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, Maharashtra04-2019
Bachelor of Commerce -
School of Open Learning Delhi University, Delhi
New Delhi11-2016
Senior Secondary -
St. Andrews Scots Senior Secondary School
New Delhi05-2013
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
- AMFI Certified
- IRDA Certified
- 2017, MS Office Package ECC - 2005
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