Manoj Gupta
Jaipur
Summary
Over the span of 14 years in the BFSI sector, I have gained expertise in strategic planning, operational optimization, and team leadership. Strong skills in crisis management and negotiation honed through managing diverse teams across multiple products likes Life- health insurance , PMS , AIF , customized portfolio , broking products . Notable impact includes transforming underperforming units into profitable entities by driving change and fostering innovation.
Overview
12
12
years of professional experience
Work History
Senior Chief Manager
Chola Mandalam Securities Ltd.
Jaipur, Rajasthan
10.2024 - 08.2025
- Handling a team of 10-12 Key accounts Manager.
- Help them to selling E-Broking a/c to clients & Also do cross sell of Insurance, Mutual funds, Health Insurance, GI, PMS & AIF, Unlisted Shares, Bond etc.
- Identifying and acquiring new HNIs clients, managing and building relationship with existing clients.
- Resolving customer queries and providing proactive services to customers
- Executed appropriate staffing and budgetary plans to align with business forecasts.
- Held monthly meetings to create business plans and workshops to drive successful business.
- Reviewed and analyzed reports, records and directives to obtain data required for planning department activities.
Senior Manager
Motilal Oswal Financial Services Ltd
06.2017 - 10.2024
- Handling a team of minimum 7-8 RMs as a Team Manager.
- Developing relationship with Business Partners.
- Helping them achieve monthly and yearly Targets.
- Helping Business Partners and their employees in selling E-Broking a/c.
- Identifying and acquiring new clients, managing and building relationship with existing clients.
- Resolving customer queries and providing proactive services to customers
Assistant Manager
Kotak Mahindra bank
07.2016 - 05.2017
- Acquiring new customer through CASA, Investment Plans, Assets & Branch Banking Services.
- Handling HNI’s customer & Customer Services.
Area Sales Manager
HDFC Securities Ltd.
Jaipur
07.2015 - 07.2016
- Handling a team of 10-12 Executives as a ASM.
- Developing relationship with bank staff and Branch Manager to Achieving sales target.
- Help to selling E-Broking a/c through HDFC Bank branch channel from Team.
- Also do cross sell of Saving a/c, Current a/c, Insurance, GI, etc.
- Selling Life Insurance of HDFC Life insurance co.
- Identifying and acquiring new clients, managing and building relationship with existing clients.
- Resolving customer queries and providing proactive services to customers
Team Leader
Hdfc Securities Ltd.
Jaipur
07.2014 - 06.2015
- Acquiring of new customers through 3 in 1 account.
- To generate Revenue and TPP from existing customers.
- Helping customer to activate their investment account and giving research on stock market.
- Developing relationship with bank staff and internal employees to generate sales target.
- Assisting walk in customer with CASA & Demat related queries.
- Scrutiny of all customer documents (KYC) at the time of opening of account.
- Handling team of 5 Executives as a team leader and give support for achieving Target.
Sales Officer
ICICI Bank Ltd.
07.2013 - 06.2014
- 1-year work experience in ICICI Bank Ltd as a Gold Loan Officer.
Education
B.B.A. -
Rajasthan University
Jaipur01.2013
Senior Secondary -
R.B.S.E Board
01.2010
Secondary -
R.B.S.E. Board
01.2008
Skills
- Microsoft Office applications, viz, Word, Excel, and PowerPoint
- Working knowledge of Tally
Languages
- English
- Hindi
Personal Information
- Father's Name: Mr. Suresh Gupta
- Mother's Name: Mrs. Santosh Gupta
- Date of Birth: 02/12/92
- Gender: Male
- Marital Status: Married
Timeline
Senior Chief Manager
Chola Mandalam Securities Ltd.
10.2024 - 08.2025
Senior Manager
Motilal Oswal Financial Services Ltd
06.2017 - 10.2024
Assistant Manager
Kotak Mahindra bank
07.2016 - 05.2017
Area Sales Manager
HDFC Securities Ltd.
07.2015 - 07.2016
Team Leader
Hdfc Securities Ltd.
07.2014 - 06.2015
Sales Officer
ICICI Bank Ltd.
07.2013 - 06.2014
B.B.A. -
Rajasthan University
Senior Secondary -
R.B.S.E Board
Secondary -
R.B.S.E. Board
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