Ashish Gupta

• Resolving Customer Queries and complaints, Focus on achieving binder target, Making FLS and CSM productive and customer centric, To see that staff adhere to all compliance norms, Conduct marketing activities, Focus on upsell and persistency business, Activation of FLS.
• Outstanding Achievement in Persistency.
• Outstanding Achievement in SLG and Retirement.
• Outstanding Achievement in Market Share

• Acquisition of new customers, Making branch profitable by getting new high networth customers and selling third party products to earn revenue, Selling of Third Party Products such as LI,MF,GI and gold, Providing loan solutions to customer as per their requirements, Resolving Customer Queries and complaints, Making staff productive and customer centric, To see that branch cash does not exceed CRL and staff adhere to all compliance norms, Branch opening and cash closing, Conduct marketing activities.
• Best Branch Head for FY(17-18) in all parameters.
• Outstanding Achievement in TPP, Best branch in CASA and FD.
• MDRT 2022-23

• Acquisition of new customers, Making branch profitable by getting new high networth customers and selling third party products to earn revenue, Selling of Third Party Products such as LI,MF,GI and gold, Providing loan solutions to customer as per their requirements, Resolving Customer Queries and complaints, Making staff productive and customer centric, To see that branch cash does not exceed CRL and staff adhere to all compliance norms, Branch opening and cash closing, Conduct marketing activities.
• Qualified for BHAG contests (13-14)
• Retail Lion Award for Q3,Q4(2013-14).
• Based on my performance, I was part of “Talent Hunt” and selected for a NEW ROLE of BRANCH HEAD and have already undergone TRAINING PROGRAM conducted in Bangalore in Dec 2014.
• Retail Lion Award for Q1,Q2(2014-15)

• Managing Nr portfolio (Used to handle 8 Hdfc Branches for NR business), Handling their investments and keep them updated about the same, Selling of Third-Party Products such as LI, MF, GI and gold, New customer acquisitions, Resolving Customer Queries and complaints, Responsible for high quality service, customer relationship management and compliance, Responsible for handling day to day branch banking functions, servicing customers, handling queries, complaints and requirement of the customers

• Managing portfolio, Handling their investments and keep them updated about the same, Selling of Third-Party Products such as LI, MF, GI and gold, New customer acquitions, Resolving Customer Queries and complaints, Responsible for handling day to day branch banking functions, servicing customers, handling queries, complaints and requirement of the customers, Responsible for high quality service, customer relationship management and compliance.

• Qualified for China Trip for the contest run throughout India

• Best Wealth Manager 2010-2011

• Business excellence award from ING Mutual fund and ICICI.

• Pan India No-2 Wealth Manager(10-11)