Open to opportunities

Shubham Sharma

@shubhamsharma19

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Results-driven sales professional with 19 years in wealth management, driving sales growth and customer service.

Canada

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What I'm looking for

I seek a leadership role in sales or wealth management where I can lead teams, drive revenue growth, improve processes, and work in a fast-paced, client-focused organization that values results and development.

I am a results-driven sales professional with over 19 years of experience in wealth management and banking, having driven measurable growth including a 25% increase in sales revenue and securing a deal worth $90 lac for six housing projects. I also opened seven grocery stores in Canada within a 150 km area, yielding a 30% sales increase and established a tie-up for 50 units in an upcoming housing project.

I impact client experience through effective account administration, prompt communications, and strong customer relationship management. I leverage Microsoft Office, Google Workspace, QuickBooks and CRM tools to streamline workflows and enhance productivity while training and leading RM and acquisition teams to meet targets.

I work independently and collaboratively, adapt to fast-paced environments, and solve complex problems using data-driven decisions. I am focused on business development, client retention, and operational excellence across retail banking, wealth management, and distribution channels.

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Experience

Work history, roles, and key accomplishments

Current

Office Admin

Current

Aspire Trading

Jul 2024 - Present (1 year 4 months)

Provide office administration and coordinate daily operations, vendor management, and reporting to streamline procedures and improve team productivity.

Office Administration Microsoft Office Google Workspace Vendor Management Scheduling Reporting Client Communication

Vice President - RM

Equitas Bank

Dec 2020 - Dec 2023 (3 years)

Led RM and acquisition teams for CASA and FD business across TASC, GBG, and cooperative banks, achieving 3rd pan-India position in a June FD contest with 58 Cr and earning a top performance rating.

Relationship Management Team Leadership Sales Strategy Stakeholder Management

Senior Manager - RM

Yes Bank

Dec 2019 - Dec 2020 (1 year)

Built a distribution franchise for wealth products, conducted seminars and training programs, and recruited and led sales teams to achieve business targets and retain clients.

Wealth Distribution Training Sales Leadership Seminare

Senior Manager - RM

IndusInd Bank

Dec 2016 - Dec 2019 (3 years)

Leveraged cash management and wealth solutions to grow AUM 25% to $1.5M within six months, increased client acquisition 40% generating $1.2M in new revenue, and drove 30% uplift in digital banking adoption.

Wealth Management AUM Growth Digital Banking Sales

Branch Manager

ICICI Bank

Oct 2013 - Nov 2016 (3 years 1 month)

Managed branch P&L, CASA and operations, led relationship and acquisition teams to generate business while ensuring regulatory compliance and improving customer engagement.

Branch Management Compliance Team Leadership Customer Engagement

Client Relationship Manager

Axis Max Life Insurance

Mar 2008 - Sep 2013 (5 years 6 months)

Serviced HNI clients and supported wealth managers in lead generation, sourcing 25 structured products in 60 days and winning regional HNI acquisition contests with national and international recognition.

Lead Generation Product Training CRM

Sales Manager

ING Life Insurance

Feb 2007 - Mar 2008 (1 year 1 month)

Led a sales team to achieve targets, implemented local marketing plans and distribution strategies to improve sales quality and expand the channel network.

Sales Leadership Marketing Channel Management Distribution