AVANI GUPTA
Indore
Summary
Result driven professional with a solid background in business development and client relationship management. Willing to do different set of roles using my skills for the betterment of the organization. Having a positive attitude and troubleshooting approach for finishing the work on time by self and within the team.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Personal Banker
HDFC Bank
Gwalior
09.2024 - 06.2025
- Increased sales through targeted cross-selling and up-selling strategies, tailoring solutions to client requirements.
- Cross-sold bank products based on customer needs and preferences, contributing to overall sales growth.
- Provided personalized banking solutions to elevate customer satisfaction.
- Enhanced client trust and relationships through effective interpersonal communication, fostering long-term customer loyalty.
- Maintained compliance with banking regulations during financial transactions.
- Assisted customers in account setup, loan applications, and service enrollment.
- Leveraged banking product knowledge to create tailored presentations for clients.
Sales Representative
TASKSOURCE
Indore
05.2024 - 09.2024
- Cultivated key customer relationships, resulting in increased sales opportunities.
- Generated new sales leads through cold calling and networking activities.
- Conducted regular follow-ups with prospects, facilitating timely deal closures.
- Answered inquiries from prospective customers regarding features of products and services offered.
- Trained new staff on product knowledge and sales techniques to enhance team capability.
Education
MBA - Finance
INSTITUTE OF MANAGEMENT STUDIES DAVV
Indore, India05-2024
B.A.L.L.B
DEVI AHILYA VISHWA VIDHYALAYA
INDORE09-2021
12 -
SICA SENIOR SECONDARY SCHOOL
INDORE05-2015
Skills
- Financial transactions
- Branch operations
- Account management
- Customer service
- Relationship management
- Issue resolution
- Staff training
- Positive attitude
Certification
• NISM V A - MUTUAL FUNDS
• NISM XV - RESEARCH ANALYST
• NISM XV - RESEARCH ANALYST
Hobbies and Interests
- READING BOOKS
- TEACHING
- TRAVELLING
Languages
- English
- Hindi
Timeline
Personal Banker
HDFC Bank
09.2024 - 06.2025
Sales Representative
TASKSOURCE
05.2024 - 09.2024
MBA - Finance
INSTITUTE OF MANAGEMENT STUDIES DAVV
B.A.L.L.B
DEVI AHILYA VISHWA VIDHYALAYA
12 -
SICA SENIOR SECONDARY SCHOOL