Yogesh Shukla
Horton,United Kingdom
Summary
Embraces challenging roles by leveraging strong interpersonal skills and collaborative problem-solving abilities. Committed to delivering high-quality service and achieving consistent results in all endeavours.
Overview
20
20
years of professional experience
Work history
Accounting Manager
Innovative Accountants London Ltd
, United Kingdom
08.2025 - Current
- Ensured compliance with HMRC regulations through meticulous preparation of tax returns.
- Implemented efficient accounting processes to optimise financial operations.
- Managed over 20 customer calls daily regarding tax-related queries.
- Oversaw client invoicing and quote preparation, contributing to stable cash flow.
- Handled customer grievances with HMRC via agent helplines to resolve penalties.
- Issued pay slips, P45, and P60 to employers accurately and promptly.
- Updated pension compliance for eligible clients to maintain regulatory adherence.
- Registered new companies with Companies House and filed necessary returns.
Branch Head
AXIS Bank Limited
, India
10.2019 - 08.2025
- Directed branch operations and audit processes, ensuring compliance and efficiency.
- Managed team of 15 staff across operations and sales, fostering high performance.
- Oversaw key result areas including assets, mortgages, and liability management.
- Handled total branch deposits of 120 crore while maintaining service standards.
- Administered portfolio of total assets and mortgages valued at 40 crore.
- Developed strategies for high-net-worth client portfolios, enhancing service delivery.
- Monitored fee income and sales growth to achieve financial targets.
- Facilitated staff development initiatives to boost skills and engagement.
Branch Manager
HDFC Bank Limited
, India
10.2012 - 10.2019
- Managed branch operations and audits for three branches, achieving breakeven within deadlines.
- Led team of eight staff across operations and sales, driving performance and profitability.
- Secured two promotions from Deputy Manager to Senior Manager through exemplary leadership.
- Maintained TIER-1 rating for six consecutive years, recognised as exceptional performer.
- Oversaw comprehensive branch KRA including assets, mortgages, liabilities, and fixed deposits.
- Achieved total deposit size of 35 crore and managed assets and mortgages portfolio of 25 crore.
- Contributed to staff development initiatives fostering high-performance culture.
- Actively participated in talent pool for four years as top-performing member.
Sr. Sales Manager
SBI Life Insurance Co Ltd
, India
07.2011 - 10.2012
- Led team of 32 advisors to achieve full scorecard targets.
- Developed hub and spokes strategy to enhance departmental effectiveness.
- Drove sales initiatives, resulting in consistent performance excellence.
- Directed team operations to improve overall service delivery.
Sr. Sales Manager
DLF Pramerica Life Insurance Co Ltd
, India
06.2009 - 03.2011
- Achieved 270% target as Senior Sales Manager.
- Promoted to Associate Partner within 14 months.
- Led branch operations, ensuring alignment with strategic goals.
- Set and met weekly and monthly recruitment and policy targets.
- Oversaw sales managers' reporting for performance insights.
- Recruited and onboarded associate sales managers and sales managers.
- Monitored performance through DCR and MIS systems.
Relationship Manager
ING VYSYA Life Insurance Company Ltd.
, India
06.2008 - 05.2009
- Drove revenue growth by managing 33 bank branches
- Oversaw team of 10 business development executives and junior relationship managers.
- Contributed to development of sales strategies and optimisation of performance.
Territory Manager
Max New York Life Insurance Company Ltd
, India
01.2006 - 05.2008
- Achieved highest productivity with 21 policies sold per agent.
- Attained persistency rate of 96%, exceeding departmental benchmarks.
- Secured promotion to Territory Manager within one year of service.
- Sold life insurance through agents, increasing market presence.
Education
MBA - Marketing
Lovely Institute of Management
Jalandhar, India 08/2003 - 05/2005
B.Com - Commerce
SD College
Hoshiarpur, India 04/2000 - 05/2003
Class XII - Commerce
SD School
Hoshiarpur, India 04/1999 - 03/2000
Skills
- Cross-selling strategies
- Ethical decision making
- Business development
- Customer service orientation
- Performance analysis
- Client relationship management
- Time management
- Conflict resolution
- Customer service excellence
- Deadline focused
Languages
English
Hindi
Punjabi
Custom
- Date of Birth: 07/04/1983
- Father's Name: Sh. Shashi Pal Shukla
- Martial Status: Married
- Areas of Interest: Interacting with People, Driving, Dancing
- Languages Known: English, Hindi, Punjabi
- Strengths: Self-confidence, Impressionable, Enthusiastic, Determinant
Personal Information
Timeline
Accounting Manager
Innovative Accountants London Ltd
08.2025 - Current
Branch Head
AXIS Bank Limited
10.2019 - 08.2025
Branch Manager
HDFC Bank Limited
10.2012 - 10.2019
Sr. Sales Manager
SBI Life Insurance Co Ltd
07.2011 - 10.2012
Sr. Sales Manager
DLF Pramerica Life Insurance Co Ltd
06.2009 - 03.2011
Relationship Manager
ING VYSYA Life Insurance Company Ltd.
06.2008 - 05.2009
Territory Manager
Max New York Life Insurance Company Ltd
01.2006 - 05.2008
MBA - Marketing
Lovely Institute of Management
08/2003 - 05/2005
B.Com - Commerce
SD College
04/2000 - 05/2003
Class XII - Commerce
SD School
04/1999 - 03/2000