Bhumit Shah Email & Phone Number

Harrow, England, United Kingdom

• Providing amazing customer service and exceeding customers expectations.• Building customer relationships and creating fans.• Adhere to risk and compliance policies.

Greenford, England, United Kingdom

Employed to work within different areas while supporting academic studies:• Dealing with customers on daily basis, helping them to process their invoices at checkout.• Answering customer queries and providing recommendations on product choice following need analysis.• Ensuring level of stock, quality of products as well as health and safety obligations.• Maintaining compliance with all company procedures and policies where applicable.

Alperton

Gujarat, India

• Motivated staff towards achieving all sales targets through developing planned periodically goals and providing enthusiastic team environment.• Supervised and directed Relationship Managers, and Relationship Officers teams by building up trustful relationships with team members.• Determined priorities and set policies for managing team and developing self-generated business together.• Implemented local marketing plans to drive sales and brand objectives.• Expertly created and managed high value client portfolio in individual role.• Promoted from Relationship Manager role to Leadership roles within one and a half year.• Provided Life Insurance and Health Insurance advisory services to help clients to achieve their personal financial goals.• Referred clients with loan needs to in-bank financial specialists including mortgage loan team and gold loan team to further promote bank services.• Learned analysing performance of nearby branches using product-based data and presenting in multicoloured graphs under guidance of COO.• Fully adhered to banking and IRDA regulations, maintaining awareness of changes in legislation and addressing risks of non-compliance.

Ahmedabad, Gujarat, India

• Recruited appropriate candidates as life advisors in my team under tied agency channel of the company and facilitated them with ongoing product, compliance, personality development, certification and software trainings.• Conducted unit meetings to formulate sales strategies for achieving team members' targets for new business and renewals• Motivated for getting them qualified in ongoing contests and achieving rewards and promotions.• Contributed ideas and offered constructive feedback at weekly sales and training meetings.• In support to the team members, conducted in-depth reviews of client circumstances, current provisions and future aims, seeking optimal financial plans and outcomes.• Advised clients on risk mitigation strategies, suggesting security measures such as term plans to reduce life risks and traditional endowment plans to meet future financial needs.• Facilitated client understanding of extent of insurance cover provided in line with industry regulations.• Identified probable leaders from existing team and developed them to get promoted as an agency associate.

Ahmedabad, Gujarat, India

• Established, initiated and optimised marketing strategies based on company targets, product specifications, market data and budget factors.• Increased sales by 400% through identifying regional and local markets and managing inventories effectively.• Maximised security products sales to nationalised banks by updating procedures for obtaining tenders and increasing productivity.• Built and strengthened strategic relationships with vendors and manufacturing partners.• Reviewed historical data and secure customer information to advise strategic campaign development.• Identified potential markets to capitalize on underserved areas.• Cultivated and deepened productive client relationships to enhance collaboration and maintain responsiveness to changing strategies.• Briefed senior executives on monthly projections, product line changes and other marketing plans.• Planned and coordinated logistics and shipment of security products to banks.

Gujarat, India

• Processed and verified all business transactions, including cash, clearing and transfer transactions, assuring accuracy and constant compliance with bank policies, procedures and internal audit requirements.• Organised financial data and completed statutory reports detailing key metrics, completing within timeframe and without assistance.• Liaised with clients via phone, email and face-to-face, utilising product knowledge and analytical skills to effectively provide banking and investment solutions advice and guidance.• Worked with sales representatives to develop strong customer connections with bank and promote long-lasting relationships.• Outperformed with continuous improvement by targeting clear, measurable KPI metrics across branch operations, sales and service.• Educated customers on best practices to achieve and maintain financial wellness through emerging bank technology, such as ATM offerings, Internet Banking and Mobile Banking boosting client satisfaction score high.• Led cash remittances with treasury or non-individual HNI customers.• Handled ATM Reconciliation and ATM replenishment.• Cross-sold products including credit cards, fixed deposits, demand drafts, travel currency debit cards, safe deposit lockers, demat accounts, trading accounts, gold coins etc. and processed their transactions.

Ahmedabad, Gujarat, India

• Implemented automation strategies for office operations, correspondence management, schedule coordination and record-keeping.• Orchestrated and implemented re-branding of company to improve sales and maximize effectiveness.• Maintained invoicing, bookkeeping, receivables, stock of office supplies and equipment.• Submitted professional proposals and project scopes in response to Requests for Proposals.• Managed timelines to submit online tenders and empanelment applications with different organisations.

Master Of Science - Ms, Banking And Finance, Distinction

Research: Impact of Open Banking on Customers and Banks in the UK

Master'S Degree, Business/Commerce, General

Bachelor Of Commerce - Bcom