Shubham Gupta
Thane
Summary
Dynamic professional with a proven track record at Indusland Bank in driving customer acquisition and retention. Expert in client relationship management and sales strategy, leveraging strong communication skills to foster partnerships. Adept at market analysis, consistently identifying opportunities to enhance product offerings and achieve targets. Resourceful Senior Relationship Officer known for high productivity and efficient task completion. Specialize in customer relationship management, strategic planning, and conflict resolution. Excel in communication, empathy, and problem-solving to enhance client satisfaction and loyalty. Committed to leveraging these skills to foster strong, lasting relationships with clients and stakeholders.
Overview
2
2
years of professional experience
Work History
SENIOR RELATIONSHIP OFFICER
QUESS WINNING TOGETHER
Thane
11.2024 - 08.2025
- Client Relationship Management: Build and maintain strong relationships with mortgage loan clients to ensure satisfaction and retention.
- Sales & Business Development: Identify new business opportunities, generate leads, and drive mortgage loan sales.
- Loan Advisory: Guide clients through mortgage loan options, eligibility criteria, and application processes.
- Market Analysis: Stay updated on real estate trends, interest rates, and competitor offerings to provide informed recommendations.
- Cross-Selling & Upselling: Promote additional financial products and services to existing clients.
- Compliance & Risk Management: Ensure all transactions adhere to banking regulations and company policies.
OFFICER SALES
HDFC SALES
Thane
03.2024 - 09.2024
- Client Acquisition: Identify and approach potential customers for mortgage loan products.
- Loan Processing: Assist clients in completing loan applications and ensure all required documents are submitted.
- Financial Assessment: Evaluate applicants' financial status, creditworthiness, and eligibility for mortgage plans.
- Product Knowledge: Explain different mortgage loan options, interest rates, and repayment terms to customers.
- Relationship Management: Build and maintain strong relationships with real estate agents, builders, and financial institutions.
- Compliance & Regulations: Ensure all loan processes adhere to banking regulations and company policies.
- Managed customer inquiries, providing timely responses and solutions.
BUSINESS DEVELOPMENT MANAGER
INDUSLAND BANK
Mumbai
02.2023 - 09.2023
- Drive new customer acquisition for CASA products through field sales and lead generation.
- Identify and convert high-potential leads into current and savings account holders.
- Build and maintain strong relationships with clients to ensure customer retention and cross-selling of banking products.
- Achieve monthly and quarterly CASA targets as set by the bank.
- Conduct market mapping and competitor analysis to identify new business opportunities.
Education
MBA - Data Analytics
MANIPAL UNIVERSITY JAIPUR
RAJASTHAN07-2024
TYBCOM - Commerce
TILAK MAHARASHTRA VIDYAPEETH
PUNE05-2022
HSC - Commerce
THE DIVINE IMAGE JR COLLEGE
BHAYANDER EAST02-2017
Timeline
SENIOR RELATIONSHIP OFFICER
QUESS WINNING TOGETHER
11.2024 - 08.2025
OFFICER SALES
HDFC SALES
03.2024 - 09.2024
BUSINESS DEVELOPMENT MANAGER
INDUSLAND BANK
02.2023 - 09.2023
MBA - Data Analytics
MANIPAL UNIVERSITY JAIPUR
TYBCOM - Commerce
TILAK MAHARASHTRA VIDYAPEETH
HSC - Commerce
THE DIVINE IMAGE JR COLLEGE
Skills
- Strong communication
- Marketing
- Sales
- Teamwork
- Client relationship management
- Customer handling
- Data analytics
- Sales strategy
- Communication skills
- Relationship building
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