Shashikant Gupta

Experience

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  Axis Bank

  Jul 2016 - Apr 2017

  Business Development Executive

  Selling insurance policies to the customer and giving them after sale service  Providing banking solutions to the rising needs of the services. As Demat account CASA interest, mobile banking and loans etc. Follow up lead generation making cold calls. To promote new products  Schedule and meet clients. To maintain the data for future reference Manage sales activities of partners to generate revenue Develop positive working relationship with partners to build business  Analyse market trends and accordingly develop sales plans to increase brand awareness. Show less

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  HDFC Bank

  Apr 2017 - Jun 2019

  Assistant Manager

  Personal Banker Welcome Desk: To be first point contact with the customer in the branch provides customer services and product information. Whole branch operation banking software experience. Digitalization provide to customer like net banking mobile banking and all online platform. Performed sales and operation of all banking products and assisted in opening new accounts and loans, insurance, FD/RD trading accounts Demat and Financial investment also Mutual funds. SIP Customer Acquisition through sales to walk-in customer referrals from walk-ins for need full banking products. Cross sell of direct banking channels to walking also outdoor customer to deepen relationships Retention of accounts and Enhance the value of existing portfolio of CASA Customer  Sound knowledge of business development and customer relationship management CRM also Responsible for report generation.Teller: Managed all deposits, withdrawals and payment to customers. Responsible for Cash and Customer transactions Lobby Management, Resolution of customer queries/complaints Managing vault limits & vault custodian Supervising all Non-Cash transactions like DD/MC, fund transfer etc. Reconcile all Suspense accounts and maintain the register Review Branch reports like End of day (EOD) cash position report, Instruments issued etc Monitoring of dummy accounts, suspense accounts, deferred accounts, accounts payable/ receivable, Reconciliation and maintenance of suspense accounts register as per the required formats Show less

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  ICICI Bank

  Jun 2019 - now

  Deputy Branch Manager

  Customer services as know the value banker’s (VB’s) productivity and revenue generation. Achieve annual targets for the branch set in annual operative plan. Make action plan, and strategies to get profit through branch operation and cross sell. Reduce the waiting time for customer in the branch Increase the customer satisfaction. Portfolio management, visit on managed base customer. door to door  Ensure smoth functioning of the branch and follow banking norms  Responsible for monitoring business, compliance and operations. Monitor the branch sales targets and strategize to acquire new accounts and expand existing accounts by offering various financial products and services to the custome Show less