Chetan Gupta
Deputy Manager HDFC Bank Limited
Greater Jaipur Area
5+ years of work experience
Nov 20241 yr 9 mosPresent
Jaipur, Rajasthan, India
Streamlining the complete journey from need identification and need generation to final product to be
provided to the top segment customers by working with all the channel partners and internal teams
for faster processing, managing the approvals and operations simultaneously and communicating
clients for additional requirements
Analyzing and supporting clients for financial solutions in areas of business or personal lending,
wealth creation, and assets and liability growth for the bank by evaluation of current financials and
help them in reaching their financial goals.
Execute detail credit assessment of customer by their banking behavior, current obligations,
repayment capacity, and financials to determine their eligibility and provide a consultative approach in
order to enhance the banking and ensuring excellent relationship building and customer retention.
Ensuring the customer requirements are fulfilled within the Turnaround time without compromising on
risk standards
Guiding the customers for their entire banking and resolve any concern on their behalf and ensure
timely resolution
Apr 20247 mosOct 2024
Gurugram, Haryana, India
LA Premier Dept. - Analysis & Managing portfolio of clients, providing them best solutions and services to grow client’s wealth with multiple solutions.
Performing need analysis of HNI & Ultra HNI clients by doing 360 degree financial planning.
Cross Sell financial products to new as well as existing clients.
Managing long term relationships with the clients so as to increase the revenue base for the company.
Feb 20231 yr 3 mosApr 2024
Gurugram, Haryana, India
Salary 2 Wealth Dept. – Sell Banking Products both assets and liabilities products to portfolio customers
Assisting clients for the accounts issues or queries and resolve them
Assisting clients to build financial portfolios by cross selling them various Mutual Funds and Insurance Products
Ensuring funds are maintained in accounts and ensure Kotak Bank to be the preferred banking for client
Nov 20211 yr 4 mosFeb 2023
Gurugram, Haryana, India
(Banca Channel-HDFC Bank)- Achieving and exceeding productivity by building relationship with bank staff.
Ensure higher wallet share is achieved as compared to HDFC Life & Aditya Birla Sun Life Insurance
Ensure proper engagement activity with the Branch Manager
Ensure productivity form all the Branches mapped to me.
Aug 202011 mosJun 2021
Gurugram, Haryana, India
Managed Insurance Managers under me and assisted them in sales calls
Understand, Monitor and Develop them & ensure productivity is maintained
Conduct meetings and Product Sessions for my team
Education
MBA - Master of Business Administration
IILM University, Gurugram
20182 yrs2020
Master of Business Administration - MBA, Finance, Operations
International School of Management, Germany
20192019
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