ANJALI GUPTA
MANAGER
Sonipat
Summary
Senior Equity Relationship Manager driving client portfolio growth through investment allocations, portfolio diversification, and wealth planning. Analyzes economic conditions to guide timely investment decisions, identifies revenue priorities across allocated accounts, and delivers monthly performance reports that keep clients informed. Manages large financial datasets accurately under tight deadlines while resolving client needs with tailored solutions.
Overview
2
2
Certifications
7
7
years of professional experience
Work History
Sales Manager
Nirmal Bang Securities Pvt Ltd
2026.06 - Current
- Led sales team to exceed quarterly targets through strategic planning and performance management.
- Developed and implemented training programs to enhance team productivity and client engagement.
- Analyzed market trends to identify new business opportunities and adjust sales strategies accordingly.
- Fostered relationships with key clients, improving customer retention and satisfaction rates.
- Built relationships with customers and community to establish long-term business growth.
Chief Relationship Manager
ICICI DIRECT
2024.02 - 2026.06
- Assisted clients in identifying their needs and provided suitable solutions to meet their requirements.
- Identified and prioritized activities to maximize revenue contribution from allocated client portfolio.
- Analyzed current economic conditions to provide timely advice on potential investments opportunities.
- Generated monthly performance reports for customers outlining their investments' progress.
- Advised clients on portfolio diversification techniques to mitigate risk exposure.
Virtual Relationship Manager
HDFC Bank
2019.07 - 2024.01
- Deals in all banking products- Loans, Insurances, Casa, Deposits, Securities etc.
- Increased profits through providing excellent customer service, following established guidelines.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Maintained knowledge on banking products and distribution to provide optimal service support.
- Resolved problems with high-profile customers to maintain relationships and increase return customer base.
- Utilized various software platforms such as CRM tools, Excel, and Word to manage daily operations effectively.
- Created customized solutions for individual customer needs based on their requirements.
Education
MBA - Finance And Human Resource
Deenbandhu Chotu Ram University
Haryana2019-06
Bcom: Hons - undefined
Maharishi Dayanand University
2017-06
Skills
- Investment allocations
- Portfolio growth
- Investment and wealth planning
- Financial instrument
- Risk assessment
- Client relationship management
- Needs assessment
- Cross-selling
- Issue resolution
- Client portfolio management
Additional Information
Top Performer, Summit insurance partner business analyst of 2020
ABSLI Award for highest revenue Insurance Performer in 2021
Exemplary contribution to Aditya Birla Health Insurance in June ka Junnon 2022
Awarded for Outstanding Performance in HDFC ERGO General Insurance for Feb 2023
Awarded for Quality Score business topper in 2023
Certification
(IRDAI) Insurance Regulatory and Development Authority of India
Timeline
Sales Manager
Nirmal Bang Securities Pvt Ltd
2026.06 - Current
Chief Relationship Manager
ICICI DIRECT
2024.02 - 2026.06
Virtual Relationship Manager
HDFC Bank
2019.07 - 2024.01
Bcom: Hons - undefined
Maharishi Dayanand University
MBA - Finance And Human Resource
Deenbandhu Chotu Ram University