Saurabh Gupta
Relationship Manager
Varanasi
Summary
To indulge in a career that could uplift my profession by utilizing all the skills and abilities, and attaining a level of competency in an attempt to achieve best possible in this modern financial sector.
Overview
2
2
years of professional experience
7
7
years of post-secondary education
3
3
Certifications
3
3
Languages
Work History
Deputy Manager
KOTAK SECURITIES LIMITED
Lucknow
07.2020 - Current
- Maximize clients' net income and place investments on fields with optimum performance which significantly outweighs the risks like Equity Investments, Hedge Funds, Mutual Funds, Futures & Options Trades etc.
- Provide insight for financial strategy and develop cost-effective initiatives to Investor's portfolio.
- Responsible for Business Development for equities business and generate revenue
- Maintaining coordination with Investors and dealers to optimise company’s revenue and bad debt
- Accountable for acquiring and maintaining relationship with Direct Sales Associates and Clients.
Intern
UTKARSH SMALL FINANCE BANK
Varanasi
05.2019 - 07.2019
- Development of Payment Mechanism in G2B & G2C Space
- Digital Initiative in SFB with Respect to Government Business & Other Institutional Businesses
- Gain in-depth knowledge of Digital Payment
Education
MBA - Marketing and Finance
Amity University
07.2018 - 05.2020
B.Com (Hons.) -
University of Delhi
07.2015 - 05.2018
Inter-Mediate - Commerce
CBSE Board
04.2014 - 03.2015
High School -
CBSE Board
04.2012 - 03.2013
Skills
Fund Accounting
Equity and Derivatives markets
Advance Excel
Asset Management
Equity Analysis
Marketing : Customer Relationship Management
Sales : Retails & B2B
Good analytical ability and Proactive attitude
Ability to use logical & creative approach for solving problems
Certification
NISM VA – Mutual Funds
Accomplishments
- Best performer of the Quarter Q4, 2022.
- Highest revenue in Quarter Q3, 2020.
- Successfully collaborated with Digital Influencers to fuel sales at Kotak Securities.
- Received Letter of Appreciation from Amity University for successfully organizing Amiphoria (Annual Fest) in year 2019.
- Acted as Vice-President and received Letter of Appreciation from Commerce Society of ARSD College year 2016-17
Hobbies
- Listening Music
- Travelling
Timeline
NISM VA – Mutual Funds
01-2022
IRDA – Corporate Agent
10-2021
Deputy Manager
KOTAK SECURITIES LIMITED
07.2020 - Current
Advance Excel – Udemy
01-2020
Intern
UTKARSH SMALL FINANCE BANK
05.2019 - 07.2019
MBA - Marketing and Finance
Amity University
07.2018 - 05.2020
B.Com (Hons.) -
University of Delhi
07.2015 - 05.2018
Inter-Mediate - Commerce
CBSE Board
04.2014 - 03.2015
High School -
CBSE Board
04.2012 - 03.2013