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AJAY SHUKLA
Mobile : 09873198733/09716011345
E-Mail : ajeyshukla@yahoo.co.in
Address : A-8/96, 2nd Floor, Sector-18
Rohini New Delhi-110089
CAREER OVERVIEW
 A competent professional with more than 8 Years of Banking Experience in Sales & Marketing and Business
Development.
 Currently working with Kotak Mahindra Bank Ltd (Erstwhile ING Vysya Bank Ltd) as a Relationship
Manager - Trade & Foreign Exchange from 1
st
July 2013 at present.
 Worked with RBL Bank Ltd from 23
rd
March 2013 to June-2013
 Worked with Indusind Bank Ltd as an Associate Relationship Manager - Emerging Corporate Group
(Trade & Foreign Exchange) from 23
rd
July 2010 to 22
nd
March 2013.
 Worked with Kotak Mahindra Bank Ltd as an Assistant Manager- Retail Liabilities from 2009 to 2010.
 Worked with HDFCSLIC From 2008 to 2009
 Worked with ICICI Bank Ltd as Business Banking Executive- Transaction Banking Group from 2007 to
2008.
CORE COMPETENCIES
Business Development
 Formulating long term/short term strategic plans to enhance operations, profitability & revenue.
 Portfolio Managing and acquiring Trade (Exim) Current Account, Forex Card, EEFC Account. Taking care of Direct,
Advance and DA/DP A-1 and A-2 remittances, LC, BG, Forward Contract, LAP, OD, CC, Buyer’s Credit provided for
Trade and HNI clients.
 Designing, networking, implementing and need generating for customer to achieve and increased my sales targets and
budget.
Sales & Marketing
 Handling the interaction with customers for effective resolution of customer grievances and obtaining feedback.
 Maximizing customer satisfaction matrices by providing pre & post sale assistance and achieving delivery and quality
norms.
 Supervising customer service operations for achieving quality services.
EMPLOYMENT RECITAL
Present Organization:
 Bank Name : Kotak Mahindra Bank Ltd (Erstwhile ING Vysya Bank Ltd)
 Designation : Relationship Manager-Trade & Foreign Exchange
 Department : Trade & Foreign Exchange
 Duration : July 2013 to Present
Accountabilities:
 Responsible to manage Trade and Forex portfolio, A-1 and A-2 transactions, new acquisition of Trade & Forex clients ,
generating trade & forex revenue and increasing book size of branch through accounts deepening.
 Quoting and covering the rate on IBR for foreign transactions and keeping the client update on market movements.
 Providing advisory service to client on Forex market and hedging solutions for Treasury Products like Forward Contract,
Options and Buyers Credit.
 Responsible for achieving branch and retail sales targets of Trade and Forex revenue income through co-ordination with
branches and sales team.
 Generate asset leads of CC/OD/LC/BC/LAP/HL through existing and new clients.
 Maintains complete relationship record for assigned customer accounts.
Past Organization:
 Bank Name : Ratnakar Bank Ltd
 Designation : Relationship Manager-Retail Banking
 Department : Retail Liability
 Duration : March 2013 to June-2013
Accountabilities:
 Job profile includes sourcing and relationship management of SME business.
 Acquiring Current Account, CC, OD, Lap and third party products with higher value.
 Responsibilities to manage customer service, current accounts deepening and new client acquisition.
Past Organization:
 Bank Name : Indusind Bank Ltd
 Designation : Associate Relationship Manager
 Department : Emerging Corporate Group – Trade & Foreign Exchange
 Duration : July 2010 to March 2013
Accountabilities:
 Responsibilities to create own portfolio through new acquisition of Trade & Forex clients as well as high value Current
Account and manage customer service, Trade & Foreign Exchange transactions, revenue generation and increase
branch book size through accounts deepening.
 Quoting and covering the rate on IBR and providing to clients for foreign transactions and keeping the client update on
market movements.
 Generate asset leads of CC/OD/LC/BC/LAP/HL through existing and new clients.
 Maintains complete relationship record for assigned customer accounts.
Past Organization:
 Bank Name : Kotak Mahindra Bank Ltd
 Designation : Assistant Manager
 Department : Retail Liability- Current Account
 Duration : 2009 to 2010
Accountabilities:
 Job profile includes sourcing and relationship management of SME business.
 Acquiring Current Account, CC, OD, Lap and third party products with higher value.
 Responsibilities to manage customer service, current accounts deepening and new client acquisition.
 Goal settings of revenue and NTB acquisition in accordance with the desired goals and to achieve these goals on month
on month basis.
Past Organization:
 Bank Name : ICICI Bank Ltd
 Designation : Business Banking Executive
 Department : Transaction Banking Group (TBG)
 Duration : 2007 to 2008
Accountabilities:
 To handle a team of 6 Sales Executives and acquiring good quality of Current Accounts, Fixed Deposits, Third Party
products, maintaining float, Transactions Cross Selling, customer relationship.
 To recruit Sales Executive and train about various products, compliance, AML and motivate them to perform and tracking
DSR on daily basis.
