Yogendra Shah Email and Phone Number
Asset Management & Advisory. Avid Learner. Number Cruncher. Financial Research Enthusiast.
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Head- Client AdvisorySnma Enterprise Pvt. Ltd. Jan 2014 - PresentNoida/ LucknowStrategic Growth Consultant.Creator of 'Second Income Frame Work'.Private Wealth Management.Investment Risk Management. -
Asst. Vice PresidentIndusind Bank Apr 2013 - Oct 2013New DelhiLead people & process for acquisition of CASA, cross sales of third party financial products.
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Head- Corporate Segment- Personal Banking, North Delhi Cluster.The Royal Bank Of Scotland Mar 2011 - Mar 2013Nodia/ Central DelhiKey Corporate Acquisition & Retention, Wealth/ Portfolio Management of HNI Clients, Service Delivery.Build and Deepen relationship with Corporate Top management and Key persons to ensure perpetualty of banking relationship. Lead people and process development on the ground to ensure creation of a fundamentally strong business delivery platform.
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Cluster ManagerThe Royal Bank Of Scotland (Erstwhile Abn Amro) Jan 2009 - Feb 2011Noida, Cp, Rajouri BranchAcquisition of New to bank Corporate Payroll Account relationships.Revenue Delivery through cross sell/up Sell of third party products.Ensure growth of Balance Sheet of 3 branches.Wealth / Portfolio Management of Key Clients.Directly managed Key Corporate clients.Strategize, Plan & Implement Various Strategies for new HNI Customer/Corporate Acquisition for higher revenue.Acquire & Advise HNI Clients on various asset classes like Debt, Alternate Assets, Mutual Funds & Insurance.
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Sales ManagerRoyal Bank Of Scotland Mar 2008 - Dec 2008NoidaManaged team of RM/ AM for Acquisition of Key Corporate Payroll Accounts.Cross Sales of third party products. -
Associate RmAbn Amro Feb 2006 - Feb 2008Key Clients Wealth / Portfolio Management.Key Corporate Payroll Account Management.Service Delivery.
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Persoanl BankerAbn Amro Bank Jan 2005 - Jan 2006BangaloreWealth Management.HNI Client Acquisition.New Corporate Payroll Account Acquisition.
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Summer TraineeBharti Cellular Services P Ltd. (Airtel) May 2004 - Jun 2004Competitive analysis of cellular ( mobile ) market of Lucknow.
Yogendra Shah Education Details
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Nse AcademyCertification -
Nism CrisilTop Percentile. -
First Class -
Lucknow UniversityFirst Class
Frequently Asked Questions about Yogendra Shah
What company does Yogendra Shah work for?
Yogendra Shah works for Snma Enterprise Pvt. Ltd.
What is Yogendra Shah's role at the current company?
Yogendra Shah's current role is Growth Catalyst | Financial Freedom Specialist | Author. SNMA Enterprise Pvt. Ltd..
What schools did Yogendra Shah attend?
Yogendra Shah attended Nse Academy, Nism Crisil, Bangalore University, Lucknow University.
Who are Yogendra Shah's colleagues?
Yogendra Shah's colleagues are Rati Shah, Dinesh Chauhan, Ajay Singh, Mai Dịu, Ileana Lance, King Khan, Satendra Singh Mahara.
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Yogendra Shah
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