Shubham Bhartia

Operations Associate

New Delhi, Delhi, India3 yrs 9 mos experience

Key Highlights

  • 3 years of experience in banking and relationship management.
  • Proven track record in exceeding sales targets.
  • Skilled in building strong client relationships.
Stackforce AI infers this person is a Banking and Financial Services professional with strong relationship management and sales expertise.

Contact

Skills

Core Skills

BankingSalesCreative Problem SolvingManagement

Other Skills

NegotiationCustomer Relationship Management (CRM)Positive Employee RelationsBusiness insightSales ProcessesConfidentSocialisingMarketingPublic SpeakingLeadershipMicrosoft ExcelMicrosoft OfficeCommunicationResearchBusiness Development

About

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.

Experience

3 yrs 9 mos
Total Experience
1 yr 6 mos
Average Tenure
8 mos
Current Experience

Zomato

Customer Service Analyst

Sep 2025Present · 8 mos · On-site

Kotak mahindra bank

Relationship Manager

Dec 2023Sep 2025 · 1 yr 9 mos · Delhi, India · On-site

BankingSales

Hdfc bank

Relationship Manager

Jun 2022Oct 2023 · 1 yr 4 mos · New Delhi, Delhi, India

Creative Problem SolvingManagement

Axis bank

Intern

Jun 2021Jul 2021 · 1 mo · Delhi, India

Tycia foundation

Operations Intern

May 2017Aug 2017 · 3 mos · Delhi, India

  • I helped in building a school in Tihar Jail No.5 for the inmates between 18-21 years of age.

Education

IILM

PGDM

Jan 2020Jan 2022

Dr. B. R. Ambedkar University Delhi (AUD)

BA Hons. Sociology — Sociology

Jan 2016Jan 2019

Ahlcon International School

Humanities/Humanistic Studies

Jan 2002Jan 2016

National Institute of Securities Markets (NISM)

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