Nishaad Gupta
DELHI
Summary
Working professional with 6 years+ track record of selling across industries covering both B2B and B2C sales. Firm believer of a knowledge driven consultative sales approach.
Currently working as a private banker dealing with UHNI and HNI portfolios, fostering and leveraging internal and external relationships to deliver financial solutions and drive business.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Private Banker
ICICI Bank
04.2025 - Current
- Cultivated client relationships to provide tailored financial solutions and investment strategies.
- Developed personalized wealth management plans, incorporating risk assessment and market analysis
- Helped drive AUM growth (across mutual funds, fixed income and alternates) by 45% over two years.
- Synergised with advisory and corporate banking teams to deliver credit lines and treasury management solutions to emerging and large corporates (turnover between 100-5000cr)
- Developed personalized wealth management plans, incorporating risk assessment and market analysis.
- Analyzed clients' financial needs to recommend appropriate banking products and services.
Associate Consultant
GLOBAL KNOWLEDGE FOUNDATION
01.2020 - 03.2021
- Business development activities for clients in E commerce and automobiles.
- End to end dealership development, vendor onboarding responsibilities among others.
- Onboarded 50+ sellers (e commerce), 4 dealers (electrical automobiles).
Manager- Sales and Marketing
TRILLENIUM TECHNOLOGY LTD
04.2017 - 12.2019
- Worked in sales, BD to ensure Egon Blue’s revenue rise by 400% in 2 years to 8Cr.
- Team lead for piloting prototypes as a Proof of Concept for key accounts and potential customers.
- Handled HR, customer care, accounts, website content and design using Wordpress.
Education
MBA - MARKETING
NMIMS Bangalore
01.2023
B. Tech - undefined
MPSTME NMIMS
01.2015
XII -
Springdales School Dhaula Kuan CBSE
01.2011
X -
Springdales School Dhaula Kuan CBSE
01.2009
Skills
- Relationship building
- Cross-selling expertise
- Customer acquisition
- Portfolio management
- B2B Sales
- B2C Sales
Certification
- NISM XXI A (Portfolio Management Services), October 2024
- NISM V A (Mutual Fund Distributor), September 2023
- IRDAI IC 38 (Insurance) , November 2023
- Google Ads Certification, Search, display, measurement, video, 2022
- Inbound Marketing, Hubspot Academy, 2021
- Certification in Power of Macroeconomics, University of California, Irvine, 2015
- CFA Level 1 (in progress, May 2026)
Timeline
Private Banker
ICICI Bank
04.2025 - Current
Associate Consultant
GLOBAL KNOWLEDGE FOUNDATION
01.2020 - 03.2021
Manager- Sales and Marketing
TRILLENIUM TECHNOLOGY LTD
04.2017 - 12.2019
B. Tech - undefined
MPSTME NMIMS
MBA - MARKETING
NMIMS Bangalore
XII -
Springdales School Dhaula Kuan CBSE
X -
Springdales School Dhaula Kuan CBSE
Extra-Curricular Activities
Praveshika Pratham in Indian Classical Music, Gandharv Maha Vidyalaya, 2004
Positions Of Responsibility
- Co Treasurer & Co Operations Head, Nirantar Club, NMIMS Bangalore, 2022-01-01, 2023-01-01
- Event Ideation Head, HRIday Club, NMIMS Bangalore, 2022-01-01, 2023-01-01
- Secretary, Association for Computing Machinery at NMIMS, Shirpur, 2014-01-01, 2015-01-01
Corporate Projects
- THINKETH, Digital marketing including influencer marketing, 2021-11-01, 2022-02-28
- HUGHES COMMUNICATION, Debugging, maintenance, 2014-05-01, 2014-07-31
- RAILTEL, Testing issues in optical fiber communication, 2012-06-01, 2012-07-31
Personal Information
Date of Birth: 07 July 1993
Hobbies and Interests
- Finance
- Business philosophy
- History & Mythology
- Travelling
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