PRIYANKA SHUKLA
Bengaluru
Summary
Results-driven executive with extensive experience in strategic leadership and operational excellence. Proven track record in driving growth, optimizing processes, and fostering team collaboration. Exceptional skills in strategic planning, financial management, and stakeholder engagement. Adaptable and reliable, consistently achieving high-impact results in dynamic environments.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Deputy Vice President
IndusInd bank
03.2024 - Current
- Lead a team of Six Relationship Managers, overseeing a portfolio of high-net-worth clients valued at Rs 150 cr ensuring personalized service and delivering tailored banking solutions.
- Develop and execute business strategies that resulted in a 47% increase in revenue and 18% growth in client retention over the past 1 year.
- Mentor and provide coaching to Relationship Managers, enhancing their sales skills and client relationship management, improving team performance by 27%.
- Conduct regular portfolio reviews, ensuring that each client’s financial needs are met while minimizing risk exposure and maintaining compliance with banking regulations.
- Foster and maintain relationships with C-level executives, ensuring effective communication and service delivery to institutional clients.
- Collaborate with risk management and compliance departments to ensure portfolio and client relationships are aligned with regulatory guidelines.
- Utilize CRM tools to track client data, monitor account activity, and ensure timely follow-ups and actions.
Privy Relationship Manager (Wealth)
Kotak Mahindra Group
12.2022 - 03.2023
- Managed a diverse portfolio of corporate and high-net-worth individual clients, providing financial advice and customized banking solutions to meet their unique needs.
- Developed and implemented business development strategies that resulted in a 12% growth in client acquisition and revenue generation within the first year.
- Coordinated with internal teams, including credit and risk, to provide clients with optimal financial products, including loans, investments, and treasury services.
- Conducted financial assessments and credit analysis to recommend appropriate banking products and solutions.
- Maintained an in-depth understanding of market trends, industry regulations, and competitor offerings to ensure the bank remained competitive.
IMPERIA Relationship Manager (HNI)
HDFC BANK
07.2016 - 11.2022
- Consistently exceeded quarterly sales goals by cultivating a strong network of professional contacts and referrals.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
Education
MBA - Marketing
Symbiosis Institute of International Business
Pune, India05-2016
Skills
- Corporate communication
- Project management
- Promotions development
- Customer retention
- New acquisition and Investments Strategy
- Cross Selling
- Portfolio management
- Marketing Strategy
- Market Insights
- Negotiating skills
- Risk appetite
- Securities analysis
Certification
- NCDEX
- IRDA certified
- KPMG Six Sigma Green Belt
- MDRT member
- Capstone (Capsim)
- BCSB & AML CERTIFICATION
- NISM certified (Mutual Funds)
Accomplishments
- Four times MDRT representative from my organization in word prestige forum.
- Got Sword of Honor award by Branch banking head.
Timeline
Deputy Vice President
IndusInd bank
03.2024 - Current
Privy Relationship Manager (Wealth)
Kotak Mahindra Group
12.2022 - 03.2023
IMPERIA Relationship Manager (HNI)
HDFC BANK
07.2016 - 11.2022
MBA - Marketing
Symbiosis Institute of International Business
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