Summary
Overview
Work History
Education
Skills
Languages
PERSONAL DATA
RELIGION:
Hobbies and Interests
Timeline
Generic

Rekha Gupta

Nallasopara

Summary

TO BE ASSOCIATED WITH A LEADING AND PROGRESSIVE ORGANIZATION WHICH WOULD GIVE ME THE BEST OPPORTUNITIES TO IMPROVE AND UTILIZE MY SKILLS AND KNOWLEDGE. TO GIVE PRIORITY TO THE ORGANIZATION'S NEEDS, GET THE SATISFACTION OF MY WORK AND BE A PART OF THE TEAM THAT WORKS DYNAMICALLY TOWARDS THE GROWTH OF THE ORGANIZATION.

Overview

19
19
years of professional experience

Work History

MANAGER (SALES SUPPORT)

VERTEX FINSERVE
MUMBAI
12.2018 - Current
  • DESIGNED AND IMPLEMENTED EFFECTIVE SALES STRATEGIES FOR HOME LOANS, LOAN AGAINST PROPERTY, AND UNSECURED LOANS
  • MANAGED AND MOTIVATED A SALES TEAM, PROVIDING TRAINING AND SUPPORT TO ENHANCE PERFORMANCE
  • BUILT AND MAINTAINED STRONG RELATIONSHIPS WITH CLIENTS AND PARTNERS, ENSURING HIGH LEVELS OF CUSTOMER SATISFACTION AND REPEAT BUSINESS
  • CONDUCTED THOROUGH MARKET RESEARCH TO IDENTIFY TRENDS AND OPPORTUNITIES, ENABLING THE DEVELOPMENT OF TARGETED MARKETING CAMPAIGNS THAT INCREASED LEAD GENERATION
  • MONITORED AND ANALYZED SALES PERFORMANCE DATA TO ADJUST STRATEGIES AND IMPROVE CONVERSION RATES, ACHIEVING MONTHLY AND QUARTERLY TARGETS CONSISTENTLY
  • WORKED CLOSELY WITH CREDIT, UNDERWRITING, AND MARKETING TEAMS TO STREAMLINE PROCESSES AND ENHANCE CUSTOMER EXPERIENCE THROUGHOUT THE LOAN APPLICATION PROCESS
  • ENSURED ALL SALES ACTIVITIES ADHERED TO RELEVANT REGULATIONS AND COMPANY POLICIES, MINIMIZING RISK AND PROMOTING ETHICAL LENDING PRACTICES

ASST. BRANCH MANAGER

TRADEBULLS SECURITIES PVT LTD
12.2018 - 10.2018
  • TEAM LEADERSHIP: DIRECTED A TEAM IN PROVIDING STRATEGIC EQUITY PORTFOLIO ADVICE, DRIVING SIGNIFICANT REVENUE GROWTH THROUGH TAILORED LONG-TERM AND SHORT-TERM INVESTMENT STRATEGIES
  • CLIENT RETENTION: CULTIVATED AND MAINTAINED LONG-TERM RELATIONSHIPS WITH CLIENTS, RESULTING IN HIGH RETENTION RATES AND ENHANCED CLIENT SATISFACTION
  • CROSS-FUNCTIONAL COLLABORATION: COLLABORATED EFFECTIVELY WITH RELATIONSHIP MANAGERS TO IDENTIFY AND PURSUE NEW BUSINESS OPPORTUNITIES, ENHANCING OVERALL CLIENT ENGAGEMENT
  • MARKET ANALYSIS: CONDUCTED ONGOING MARKET RESEARCH TO STAY INFORMED ABOUT TRENDS AND DEVELOPMENTS, ENABLING THE DELIVERY OF TIMELY AND RELEVANT INVESTMENT ADVICE
  • REGULATORY COMPLIANCE: ENSURED ALL OPERATIONS ADHERED TO REGULATORY STANDARDS AND INTERNAL RISK MANAGEMENT POLICIES, FOSTERING A CULTURE OF COMPLIANCE AND ACCOUNTABILITY

