SUNNY GUPTA
Gurgaon
Summary
Experienced and resourceful professional with over 10 years of expertise in the financial sector and a strong background in customer service. Proven ability to effectively manage a diverse portfolio of high-income clients. Seeking a challenging position at a reputable financial institution that provides opportunities for career growth and exposure to new and exciting opportunities.
Overview
11
11
years of professional experience
Work History
Branch Relationship Head
YES Bank Ltd.
09.2024 - Current
- Leading a team of relationship managers, providing guidance and training to ensure effective client management
- Assessing and managing risks associated with client relationships, ensuring compliance with regulations & implementing measures to mitigate potential risks
- Studying about market trends, competitor activities and industry developments to identify opportunities and threat
Platinum Relationship Manager
Kotak Mahindra Bank Ltd.
03.2024 - 09.2024
- Managing a portfolio of high-net-worth clients & identify opportunities to enhance their relationship with the organization
- Advice clients for their financial needs and objectives by analyzing their financial requirements and as per latest market trends
- Providing excellent customer service by promptly addressing customer queries, resolving issues and ensuring seamless experience
Branch Operation Manager
HDFC Bank Ltd
08.2019 - 02.2024
- Managing Day to day branch operation including KYC certification and complaint management
- Proficiency in monitoring various operation works and maintaining customer relationships through quality service
- Handling team of6-7 people and ensure that they complete their targets
- Enhancing service excellence to enhance customer retention and better cross sell
Branch Service Partner
Yes Bank Limited
02.2017 - 07.2019
- Ensure regulatory and procedural compliance to be followed at Zero tolerance level
- Ensuring service excellence to enhance portfolio, control retention and better cross sell
Service Delivery Manager
Indusind Bank Limited.
12.2014 - 01.2017
- Retail Banking & Operations /Compliance Management
- Responsible for all general banking transaction (Cash, NEFT, RTGS) Complies with bank operations & prepare Audit reports
Derivative Analyst
Mansukh Investment and Trading Ltd
02.2014 - 11.2014
- Analysis of Equity Stock market and working in NSE-BSE Equity trading
- Doing System Arbitrage in2 different markets
Education
Post Graduate –MBA - Finance & Marketing
APIM Delhi
03.2014
B-Tech - Computer Science & Engineering
CITM Faridabad
04.2011
Senior Secondary Education - undefined
Holy Child Public School
03.2007
Higher Secondary Education - undefined
Holy Child Public School
03.2005
Skills
- Well versed with Microsoft Office application and Internet
- Well versed with the analytical tool SPSS and Excel
Timeline
Branch Relationship Head
YES Bank Ltd.
09.2024 - Current
Platinum Relationship Manager
Kotak Mahindra Bank Ltd.
03.2024 - 09.2024
Branch Operation Manager
HDFC Bank Ltd
08.2019 - 02.2024
Branch Service Partner
Yes Bank Limited
02.2017 - 07.2019
Service Delivery Manager
Indusind Bank Limited.
12.2014 - 01.2017
Derivative Analyst
Mansukh Investment and Trading Ltd
02.2014 - 11.2014
B-Tech - Computer Science & Engineering
CITM Faridabad
Senior Secondary Education - undefined
Holy Child Public School
Higher Secondary Education - undefined
Holy Child Public School
Post Graduate –MBA - Finance & Marketing
APIM Delhi