SCHOLASTICS
 B. A (Hons) From Darbhanga University Bihar
 12
th
From BIEC Patna Bihar
 High School From BSEB Patna Bihar
PERSONAL PROFILE
Date of Birth : 06th Feb 1982
Languages Known : Hindi and English (Spoken & Written)
Sex : Male
Marital Status : Married
Nationality : Indian
(AJAY SHUKLA)
Date :
Place : NEW DELHI

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Ajay-CV

  • 1. AJAY SHUKLA Mobile : 09873198733/09716011345 E-Mail : ajeyshukla@yahoo.co.in Address : A-8/96, 2nd Floor, Sector-18 Rohini New Delhi-110089 CAREER OVERVIEW  A competent professional with more than 8 Years of Banking Experience in Sales & Marketing and Business Development.  Currently working with Kotak Mahindra Bank Ltd (Erstwhile ING Vysya Bank Ltd) as a Relationship Manager - Trade & Foreign Exchange from 1 st July 2013 at present.  Worked with RBL Bank Ltd from 23 rd March 2013 to June-2013  Worked with Indusind Bank Ltd as an Associate Relationship Manager - Emerging Corporate Group (Trade & Foreign Exchange) from 23 rd July 2010 to 22 nd March 2013.  Worked with Kotak Mahindra Bank Ltd as an Assistant Manager- Retail Liabilities from 2009 to 2010.  Worked with HDFCSLIC From 2008 to 2009  Worked with ICICI Bank Ltd as Business Banking Executive- Transaction Banking Group from 2007 to 2008. CORE COMPETENCIES Business Development  Formulating long term/short term strategic plans to enhance operations, profitability & revenue.  Portfolio Managing and acquiring Trade (Exim) Current Account, Forex Card, EEFC Account. Taking care of Direct, Advance and DA/DP A-1 and A-2 remittances, LC, BG, Forward Contract, LAP, OD, CC, Buyer’s Credit provided for Trade and HNI clients.  Designing, networking, implementing and need generating for customer to achieve and increased my sales targets and budget. Sales & Marketing  Handling the interaction with customers for effective resolution of customer grievances and obtaining feedback.  Maximizing customer satisfaction matrices by providing pre & post sale assistance and achieving delivery and quality norms.  Supervising customer service operations for achieving quality services. EMPLOYMENT RECITAL Present Organization:  Bank Name : Kotak Mahindra Bank Ltd (Erstwhile ING Vysya Bank Ltd)  Designation : Relationship Manager-Trade & Foreign Exchange  Department : Trade & Foreign Exchange  Duration : July 2013 to Present
  • 2. Accountabilities:  Responsible to manage Trade and Forex portfolio, A-1 and A-2 transactions, new acquisition of Trade & Forex clients , generating trade & forex revenue and increasing book size of branch through accounts deepening.  Quoting and covering the rate on IBR for foreign transactions and keeping the client update on market movements.  Providing advisory service to client on Forex market and hedging solutions for Treasury Products like Forward Contract, Options and Buyers Credit.  Responsible for achieving branch and retail sales targets of Trade and Forex revenue income through co-ordination with branches and sales team.  Generate asset leads of CC/OD/LC/BC/LAP/HL through existing and new clients.  Maintains complete relationship record for assigned customer accounts. Past Organization:  Bank Name : Ratnakar Bank Ltd  Designation : Relationship Manager-Retail Banking  Department : Retail Liability  Duration : March 2013 to June-2013 Accountabilities:  Job profile includes sourcing and relationship management of SME business.  Acquiring Current Account, CC, OD, Lap and third party products with higher value.  Responsibilities to manage customer service, current accounts deepening and new client acquisition. Past Organization:  Bank Name : Indusind Bank Ltd  Designation : Associate Relationship Manager  Department : Emerging Corporate Group – Trade & Foreign Exchange  Duration : July 2010 to March 2013 Accountabilities:  Responsibilities to create own portfolio through new acquisition of Trade & Forex clients as well as high value Current Account and manage customer service, Trade & Foreign Exchange transactions, revenue generation and increase branch book size through accounts deepening.  Quoting and covering the rate on IBR and providing to clients for foreign transactions and keeping the client update on market movements.  Generate asset leads of CC/OD/LC/BC/LAP/HL through existing and new clients.  Maintains complete relationship record for assigned customer accounts. Past Organization:  Bank Name : Kotak Mahindra Bank Ltd  Designation : Assistant Manager  Department : Retail Liability- Current Account  Duration : 2009 to 2010 Accountabilities:
  • 3.  Job profile includes sourcing and relationship management of SME business.  Acquiring Current Account, CC, OD, Lap and third party products with higher value.  Responsibilities to manage customer service, current accounts deepening and new client acquisition.  Goal settings of revenue and NTB acquisition in accordance with the desired goals and to achieve these goals on month on month basis. Past Organization:  Bank Name : ICICI Bank Ltd  Designation : Business Banking Executive  Department : Transaction Banking Group (TBG)  Duration : 2007 to 2008 Accountabilities:  To handle a team of 6 Sales Executives and acquiring good quality of Current Accounts, Fixed Deposits, Third Party products, maintaining float, Transactions Cross Selling, customer relationship.  To recruit Sales Executive and train about various products, compliance, AML and motivate them to perform and tracking DSR on daily basis. SCHOLASTICS  B. A (Hons) From Darbhanga University Bihar  12 th From BIEC Patna Bihar  High School From BSEB Patna Bihar PERSONAL PROFILE Date of Birth : 06th Feb 1982 Languages Known : Hindi and English (Spoken & Written) Sex : Male Marital Status : Married Nationality : Indian (AJAY SHUKLA) Date : Place : NEW DELHI