Saurabh Gupta
Sharjah
Summary
Experienced with building and sustaining strong client relationships. Utilizes effective communication and problem-solving skills to address client needs and ensure satisfaction. Track record of managing diverse portfolios and achieving client loyalty through strategic relationship management
Overview
22
22
years of professional experience
1
1
Certification
Work History
Relationship Manager
ADCB Bank
07.2023 - Current
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Strengthened client relationships by actively listening to their needs and providing tailored financial solutions.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
Relationship Manager
Banque Misr
09.2020 - 06.2023
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Strengthened client relationships by actively listening to their needs and providing tailored financial solutions.
- Provided exceptional customer service, resolving issues promptly and maintaining client trust throughout the resolution process.
- Coordinated efforts between various departments such as sales, credit assessment, operations teams for smooth delivery of services to clients.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
Assistant Relationship Manager
Noor Bank PJSC
04.2015 - 03.2020
- Maximizing every sales opportunity by promoting the highest standards of customer care and recognizing potential development and training opportunities
- Liaised with internal teams such as operations, treasury, and legal departments to ensure seamless execution of transactions on behalf of clients.
- Facilitated smooth transitions during account onboarding by guiding clients through required documentation procedures and promptly addressing any issues that arose.
- Maintained a high level of knowledge surrounding industry trends, competitor products, and regulatory changes to provide well-informed advice and support clients effectively.
- Completed thorough client assessments to ensure optimal product offerings tailored for their unique financial needs.
- Contributed to sales targets by actively participating in cross-selling initiatives across various product lines.
- Provided timely solutions to client inquiries, effectively resolving concerns and promoting long-term loyalty
Senior Relationship Officer
Commercial Bank of Dubai
11.2014 - 03.2015
- Conducted regular reviews of clients'' portfolios, making adjustments as needed to optimize performance.
- Served as a trusted advisor to clients throughout all stages of their financial journeys, helping them achieve their long-term goals.
- Analyzed complex financial situations to recommend tailored solutions for clients'' unique circumstances.
- Implemented effective sales strategies, resulting in consistently exceeding sales targets and revenue goals.
Relationship Officer
Emirates NBD
03.2013 - 09.2014
- Led successful marketing campaigns to drive new business acquisition and deepen existing client relationships.
- Maintained and built close relationships with customers through regular contact and visits.
- Developed customized financial plans for clients, incorporating investment, banking, and insurance products that aligned with their goals.
Personal Financial Consultant
Metlife Alico UAE
07.2012 - 01.2013
- Examined clients' overall financial situation by reviewing income, assets, debts, expenses and credit reports
- Responsible to calculate client assets, liabilities, insurance coverage and cash flow to create investment strategies
- Created debt management plans, spending plans and budgets to assist clients in meeting financial goals
- Initiated customer relationships through prospecting, lead utilization, local market and community involvement
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each client’s individual needs
Branch Manager
Shriram Life Insurance Co. Ltd
07.2011 - 06.2012
- Encourage team bonding and team synergies
- Provide effective and inspiring leadership to the Sales Managers by being actively involved in all programs and service offerings of the company
- Establish and maintain high standards of sales quality, as measured by productivity, customer complaints and repeat business
- Recruited, interviewed, hired and trained employees and implemented mentoring program to promote positive feedback and engagement
- Assessed employee performance and developed improvement plans
Branch Sales Manager
Reliance Life Insurance Co. Ltd
06.2008 - 06.2011
- Managed the whole state of Jammu & Kashmir and Amritsar, Batala, Gurdaspur and Pathankot
- Managed the Third-Party Distribution channel with a team of 3 SM's and 10 PFC's
- Managed Jammu Central Co-op Bank and Amritsar Central Co-op Bank relationship
- Oversaw employee performance, corrected problems, and increased efficiency to maintain productivity targets
- Remained the no.1 BSM in the region for the FY 2009-2010 and 3rd for FY 2010-2011
- Awarded best BSM in the first two quarters of FY 2009-2010 in the Zone
- Qualified two Thailand Trips and One Dubai Trip in 2009-2010
Sales Manager
ICICI Prudential Life Insurance Co. Ltd
12.2007 - 05.2008
- Managed Jalandhar cluster for Business Partner channel and handled a team of 5 MBPs
- MBPs were managing a team of 78 business partners with a total advisor base of 450
- Coached employees and trained on methods for handling various aspects of sales, complicated issues and difficult customers
- Recruited and retained top talent, with focus on completing timely performance evaluations, providing positive feedback and rewarding superior performance
Manager
ICICI Prudential Life Insurance Co. Ltd
11.2006 - 11.2007
- Handled a team of 22 Business Partners
- These BPs were managing a team of 245 advisors
- Produced 8 MDRT and 1 COT from the region in 2007 from the BP channel
- Declared no.1 MBP PAN INDIA in terms of WRP and activation in November and December 2007
Unit Manager
ICICI Prudential Life Insurance Co. Ltd
08.2003 - 11.2006
- Responsible for the recruitment and development of the advisors
- Handled a team of 35 insurance advisors
- Imparting process specific training to the advisors joining in the organization
- Responsible for the target setting of the advisors and the achievement of my own targets
Education
Post Graduate Diploma - Investment and Portfolio Management
Amity University
01.2019
MBA - Business Administration
Gian Jyoti Institute of Management and Technology
06.2001
Bachelor of Science - Computer Science
DAV College
05.1999
Skills
- Customer relationship management
- Customer service
- Portfolio growth
- Relationship building and management
- Product knowledge
- Banking
- Wealth management offerings
Certification
- ICWIM Level-3, CISI, London, 03/2018
- UAE Financial Rules and Regulations, CISI London, 06/2023
Timeline
Relationship Manager
ADCB Bank
07.2023 - Current
Relationship Manager
Banque Misr
09.2020 - 06.2023
Assistant Relationship Manager
Noor Bank PJSC
04.2015 - 03.2020
Senior Relationship Officer
Commercial Bank of Dubai
11.2014 - 03.2015
Relationship Officer
Emirates NBD
03.2013 - 09.2014
Personal Financial Consultant
Metlife Alico UAE
07.2012 - 01.2013
Branch Manager
Shriram Life Insurance Co. Ltd
07.2011 - 06.2012
Branch Sales Manager
Reliance Life Insurance Co. Ltd
06.2008 - 06.2011
Sales Manager
ICICI Prudential Life Insurance Co. Ltd
12.2007 - 05.2008
Manager
ICICI Prudential Life Insurance Co. Ltd
11.2006 - 11.2007
Unit Manager
ICICI Prudential Life Insurance Co. Ltd
08.2003 - 11.2006
MBA - Business Administration
Gian Jyoti Institute of Management and Technology
Bachelor of Science - Computer Science
DAV College
Post Graduate Diploma - Investment and Portfolio Management
Amity University
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