Gaurav Shukla

Experience

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  Axis Bank

  Aug 2016 - Feb 2018

  Sales Officer

  Acquisition of Current and Saving Accounts Products. And CrossSelling as: (DE mat A/C, Mutual Fund, Gold Loan, RD, and FD Etc.)For revenue generation: Life Insurance, General Insurance and Health Insurance.And Manage Customers in Branch, Customer Relationship And Service. Finding Out What Information, Products or Services the Customer Requires Meeting His/her Needs, Providing Relevant Information.

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  IndusInd Bank

  Mar 2018 - Sept 2019

  Emerging Corporate Business Development Manager

  To Acquire HNI Clients and Trade Forex account from which we generate maximum Revenue.For revenue generation: Life Insurance, General Insurance and Health Insurance.Customer Relationship and Service, Issuing Bank Guarantees, And Other Banking Product as: (Loan against Property (LAP), Home Loan (HL), BBG (Buyers Credit and Foreign Currency Term Loan), forex card to retail HNI clients, Credit Card and Cash Credit (CC) Etc.)

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  YES BANK

  Sept 2019 - Aug 2020

  Business Relationship Partner

  Selling of banking products to clients.To Acquire HNI Clients and Trade Forex Account from which generate maximum Revenue.For revenue generation: Life Insurance, General Insurance and Health insurance.Generating and maintaining new accounts, Executing services for client request. Informing clients about offers and closing the deals.Products include CASA, Credit Cards and all retail asset products ( Mortgage Loans ,PL ,BL ,Working Capital Car Loan )etc.

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  HDFC Bank

  Feb 2021 - Dec 2021

  Relationship Manager
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  BASIC Home Loan

  Dec 2021 - Aug 2023

  Key Account Manager

  Tie up with Builder and Property broker for Home Loan and LAP lead .And end to end process from client document pickup to client case disbursement with different Bank as per client requirements.

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  Axis Bank Limited

  Aug 2023 - now

  Portfolio Relationship Manager Bharat Banking Deputy Manager