Amit Gupta

• 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.

Assisted in recruiting, training, and mentoring staff to build effective teams.

• Supported operational efficiency and profitability across branches and showrooms in designated areas.
• Aided in achieving sales targets and ensuring compliance with company policies while enhancing customer service.
• Streamlined communication channels between departments, enhancing collaboration and project outcomes.
• Streamlined internal communication to improve team collaboration and productivity.
• Built successful business culture focused on performance optimisation and goal attainment.
• Enhanced customer satisfaction through the refinement of service standards.

• 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

• 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)

• 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

• 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

• 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.