ABHINAV GUPTA
Jaipur
Summary
Financial Sales Representative with 2+ years of experience in the Banking And Financial Services Industry. Proven track record of exceeding sales targets by an average of 200% through strategic business development and consultative selling. Adept at providing tailored financial solutions to a diverse client portfolio, including high-net-worth individuals and businesses. Eager to leverage a dual skill set in finance and sales to drive revenue growth and enhance client success.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Manager (Loan Against Property)
Kotak Mahindra Bank
Jaipur, India
06.2023 - Current
- Manage 10 Branches and a portfolio of100+ High Net Worth Client
- Leading team of 5 associates to consistently surpass quarterly sales goals
- Meet with Clients understand their business models and financial requirements
- Analyze client financial statements to assess creditworthiness
- Facilitate startup funding based on business models and financial forecasting
- Monitor geopolitical events and understand their impact across various business sectors
Equity Advisor Trainee
Motilal Oswal Pvt. Ltd.
06.2022 - 08.2022
- Conducted fundamental and technical analysis of Nifty 50 & Nifty Bank Indices
- Led a team of 7 interns
- Analyzed indian and foreign market
- Delivered regular presentation on various stocks and their short and long term analysis
Capital Market Analyst
Trade Shala Research & Consulting Firm
05.2022 - 07.2022
- Manage client portfolios for Forex and commodity trading
- Fundamental and technical setup with news and market analysis
Education
PGDM - Finance With BFSI
BIMTECH (AICTE)
Greater Noida01.2023
Masters In Commerce -
Rajasthan University
Rajasthan, India01-2020
Bachelor In Commerce -
Rajasthan University
Rajasthan, India01-2018
Skills
- Forecasting
- Risk Assessment
- Data-Driven Decision Making
- MS Excel
- CRM Software
- Effective Communication
- Team Leadership
Accomplishments
- Scholarship under Rajiv Gandhi Digital Vidhyarthi Yojana
- Wipro B-PRO 2.0 - Wipro Limited
- Mock RBI Case Competition - IIM Calcutta
Certification
- Financial Market - Coursera
- Financial Investment & Risk Management - Coursera
- Finance of Mergers and Acquisition, Valuation and pricing - Coursera
- Trade-A-Thon – NSE Academy (Financial Institution)
- Unconscious Bias - LinkedIn Learning
Timeline
Manager (Loan Against Property)
Kotak Mahindra Bank
06.2023 - Current
Equity Advisor Trainee
Motilal Oswal Pvt. Ltd.
06.2022 - 08.2022
Capital Market Analyst
Trade Shala Research & Consulting Firm
05.2022 - 07.2022
PGDM - Finance With BFSI
BIMTECH (AICTE)
Masters In Commerce -
Rajasthan University
Bachelor In Commerce -
Rajasthan University