Summary
Overview
Work History
Education
Skills
Certification
Interests
Timeline
Hi, I’m

Neha Gupta

Home Maker
Greater Noida
Neha Gupta

Summary

"Banking Leader with a Digital Edge: Certified in Digital Marketing and Strategy from IIM Indore".

Outstanding leadership and organizational abilities with superb verbal and written communication skills. Familiarity with all account types, products and services.

Overview

14
years of professional experience
5
years of post-secondary education
3
Certifications

Work History

Standard Chartered Bank
New Delhi

Priority Banking Relationship Manager
09.2019 - 12.2020

Job overview

  • Providing financial solutions to Priority customers and ensure value added services, responsible for increasing liabilities size of relationship via balances in accounts of existing customers and enhancing customer profitability by capturing larger share of wallet.
  • Responsible for deepening existing relationships by cross selling of Bank's products and Services/ third party investment products, also enhances book through new customer acquisitions.
  • Involved in increasing customer engagement through other non investment products like Remittances, Loans, etc. to new and existing customers.
  • Periodically reviewing existing relationships of all customers from liability as well as cross holding perspective and also ensures that customers are sufficiently educated/ leveraged on best financial solutions.
  • Also updating Bank's internal systems like CRM portal for monitoring, accurate reporting and MIS.

Via Delhi Restaurants Pvt Ltd
Ghaziabad/Noida

Director/Co-Founder
06.2017 - 06.2019

Job overview

  • Oversaw operations and provided corrective feedback to achieve daily and long-term goals.
  • Spearheading day to day restaurant operations such as accounting, inventory, cash management, costing, staff management, etc
  • Monitored office workflow and administrative processes to keep operations running smoothly.
  • Evaluated company documentation to verify alignment with regulatory requirements.
  • Formed strategic partnerships and connected with potential clients to drive business development.
  • Monitored expenditures to mitigate risk of overages.
  • Crafted plan for breaking news events and trained and prepared entire staff on how to handle such scenarios thereby increasing sales by 15-20%.

Standard Chartered Bank
New Delhi

Associate Director -Employee Banking, Delhi
01.2015 - 06.2017

Job overview

  • Led teams of up to 16 personnel, supervising daily performance as well as training and improvement plans.
  • Driving sales by onboarding new companies for salary accounts and cross sales of other banking products like life insurance, casa, wealth, loans, cards etc.
  • Established performance goals for employees and provided feedback on methods for reaching those milestones.
  • Assisted senior leadership in managing all aspects of operations.
  • Prioritized tasks and allocated resources appropriately to keep teams focused and productive.
  • Evaluated employee performance and conveyed constructive feedback to improve skills.
  • Cultivated positive rapport with fellow employees to boost company morale and promote employee retention.

Standard Chartered Bank
New Delhi

Team Manager- SME Banking
01.2014 - 12.2014

Job overview

  • Analyzed team performance data to provide meaningful insights, enabling informed decision-making.
  • Developed performance measurement strategies, identifying areas for improvement.
  • Facilitated meetings to communicate team performance goals and results.
  • Managed senior-level personnel working in marketing and sales capacities.
  • Successfully managed budgets and allocated resources to maximize productivity and profitability.
  • Evaluated employee performance and coached and trained team members, increasing quality of work and employee motivation.
  • Recruited and trained high-performing team members, maintaining optimized customer service leading team to be best in region.

Standard Chartered Bank
New Delhi

Relationship Manager -Employee Banking
01.2008 - 12.2013

Job overview

  • Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
  • Managing large enterprise accounts for employee banking relationship to ensure portfolio profitability and provide end-to-end support of organization's payroll activity.
  • Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
  • Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
  • Maintained knowledge on banking products and distribution to provide optimal service support.
  • Participated in staff meetings to discuss innovative strategies to improve services.
  • Monitored customer feedback and generated reports to identify areas of improvement.

Unicon Investment Solutions
New Delhi

Relationship Manager
03.2007 - 12.2007

Job overview

  • Built and maintained relationships with new and existing clients while providing high level of expertise.
  • Proactively sourced new clients by soliciting referrals and utilizing sales plans created to acquire new customers.
  • Created, organized and implemented wealth management strategies designed to deepen relationships with existing clients by collaborating with Investment advisor.
  • Organize asset allocation recommendations based upon client input, risk tolerance, goals and understanding.

Education

Icfai Business School
Chandigarh

MBA from Finance
04.2005 - 02.2007

University Overview

CCS University
Noida

BCA from Computers
04.2001 - 09.2004

University Overview

Skills

Sales and marketing

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Certification

Certificate Programme in Digital Marketing & Strategy, IIM Indore

Interests

Digital Marketing

Customer Relationship Management

Team management

Timeline

Certificate Programme in Digital Marketing & Strategy, IIM Indore

02-2023

IBM- Introduction to Data Analytics

02-2023

SEMRUSH SEO Toolkit Course

12-2022
Priority Banking Relationship Manager
Standard Chartered Bank
09.2019 - 12.2020
Director/Co-Founder
Via Delhi Restaurants Pvt Ltd
06.2017 - 06.2019
Associate Director -Employee Banking, Delhi
Standard Chartered Bank
01.2015 - 06.2017
Team Manager- SME Banking
Standard Chartered Bank
01.2014 - 12.2014
Relationship Manager -Employee Banking
Standard Chartered Bank
01.2008 - 12.2013
Relationship Manager
Unicon Investment Solutions
03.2007 - 12.2007
Icfai Business School
MBA from Finance
04.2005 - 02.2007
CCS University
BCA from Computers
04.2001 - 09.2004

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