Sunil Gupta
Director
Mumbai
Summary
Dynamic professional with diverse expertise as Director of a Mutual Fund Advisory and Owner of a Travel Company. Passionate about sales, networking, and delivering exceptional client experiences. Adept at leveraging strategic relationships to drive business growth. Outside of work, enjoys leisurely pursuits such as playing table tennis.
Overview
23
23
years of professional experience
3
3
years of post-secondary education
2
2
Certifications
Work History
Director
Prudent Asset India Pvt. Ltd.
04.2006 - Current
- Co-founded and currently serve as Co-Director of a highly successful mutual fund advisory firm, managing assets worth INR 4,300 million.
- Cultivate and maintain relationships with diverse portfolios of clients, including High Net Worth Individuals (HNIs) and Ultra High Net Worth Individuals (UHNIs), ensuring their investment needs and objectives are met with personalized solutions.
- Drive business development initiatives through networking, referrals, and strategic partnerships, expanding firm's client base and enhancing its reputation within industry.
Sole Proprietor
Seven Wonders Holidays
01.2014 - Current
- Founded and manage Seven Wonders, a successful travel agency specializing in providing memorable travel experiences to clients.
- Successfully established and manage multiple franchises of renowned travel brands such as Thomas Cook and Neem Holidays, leveraging their brand recognition and resources to enhance services and offerings.
- Lead and oversee a team of 20 employees, including travel consultants, sales representatives, and administrative staff, fostering a positive work environment and ensuring team cohesion.
Associate Vice President
Philip Capital Inc
04.2004 - 06.2006
- Associate Vice President at Philip Capital, overseeing 12 executives.
- Demonstrated expertise in financial analysis and market trends to guide clients in making strategic investment decisions.
- Successfully attracted and managed assets totaling INR 1,000 million for investment in mutual funds.
Manager
Karvy Stock Broking
01.2003 - 03.2004
- Successfully sourced and managed assets worth INR 1,000 million for investment in mutual funds, demonstrating effective sales and client management skills.
Management Trainee
Motilal Oswal Securities Ltd.
03.2001 - 01.2003
- Brought in assets worth INR 2,000 million for management and investment, showcasing exceptional client acquisition as a fresher
Education
Bachelor of Science -
University of Jammu
Jammu, India 06.1996 - 05.1999
Skills
Leadership
undefinedCertification
Diploma in Business Management, Finance and Financial Management Services - Rizvi Institute of Management Studies & Research
Timeline
Sole Proprietor
Seven Wonders Holidays
01.2014 - Current
Director
Prudent Asset India Pvt. Ltd.
04.2006 - Current
NISM-Series-V-A: Mutual Fund Distributors Certification Examination
01-2006
Associate Vice President
Philip Capital Inc
04.2004 - 06.2006
Manager
Karvy Stock Broking
01.2003 - 03.2004
Management Trainee
Motilal Oswal Securities Ltd.
03.2001 - 01.2003
Diploma in Business Management, Finance and Financial Management Services - Rizvi Institute of Management Studies & Research
06-2000
Bachelor of Science -
University of Jammu
06.1996 - 05.1999
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