Curriculum Vitae

Career Objective

To work in an organization that provides a conductive environment and

RAJESH GUPTA
continuous scope for professional and personal growth, where my knowledge,
skills & experience can be honed for mutual betterment to be able to lead and
work in a team.
ADDRESS:
2/1 Durga apt, near Ramakrishna
Colony khadegolvali Vithalwadi Work Experience
Kalyan (E)
Company : Axis bank Ltd. (BKC Branch)
CONTACT DETAILS: Designation : Senior Manager (Priority Relationship Manager)
+91 9619096369 Duration : 24-Oct-2019-Till date
+91 8655225525 Present CTC : Rs. 8.5 Lacks p.a. (Plus incentives
and expenses reimbursement)
B. Job Description:
E-Mail:
The job responsibility includes
rajeshgpt31@gmail.com
• Retail bankers act in a customer service role, advising on and assisting
with services such as setting up Saving & Current accounts & sell
Various Financial products of Like Life Insurance, mutual funds,
Demat,Assets,TFX, & health insurance, bonds etc.
• Assets products like Working Capital, loan Against property,Home
Loan, Car Loan etc.
• Acted as a financial planner of the prospective client.
• Liaison with the customers for fullest customer satisfaction and
further business growth.

Company : Kotak Mahindra Bank Ltd. (Dadar East )

Designation : Manager (Branch Relationship Manager)
Duration : Sep/2014-Till date
Present CTC : Rs. 6.00 Lacks p.a. (Plus incentives
and expenses reimbursement)
B. Job Description:
The job responsibility includes

• Retail bankers act in a customer service role, advising on and assisting

with services such as setting up Saving & Current accounts & sell
Various Financial products of Like Life Insurance, mutual funds,
Demat,Assets,TFX, & health insurance, bonds etc.
• Assets products like Working Capital, loan Against property,Home
Loan, Car Loan etc.
• Acted as a financial planner of the prospective client.
Personal Data: • Liaison with the customers for fullest customer satisfaction and
Father’s Name : Ramhit Gupta
Date of Birth : 15th Oct 1988
Nationality : Indian
Marital Status : Marriage
Language : English , Hindi,
Marathi
further business growth.
Achievement:
➢ Got the Confirmation & promoted within 12 month as
Business Development Relationship Officer to Relationship Officer.
➢ Got Second promotion and promoted as branch Relationship Manager.
➢ Got the best debutant award in terms of MPL Red Carpet Award
Achieved Thrice Zonal level. (CASA, MF, INSURANCE, ASSET, GTA)
➢ Got the best debutant award in terms of Retail Assets TOP GUNS Award
Achieved.
➢ Got selected in the Dare Level 4 Qualified Contest (Life insurance
Contest)
➢ Got selected Certificate of appreciation in recognition of excellent
performance over (All product Zonal level)
➢ Got selected Certificate of excellence for exceptional performance
during March towards life insurance business sourcing.
➢ Winner - Monthly Rising Star Certification 15 Time.
➢ Winner - Trinity Winter Hungama Contest.
Company : ICICI Securities Ltd.(Mumbai)
Designation : Assistant Manager
Duration : Aug/2011-Sep/2014
Present CTC : Rs. 3.25 Lacks p.a. (Plus incentives
and expenses reimbursement)
A. Company Profile:
ICICI Securities Limited is a company of ICICI group headquartered in Navi
Mumbai, which is aimed at providing the investment solutions to the large
base of customers.
B. Job Description:
The job responsibility includes
• To Recommend & sell Various Financial products of ICICI Securities Ltd.
Like equities, mutual funds , life & health insurance, bonds etc
• Acted as a financial planner of the prospective client.
• Completion of all paper formalities regarding the proposals forwarded
to the company and
• Liaison with the customers for fullest customer satisfaction and
further business growth.
 • Handled team as BPM for various products.

Achievement:

➢ Got The Confirmation & promoted within 6 month as

Senior Relationship Manager
➢ Got Second promotion and promoted as Key Relationship Manager
➢ Got the best debutant award in terms of WEALTH Business
➢ Got selected in the Equity Emperor Contest
➢ 2 consecutive winners of held annually (Product – life insurance)
➢ Winner - Employee of the quarter (product- ERS ACE club pan India no.1)
➢ Winner - Employee of the quarter (Product-EAG platinum club)
➢ Winner - Employee of the quarter (Product – pre-paid brokerage)

Qualifications:

ACADEMIC

CLASS YEAR BOARD/UNIVERSIT

Y
M.com 2012 Pune
T.Y.B.com 2010 Mumbai
HSC 2007 Mumbai
Maharashtra State
SSC 2005
Board
Other Qualifications:
Certified From IRDA (Insurance Regulatory And Development Authority)
Certified from NISM-series -V-A:Mutual Fund Distributors Exam.
Computer Proficiency:

Working Experience in MS - Excel, Power Point, Word & Access.

Competencies :

➢ Energetic & self-motivated team player with good people

management skills.
➢ Achievement oriented with an ability to manage change with ease.
➢ Thrive in work situations requiring an ability to manage multiple
responsibilities.
➢ Flourish in both independent & collaborative work environment.
➢ Ability to manage stress, time and people effectively.
➢ Quick Learning, Adaptability, Loyalty are my greatest assets.

Rajesh Gupta