Sourabh Gupta
Jammu
Summary
Talented and hardworking Relationship Manager who is experienced in executing high quality portfolio work. Focused on customer satisfaction and team productivity. Driven individual with sales and customer service experience. Retains relationships through genuine and consistent engagement. Adept at planning and project management to reach targets
Overview
7
7
years of professional experience
1
1
Certification
Work History
Relationship Manager YES PREMIA
YES Bank Ltd
Jammu
03.2025 - Current
- Handling a Portfolio of HNI clients for 35 cr. With exceptional services and all retail cross sell.
- Developed and maintained strong relationships with clients to ensure satisfaction and loyalty.
- Evaluated customer feedback to identify areas of improvement in products or services offered.
Elite Relationship Manager
Kotak Mahindra Bank Ltd.
Jammu
08.2023 - 03.2025
- Handled Portfolio Of 25 Cr. By bringing and meeting revenue targets for the organization MOM basis.
- Implemented company strategy into CRM work, ensuring alignment with company goals.
- Proactively sourced and developed new business from internal and external referral networks.
- Reviewed and assessed client credit and investment history.
- Elite Portfolio Management and Engagement.
- Achieved monthly sales targets through effective client engagement and tailored financial solutions.
Personal Banker
HDFC Bank Ltd.
Jammu
06.2021 - 08.2023
- Responsible for managing the Branch Profitability by ensuring high quality service by handling Portfolio of 12 Cr.
- CRM mainly focusing on B2B segment (wholesaler and retailer).
- Ensure ownership of all CASA/Asset products for the set of merchants are converted the relevant lead mechanism achievement of overall Branch Targets.
- Key Customer Relationship Management & supervision of all High Net Worth and Ultra High Net worth customer programs.
- Ensure all components of the branch sales model business-to-business and business-to-consumer function as per design & keep track of branch-banking objectives.
- Ensure compliance with Banking rules, Regulations & Procedures.
- Completed outbound care calls to customers to grow and maintain current relationships.
- Proactively engaged customers in conversations and asked questions to learn about their financial needs.
Retail Assistant Manager
Axis Bank Ltd.
Jammu
05.2020 - 06.2021
- Provided financial solutions to the customers and ensured value added services.
- Responsible for increasing liabilities size of relationship via balances in accounts of existing customers and enhancing customer profitability.
- Responsible for deepening the existing relationships by cross selling products and Services/ third party investment products.
- Processed account opening forms, transfer of other branch account, debit card issue, upgradation, stop payment, debit card hot listing.
- Increased customer engagement through other non-investment products like Forex, Remittances, Loans, etc to the new and existing customers.
CPA Manager
ICICI Bank Ltd.
Jammu
11.2018 - 03.2020
- Unsecured loans management for login and disbursement timely.
- Underwriting of cases and recommendation.
- Built and maintained courteous and effective working relationships.
- Identified issues, analyzed information and provided solutions to problems.
- Collaborated with team members to achieve target results.
- Managed complaints with calm, clear communication and problem-solving.
- Resolved customer queries and problems using effective communication and providing step-by-step solutions.
Education
Bachelor of Commerce - Accounting and Business
Jammu University
JammuCertificate of Higher Education - Med. and Non-Med
JK Montessorie Senior Secondary School
Jammu, JKMatriculation - General Studies
J&K Board Of School Education
Jammu, JKSkills
- Worked as an article for Three Years Under VK SURI & CO (Chartered Accountants)
- Certified One year Computer Software course under SARV SAKSHARTA ABHIYAN (GOVT REGD)
- Sales strategy familiarity
- Customer relations
- Good knowledge of audits regarding Financial Institutions and Non-Financial Institutions
Certification
- AMFI certified
- IRDA certified
Accomplishments
- MDRT Qualifier for 2020
- Road To Glory CASA liability Drive (JFM) (2021)
- Certification of Appreciation for Power of 3 drive (JFM) (2022)
- RBH certificate of appreciation Q3 & Q4 (CASA LIABILITY)-2023
- ZBH Inner Circle (Liabilities) Qualified Q2 -2025
Additional Information
Participated in Akhil Bhartiya Vikas Parishad Quiz Competition (State Level)., Attended Scout and Guides Camps., Activity head of school house., Vice-Captain of school cricket team (District Level).
Languages
- English, First Language
- Hindi, Proficient
- Dogri, Advanced
- Punjabi, Upper Intermediate
Languages
English
First Language
Hindi
Proficient
C2
Punjabi
Advanced
C1
Timeline
Relationship Manager YES PREMIA
YES Bank Ltd
03.2025 - Current
Elite Relationship Manager
Kotak Mahindra Bank Ltd.
08.2023 - 03.2025
Personal Banker
HDFC Bank Ltd.
06.2021 - 08.2023
Retail Assistant Manager
Axis Bank Ltd.
05.2020 - 06.2021
CPA Manager
ICICI Bank Ltd.
11.2018 - 03.2020
Bachelor of Commerce - Accounting and Business
Jammu University
Certificate of Higher Education - Med. and Non-Med
JK Montessorie Senior Secondary School
Matriculation - General Studies
J&K Board Of School Education