Summary
Overview
Work History
Education
Skills
Languages
Addresses
Personal Information
Languages
Timeline
Generic
Vikas Gupta

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
Vikas Gupta