Summary
Overview
Work History
Education
Skills
Timeline
Generic

Gaurav Upreti

Delhi,India

Summary

To obtain a challenging and responsible position in the organization in a dynamic workplace and use acquired knowledge effectively to the growth and success of the organization

Overview

4
4
years of professional experience
5
5
years of post-secondary education

Work History

Deputy Relationship Manager

American Express
Delhi, Delhi
07.2021 - Current

. Managing the consumer card accounts under the PMLA process

. Periodic review of the consumer card accounts

. Ensuring compliance with all the regulations and guidelines

. Completed the KYC of the old customers

. Liaison with core KYC support team within organization for smooth and fast processing of cases



Deputy Relationship Manager

American Express
Delhi, Delhi
01.2020 - 07.2021

. Acquire premium consumer card accounts for American Express in Delhi NCR region and achieve monthly targets

. Working with new hires closely to make them aware about targeting right segment

. Creating new opportunities of revenue by up selling and cross selling of products like insurance and Supplementary cards to card member

. Liaison with various support team within organization for smooth and fast processing of applications

. Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction

. Planned portfolio solutions after carefully analyzing clients financial health and future requirements.

Assistant Relationship Manager

American Express
Delhi, Delhi
02.2018 - 01.2020

. Acquire premium consumer card accounts for American Express in Delhi NCR region

. Prospecting and driving business through Cold calling, data calling , referrals etc.

. Developed and cultivated lucrative relationships with both new and

existing clients through effective communication and exemplary interpersonal skills

. Engage in regular portfolio planning to determine area of focus and quarterly forecast

. Ensure all Performance standards are met viz business targets,controls and compliance

. Resolve grievance and any bad experience faced by card member post signing up enhancing customer loyalty and minimizing customer attrition

Education

MBA - Marketing

Asia Pacific Institute of Management
Delhi
04.2016 - 02.2018

BBA - Marketing

Graphic Era Hill University
Dehradun
05.2013 - 06.2016

Skills

    Client relationship building

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Timeline

Deputy Relationship Manager

American Express
07.2021 - Current

Deputy Relationship Manager

American Express
01.2020 - 07.2021

Assistant Relationship Manager

American Express
02.2018 - 01.2020

MBA - Marketing

Asia Pacific Institute of Management
04.2016 - 02.2018

BBA - Marketing

Graphic Era Hill University
05.2013 - 06.2016
Gaurav Upreti