Vishal Shah

Phone: +91 9321565244 Email: shahvishal.0405@gmail.com

OBJECTIVE

To seek a responsible position in an esteemed financial services organization by being able to use
my experience, knowledge and skills to in a dynamic business environment and at the same time
grow and maximize my learning.

PROFESSIONAL EXPERIENCE

RADIUS DEVELOPERS (OCTOBER, 2017 – TILL DATE)

DATE)
Designation –Sales Manager (Luxury Residential
Residential Properties)

Roles and Responsibilities:

To maintain and manage cordial Relationships with Senior Management of Large and
Medium Corporate
To look at various levels of engagement within the Channel Partners, to deeper the
mine the Channel Partner Segment
To have alignment with Segment heads/ site heads and engage with corporate
accordingly to generate walk-ins
Handle broker's network and contribution through channel sales.
Attend the walk-in customers and present the details of the Units and Location,
assisting in their decision making process
All marketing activities with management for Lead Generation

LODHA DEVELOPERS (APRIL, 2016 – August,

August, 2017)
2017)
Designation – Corporate Sales Manager (Luxury & High End Residential Properties)
Properties)

Roles and Responsibilities:

To maintain and manage cordial Relationships with Senior Management of Large and
Medium Corporate
To look at various levels of engagement within the corporate, to deeper the mine the
corporate
Identifying corporate and laying down segmentation/ allocation parameters from a
central perspective in terms of usability for current and future projects
To have alignment with Segment heads/ site heads and engage with corporate
accordingly to generate walk-ins
Maintain and develop a set of relevant database at the central level to be utilized for
several launches
Participating in negotiations & bringing deals to a closure
 INDUSIND BANK LTD (November, 2014 – March,2016)
March,2016)

Designation – Select - Relationship Manager (Preferred Banking)

Banking)

Roles and Responsibilities:

Managing Existing Portfolio clients, Building relationships & deepening Relationship
for Banking Revenue & also.
Acquisition of CASA, Cross sell revenue products like Insurance, Mortgage, Forex
Cards, etc. Responsible for end to end sale i.e. from Origination to closure and setup.
Creating leads for Business Banking & Cooperate banking & Foreign Currency term
loans,etc for clients
Handling Services & issues of the customer & giving them optimum solution.
Acquired Business relationships having high potential on Foreign exchange revenue
through inward or outward remittances
Managing Select Portfolio & also managing NRI clients for FCNR Fixed Deposits.

YES BANK (November,2013 – May, 2014 )

Designation – Financial
Financial Advisor
Roles and Responsibilities:
Acquire / Sell High Value Segment CASA accounts, cross sell revenue to NTB (New to
Bank) customers via cold calls.
Handling Services & issues of the customer & giving them optimum solution.
Identifying Financial Objectives/ Goals and providing solutions to Clients through
Insurance products and Mutual Funds.
Acquisition of HNI clients by doing events in Clubs, Residential Societies., generating
lead, spot closures & following up with client with data generated.
Doing financial planning of clients taking into consideration their financial goals.

HDFC BANK LTD (November, 2012 – August 2013)

2013)

Designation – Relationship Manager - Wealth (Preferred

(Preferred Banking)

Roles and Responsibilities:

Managing Existing Portfolio clients, Building relationships & deepening Relationship
for Banking Revenue.
Acquisition of CASA, Cross sell revenue products like Insurance, Mortgage, Forex
Cards, etc. Responsible for end to end sale i.e. from Origination to closure and setup.
Creating leads for Business Banking & Cooperate banking providing solution for
lending, salary accounts,etc for clients
Handling Services & issues of the customer & giving them optimum solution.
Acquired Business relationships having high potential on Foreign exchange revenue
through inward or outward remittances
Managing Preferred & Imperia Clients i.e., HNI & Ultra HNI clients
Achivements:
Certificate for Appreciation for life Insurance In the month of January 2013
Certificate for Extraordinary Contribution the month of March 2013

ING VYSYA Bank (March,

March, 2011 - August 2012)
2012)

Designation – Relationship Manager - Wealth (Retail Banking)

Banking)

Roles and Responsibilities:

Acquire / Sell High Value Segment CASA accounts, cross sell revenue to NTB (New to
Bank) customers.
Acquisition of CASA, Cross sell revenue products like Insurance, Mortgage,etc.
Responsible for end to end sale i.e. from Origination to closure and setup.
Creating leads for Business Banking & Cooperate banking providing solution for
lending, salary accounts,etc for clients
Handling Services & issues of the customer & giving them optimum solution.
Acquired Business relationships having high potential on Foreign exchange revenue
through inward or outward remittances

STANDARD CHARTERED BANK (Feb, 2010 - Feb, 2011)

2011)

Designation – Preferred Relationship

Relationship Manager (Shared Distribution)

Roles and Responsibilities:

Acquire / Sell High Value Segment CASA accounts, cross sell revenue to NTB (New to
Bank) customers.
Acquisition of CASA, Cross sell revenue products like Insurance, Mortgage, 3 in 1
acct, credit cards etc. Responsible for end to end sale i.e. from Origination to closure
and setup.
Acquired Business relationships having high potential on Foreign exchange revenue
through inward or outward remittances and individual accounts with good investment
potential.
Identifying Financial Objectives/ Goals and providing solutions to Clients through
Insurance products and Mutual Funds.
Handling Services & issues of the customer & giving them optimum solution.
Created business from old accounts to realize profitability and better sales growth.

HDFC BANK (Apr, 2008 to Feb, 2010)

Designation – Insurance Co-

Co- Executive

Roles and Responsibilities:

Building relationship with the branch staff and getting leads generated from them and
doing the prospecting and conversion of the leads which ultimately leads to achieve
the branch TPP income.
Dealing with HNI clients and prospecting the ULIP products of HDFC Standard Life.
EDUCATION QUALIFICATION

B.Com from Lala Lajpat Rai College of Commerce and Economics

CORE COMPETENCIES
Sales & Marketing
Managing the sales and marketing operations.
Promoting new launches and accountable for achieving business goals and increasing sales.
Implementing marketing strategies to build consumer preference and drive volumes.
Conducting competitor analysis by keeping abreast of market trends and competitor moves
to achieve market share metrics.

Relationship Management
Handling customer queries for better customer satisfaction. Identifying prospective clients,
generating business from the existing clientele to achieve business targets.
Interacting with the clients and channel partners on a regular basis & providing redress to all
their queries, complaints & handling all client relation.

Event Management
Organizing various promotional activities to generating new leads.

PERSONAL DETAILS

Date of Birth: 04th MAY 1984

Languages: English, Hindi, Gujarati

Current Address: Bldg. no.6, Flat no.20, 5th Floor, Navjivan Society, Lamington Road,
Mumbai-400008

REFERENCE

Available on request

(Vishal Shah)
Shah)