Vikas Gupta
Lucknow
Summary
Dedicated Relationship Manager experienced in developing personalized solutions to meet diverse customer needs. Achieved improvements in client satisfaction and loyalty through effective communication and teamwork. Committed to continuous growth in research aptitude and investment strategy implementation to drive economic progress.
Overview
3
3
years of professional experience
5
5
years of post-secondary education
Work History
Relationship Manager
Pnb Housing finance Ltd
Lucknow
06.2025 - Current
- Managed client relationships to ensure satisfaction and retention.
- Provided expert advice on housing finance products and services.
- Assisted clients with mortgage applications and financing solutions.
- Developed tailored financial plans based on client goals.
- Coordinated with internal teams for seamless service delivery.
- Conducted market research to identify client needs and trends.
Sales Manager
ICICI Home Finance Ltd
Lucknow
09.2024 - 06.2025
- Developed sales strategies for home financing products.
- Managed client relationships to ensure satisfaction and retention.
- Trained and mentored junior sales representatives on best practices.
- Analyzed market trends to identify new business opportunities.
Relationship Manager
HDFC Sales Pvt Ltd
Lucknow
08.2023 - 09.2024
- Managed client relationships to ensure satisfaction and retention.
- Provided expert advice on housing finance products and services.
- Assisted clients with mortgage applications and financing solutions.
- Resolved client inquiries and issues promptly and effectively.
- Facilitated regular follow-ups to strengthen client engagement.
- Resolved escalated customer issues efficiently and effectively within established timelines.
Education
Bachelor of science - Science
SVNPG
SULTANPUR, Faizabad 07.2017 - 01.2020
SeniorSecondary -
SVNICK
SULTANPUR, UP 07.2015 - 01.2017
HigherSecondary -
SV1CK
SULTANPUR, UP 06.2014 - 01.2015
Skills
- Client management
- Client needs assessment
- Financial analysis
- Financial reporting
- Financial planning
- Loan product knowledge
- Sales pipeline management
- Training mentorship
- Problem resolution
- Microsoft Office
- Internet adaptability
Languages
- Hindi
- English
Addresses
Plot no 341, Gomtinagar, Lucknow, Uttar Pradesh, 226010, Vill & Post Latifpur, Shahganj, Jaunour
Personal Information
- Father's Name: Shiv Chand Gupta
- Mother's Name: Sunita Devi
- Date of Birth: 07/07/99
- Gender: Male
- Nationality: Indian
- Marital Status: Unmarried
- Religion: Hindu
Languages
Hindi
First Language
English
Intermediate
B1
Timeline
Relationship Manager
Pnb Housing finance Ltd
06.2025 - Current
Sales Manager
ICICI Home Finance Ltd
09.2024 - 06.2025
Relationship Manager
HDFC Sales Pvt Ltd
08.2023 - 09.2024
Bachelor of science - Science
SVNPG
07.2017 - 01.2020
SeniorSecondary -
SVNICK
07.2015 - 01.2017
HigherSecondary -
SV1CK
06.2014 - 01.2015