Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic
Sanni Gupta

Sanni Gupta

Branch Manager
Jaipur

Summary

Retail banking branch manager with over 10 years of experience in operations and sales growth. Achieved consistent business targets while enhancing customer satisfaction and ensuring compliance with KYC/AML regulations. Expertise in relationship management, loan processing, and building high-performing teams to maximize branch profitability.

Overview

12
12
years of professional experience

Work History

Branch Manager

Yes Bank
05.2025 - Current

administers profit and loss documentation and balance sheets for branch.

Administers branch strategy in accordance with extensive branch banking plan.

Maintained consistent revenue generation for branch via effective cross-selling of TPP RA and BB solutions.

liabilities mobilization utilizing casa portfolio development for branch catchment.

Ensures branch alignment with banking regulations and operational standards.

Maintains safety and defense of bank and customer resources.

Maintains conformity with audit-related deliverables, ensuring fulfillment of both internal and external commitments according to established guidelines.

Establishes employee functions in branch and manages attrition strategies.

Senior Sales Manager – Premier Acquisition and Product Cross Sell Business

Yes Bank
02.2021 - 05.2025
  • acquisition and value growth of new banking clients in SME branch within target segments
  • Maximized portfolio value by assessing and responding to customer business needs. Developed suitable product and pricing strategies to provide effective solutions.
  • observance of sales guidelines and forecasted performance of smpas

Royale Relationship Manager

AU Small Finance Bank
08.2020 - 02.2021
  • Establish relationships with bank customers to boost wallet share.

Select Relationship Manager

Indusind Bank
07.2018 - 07.2020
  • administering specific customer portfolios for bank and analyzing individual account interactions to determine banking and investment needs of

Relationship Officer – Salary to Wealth

Kotak Mahindra Bank
08.2017 - 06.2018
  • managing salary2wealth corporate account portfolio.
  • executed strategic cross-selling initiatives

Personal Banker - Classic On Phone

HDB Financial Services
09.2014 - 07.2017
  • building strong relationships and increasing engagement
  • Facilitated financial product promotions by leveraging extensive knowledge of service offerings.

Education

Bachelor of Arts -

Purvanchal University
Jaunpur, Uttar Pradesh
2013

Skills

Branch management

Banking sales expertise Business development Initiative management

Management skills

Client interaction tactics

financial analysis

Product bundling strategies

Compliance with KYC

Risk evaluation

Fund management

Performance enhancement

client retention

Financial systems expertise Spreadsheet proficiency

Accomplishments

    Received award by country head to qualify super 100 NTBs contest Q2 FY25-26 Pan India

Timeline

Branch Manager

Yes Bank
05.2025 - Current

Senior Sales Manager – Premier Acquisition and Product Cross Sell Business

Yes Bank
02.2021 - 05.2025

Royale Relationship Manager

AU Small Finance Bank
08.2020 - 02.2021

Select Relationship Manager

Indusind Bank
07.2018 - 07.2020

Relationship Officer – Salary to Wealth

Kotak Mahindra Bank
08.2017 - 06.2018

Personal Banker - Classic On Phone

HDB Financial Services
09.2014 - 07.2017

Bachelor of Arts -

Purvanchal University
Sanni GuptaBranch Manager