Ajay Shukla has over 8 years of experience in banking, primarily in sales, marketing, and business development roles. He is currently a Relationship Manager for Trade and Foreign Exchange at Kotak Mahindra Bank, where he is responsible for managing trade and forex portfolios, acquiring new clients, and generating revenue. Prior to this, he held similar roles at RBL Bank, Indusind Bank, and ICICI Bank, where he acquired current accounts and cross-sold various banking products. He has a Bachelor's degree from Darbhanga University and seeks to further develop his career in banking.

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