SAURABH GUPTA

• Identifying new potential clients and built-up a strong wealth relationship with high net worth individuals(HNIs) gaining insights into their financials objective and preferences.

• Cultivated strong relationships with customers by providing personalized financial advisory services (wealth management strategies, investment planning and legacy planning to meet clients unique needs and goals while managing their AUMs and all investments needs.

• Liaisoning closely with branch members to find potential customers for their wealth & investment needs.

• Offered a wide array of banking and investment products and services such as mutual funds, PMSs, AIFs, insurance products and loans to address diverse financial requirements.

• Stayed abreast of industry regulations,, market trends and financial products maintaining high level of expertise to provide informed advice to clients and ensure adherence to regulatory standards.

Won several badges of honour for several contests @ R&R's.

• Managing a team of 5 banking partners
• Selling and coordinating of entire product gamut (Specially Wealth and other revenue products) and comprehensive management of client’s portfolio’s
• Designing tailor made banking solutions to address specific needs of HNI clients and making strategy for acquiring new ones
• I was part of several International & Domestic competition of Bancassurance recognition / training programs on extra ordinary performance on generating LI business
• I have won pan India TOP performer for highest AUM & Insurance business.
• Performer and ranked PAN India No.1 in overachieving Cards YTD targets
• Won several badge of honour for all contests at R&R’s cermonies.
• Proud member of the Continuum appraisal programme of the bank for last several years.

• Head a team of 8 exclusive business relation partners
• Responsible for activities regarding sales, marketing, new customer acquisition, customer relationship management, & maximizing revenue
• Focusing on Pure Acquisition of new CA and Trade customers sustaining Values and quality and to maximize the revenue via cross sells of different products

• Acquire new customers for liability segment, to achieve CASA numbers
• Manage, mentor and motivate the sales team.
• Cross sell all TPP products specially MFs and Insurance.
• I was part of PAN India Quiz contest and being awarded No.1 Position and awarded by Head-Branch Banking
• Won several awards for best Branch Sales Manager of the region and country.

• Acquire new customers for liability segment, to achieve CASA numbers
• Cross sell all TPP / Liability products of the bank
• Provide regular training on products and selling skills to the sales unit

• Worked as Branch Sales Manager
• To achieve and maintain HH/CA No’s and float target along with value customers.
• Also worked for DSMG (Debt Service Management Group) – Cards.
• To regulate an entire operations of cards delinquency as well as to ensure least bad debts.
• Being highly rated through-out & also honored member of a talent-pool of the bank

• Handled teller counter and personal banker desk in separate branches, First banking experience to start with

• Company Overview: Thomas Cook, a name well known in the Foreign Exchange Market as the pioneers in Forex Industry
• Itinerary planning for sells and buys of foreign currencies
• Solicitation of fresh business with Customer relationship, also engaged in Whole-sale cashiering which includes Currency recognition & Currency detection of Foreign currency
• Independently handled a workforce maintains 50 International Money Gram agents across North India, ensures achievement of Sales targets by the concerned network of business associates
• Thomas Cook, a name well known in the Foreign Exchange Market as the pioneers in Forex Industry