Amit Gupta
Area Head -NRI
New Delhi
Summary
Accomplished banking professional with extensive expertise in NRI area management, private banking, and wealth creation. Demonstrates exceptional leadership skills, having successfully led teams to achieve and exceed sales targets while optimizing client service and satisfaction. Proven track record in enhancing revenue through strategic alliances, cross-selling financial products, and developing innovative solutions tailored to the needs of high-net-worth and ultra-high-net-worth clients. Adept at financial analysis, competitor evaluation, and product development to drive business growth. Career highlights include spearheading regional sales strategies that doubled market share and strengthening client relationships to significantly enhance portfolio value. Committed to delivering excellence in NRI services through effective team leadership and a deep understanding of global financial markets.
Developed skills in strategic planning and team coordination within fast-paced environment. Expertise includes operational management and process optimization, with focus on improving efficiency and productivity. Seeking to leverage these capabilities to transition into new field.
Overview
17
17
years of professional experience
Work History
Area Head -NRI
INDUSIND BANK LTD
12.2024 - Current
- Area Head-NRI is one of the key positions in the bank
- Primarily responsible for leading a team of NRI Relationship Managers and Senior NRI Relationship Managers, who provide financial solutions to meet the requirements of the NRI customers, and ensure value-added customer service
- Responsible for increasing the liabilities size of the relationship via balances in the accounts of existing NRI customers, and enhancing customer profitability by capturing a larger share of the wallet
- Inflows and outflows in the mapped NRI accounts of the set of branches in Gurgaon, and also proactively tracks NRI visits to India with the NR Team
- Leading the regional NRI acquisition channel to achieve sales targets
- Targeted and achieved deadlines for NR product lines through effective team collaboration
- Enhanced NR book value by strengthening client relationships and acquiring new NR customers via referrals
- Developed and maintained strategic alliances with brokers, travel agents, and shipping companies
- Enhanced revenue by marketing mutual funds, insurance, and FCNR deposits
- Handled customer complaints efficiently and professionally
- Guided team efforts on head office-driven reward initiatives to boost morale
- Review the CRM of NRI RMs with Purpose of Call, Discussion Happened, Outcome of call, and next follow-up date
Assistant Vice President-NRI
Au Small Finance Bank
04.2023 - 12.2024
- Established a high-performance culture within the team by setting clear expectations and providing regular feedback on individual performance contributions.
- Fostered strong relationships with key clients, leading to repeat business and a significant increase in customer satisfaction ratings.
- Attended weekly meetings and special sessions of Leadership and Executive Leadership Teams and contributed to major administrative initiatives, policies and decisions.
- Collaborated closely with executive leadership to align department goals with overall company objectives, resulting in stronger organizational cohesion.
- Managed a diverse portfolio of projects, ensuring that each project met established quality standards and delivered expected results on time and within budget.
- Implemented business strategies, increasing revenue, and effectively targeting new markets.
- Trained and guided team members to maintain high productivity and performance metrics.
- Observed each employee's individual strengths and initiated mentoring program to improve areas of weakness.
