Vineet Gupta
Financial Services Sales
Gurugram
Summary
- A Customer centric professional with more than 21 years of experience.
- Outstanding success in creating, building and managing relationships with key clients and business partners for establishing large volume, high profit accounts with excellent levels of retention.
- An effective communicator with exemplary relationship building and interpersonal skills. Demonstrated self-starter with Proven ability to influence and negotiate with external and Internal stakeholders.
Overview
23
23
years of professional experience
2
2
years of post-secondary education
Work History
Promoter
Kashini Financial Services
NEW DELHI
06.2023 - Current
- Company Overview: The firm provides customized solutions to customers as per requirement through strategic partnerships with financial institutions.
- The firm provides customized solutions to customers as per requirement through strategic partnerships with financial institutions.
Regional Sales Manager (North & East)
HEWLETT PACKARD FINANCIAL SERVICES
01.2016 - 06.2023
- Responsible for new Customer acquisition.
- Design and implement a strategic business plan that expands company's customer base & ensure strong visibility.
- Partner, OEM and Vendor relationship management.
Business Owner
Emerging Trends Wealth Advisors
07.2013 - 01.2016
- Provided real estate advisory services.
- Target segment was HNI & Ultra HNI customers.
Client Manager
MACQUARIE FINANCE (INDIA) PRIVATE LIMITED
04.2011 - 06.2013
- Responsible for generating volumes for Macquarie's Asset Financing business through existing corporate customers (Operating Lease/Finance Lease/Loans).
- Overall Customer Relationship Management.
Sales Specialist
IBM Global Finance
05.2007 - 04.2011
- Responsible for IT Funding Volumes through Corporate Sales for Drawdown ranging between INR 50 Lakhs and 2 Crores.
- Driving volumes through Direct Customer Acquisition/Channel Sales/Named Accounts.
Summer Intern
Franklin Templeton
04.2006 - 06.2006
- Increase Channel Sales (Banks) for Equity & Debt Mutual Funds.
- Part of the team that Launched Templeton India Equity Income fund in Pune City.
Sales Manager
Vinayak Leasing And Finance
04.2002 - 07.2005
- Company Overview: The company is a Direct Selling Agency of ICICI Bank.
- The prime responsibility was to Sell & Market New & Used Car Loans.
- The company is a Direct Selling Agency of ICICI Bank.
Education
MBA - International Finance, International Business
Symbiosis Institute of International Business
06.2005 - 05.2007
Skills
- End-to-End Sales
- Relationship Building
Written Communication
Websites
Timeline
Promoter
Kashini Financial Services
06.2023 - Current
Regional Sales Manager (North & East)
HEWLETT PACKARD FINANCIAL SERVICES
01.2016 - 06.2023
Business Owner
Emerging Trends Wealth Advisors
07.2013 - 01.2016
Client Manager
MACQUARIE FINANCE (INDIA) PRIVATE LIMITED
04.2011 - 06.2013
Sales Specialist
IBM Global Finance
05.2007 - 04.2011
Summer Intern
Franklin Templeton
04.2006 - 06.2006
MBA - International Finance, International Business
Symbiosis Institute of International Business
06.2005 - 05.2007
Sales Manager
Vinayak Leasing And Finance
04.2002 - 07.2005
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