Vipin B Gupta
Mumbai
Summary
A dedicated professional, targeting mid-level assignments in Banking Operations/Sales/Customer Relations across Banking Industry with an organisation of high repute, preferably in Mumbai.
Detailed Client Service Associate known for having great organizational skills. Gifted at working with all types of customers. Looking for a new role where hard work and dedication will be highly valued.
Overview
9
9
years of professional experience
1
1
Certification
Work History
NRRM
Indusind Bank
Mumbai
09.2024 - Current
- Managing the Portfolio of branch, monitoring sales targets, promoting and marketing branch and its products, reporting to Rigonal Manager, building strong customer relationship, targeting on business growth by enhancing revenue, managing budget and allocating funds, meeting goals and last not the least developing financial plans
- Achieving assets and liabilities target, running branch to cover cost of the branch and other branch employees
PSM (Product Sales Manager for NR)
Equitas Small Finance Bank
Mumbai
09.2023 - 09.2024
- Managing the Four branch, training new staff, monitoring sales targets, promoting and marketing branch and its products, reporting to Zonal Manager, building strong customer relationship, targeting on business growth by enhancing revenue, managing budget and allocating funds, meeting goals and last not the least developing financial plans
- Achieving assets and liabilities target, running branch to cover cost of the branch and other branch employees
- On March 2024 was achieved Pan India No-2 position, 1st position in the zone and top position in the region and always been top in the region in score card
NR RM
AU Small Finance Bank
Mumbai
12.2022 - 09.2023
- Managing the Eight branch, training new staff, monitoring sales targets, promoting and marketing branch and its products, reporting to Regional Manager, building strong customer relationship, targeting on business growth by enhancing revenue, managing budget and allocating funds, meeting goals and last not the least developing financial plans
- Achieving assets and liabilities target, running branch to cover cost of the branch and other branch employees
Deputy Manager
RBL Bank
Mumbai
03.2021 - 12.2022
- Maintaining relationship with more than 50 HNI customers
- Giving them best banking and financial services and help them to achieve their financial goals and requirements
- Handling walking clients of the bank and solving their queries and selling them all products of the bank
- Handling Assets.forex and cms customers
Deputy Manager
Kotak Mahindra Bank
Mumbai
01.2019 - 12.2020
- On boarding corporate and open salary account and tracking all open accounts salary credit
- Maintain corporate employee follow-up for cross celling of all loans, FD/RD and Insurance products
- Organized Event for corporate channels and generate leads of assets and liabilities products
CCRP
Yes Bank
Mumbai
07.2017 - 01.2019
- On boarding corporate and open salary account and tracking all open accounts salary credit
- Maintain corporate employee follow-up for cross celling of all loans, FD/RD and Insurance products
- Organized Event for corporate channels and generate leads of assets and liabilities products
Assistant Manager
Kotak Securities
Mumbai
09.2015 - 07.2017
- To source business from mapped Corporate and also generate open market leads
- Follow-up with salary Account department and customer till the Activation process
- Responsible to meet Month on targets and ensuring the Productivity of mapped Corporate
- Providing assistance relating to documentation & formalities for D-Mat Account
Education
PGDM - Finance
Mumbai University
Mumbai07-2016
BMS -
R.J College of Commerce & Science
Mumbai06-2014
12th -
R.J College of Commerce & Science
Mumbai05-2011
10th -
Maheshwari High School
Mumbai06-2009
Skills
- Banking Operations
- Sales & Marketing
- Business Development
- Revenue Growth
- Client Relations Management
- New Client Acquisition
- Operational Control & Compliances
- Cross-functional Coordination
- Team Building & Training
- MS Office (Word, Excel, PowerPoint)
- Tally ERP 90
- Collaborator/Communicator
- Client-focused
- Problem Solver
- Innovator
- Tactical Planner
- Critical Thinker
Languages
- English
- Hindi
- Marathi
Personal Information
- Date of Birth: 03/08/92
- Marital Status: Married
Languages
English
First Language
Certification
IRDA & NISM Certified
Timeline
NRRM
Indusind Bank
09.2024 - Current
PSM (Product Sales Manager for NR)
Equitas Small Finance Bank
09.2023 - 09.2024
NR RM
AU Small Finance Bank
12.2022 - 09.2023
Deputy Manager
RBL Bank
03.2021 - 12.2022
Deputy Manager
Kotak Mahindra Bank
01.2019 - 12.2020
CCRP
Yes Bank
07.2017 - 01.2019
Assistant Manager
Kotak Securities
09.2015 - 07.2017
PGDM - Finance
Mumbai University
BMS -
R.J College of Commerce & Science
12th -
R.J College of Commerce & Science
10th -
Maheshwari High School