Amit Gupta

CEO

New Delhi, Delhi, India17 yrs experience

Highly Stable

Key Highlights

27 years of experience in Banking & Financial Services.
Expert in Wealth Management and SME Banking.
Proven track record in client acquisition and portfolio management.

Stackforce AI infers this person is a seasoned professional in Fintech with expertise in Wealth Management and SME Banking.

Contact

a_amitgupta@yahoo.com LinkedIn

Skills

Core Skills

Wealth ManagementBusiness DevelopmentSme BankingInvestment BankingRelationship Management

Other Skills

Branch BankingBusiness PlanningBusiness StrategyCRMClient AcquisitionFinancial AdvisoryFundraisingInstitutional SalesInvestmentsLeadershipLoan ManagementManagementManagement Information Systems (MIS)Mandate SourcingPortfolio Management

About

Having 27 years experience in Banking & Financial Services Industry spread across Wealth Management, Investment Bankiing and SME Funding to clientele ranging from HNIs, Corporates. SMEs, FIs and Govt Institutions. Business Development, Key Account Management and Team Management had been my forte during these years.

Experience

Motilal oswal private wealth

Executive Group Vice President

Apr 2025 – Present · 11 mos · Delhi, India

Private Wealth Management

Deutsche bank

3 roles

Regional Investment Counsellor - North | Vice President

Apr 2024 – Apr 2025 · 1 yr

Heading Investment business for North Region of Deutsche Bank.

Vice President and Area Head - Gurgaon

Jan 2023 – Apr 2024 · 1 yr 3 mos

Business Head for Gurgaon Branch of Deutsche Bank

Vice President and Area Head - Noida

Jan 2019 – Dec 2022 · 3 yrs 11 mos

Business Head for Noida branch of Deutsche Bank.

Ing vysya bank is now kotak mahindra bank

Asst Vice President - Private Banking

Apr 2005 – Jun 2008 · 3 yrs 2 mos · New Delhi Area, India

Part of ING Private Banking. Job responsibilities involved Acquisition of HNIs for Wealth management
Created Investment AUM book of over Rs 100 Crores during my stay with ING.

Standard chartered bank

Manager - SME Banking

Jun 2003 – Mar 2005 · 1 yr 9 mos · New Delhi Area, India

Job responsibilities involved acquisition of SME clients for providing Fund & Non Fund limits.
Created loan book of over Rs 80 Crores during my tenure.

Cholamandalam distribution services ltd

Institutional Sales Head - Delhi

Oct 2000 – May 2003 · 2 yrs 7 mos · New Delhi Area, India

Job responsibilities involved acquisition of Institutional clients for providing them with wealth management options.
Started and established Institutional segment in Delhi. Created Investment AUM book of over Rs 150 Crores during my tenure.

Rr financial consultants ltd

Relationship Manager - Investment Banking

May 1998 – Sep 2000 · 2 yrs 4 mos · New Delhi Area, India

Covered both aspects of Investment banking during the job tenure which included sourcing mandates as well as placement of Govt bonds.
Bond Mandates from State level undertakings were sourced and placement of these bonds were with Banks, Domestic Financial Institutions, Provident Funds, RRBs, etc.