Shubham Bhartia — Operations Associate
I am a dynamic banking professional with 3 years of experience in relationship management, customer service, and sales across leading financial institutions including Barclays, Kotak Mahindra Bank, and HDFC Bank. Skilled in building strong client relationships, delivering excellent customer experiences, and driving business growth through cross-selling and upselling financial products. With a PGDM in Marketing, Sales, and Operations, I bring both strategic knowledge and hands-on expertise in retail banking, compliance, and customer onboarding. My experience includes training new hires, conducting market research, and consistently exceeding sales targets. I am passionate about helping customers achieve their financial goals while contributing to organizational success. Recognized for my communication skills, problem-solving ability, and commitment to high service standards.
Stackforce AI infers this person is a Banking and Financial Services professional with strong relationship management and sales expertise.
Location: New Delhi, Delhi, India
Experience: 3 yrs 9 mos
Skills
- Banking
- Sales
- Creative Problem Solving
- Management
Career Highlights
- 3 years of experience in banking and relationship management.
- Proven track record in exceeding sales targets.
- Skilled in building strong client relationships.
Work Experience
Zomato
Customer Service Analyst (8 mos)
Kotak Mahindra Bank
Relationship Manager (1 yr 9 mos)
HDFC Bank
Relationship Manager (1 yr 4 mos)
Axis Bank
Intern (1 mo)
TYCIA Foundation
Operations Intern (3 mos)
Education
PGDM at IILM
BA Hons. Sociology at Dr. B. R. Ambedkar University Delhi (AUD)
Humanities/Humanistic Studies at Ahlcon International School
at National Institute of Securities Markets (NISM)