Shivangi Gupta
Sr. Relationship Manager
LONDON
Summary
Dynamic Relationship Manager with 3+ years in banking, specializing in branch sales, operations, Foreign Exchange, customer relationship management, audit & compliance, and team leadership. Holds a Postgraduate Diploma in Marketing and Human Resources along with a Bachelor of Computer Applications degree. Actively pursuing part-time opportunities in the UK to leverage my skills and support the growth of a respected banking institution.
Overview
5
5
years of professional experience
7
7
years of post-secondary education
4
4
Certifications
2
2
Languages
Work History
Sr. Relationship Manager
IndusInd Bank
2023.02 - 2023.07
- Drove global expansion of a leading private sector bank, achieving a prominent presence in India, UK, UAE, and Mauritius.
- Elevated customer satisfaction by tailoring banking solutions for high-net-worth clients, consistently exceeding sales targets through strategic networking and referrals.
- Demonstrated financial expertise, analyzing loans, and collaborating seamlessly with cross-functional teams to excel as the Relationship Manager for Wealth Customers.
Banking Relationship Manager
IndusInd Bank
2021.03 - 2021.09
- Managed diverse client portfolio, fostering key relationships and offering tailored financial solutions.
- Collaborated with specialists to drive revenue through cross-selling while ensuring regulatory compliance.
- Consistently exceeded sales targets, earning multiple performance awards.
Banking Relationship Manager
Yes Bank
2019.03 - 2021.02
- Award-winning private bank with a reputation for innovation, operating nationwide with 1,100+ branches and 1,800 ATMs.
- Globally expanded presence in Singapore, Abu Dhabi, and London, closely collaborating with cross-functional teams for customer-centric success.
- Expertly managing portfolios, adhering to regulatory standards, and excelling in client relations, service quality, cross-selling, and industry trend analysis.
Marketing Intern
Triumph Education and Publication Pvt Ltd
2018.10 - 2018.12
- Played a key role in planning and executing impactful marketing events, demonstrating strong event management skills.
- Collaborated effectively within the team to diversify marketing channels, enhancing brand exposure and engagement.
- Contributed to the development of compelling marketing materials, including mock-ups, email campaigns, and social media content, contributing to successful event strategies and tactical plans.
Education
MSC - Banking & finance
KINGSTON UNIVERSITY
2023.01 - 2024.04
Postgraduate Diploma - Management
IMM Fostiima Business School
2017.01 - 2019.04
Bachelor of Computer Application - undefined
Indraprastha University
2012.01 - 2015.04
CBSE - Secondary Education
St. Marks, Marks
Skills
Credit analysis and risk assessment
Financial statement analysis
Sales and marketing
Maintaining long-term customer relationships through the provision of high- quality serviceEquity, Mutual fund, Insurance, Financial Planning, HNI servicing, Financial Services, BancassuranceMutual Funds, Life Insurance, General Insurance, Structures, Asset Products, Prepaid CardsRelationship building and management
Business development expertise
Sales professional
Certification
Certified IRDA (2015).
Timeline
Sr. Relationship Manager
IndusInd Bank
2023.02 - 2023.07
MSC - Banking & finance
KINGSTON UNIVERSITY
2023.01 - 2024.04
Banking Relationship Manager
IndusInd Bank
2021.03 - 2021.09
Banking Relationship Manager
Yes Bank
2019.03 - 2021.02
Marketing Intern
Triumph Education and Publication Pvt Ltd
2018.10 - 2018.12
Postgraduate Diploma - Management
IMM Fostiima Business School
2017.01 - 2019.04
Bachelor of Computer Application - undefined
Indraprastha University
2012.01 - 2015.04
CBSE - Secondary Education
St. Marks, Marks