Open To Work
Mangal Mohan Gupta
Mumbai
Summary
Results-driven banking professional with over 5 years of experience in Customer Relationship management and financial advisory. Proven track record as a pan-India top performer across 4,450+ Relationship,
Hardworking employee with customer service, multitasking, and time management abilities. Devoted to giving every customer a positive and memorable experience.
Overview
5
5
years of professional experience
6053
6053
years of post-secondary education
1
1
Certification
Work History
Senior Wealth Manager
HSBC Bank
08.2025 - Current
- Manage a premier client portfolio with individual holdings exceeding ₹50 lakhs with HSBC.
- Provide strategic investment advisory across multiple asset classes including equities, mutual funds, insurance, and fixed income instruments.
- Delivered exceptional client service by resolving issues promptly, maintaining trust, and ensuring long-term client retention.
- Consistently achieved and exceeded sales goals for banking products and services, surpassing all performance metrics.
- Sold 86 credit cards in December 2025, the highest in the month across the team.
Senior Relationship Manager
HDFC Bank
11.2020 - 08.2025
- Managed end-to-end client relationships for a large portfolio, building trust through consistent, high-quality financial advisory.
- Proactively cross-sold banking products and investment solutions by deeply understanding client financial needs and goals.
- Maintained up-to-date knowledge of banking products, policies, and distribution channels to provide expert-level guidance.
- Mentored and coached junior Relationship Managers on best practices, contributing to team growth and improved performance.
- Achieved the highest SIP numbers in 2024 and was recognised as Pan-India Topper in Life Insurance Sales.
- Maintained KP (top) rating every year from 2020 to 2025 among 105 RMs in the Mumbai unit.
- Pan-India top performer for five consecutive years across 4,450+ Relationship Managers in terms of highest revenue generation.
Education
Bachelor of Management Studies - Finance
University of Mumbai
Higher Secondary Certificate -
University of Mumbai
Secondary School Certificate -
Shivam High School and College
Skills
- Wealth Management
- HNI Client Portfolio Management
- Investment Advisory
- Mutual Funds
- Life Insurance
- SIPs
- Credit Products
- Relationship Building
- Client Retention
- Cross-selling
- Revenue Generation
- Team Leadership
- Mentoring
- Excellent Communication
- Investment advisory
- Portfolio management
- Compliance knowledge
- Customer relationship management
- Sales strategy development
- Market research
- Team mentorship
- Problem solving
- Client onboarding
Certification
- IRDA (Insurance Regulatory and Development Authority) Certified
- AMFI (Association of Mutual Funds in India) Registered Mutual Fund Distributor
- PMS (Portfolio Management Services) Certified
- National Accounting Exam Qualified
Personal Information
- Date of Birth: 08/03/99
- Nationality: Indian
- Marital Status: Single
Languages
- Hindi
- Marathi
- English
- Hindi
- Marathi
Key Achievements And Awards
- Pan-India top performer for 5 consecutive years among 4,450+ Relationship Managers — highest revenue generation nationwide.
- Awarded ‘Best Customer Service Experience’ for outstanding client satisfaction.
- Maintained KP (Top) Rating from 2020 to 2025 among 105 RMs in the Mumbai unit.
- Qualified for MDRT Training Programme across 9 international destinations: South Korea, Greece, Malaysia, Hungary, Hong Kong, Thailand, Azerbaijan, United Kingdom, and Australia.
- Pan-India Topper in Life Insurance Sales.
- Achieved highest SIP numbers in 2024.
- Highest credit card sales in 12/2025 — 86 cards in a single month.
Languages
English
Advanced
C1
Work Preference
Job Search Status
Open to workWork Type
Full TimeLocation Preference
On-SiteSalary Range
₹100000/yr - ₹200000/yrTimeline
Senior Wealth Manager
HSBC Bank
08.2025 - Current
Senior Relationship Manager
HDFC Bank
11.2020 - 08.2025
Bachelor of Management Studies - Finance
University of Mumbai
Higher Secondary Certificate -
University of Mumbai
Secondary School Certificate -
Shivam High School and College