Shivam Gupta
Ludhiana
Summary
To obtain a creative and challenging position in an organization that gives me an opportunity for self-improvement and leadership, while contributing to the symbolic growth of the organization with my knowledge and innovative skills.
Overview
10
10
years of professional experience
Work History
Intern
V.R LOGISTICS PVT LTD
- Project report on Auditing of income and expenses
- Objectives of project is auditing of all the transactions related to sale and purchase
Junior Marketing Executive
SECUGENIUS SECURITY SOLUTIONS
- Conducting seminars in different collages as a Junior Marketing Executive
DYANAND MEDICAL COLLEGE & HOSPITAL
- Project on “Quality control” in HR department
MUKESH UDYOG LIMITED
- Study on “employees retention& objective was to know major factors for retention of employees in the companies
Senior Relationship Manager (Business Banking)
Kotak Mahindra Bank
09.2024 - Current
- Established strong referral networks with internal partners such as commercial banking, private banking, and wealth management teams to identify potential new clients.
- Streamlined processes for increased efficiency within the team, resulting in improved response times to client inquiries and requests.
- Ensured compliance with all relevant regulations by adhering to established policies and procedures in all aspects of the role.
- Enhanced team performance by mentoring junior relationship managers on best practices in client service, sales techniques, and product knowledge.
- Performed banking, business administration and financial tasks to guarantee five-star service for clients.
Wealth Relationship Manager
IDFC FIRST BANK LIMITED
04.2023 - 09.2024
- Working in retail branch banking as an Wealth Relationship Manager since From April 2023 To September 2024.
- Conducted comprehensive financial reviews for clients, assessing overall financial health and recommending adjustments as needed.
- Exceeded annual revenue targets through proactive business development initiatives and strong account management skills.
- Developed lasting relationships with high-net-worth clients, ensuring their financial needs were met and expectations exceeded.
- Expanded cross-selling opportunities by identifying additional product offerings suited to individual client needs and preferences.
- Enhanced client satisfaction by providing personalized wealth management solutions and strategies.
- Streamlined communication channels by implementing efficient CRM systems for improved client interactions.
Relationship Manager
HDFC BANK LIMITED
06.2015 - 03.2023
- Worked in retail branch banking as an Relationship Manager from June2015 to March2023
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Consistently exceeded quarterly sales goals by cultivating a strong network of professional contacts and referrals.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Strengthened client relationships by actively listening to their needs and providing tailored financial solutions.
- Identified new business opportunities through diligent market research and analysis, contributing to increased revenue growth.
- Maintained knowledge on banking products and distribution to provide optimal service support.
- Achieved high levels of client satisfaction through meticulous attention to client needs and preferences.
Education
MBA - finance and hr.
PCTE GROUP OF INSTITUTE
Ludhiana01.2015
B.Com - hons.
ARYA COLLEGE
01.2013
10+2 - Commerce
BVM KITCHLU NAGAR
01.2010
10th - undefined
BVM UDHAM SINGH NAGAR
01.2008
Skills
- Word
- Excel
- Power point
- Teamwork and collaboration
- Quick learner
PROFESSIONAL SKILLS
- Innovative orientation
- Good communication and presentation skills
PERSONAL PROFILE
- Name : Shivam Gupta
- Date of Birth :02-5-1992
- Permanent Address : House No.981/11A Champa Street Ludhiana Punjab.
- Gender : Male
- Marital Status : Single
Disclaimer
If shall be a given a chance to serve in your esteemed company, I assure you Sir/Mam I do my best and sincere efforts for the entire satisfaction of my superiors. Place : LUDHIANA Date : SHIVAM GUPTA
STRENGTH
- Flexibility and adaptability to work in any environment
- Willingness to accept any challenge irrespective of its complexity
- Good team player and positive attitude
Accomplishments
- Certifications in Advance Excel
- IRDA/NISM/AMFI certified
- NCFM certification
- MDRT Qualification for Malaysia in2019.
- Highest amount of Working capital limit amounting100 cr disbursed in2019.
LNGG
English
Hindi
Punjabi
Hobbies and Interests
Gymming, football, Making new friends
Timeline
Senior Relationship Manager (Business Banking)
Kotak Mahindra Bank
09.2024 - Current
Wealth Relationship Manager
IDFC FIRST BANK LIMITED
04.2023 - 09.2024
Relationship Manager
HDFC BANK LIMITED
06.2015 - 03.2023
Intern
V.R LOGISTICS PVT LTD
Junior Marketing Executive
SECUGENIUS SECURITY SOLUTIONS
DYANAND MEDICAL COLLEGE & HOSPITAL
MUKESH UDYOG LIMITED
B.Com - hons.
ARYA COLLEGE
10+2 - Commerce
BVM KITCHLU NAGAR
10th - undefined
BVM UDHAM SINGH NAGAR
MBA - finance and hr.
PCTE GROUP OF INSTITUTE
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