Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Timeline
Generic

Neeraj Gupta

Summary

Dynamic and goal-oriented sales professional with a strong background in investment banking. Skilled in building and maintaining relationships with clients. Proven capacity to spot opportunities, close agreements, and boost income. Competent at using market knowledge to create customized solutions that satisfy clients.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Business Analyst

Evalueserve Pvt Ltd
Gurgaon
08.2021 - Current
  • Maintained and developed connections with pension funds, asset managers, hedge fund managers, and institutional investors to offer FICC equities research services and products to global market clients, primarily from the US and EMEA region.
  • Identified cross-selling opportunities and worked closely with sales teams to promote and sell our research product.
  • Tracked client interactions, maintained accurate records of sales activities, and provided regular updates to management on sales pipeline and revenue forecasts.
  • Developed a deep understanding of clients' investment needs and provided tailored FICC research solutions to meet those needs

Deputy Manager

HDFC BANK
New Delhi
05.2019 - 08.2021
  • Achieved and exceeded monthly sales targets by promoting and selling various banking products and services such as savings accounts, credit cards, loans, investment products.
  • Maintained and strengthened relationships with clients by offering tailored financial solutions and guidance to suit their specific requirements.
  • Conducted outbound sales calls and participated in marketing campaigns to generate leads and acquire new customers.
  • Achieved 3x growth in portfolio management.
  • Spearheaded the business pitches for multiple business.

Education

MBA -

Balaji Institute of Management & Human Resource
Pune, Maharashtra
04-2019

Bachelor of Commerce -

School of Open Learning Delhi University, Delhi
New Delhi
11-2016

Senior Secondary -

St. Andrews Scots Senior Secondary School
New Delhi
05-2013

High School -

St. Andrews Scots Senior Secondary School
05-2011

Skills

  • Multitasking
  • Good management and presentation skills
  • Client consulting
  • Ability to work in a team environment
  • Networking and negotiation skills

Certification

  • AMFI Certified
  • IRDA Certified
  • 2017, MS Office Package ECC - 2005

Accomplishments

  • Power of one ( Team award )

Timeline

Business Analyst

Evalueserve Pvt Ltd
08.2021 - Current

Deputy Manager

HDFC BANK
05.2019 - 08.2021

MBA -

Balaji Institute of Management & Human Resource

Bachelor of Commerce -

School of Open Learning Delhi University, Delhi

Senior Secondary -

St. Andrews Scots Senior Secondary School

High School -

St. Andrews Scots Senior Secondary School

Similar Profiles

CREATE PROFILE
Neeraj Gupta