Sanjoli Gupta
Delhi
Summary
Results-driven leader with extensive experience at ICICI Bank, achieving 115% of performance targets and fostering relationships with Fortune 500 companies. Proven expertise in strategic leadership and enterprise SaaS solutions, contributing to substantial revenue growth. Skilled in team mentorship and client engagement, consistently delivering outstanding results in competitive environments. Strong background in planning and executing initiatives to maximize potential and attract new clients.
Overview
21
21
years of professional experience
1
1
Certification
Work History
VP– Enterprise Business & Client Engagement
Refyne Tech
New Delhi
09.2024 - Current
- Spearheaded enterprise tech sales across North India, acquiring 27 major clients in eight months.
- Drove 24% year-over-year revenue growth through strategic client engagement and product-led sales initiatives.
- Utilized expertise in AI, SaaS, and Sales Tech solutions to enhance upselling and cross-team collaboration.
- Cultivated strategic partnerships with leading staffing firms, expanding enterprise tech sales presence.
- Streamlined client onboarding for enterprise SaaS, reducing turnaround time by 22% through optimized workflows.
- Contributed to product development roadmap by championing client feedback, launching two key features.
- Mentored enterprise sales team, fostering high performance and achieving a 15% boost in productivity metrics.
- Maintained robust 3.5x sales pipeline coverage for enterprise offerings, ensuring accurate revenue forecasting.
Regional Head - Global Private Banking
ICICI Bank
New Delhi
05.2015 - 08.2024
- Led 14-member private banking team, exceeding performance targets by 115% and expanding managed portfolio by 28%.
- Cultivated relationships with Fortune 500 clients, achieving 95% client retention.
- Identified over $50 million in new business opportunities via strategic client engagement.
- Championed digital banking services, resulting in a 40% increase in digital transactions.
- Managed revenue book exceeding $200 million, consistently surpassing annual targets by 22%.
- Achieved #1 ranking in North Zone for six consecutive quarters, earning performance-based promotion.
Assistant Vice President - Business Planning
Centrum Wealth Management Pvt. Ltd
New Delhi
12.2013 - 05.2015
- Developed and executed market analysis and strategic planning initiatives that increased team productivity by 30% and uncovered more than $15 million in potential growth avenues.
Private Wealth Manager
Capital First Holdings Pvt. Ltd, Future Group
New Delhi
06.2012 - 12.2013
- Managed a diverse portfolio valued at $123 million for over 45 high-value clients, exceeding performance targets by 18% and ranking within the top 10% of wealth managers company-wide.
Premier Relationship Manager
Barclays Bank PLC
New Delhi
07.2007 - 06.2012
- Directed the Banking/Retention team to achieve 125% of targets, securing a 92% client retention rate through proactive and strategic relationship management.
Relationship Manager
Kotak Securities
New Delhi
07.2006 - 06.2007
- Designed and managed bespoke investment portfolios for high-net-worth clients, specializing in equity and mutual fund strategies.
Financial Services Consultant
ICICI Prudential
New Delhi
07.2005 - 06.2006
- Provided expert advice on insurance and investment products, consistently exceeding sales objectives.
Management Trainee
HDFC Bank
New Delhi
03.2004 - 05.2005
- Gained comprehensive, hands-on experience across key banking functions, including retail operations, during the management trainee program.
Education
PGDBM - Strategic Management
Xavier Institute of Management
Odisha01.2023
BBA - Business Management
Jagan Institute of Management Sciences
New Delhi01.2004
Graduate Diploma - International Business
Jagan Institute of Management Sciences
New Delhi01.2004
Skills
- Strategic leadership
- Business development
- Client relationship management
- P&L management
- Team mentoring and development
- Market analysis and insights
- C-suite engagement
- Enterprise SaaS solutions
- Enterprise tech sales
- Product-led sales strategies
- Revenue growth strategy
- Cross-functional collaboration
- Complex deal negotiation
- Digital transformation leadership
Certification
- AMFI Certified: Mutual Funds (National Certification for Financial Markets)
- Certified: Disruptive Entrepreneurship (IIM, Ahmedabad)
- Advanced Business Etiquette & Corporate Grooming Program (Savoir Faire Academy)
Websites
Timeline
VP– Enterprise Business & Client Engagement
Refyne Tech
09.2024 - Current
Regional Head - Global Private Banking
ICICI Bank
05.2015 - 08.2024
Assistant Vice President - Business Planning
Centrum Wealth Management Pvt. Ltd
12.2013 - 05.2015
Private Wealth Manager
Capital First Holdings Pvt. Ltd, Future Group
06.2012 - 12.2013
Premier Relationship Manager
Barclays Bank PLC
07.2007 - 06.2012
Relationship Manager
Kotak Securities
07.2006 - 06.2007
Financial Services Consultant
ICICI Prudential
07.2005 - 06.2006
Management Trainee
HDFC Bank
03.2004 - 05.2005
PGDBM - Strategic Management
Xavier Institute of Management
BBA - Business Management
Jagan Institute of Management Sciences
Graduate Diploma - International Business
Jagan Institute of Management Sciences
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