KAPIL SHAH

THE NATIONAL BANK OF RAS AL-KHAIMAH (P.S.C) RAK BANK
(WEALTH MANAGEMENT DEPARTEMENT & RAK FINANCE DEPARTEMENT)
From 8 February 2010 till date
• Relation Ship Officer Direct Sales Wealth Management & RAK Finance
• Sourcing quality Customer for Wealth Management & RAK Finance
• Sourcing Other Product as Cross Sell
• Achieve the Target As per Sand on monthly basis
• Handling the Customer Issue
• Monitoring their Account Funds (Average balance)
• Sourcing Business for NTB & Top up


• High lights
• Tie Ups with CSO in Abu Dhabi & Dubai branch
• Generated leads for Current Account Fixed Deposit and Credit Cards, Prepaid cards
• Sourcing Business from Musaffah Branch for wealth Management
• Sourcing Business from Abu Dhabi, Dubai & Sharjah
• Achieve the target on the Monthly Base
• Tie-ups with credit Team in Dubai

Sale Officer Personal loan lending in cooperated sector (Dubai & Abu Dhabi )
Sourcing quality customer for standard chartered bank as per their standard
Achieve the target
Generating the customer data through activities at various places
Generating leads from corporate through existing customers
Handling different nationality customer

Highlights:
Providing financial needs to the customer
Tapping the market through various channel from Dubai & Abu Dhabi
Managing all sales functions with area & regional credit sale manager & collection manger.
Looking after the operations in the required locations i.e. Abu Dhabi & Dubai
Disbursement of personal loan one million for last six month
Achieve EASU on month to month base

STANDARD CHARTERED BANK (ULTIMATE COMMERCIAL INTERMEDIARY)
(Asia pacific UAE Dubai) From14 th May 2008 till 31 Dec 09

• Sale Officer Personal loan lending in cooperated sector (Dubai & Abu Dhabi)
• Sourcing quality customer for standard chartered bank as per their standard
• Achieve the target
• Generating the customer data through activities at various places
• Generating leads from corporate through existing customers
• Handling different nationality customer


• Providing financial needs to the customer
• Tapping the market through various channel from Dubai & Abu Dhabi
• Managing all sales functions with area & regional credit sale manager & collection manger.
• Looking after the operations in the required locations i.e. Abu Dhabi & Dubai
• Disbursement of personal loan one million for last six month
• Achieve EASU on month to month base

ICICI Prudential Life Insurance Co. Ltd., Mumbai July 2007 till April 2008
Financial Service Consultant (South Mumbai)
• Providing consultancy services to the Bank of India for making customers for insurance.
• Promotion For senior sale consultant handling four branches of Bank of India (Mumbai)


• Significantly followed up 1000 leads.
• Efficiently sold 60 customers insurance policies.
• Notably generated a premium of Rs. 50 lakhs.

Bajaj Allianz Life Insurance Co. Ltd., Mumbai Dec '07 - Mar '07
Financial Service Consultant (South Mumbai)
• Providing consultancy services to tape the customers for insurance.


• Distinctively followed 200 leads.
• Significantly sold 15 customers insurance policies & generated Rs. 10 lakhs premium.

ICICI Bank Ltd., Kolhapur Jan '05 - Dec '06
Direct Sales Team Leader (Auto Loan Division)
• Monitoring the performance of the sales team and reporting directly to Regional Manager.
• Managing all sales functions with area & regional credit sale manager & collection manger.
• Looking after the operations in the required locations i.e. Kolhapur, Sangli & Satara.


• Significantly maintaining positive sales figures every month.
• Efficiently increased the incentive per file.

SSD Oil Mill Co. Ltd., Kolhapur Feb '04 - Dec '05

Area Sales Manager (Kolhapur, Sangli, Satara & Ratnagiri)
• Handling the appointment of dealers & sub dealers in the district.
• Carrying out the discussion about the products with the Bakery owners by visiting them regularly.
• Managing the collections of orders & cheques from bakeries & dealers and reporting to the company.
• Booking for the loading of the products from the company.


• Efficiently developed new markets in Satar district & Sindurga district.
• Notably launched new cream product for cake.

Sai Service Station, Kolhapur Feb '02 - Dec '03
Marketing Executive for Teflon coating.
• Handling the marketing operations of Teflon coatings.
• Carrying out the booking of vehicles for Teflon coating treatment as an after sale service.


• Notably tapped new markets in Kolhapur Ichalkaranji & Sangli districts.

Kiriti Sale Organization, Kolhapur Jan '01 - Jan '02
Marketing Executive for Godrej locks in Kolhapur region.
• Taking the orders for Godrej Locks through channel sales.
• Carrying out the promotional activities & conducting seminars in the shop.

Worked with DTDC Courier & Cargo Ltd. as Summer Internship Programme for 4 months as Senior Sale Executive (Management Trainee) for South Mumbai.

SCOLASTIC CREDENTIALS