This curriculum vitae is for Shubham Upadhyaya. He has over 4 years of experience in banking, working as a relationship officer at Jana Small Finance Bank, IDFC First Bank, Indusind Bank, and Axis Bank. His roles involved cross-selling retail banking products, handling business loans, and relationship management. He has a post-graduate degree from Dr. Bhim Rao Ambedkar University and technical skills including Microsoft Office and internet proficiency.
This curriculum vitae is for Shubham Upadhyaya. He has over 4 years of experience in banking, working as a relationship officer at Jana Small Finance Bank, IDFC First Bank, Indusind Bank, and Axis Bank. His roles involved cross-selling retail banking products, handling business loans, and relationship management. He has a post-graduate degree from Dr. Bhim Rao Ambedkar University and technical skills including Microsoft Office and internet proficiency.
This curriculum vitae is for Shubham Upadhyaya. He has over 4 years of experience in banking, working as a relationship officer at Jana Small Finance Bank, IDFC First Bank, Indusind Bank, and Axis Bank. His roles involved cross-selling retail banking products, handling business loans, and relationship management. He has a post-graduate degree from Dr. Bhim Rao Ambedkar University and technical skills including Microsoft Office and internet proficiency.
This curriculum vitae is for Shubham Upadhyaya. He has over 4 years of experience in banking, working as a relationship officer at Jana Small Finance Bank, IDFC First Bank, Indusind Bank, and Axis Bank. His roles involved cross-selling retail banking products, handling business loans, and relationship management. He has a post-graduate degree from Dr. Bhim Rao Ambedkar University and technical skills including Microsoft Office and internet proficiency.
OBJECTIVE: To constantly acquire knowledge and be a part of energetic and evolving
organization wherein I can contribute to the growth of organization using my skill set.
BRIEF OVERVIEW
• Expertise working in fast-paced & high-tech environments
• Success at motivating team members/colleagues through clear communication and outstanding organizational skills • Track record of providing excellent customer satisfaction and management of workload • An effective team member with strong troubleshooting and problem solving skills • Core competency in Sales and Marketing profile.
EXPERIENCE- 4 yrs +
JANA SMALL FINANCE BANK LTD. (Oct 2020 – Till Now)
Sr. Relationship Officer
Main Branch-Sanjay Place, Agra • Cross-Sell and Direct Sales of Retail Banking. • Handling Branch leads for both salaried and SEP/SENP clients.
IDFC FIRST BANK LTD. (Feb 2019 – Sep 2020)
Relationship Officer -UCL
Main Branch-Sanjay Place, Agra.
• Cross-Sell and Direct Sales of Unsecured Loans.
• Handling Branch leads for both salaried and SEP/SENP clients. • Corporate Business Loans for SMEs. • Relationship and Risk Management. INDUSIND BANK LTD. ( Dec 2017 – Dec 2018)
Marketing Officer-LAP Main Branch-Sanjay Place, Agra.
Undergone open hours training from Indusind Bank in Mortgages.
AXIS BANK LTD. (Jan 2015 - Oct 2017)
Relationship Officer -PL
Main Branch-Sanjay Place, Agra.
• Cross-Sell and Direct Sales of Personal Loans.
• Handling Branch leads for both salaried and SEP/SENP clients. • Corporate Business Loans for SMEs. • Relationship and Risk Management.
Undergone open hours training from Axis Bank in Mortgages, Auto, CV & Personal Loans for Risk containment/Fraud Control Unit plus Credit policy for same.
Achievements: Won several awards at regional and zonal level. Constant achiever of various Targets set by the company at all fronts.
EDUCATION
• P.G. -- 2015 from Dr.Bhim Rao Ambedkar University, Agra
• B.Sc.– 2012 from Dr.Bhim Rao Ambedkar University, Agra • 10+2 UP Board in 2009 • 10th UP Board in 2007
TECHNICAL INTEREST
● Basic features of MS OFFICE.
● Familiar with internet. ● Successfully completed Diploma in Computer Application. ● DOEACC ‘CCC’ Certificate.
PERSONAL DETAILS
• Date of birth: 25-Jan-1992
• Father’s name: Guru Prasad • Gender: Male • Marital status: Unmarried • Languages Known: English & Hindi • Interest: Play Cricket, Music and Internet
