VIPUL GUPTA
10/2/4 Flat No 303 Govind Kripa Apartment Om Vihar Phase 1A Uttam Nagar New Delhi
Summary
To work with the pioneer organization, which offers opportunities for professional growth and management expertise. Where I can grow as an employee and to help the organization to achieve the goals.
Innovative Relationship Manager focused on developing strategic business opportunities by delivering exemplary service to each client's individual needs. Respected professional with exceptional knowledge regarding risk management.
Overview
15
15
years of professional experience
Work History
SR Banking Partner
IndusInd Bank
04.2025 - Current
Handling the customer's portfolio.I have the responsibility to cater them in terms of all the banking services related to their company and individually.
To generate the revenue from them through wealth,investment products and trade forex.
Relationship Manager Yes First Business
Yes Bank
09.2022 - 04.2025
- Handling a portfolio of mainly trade & forex customers
- Handling them with their forex related need and queries
- Providing them the trade back lending and settle their remittances
- Retaining them acquiring new business and cross sell
Branch Sales Manager
Bandhan Bank
08.2021 - 09.2022
- Handled a team of branch sales executives
- Encouraged them to open accounts and other third party products i.e life insurance, health insurance etc by on their own or by doing the joint meeting with them
Senior Relationship Manager
IndusInd Bank
08.2019 - 08.2021
- Handled the customer's portfolio in terms of their any banking or financial requirements i.e liability, asset and investment products
Wealth Manager
Bajaj Capital
02.2019 - 07.2019
- Handled the wealth products like: PMS, AIF, Real Estate etc
- Handled the retail investment products like: Life Insurance, General Insurance, Mf, Fixed income products
Key Relationship Manager
Reliance Securities Ltd
03.2018 - 01.2019
- Handled the wealth and retail products like: PMS, AIF,Unlisted Shares, Mutual Funds, Insurance, Loans etc
Personal Banker
HDFC BANK
10.2016 - 02.2018
- Handled the customer's portfolio to sell the banking products to clients and serve them
Senior Officer (C-Serve Branch Banking)
ICICI BANK
12.2010 - 10.2016
- Took care of the Current Account, Trade Account and Savings Account
- Responsibility of acquiring the business and serving the existing clients of the bank
Education
MBA - marketing and finance
Babu Banarasi Das Institute Of Technology
Ghaziabad06-2009
B.Sc -
B.R.A.University
Agra06-2006
10+2 -
U.P. Board
06-2002
10th -
U.P. Board
06-2000
Skills
Good Communication
Timeline
SR Banking Partner
IndusInd Bank
04.2025 - Current
Relationship Manager Yes First Business
Yes Bank
09.2022 - 04.2025
Branch Sales Manager
Bandhan Bank
08.2021 - 09.2022
Senior Relationship Manager
IndusInd Bank
08.2019 - 08.2021
Wealth Manager
Bajaj Capital
02.2019 - 07.2019
Key Relationship Manager
Reliance Securities Ltd
03.2018 - 01.2019
Personal Banker
HDFC BANK
10.2016 - 02.2018
Senior Officer (C-Serve Branch Banking)
ICICI BANK
12.2010 - 10.2016
MBA - marketing and finance
Babu Banarasi Das Institute Of Technology
B.Sc -
B.R.A.University
10+2 -
U.P. Board
10th -
U.P. Board
Personal Information
- Father's Name: Mr. Subhash Chandra Gupta
- Date of Birth: Sep.08 1985
- Gender: Male
- Nationality: Indian
- Marital Status: Married
Awards
- The Best RM award in the Region in Yes Bank in consecutive 3 quarters.
- Highest revenue BSM award in whole year in Bandhan Bank.
- Continum qualifier in IndusInd bank within the span of 6 months of joining.
- CASA IDOL contest, ICICI BANK, 2015-09-01, Recognition certificate by the Zonal Head for outstanding performance
- CASA IDOL contest, ICICI BANK, 2015-10-01, Recognition certificate by the Zonal Head for outstanding performance
Etc