Naman Gupta
@namangupta2
Results-driven Senior Relationship Manager with expertise in client acquisition.
What I'm looking for
I am a dedicated Senior Relationship Manager with a proven track record in client acquisition and retention. Currently, I work at ICICI Securities in Bengaluru, where I have been recognized as the top performer for nine consecutive months in the NRI project. My efforts have led to the onboarding of over 720 demat accounts within a year, generating significant revenue streams. I thrive on delivering in-depth demos to enhance client engagement and have successfully guided a team of over 73 Relationship Managers across 13 branches.
Previously, I served as a L1 Support Engineer at Anunta Tech, where I provided 24/7 support for Cisco Systems, ensuring seamless communication for clients. My experience also includes working as a Relationship Manager in Foreign Exchange at ICICI Bank, where I drove business growth by acquiring new trade finance and forex clients. My academic background includes a PGDM in Finance and a Bachelor's in Mechanical Engineering, equipping me with a strong analytical foundation to support my professional endeavors.
Experience
Work history, roles, and key accomplishments
Senior Relationship Manager
ICICI Securities
Jul 2023 - Present (1 year 11 months)
As a Senior Relationship Manager, I excelled in onboarding over 720 demat accounts, surpassing targets and generating significant revenue. I provided in-depth client demos and guided a team of 73 RMs, focusing on customer acquisition and retention through effective training and performance tracking.
L1 Support Engineer
Anunta Tech
Aug 2022 - Apr 2023 (8 months)
In my role as an L1 Support Engineer, I provided 24/7 support for Cisco Systems, managing over 600 IP Phone issues and handling daily tickets. I prepared detailed reports and optimized customer service operations through effective profile and IVR management.
Relationship Manager - Foreign Exchange
ICICI Bank
May 2022 - Jul 2022 (2 months)
As a Relationship Manager in Foreign Exchange, I successfully acquired new clients and activated existing ones, managing over 100 trade transactions monthly. I built strong client relationships and ensured compliance with trade finance guidelines.
Intern - Financial Analyst
Beta Insights Business Advisory
Jun 2021 - Aug 2021 (2 months)
During my internship as a Financial Analyst, I analyzed market data and developed financial models, including a DCF valuation for a medical equipment company. I created detailed reports to provide actionable insights for clients.
Education
Degrees, certifications, and relevant coursework
Institute for Future Education, Entrepreneurship and Leadership
Post Graduate Diploma in Management, Finance
2020 - 2022
Grade: 7.03 CGPA
Completed a Post Graduate Diploma in Management with a focus on Finance, achieving a CGPA of 7.03. The program covered various aspects of financial management, investment strategies, and market analysis, preparing me for a career in finance.
Pandit Dev Prabhakar Shastri College of Technology
Bachelor of Engineering, Mechanical Engineering
2016 - 2020
Grade: 7.11 CGPA
Earned a Bachelor of Engineering in Mechanical Engineering with a CGPA of 7.11. The curriculum included subjects such as thermodynamics, fluid mechanics, and materials science, providing a solid foundation in engineering principles.
Takshashila Higher Senior Secondary School
Higher Secondary Certificate, Science
2014 - 2016
Grade: 61.8%
Completed Class XII under the MP Board with a percentage of 61.8%. The curriculum included a mix of science and mathematics, preparing me for further studies in engineering.
Maharishi Vidya Mandir
Secondary School Certificate, General Education
2012 - 2014
Grade: 4.4 CGPA
Completed Class X under the CBSE with a CGPA of 4.4. The education focused on foundational subjects, enhancing my analytical and problem-solving skills.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Job categories
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