BACK OFFICE EXECUTIVE + DEALER

ANAND RATHI FINANCIAL SERVICES LTD
05.2006 - 11.2006
  • DEMAT OPERATIONS MANAGEMENT: OVERSAW THE ENTIRE DEMAT SECTION, INCLUDING THE PAY-IN AND PAY-OUT PROCESSES FOR SHARES, ENSURING ACCURACY AND COMPLIANCE
  • REVENUE GENERATION THROUGH BROKERAGE: MANAGED THE BOLT (BSE ON-LINE TRADING) SYSTEM, SUCCESSFULLY GENERATING REVENUE THROUGH BROKERAGE ACTIVITIES AND TRADE EXECUTIONS
  • TARGET ACHIEVEMENT: CONSISTENTLY MET AND EXCEEDED STIPULATED TARGETS BY INCREASING TRADING VOLUMES AND OPTIMIZING OPERATIONAL EFFICIENCY
  • CLIENT INVESTMENT GUIDANCE: MOTIVATED AND EDUCATED CLIENTS TO INVEST IN PUBLIC ISSUES, MUTUAL FUNDS, AND THE EQUITY MARKET, ENHANCING THEIR INVESTMENT PORTFOLIOS
  • ACCOUNT MANAGEMENT: PROVIDED REGULAR UPDATES ON HOLDING STATEMENTS AND EFFICIENTLY MANAGED THE COLLECTION OF DUES FROM CLIENTS TO MAINTAIN POSITIVE CASH FLOW
  • INTER-DEPARTMENTAL COORDINATION: ACTED AS A LIAISON BETWEEN THE HEAD OFFICE AND BRANCH FOR LEGAL AND CUSTOMER-RELATED ISSUES, ENSURING SMOOTH COMMUNICATION AND RESOLUTION OF CONCERNS

TELE CALLER

HDFC BANK-HOME LOAN(HBL GLOBAL PVT LTD-MUMBAI)
11.2005 - 04.2006
  • ACHIEVING MONTHLY TARGET THROUGH PBK UNIT
  • COORDINATION WITH SALES EXECUTIVES FOR COMPLETION AND LOGIN IN OF FILE IN GIVEN TAT
  • COORDINATION WITH DIFFERENT PREFERRED LOCATION FOR QUICK DISBURSAL FOR LOAN
  • CO-ORDINATION WITH DIFFERENT BUILDERS FOR PROJECT APPROVALS AND CUSTOMER REFERENCE

Education

B. COM -

VARTAK COLLEGE
VASAI WEST
03-2006

H.S.C. -

VARTAK COLLEGE
VASAI W
03-2002

Some College (No Degree) -

LITTLE FLOWER ENGLISH HIGH SCHOOL
NALASOPRA WEST

Skills

  • Customer Relationship Management (CRM)
  • Marketing
  • Expense Tracking
  • Staff Training and Development

Languages

ENGLISH, HINDI, MARATHI

PERSONAL DATA

  • MOBILE: 9867887714
  • PRESENT ADDRESS: K-402, RASHMI CLASSIC NALLASOPARA VASAI LINK ROAD NALLASOPARA (E) THANE-401209
  • DATE OF BIRTH: 23/01/1985
  • GENDER: FEMALE
  • NATIONALITY: INDIAN.
  • MARITAL STATUS: MARRIED

RELIGION:

HINDU

Hobbies and Interests

READING, INCLINATION TOWARDS CLASSICAL MUSIC AND DANCE

Timeline

MANAGER (SALES SUPPORT)

VERTEX FINSERVE
12.2018 - Current

ASST. BRANCH MANAGER

TRADEBULLS SECURITIES PVT LTD
12.2018 - 10.2018

BACK OFFICE EXECUTIVE + DEALER

ANAND RATHI FINANCIAL SERVICES LTD
05.2006 - 11.2006

TELE CALLER

HDFC BANK-HOME LOAN(HBL GLOBAL PVT LTD-MUMBAI)
11.2005 - 04.2006

B. COM -

VARTAK COLLEGE

H.S.C. -

VARTAK COLLEGE

Some College (No Degree) -

LITTLE FLOWER ENGLISH HIGH SCHOOL

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