HIMANSHU SHARMA

• 9999011251
• hsharma2507@gmail.com
• CTC -5.50 LAKHS
• Work Experience-4 years
• CA FINAL,NISM ,IRDA
• ADDRESS – F5 MEHRAWALI APARTMENTS ,JAIN
MANDIR DADABARI ROAD, WARD NO 8,
MEHRAULI ,NEW DELHI -110030

• OBJECTIVE

• To be the successful banker achieving personal goals and meetings expectations of

stakeholders.

• EXPERIENCE

• ICICI SECURITIES
• Branch Manager (Aug 2017 – September 2018)
• Increasing the AUM of the Relationship Managers ‘Book through acquisition and
portfolio reviews.
• Systematic Investment Plan(SIP) registration and Fresh Pan Card Acquisition
through budgeted team.
• Tracking the Quality of Business Acquisition by Relationship Managers in East of
Kailash branch.
• Prevention of Ceased Business in S.I.P by Client Retention Management and Service
Assurance
• Tracking Profit and Loss of Branch on Monthly Basis.
• Organising IPRU Mutual Fund Activities and monitoring Business generated from
them.
• Regular Training & Education to RM for updating their Knowledge & Customer
Acquisition Skill by Daily Team Huddles and Presentations.
• MIS Analysis to identify patterns in Business , Redemptions and Login of Business.
• Coordination with IPRU Asset Management Company for logins & issuance of Folio.
• Individual HNI Customer Acquisition for Lump sum and Portfolio Management
Services.
• MIS maintenance of Sales , Quality of Business and Fresh Acquisition and Other
parameters.
• Generating leads for Corporate Activities For Direct Sales for Systematic Investment
Plans & Lumpsum.
• Analysis of Competitor Schemes of other Mutual Fund Companies develop Sales
Skills of Relationship Managers of Team.
• Launching New Contests on New Fund Offers , Close Ended Mutual Fund Schemes .
• Daily Call Plan Discussion, Joint Calls to mentor the Relationship Managers and
enhance their skills and increase closures from prospective HNW , UHNI , HNI .
 • YES BANK
• CORPORATE RELATIONSHIP ASSOCIATE(OCT 2016 – JULY 2017)
• Managing the SMART SALARY A/C portfolio of 200 organisations from South
Extension Branch.
• Generating cross sell opportunities for Revenue Products for Bank –
Insurance ,Mutual Fund, Fixed Deposits, Health & General Insurance ,Group
Mediclaim Policies, Credit cards, Travel Cards .
• Cross sell of Retail Loan Products like Personal Loans , Auto Loan, Gold loan, Home
Loan, LAP, LAS.
• Handling corporate escalations from Decision Makers spoc for service issues in
salary accounts.
• Organising Corporate Desks in mapped portfolio for service requests and
generation of cross sell opportunities through Investment sessions, Credit Card &
Loan Desks with Marketing Material.
• Organising CASA , Investment and Retail Assets Camps in Corporates & PSU on
monthly basis.
• Ensuring incremental salary credits into corporate salary accounts and maintaining
profitability
• Reviewing the salary upload files to analyse the trends in Salary credits.
• Promoting the use of Digital Banking Channels in corporates like Net Banking,
Mobile banking and Social Media Banking for CASA Value, Retention of Customers,
Product Marketing.
• The increase in the book size of Team and meeting productivity targets for budgeted
headcount
• Coordination with Head Office for Market Feedback to match Competition in
Product
• The increase in the mapped corporates by generating leads for acquisition for salary
accounts
• from Branch Banking ,Commercial Banking , Institutional Banking verticals of bank.
• The Review of Productivity of Relationship Managers on Daily Sales Report,
Monthly Plan on CASA Numbers, Life Insurance & General Insurance Revenue
numbers ,Retail Assets Disbursements , Credit Cards Issuance and correcting any
deviation from Monthly Plan.
• Monitoring the Cross Sell to CASA Ratio of team for channelizing productivity of
Team.

• INDUS IND BANK

• SERVICE DELIVERY MANAGER ( November, 2014-October, 2016)

• Managing Branch Customer Service and Operations of mapped portfolio and Walk
In customers.
• Providing Service support to Corporate Banking , Exclusive Cross Sell Team, Branch
Relationship
• Lobby Manager for Superior Banking Experience in Defence Colony Branch.
• Cross Selling of the Insurance , Mutual Fund , Health insurance products of Third
party Channel partners to generate Fee Income as per 2014 Key performance
Indicators.

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 • Cross Sell of Asset Products Like Credit Cards , Home Loan , LAP to balance Asset
and Liability structure of portfolio and ensure holistic financial planning of client
portfolio.
• Acquisition of Saving Account , Current Account , TASC Accounts with Forex Fee
Income
• RTGS & NEFT processing , Locker Operations , CRM, Core Banking Software,
Branch Deliverables & ATM Management
• Compliance with RBI , Internal Audit Guidelines for Customer Service.
• Batch Opening & EOD Batch Closure, Remittances & MIS.
• Resolution of Customer Queries and Complaints within TAT by seamless
coordination with backend.
• Monitoring Direct Banking Channel Penetration of portfolio and increasing it on
monthly basis.
• Digital Banking Migration of Current Account customers for Bulk Transactions.
• Generation of leads for Business Banking Teams for Funding&Transactional Banking
Solutions.

• EDUCATION

• SECONDARY from Ryan International School ,C.B.S.E with 89% in 2004

• Senior Secondary Ryan International School , C.B.S.E with 90% in 2006
• B.COM (HONOURS)
• Shaheed Bhagat Singh College (Morning) Delhi University in 2009.
• CHARTERED ACCOUNTANCY INTERMEDIATE LEVEL from Institute of
Chartered Accountants of India in 2010.
• CHARETERED ACCOUNTANCY FINAL in 2011
• AMFI from NISM in 2014-2015.
• IRDA in 2014.-2015.
• INDUS PRO from Indusind Bank , I.B.M , T.A.C , T.M.I in 2014-2015.

• DETAILS

• C.T.C : RS 5.50 lakhs plus Performance Linked Variable Incentives

• Notice Period: Immediately
• Location : South Delhi
• FAMILY DETAILS
• FATHER : LATE MR. D.K SHARMA
• VP SALES & MARKETING in SAIFCO, MOTHER DAIRY ,
CADBURY,PROCTOR & GAMBLE in a champion like career of 3 decades.
• MOTHER :MRS.RITA SHARMA
o Housewife and graduate from Delhi University.

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