Regional Head Sales - NRI
ICICI Bank Ltd
10.2021 - 03.2023
- Developed and implemented a regional sales strategy that increased market share by 100%
- Created and managed a team of regional business -Sales that achieved all sales targets
- Monitor and address NRI Clients banking and investment requirements
- Resolution of all queries of the NRIs customer for team members need to resolve within TAT
- Follow all NR Desk related processes (like Day Plan, Fee Plan)
- Achieving MTD and YTD Revenue Targets
NR Imperia Relationship Manager
HDFC Bank Ltd
10.2019 - 06.2020
- Maintained a positive and productive relationship with the client, resulting in consistently high customer satisfaction ratings
- Used customer relationship management (CRM) systems to accurately track and manage customer data
- Developed customer relationship management (CRM) processes that improved customer service response times by X%
- Regularly interact with the customer to build relationship to create a wealth and enhance the NRI business within Zone
- Achieving Top Line targets for various products like LI, MF etc
- Liability products - CASA, FX, Quick remit etc
- Update any Event Based Triggers (EBTs)
- Updated Imperia portfolio client related process like LTR
- Achieving MTD and YTD Revenue Targets
Cluster Relationship Leader -NRI
Yes Bank Ltd
06.2018 - 10.2019
- Maintained a positive and productive relationship with the client, resulting in consistently high customer satisfaction ratings
- Responsible for managing a HNW/ UHNW client portfolio with a focus on the Non-Resident Indian segment in the UAE, USA, UK, SINGAPORE, AUSTRALIA AND CANADA
- Cross-sell products and services to both new and existing NR Customers as per their lifestyle, risk profiling and requirements
- Ensure compliance as per the bank requirements
- Maintain regular contact with clients
- Offering bespoke private banking products and investment services, including mutual funds, PMS, Structure, Private Equity (Start Up).
- Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows.
- Provided reporting for forecast analysis and ad-hoc reporting in support of decision-making.
- Gathered, organized and input information into digital database.
Investment Advisor (UAE)
ADCB
09.2014 - 01.2018
- Developed and maintained relationships with key stakeholders, resulting in increased investment and new business partnerships
- Prepared financial reports and analysis for the board of directors, resulting in a successful investment decision
- Analyzed macroeconomic trends to identify and capitalize on investment opportunities, resulting in a X% return on investment
- Responsible for ensuring target achievement through the assigned partner/geographies
- Maintain in-depth knowledge of global and local financial markets so as to keep abreast of market trends
NRI Relationship Manager
Indusind Bank Ltd
08.2011 - 07.2014
- Maintained a positive and productive relationship with the client, resulting in consistently high customer satisfaction ratings
- Motivated campers to work together and develop social skills, resulting in improved camper morale and relationship building
- Developed and maintained a respectful and professional relationship with customers
- Established a network of long-term customers through relationship-building tactics, resulting in a X% increase in average order size
- Providing financial advice related to investments (Structure, Crude oil, Commodities, Gold and trading Equity insurance (Met Life, Zurich International, London 360 and Noor Takaful), simple banking transaction
NR Relationship Manager
ICICI Bank Ltd
09.2008 - 09.2011
- Developed and implemented test cases to ensure software met functional and non-functional requirements
- Developed and maintained a respectful, professional relationship with customers
- Responsible for acquiring, developing, and servicing long-term relationships and guiding approved products to customers (NTB, MF, insurance, Demat, Home Loan, and RPP)
- To stay updated on the recent changes in policy guidelines in order to educate the team members
Education
MBA - Marketing & International Business Management
IMT Ghazibhad
Ghazibhad, UP 04.2001 - 2006.01
Investment Advisor 2 - undefined
NISM
Investment Advisor 1 - undefined
NISM
Skills
- NRI area oversight
- NRI territory management
- Organizational efficiency
- Team management expertise
Timeline
Area Head -NRI
INDUSIND BANK LTD
12.2024 - Current
Assistant Vice President-NRI
Au Small Finance Bank
04.2023 - 12.2024
Regional Head Sales - NRI
ICICI Bank Ltd
10.2021 - 03.2023
NR Imperia Relationship Manager
HDFC Bank Ltd
10.2019 - 06.2020
Cluster Relationship Leader -NRI
Yes Bank Ltd
06.2018 - 10.2019
Investment Advisor (UAE)
ADCB
09.2014 - 01.2018
NRI Relationship Manager
Indusind Bank Ltd
08.2011 - 07.2014
NR Relationship Manager
ICICI Bank Ltd
09.2008 - 09.2011
MBA - Marketing & International Business Management
IMT Ghazibhad
04.2001 - 2006.01
Investment Advisor 2 - undefined
NISM
Investment Advisor 1 - undefined
NISM
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