Dynamic banking and financial services professional with experience in customer service, financial advisory, risk assessment, and banking operations. Adept at handling transactions, loan processing, and regulatory compliance while ensuring high customer satisfaction. Strong background in insurance consulting, digital banking solutions, and financial product sales.
Hi, I’m
Arpit Gupta
ASSITANT MANAGER
Banda
Summary
Overview
6
years of professional experience
2017
years of post-secondary education
3
Certifications
2
Languages
Work History
ASJ Infosolutions Pvt Ltd.
Assistant Manager
10.2024 - Current
Job overview
- Managing financial operations and assisting clients with banking products
- Handling customer queries related to loan applications, financial solutions, and investment products
- Ensuring compliance with banking regulations and internal risk policies
- Developing client relationships to enhance customer satisfaction and service quality
HDFC Life
Insurance Consultant
06.2022 - 10.2024
Job overview
- Advised customers on financial planning, investment options, and insurance policies
- Achieved 110% above annual sales targets, consistently ranking among top consultants
- Conducted KYC and AML verification to ensure regulatory compliance
- Assisted in policy underwriting, risk assessment, and claims processing
- Awarded ‘Best Insurance Consultant’ (2022) for excellence in customer service and sales growth
ASJ Infosolutions Pvt Ltd.
Assistant Manager
08.2019 - 06.2022
Job overview
- Provided financial solutions and customer support in banking and insurance services
- Assisted clients in loan applications, risk management, and financial planning
- Trained and led a team to enhance business operations and meet sales targets
- Managed cash handling, banking transactions, and account services
Education
Bundelkhand UniversityJhansi, Uttar Pradesh
Bachelor of Science from Mathematics
06-2017
University Overview
Skills
Retail & Corporate Banking Operations
Technical Skills
Technical Skills
- Core Banking Software
- MS Office
- Digital Banking Platforms
Accomplishments
Accomplishments
- Qualified for an Insurance Drive in Istanbul, Turkey for outstanding sales performance.
- Consistently ranked among top consultants, achieving 110% above sales targets at HDFC Life.
Certification
COURCE ON COMPUTER CONCEPT (CCC)- NIELIT
Timeline
Assistant Manager
ASJ Infosolutions Pvt Ltd.
10.2024 - Current
Insurance Consultant
HDFC Life
06.2022 - 10.2024
IIBF Certification (Certificate Examination for Business Correspondent / Facilitators
01-2022
Assistant Manager
ASJ Infosolutions Pvt Ltd.
08.2019 - 06.2022
COURCE ON COMPUTER CONCEPT (CCC)- NIELIT
01-2018
COMPUTER OPERATOR AND PROGRAMMING ASSISTANT
07-2016
Bundelkhand University
Bachelor of Science from Mathematics
01.2017
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