Sohil Shah

Product Manager @YES BANK

Mumbai, IN

Managed PPAC notes and streamlined NGO Darpan registration, ensuring compliance and efficient SA Eligibility closure processes.• Led account evaluations and approvals, enhancing regulatory framework adherence and resolving audit queries.• Directed sales and operations in East & APT regions for TASC & GB segments, leveraging analytics for targeted sales strategies.• Developed Business Requirement Documents (BRDs) for custom client solutions, ensuring effective stakeholder and vendor management.• Strengthened client relationships through strategic operations management, sales initiatives, and digital solution integration.• Spearheaded AUM management with a focus on growth and strategic asset allocation.• Drove CASA value growth in NTB and OTB segments, significantly enhancing portfolio performance.• Led efforts in new client acquisition, expanding the bank\'s customer base and market presence.• Implemented and managed Cash Management Services (CMS) for clients, offering tailored banking solutions.• As Assistant Manager, boosted sales in Osource products, including payroll and HRO outsourcing.• Executed successful sales pitches and demonstrations, securing deals and fostering after-sales relationships.• Utilized advanced sales analytics for effective lead generation and stakeholder follow-up.• Coordinated with implementation teams for smooth service rollouts and client onboarding.• Oversaw a cold-calling team, training new members and initiating innovative sales strategies.• Conducted rigorous quality checks on client sourcing in compliance with policy guidelines, contributing to projects aimed at operational excellence and continuous improvement.

Rajesh Patkar Institute of Software Engineering

Python

Indian Institute of Quantitative Finance

Post Graduation

Indo german training centre

PGPBA

University of Mumbai

M-Com