Shrikant Gupta

• Providing a comprehensive suite of financial services across different verticals in order to help the high net worth clients manage their wealth according to the varied lifestyle needs
• Analysing the requirement of the customers and based on them and the risk profile acceptable, suggest an optimum portfolio to the client
• Ensuring compliance and conducting due diligence in accordance with key regulatory and banking norms & requirement
• Responsible for monitoring and shadowing new recruits
• Work as single point of contact for a client to raise any issue, concern or requirement
• Dealing and providing service to the C-level Executives across industries using consultative selling approach
• Acquire new HNI clients through cross-referencing and other support channels
• Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives
• Plan and conduct special sales initiatives and events for prospective and existing clients
• Maintaining a long term relationship with the current clients and generating business through cross selling and up-selling
• Develop new and expand existing High Net worth Customer relationships by sourcing category - A priority customers
• Maintain & manage complete record for assigned customer accounts.
• Prepared and delivered client presentations and pitches to secure engagement and investment.

• Managed, developed and implemented all aspects of the Client Portfolio management Accounting System – Fundamental Portfolio Manager.
• Client Management, Business development, garnering new advisory business opportunities from existing clients
• Source new C Level Executives and ultra HNI’s through external individual efforts and acquisition channel.
• Ensures high levels of customer service orientation and
  application of bank policy.
• Cross sells bank products to existing set of customers.
• Informs customers of new products or product enhancements to further expand the banking relationship.
• Coordinates with other group companies to provide seamless access to other products.
• Analysing the market reports in order to understand the range of financial products and conduct a deep analysis of the product on various parameters like the risk factor, asset class, period of investment, exit options, sectors in focus etc.
• Handled and managed a total book size(asset under management) of worth 152 Cr
  
• Handled mortgage-branch channel from May 2015 to Dec 2015.
• Responsible for driving mortgage business through Inbound channels i.e. Bank Branches
• Drive specific product mix at branches for higher profitability.
• Creating enablers for branch banking team.
• Plan and execute specific strategies.
• Achieved management objectives, consistently hitting deadlines and performance targets.
• Coached and mentored junior team members, regularly assessing knowledge and skills gaps and implementing corrective action.

• Prospect for potential new clients and turn this into increased business
• Cold call within market or geographic area
• Client Retention: Present new products and services and enhance existing relationships
• Organized food festival to increase awareness among potential customers

Achievement

• Awarded with letter of recommendation

• Developed plugins for various printers to make them compatible with HP Web Jet Admin (WJA) Tool to fetch the current status of any online printer
• Created various installers using install shield to copy the developed file to specified location on client machine and enabled the HPWJA service