Salman Shaikh

Have an overall experience in the Banking and Insurance sector for more than 8 years. Proficient in Customer Service and KYC and Compliance. Have received a couple of certificate of appreciation from my current organization

Key Skills

Customer service
Customer Relationship Management
Communication skills
KYC Compliance
Identifying Customer Requirements
Active Listening

Professional Experience

Apr 2021
Relationship Officer
Idfc First Bank Mumbai, IN
  •  Assess and evaluate the client needs and generate new sources of revenue by leveraging cross sell opportunities as per their lifestyle, risk profiling and requirements

  •  Contribute to penetration of liabilities business  through lead generations and account opening as per needs of customer

  •  Achieve individual and branch sales goals through new business sales, referrals and retention of account relationship

  • Maintain high collections efficiency through discipline and drive

  • Monitor preparation of accurate documentation of loans and saving account.

  •  Coordinate with operations officer to ensure timely and accurate data entry

  • Ensure compliance as per the bank requirements.

  • Conduct field audits and customer verifications to ensure high quality of accounts

  •  Gather latest Market intelligence and track and benchmark against best practices in competitor banks.

  • Recommend process changes in order to improve service efficiency and quality across the branch network
Feb 2019
May 2021
Senior Bank Offier
Idfc First Bank Mumbai, IN
  • Acquisition of NTB Savings account customers in the identified segment and reference generation from the specified catchment area

  • Ensure acquisition of high quality savings accounts in terms of product mix, segments and constitution mix

  • Proactive registration and activation of acquired customers to direct banking channels

  • Meet and exceed the defined targets of new customer acquisitions month on month by analyzing transaction banking needs of the customer

  • Assist and support the Sales Manager in catchment mapping and scoping exercise

  • Provide regular feedback to SM / RM on opportunities and customer needs

  • Ensure adherence to selling norms and SOPs defined by the organization

  • Ensure strict compliance with internal guidelines and external regulations

  • Ensure quality sourcing in line with the Bank's policy

  • High degree of market awareness and understanding of customer's needs

  • Collaborate with other branch departments and functions to provide products and service offerings to the customer to ensure customer centricity
Dec 2015
Feb 2019
Assistant Manager
Kotak Mahindra Bank Mumbai, IN
  •  Acquisition of New Client (NTB) through external individual efforts for Current Account, Savings Account Products of the bank. Customers to be sourced from individuals, small businesses, trusts, associations, societies, corporates.

  •    Revenue Generation, Customer Acquisition, Customer Retention, Cost Efficiency Through adherence to products, processes and regulatory requirements

  •  Handhold acquired customers for the initial 3 month period to deepen relationship values before passing it to the Branch Banking team

  • Maintaining Average Quarterly Balance

  • Conducts regular promotional and customer events to generate leads

  • Cross selling of MF, Gold, Insurance and asset products. 
Mar 2013
Nov 2015
Sales Executive
HBL GLOBAL PVT LTD (Sister concern of HDFC BANK) Mumbai, IN
  • Generating leads on roll over Mi Base Cp

  • Calling on pan India Motor Insurance Customers

  • Customer Service

  • Negotiation with clients for smoother conversion


May 2009
May 2012
Bachelors In Commerce (Graduation) in SH Kelkar College
Mumbai University
Mar 2007
May 2009
Higher Secondary Board in
Kolhapur Board

Hobbies & Interests

  • Listening Music
  • Playing cricket
  • Playing Outdoor Sports



Get in touch with Salman