Shekhar Patwa

Results-driven banking professional with relevant experience as a personal banker at HDFC Bank and a PGDM in Banking, Insurance & Financial Services (BIFS). Proven ability to build and manage client relationships, identify financial needs, and deliver tailored banking solutions. Seeking to leverage my banking expertise and client-centric approach in BIFS sector.

Deputy Manager, Personal Banker - Classic at HDFC Bank (2025-08 – 2026-05)

• Managed a portfolio of retail banking clients, providing tailored financial solutions including savings accounts, fixed deposits, loans, and investment products.
• Acquired new customers through referrals and outreach, consistently meeting monthly sales targets for CASA accounts and third-party products.
• Conducted regular customer meetings to understand financial goals and cross-sold appropriate banking and insurance products to deepen wallet share.
• Ensured compliance with KYC norms and bank policies while maintaining high standards of customer service and satisfaction.

Intern at Argus embedded systems private limited (2024-06 – 2024-07)

• Assisted in financial reporting, ensuring accurate recording.
• Supported month-end and year-end reconciliations.

PGDM in Banking, Insurance & Financial Services (BIFS) – Siva Sivani Institute of Management, Kompally (2025)

Bachelor of Science (B.Sc) in PCM (Physics, Chemistry, Mathematics) – Babulal Gaur Govt PG College, BHEL Bhopal (2022)