Shriya Gupta
Mumbai
Summary
Experienced banking professional with a successful career and proven track record in retail banking, insurance sales, business development, administration, and customer support. Able to create beneficial relationships with loan officers, financial advisors, economists, and other professionals in the field to promote customer satisfaction, identify business opportunities, and meet company revenue goals. Proactive and personal banker with over 7 years of experience in involving the community, networking, and using customer relations to acquire and maintain a sizeable client base.
Overview
10
10
years of professional experience
Work History
Business Development Officer
Hindustan Global Solutions- Mizuho Bank Ltd
Mumbai
01.2024 - Current
- Maintained an up-to-date database of contacts for potential customers.
- Identified areas where products or services could be improved upon or enhanced.
- Assisted customers with deposits, withdrawals, transfers, and other banking transactions.
- Resolved customer complaints or escalated them to the appropriate personnel as needed.
- Identified potential fraud cases and reported them to the supervisor.
- Explained banking procedures and regulations to customers accurately.
- Checked customers' identification when necessary in compliance with anti-money laundering regulations.
- Monitored account activities for suspicious patterns that could indicate fraudulent activity.
Deputy Manager
Kotak Mahindra Bank LTD
Mumbai
09.2023 - 01.2024
- Helped the clients in managing their investment portfolios
- Selling various investment products and revenue-based products to meet the objectives of the management.
- Responsible in delivering numbers as per organization requirements, and thereby creating goodwill for the organization.
- Produced timely revenue to the organization by increasing the number of client transactions.
Assistant Manager
HDFC BANK LTD
Mumbai
12.2019 - 10.2022
- Helped the clients in managing their investment portfolios.
- Handled all kinds of loan processing for the clients.
- Guided the customers about the newly introduced products of the banks and their usefulness to them.
- Managed to help the clients across all the banking queries they had.
- Managed all the foreign and domestic transactions of the HNW, corporate, and business banking clients.
- Monitored sales performance to identify potential areas for improvement.
- Utilized knowledge of company products and services to make recommendations and upsell items according to customer needs.
- Addressed and resolved client or customer inquiries to foster superior standards of service.
Assistant Manager
AXIS BANK LTD
Mumbai
09.2018 - 11.2019
- Managed the entire cross sales for the branch customers.
- Drove volume growth within the EXIM segment and maintained trade profitability.
- Leveraged customer requirements data to collaborate and add value to both parties through strategic trade.
- Maintained full compliance with trade laws and regulations by tracking changing conditions.
- Handled Letter of credit, bank guarantee issuance, and various types of trade-related bills.
- Handled custom-related issues of the client and helped them get clearance in a complaint way.
- Handled all the import-export transactions and other paperwork as per the customs and government rules and regulations.
Assistant Manager
HDFC BANK LTD
Mumbai
09.2014 - 06.2016
- Handle non-cash transactions for the Branch, including RTGS, NEFT, Intra Bank Fund Transfer, DD, and Pay Order Issuance.
- Execute FX deal for the processing of Inward/Outward Remittance.
- Facilitate trade transactions by vetting the trade documents received and ensuring they are in order before forwarding them to the trade desk.
Education
M.B.A - Banking and Finance
Ajeenkya D Y Patil University At Pune
Pune05-2018
B.M.S - Finance
L.S Raheja College At Mumbai
Mumbai05.2014
H.S.C -
Durgadevi Saraf Junior College At Mumbai
Mumbai03.2011
S.S.C -
ST.Xaviers High School At Mumbai
Mumbai03.2009
Skills
- Financial Management
- Product and service knowledge
- Performance Goals
- Analytics
- Relationship building and rapport
- Contract negotiation expertise
- Marketing
- Client acquisition
- Training and mentoring
- Prospect targeting
- Business Intelligence
- Reporting capabilities
- Transactional monitoring and maintaining operational efficiency
Languages
Hindi
First Language
English
Proficient (C2)
C2
Marathi
Proficient (C2)
C2
Gujarati
Upper Intermediate (B2)
B2
Timeline
Business Development Officer
Hindustan Global Solutions- Mizuho Bank Ltd
01.2024 - Current
Deputy Manager
Kotak Mahindra Bank LTD
09.2023 - 01.2024
Assistant Manager
HDFC BANK LTD
12.2019 - 10.2022
Assistant Manager
AXIS BANK LTD
09.2018 - 11.2019
Assistant Manager
HDFC BANK LTD
09.2014 - 06.2016
M.B.A - Banking and Finance
Ajeenkya D Y Patil University At Pune
B.M.S - Finance
L.S Raheja College At Mumbai
H.S.C -
Durgadevi Saraf Junior College At Mumbai
S.S.C -
ST.Xaviers High School At Mumbai
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