children in education and therapy centers for their treatment of improving lives. We raised 100 million in Funding via social media and crowdfunding.

Travel, Group Discussion, Team Events.

Hi,

I like to travel for work assignments and other stuff as it keeps me very interested to know more about new places, work culture and its people. I have an outgoing personality and would always prefer team gathering as it makes me more aware of what others think and make out of a scenario. I had many team events in my career over the years and I learnt the importance of those events in acting as a catalyst to my personality growth.

Timeline

Customer Service Representative

Virgin Media
02.2024 - Current

Senior Manager – Wealth Business Strategy

HDFC Bank
05.2021 - 05.2022

Senior Manager – Client Relationship Manager Private & Wealth Banking channel

Yes Bank
08.2018 - 04.2021

Manager – Branch Operations and Credit Management (Branch Banking)

Axis Bank
11.2016 - 04.2018

Sales Marketing Manager – Branch Banking & Retail

ICICI Bank
02.2013 - 10.2016

Master's in international management & GB -

Kemmy Business School, University of Limerick, Ireland

Bachelor of Science - Life Sciences

University of Delhi

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SHOBHIT VERMAFinance Professional, Wealth Advisor, Sales Consultant