Gaurav Upreti

• Managed account portfolios, keeping detailed records of account activities, transactions, and progress.
• Established and maintained strong relationships with decision-makers and influencers within key accounts.
• Created monthly reports outlining progress on key initiatives.
• Coordinated cross-functional teams for successful execution of projects related to large scale accounts.
• Provided input into product development and marketing strategies based on key account feedback and requirements.
• Analyzed sales data to identify trends and adjust strategies accordingly.
• Sought out opportunities for upselling additional products or services to existing customers.
• Negotiated contracts with vendors for the purchase of goods or services.

• Cultivated and nurtured robust client relationships to guarantee satisfaction
• Provided comprehensive support to Relationship Managers in the development of client relationships.

. Managing the consumer card accounts under the PMLA process.

. Periodic review of the consumer card accounts.

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

. 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.

• Assisted with onboarding of new clients by providing guidance throughout the process.