ABHINAV GUPTA
Professional banker and Financial Advisor
Bhayander West
Summary
MBA with over 12 years of experience in achieving business growth objectives across the Banking and Insurance industry. Emerged as a decisive leader with excellence in optimizing complete range of products & services to valued clientele, investigating new business opportunities and maximizing competitive strength for long-term success. Strong knowledge of diverse & special nature of Insurance products with a sound understanding of how economic events impact global markets. Evolved strategies that repeatedly produced, improved, sustained top & bottom line growth in dynamic and rapidly changing markets. Dedicated to exceptional customer service with skills in cultivating positive rapport & nurturing relationships by offering services beyond expectations. Dynamic & achievement-oriented with excellent leadership, motivating, decision-making, controlling & problem-solving skills. Business-driven Relationship Manager always finding successful ways to acquire new clients and foster lucrative relationships. A determined leader with over 12 years of assisting clients with financial planning processes and assessing financial data. Offering dynamic collaboration and decision making skills.
Overview
1
1
year of professional experience
4
4
Languages
Work History
Sales Officer
ICICI Bank
- Received Certificate from seniors for securing maximum sales accounts.
- Supervised, trained and mentored staff of 5, resulting in consistent team achievement
Product Executive
Vijay Sales
- Managed customer service for self started brand titled VISE & product imported from abroad
- Performed quality check for all the products before introducing it into the market.
Senior Financial Sales Manager
ICICI Prudential Life Insurance
- Functioning in bancassurance vertical and suggesting proper financial solution
- Leading activities related to Managed Bank Portfolio of the privilege bankers
- Identifying changes in market demand and modifying strategies for expansion of market share
- Achieving set goals through new business acquisition, referrals and retention of key accounts
- Providing a quality service experience through efficient resolution of customer’s queries and grievances; maintaining relationships with corporate clients
- Developing effective relationship with HNI clients for business retention/enhancement; maximizing customer satisfaction by providing prompt customer support and building market credibility through loyalty programs
- Identifying and monitoring risks in the clients’ portfolio and taking effective steps to mitigate the same
- Recruiting and training large teams of agents focused on achieving exceptional results.
Cluster Sales Manager NRI SEGMENT
DCB Bank
- Meeting NRI and Ultra HNI clients as per there banking needs
- Customer Sevicing in terms of Banking Needs
- Managing a portfolio of about 350 guests
- Advsisng about the current market scenario and suggesting them various market strategies
- Achieving my goalsheets over and abouve my targets
- Indentifing new ways to generate efficient leads for targets
- Segregating the customers on the basis of their appitite
- Giving promt and correct solutions for customer’s grievances
- Having a group customer’s meet to identify the common thoughts or suggstions for betterment and healthy relation.
NRI Relationship Manager
Kotak Mahindra Bank
12.2024 - 9 2024
- Managing portfolio of 400 NRI clients with a relationship value of 80 Cr
- Following up with the Market trends and development to increase bank’s business in established markets
- Provide need specific solution to the client with equal benefits to the organization
- Creation of portfolio as per client’s requirement
- Providing a consistent portfolio review system to the client
- Becoming a central point of contact for all business and banking issues
- Keeping an eye on Forex on daily basis and suggesting the client as per their requirement
- Reviewing on daily inflow and outflow of FCNR and Forward contract.
NRI Relationship Manager
Axis Bank
09.2023 - Current
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Maintained knowledge on banking products and distribution to provide optimal service support.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Provided exceptional customer service, resolving issues promptly and maintaining client trust throughout the resolution process.
- Analyzed customer data to identify areas of improvement and maximize customer satisfaction.
- Strengthened client relationships by actively listening to their needs and providing tailored financial solutions.
- Identified new business opportunities through diligent market research and analysis, contributing to increased revenue growth.
- Mentored junior team members on best practices in relationship management techniques, contributing to overall team success and growth within the company.
- Participated in staff meetings to discuss innovative strategies to improve services.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
Education
No Degree - School
Sardar Vallabhbhai Patel Vidyalaya
Mumbai 04.2001 -
No Degree - Commerce
Thakur College of Science And Arts
Mumbai 04.2001 -
BBA - Commerce
Amity Global Business School
Mumbai 04.2001 -
MBA - Commercial And Advertising Art
Indian School of Business Management
Mumbai 04.2001 -
Skills
Sales & Business Development
undefinedPreviousworkexperience
- Vijay Sales, Product Executive, 05/15, 11/16, Managed customer service for self started brand titled VISE & product imported from abroad, Performed quality check for all the products before introducing it into the market
- ICICI Bank, Sales Officer, 12/12, 04/15, Received Certificate from seniors for securing maximum sales accounts
Internship
Prime Focus Group, Production Coordinator, Managed a team of 250 people to get the work done, Shared the report to the project manager on daily basis
Academicdetails
ISBM, Mumbai, Amity Global Business School, Amity University, Thakur College of Science & Commerce, Maharashtra Board, Mumbai, Sardar Vallabhbhai Patel Vidhyalaya, Maharashtra Board, Mumbai
Personal Information
Date of Birth: 01/13/92
Extracurricular Activities
Acted as the Team Manager of Amity Mumbai League, Amity Global Business School Played Snake & Laddes, Cricket, Football, Planorama, along with adventure sports such as Wall Climbing & Ramp Ling in Ethos-Hk Organized: Elation as a part of Organizing Committee; events organized were all about adventures Talentia an event of all sort of creativity Participated in brand festival for bringing in new brand and advertising the same with all tactics
Projects
Surveyed on face wash being used by people to launch a new one in the market location; conducted survey between Borivali & Andheri and Market Analysis Mapped market requirements for opening a totally new business of Maggie-On-Wheels; performed financial analysis as to what type of Maggi will be sold and at what cost Recognized marketing strategies of Prime Focus; post analysis learnt the earning is very high on every project completed by Prime Focus Studied the partition history of Hero Moto Corp & Honda Motors and the existing clauses of relationship between the two
Timeline
NRI Relationship Manager
Kotak Mahindra Bank
12.2024 - 9 2024
NRI Relationship Manager
Axis Bank
09.2023 - Current
No Degree - School
Sardar Vallabhbhai Patel Vidyalaya
04.2001 -
No Degree - Commerce
Thakur College of Science And Arts
04.2001 -
BBA - Commerce
Amity Global Business School
04.2001 -
MBA - Commercial And Advertising Art
Indian School of Business Management
04.2001 -
Sales Officer
ICICI Bank
Product Executive
Vijay Sales
Senior Financial Sales Manager
ICICI Prudential Life Insurance
Cluster Sales Manager NRI SEGMENT
DCB Bank
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