Vishal Gupta

Business Development Executive

Kanpur Nagar, Uttar Pradesh, India11 yrs 5 mos experience

Highly StableAI Enabled

Key Highlights

Over 10 years in Banking and Financial Services.
Proven track record in revenue growth and client acquisition.
Expertise in portfolio management and relationship banking.

Stackforce AI infers this person is a Banking and Financial Services expert with a strong focus on sales and client relationship management.

Contact

Skills

Core Skills

Business DevelopmentTeam LeadershipClient RelationsSales And MarketingCustomer Service ManagementPortfolio ManagementLeadership Development

Other Skills

Written CommunicationOrganization SkillsBusiness Relationship ManagementCross-functional Team LeadershipTeam BuildingInsuranceStrategic ThinkingTime ManagementTeam ManagementInvestment ProductsSales ManagementInvestment bankingTeam OrganisationFinancial ServicesPassionate about work

About

Banking and Financial Services professional with 10+ years of experience across Retail Banking, Wealth Management, Life Insurance, and Branch Sales Leadership. Currently working as a Branch Sales Manager at Axis Bank, I specialize in portfolio management, relationship banking, CASA growth, revenue optimization, and high-value client acquisition. I have consistently delivered business growth by combining data-driven performance management, strong client advisory skills, and team leadership.

Experience

Axis bank

Branch Sales Manager

Jul 2024 – Present · 1 yr 9 mos · Kanpur Nagar, Uttar Pradesh, India · On-site

Drove NTB acquisition at scale through field sales, referral ecosystems, and local market activation campaigns.
Led onground sales execution by coaching Relationship Officers and Sales Executives on pitching, closures, and daily productivity.
Accelerated branch revenue through CASAled crossselling of insurance, investment, and credit products.
Focused on digitalfirst onboarding, ensuring faster account opening, activation, and usage adoption.
Converted walkins and field leads into highquality funded accounts, improving branch balance buildup.
Conducted daily huddles, pipeline reviews, and performance tracking to drive speed and accountability.
Strengthened customer retention through needbased financial solutions and proactive servicing.
Worked closely with Cluster Heads and Business Teams to execute market expansion and branch rampup plans.
Ensured zerodefect compliance, KYC accuracy, and audit readiness while maintaining high sales velocity.

Written CommunicationBusiness DevelopmentClient RelationsCustomer Service ManagementOrganization SkillsBusiness Relationship Management+9

Hdfc bank

Personal banker

Feb 2023 – Jul 2024 · 1 yr 5 mos · Kanpur Nagar, Uttar Pradesh, India · On-site

Developed strong customer relationships by clearly communicating the features and benefits of various banking products, ensuring clients are wellinformed and satisfied with their choices.
Demonstrated expertise in CASA accounts and other financial offerings, facilitating tailored solutions to meet individual customer needs.
Proactively addressed customer inquiries, providing timely and accurate information that enhanced client trust and loyalty.
Collaborated effectively with team members to achieve sales targets, contributing to the overall success of the branch's performance.
Engaged in continuous learning to stay updated on banking regulations and product innovations, ensuring compliance and maximizing customer satisfaction.

Investment bankingWritten CommunicationTeam OrganisationCustomer Service ManagementOrganization SkillsPortfolio Management+4

Icici prudential life insurance company limited

Senior Manager Financial Services

May 2015 – Feb 2023 · 7 yrs 9 mos · Kanpur Nagar, Uttar Pradesh, India · On-site

Dynamic leader specializing in enhancing branch performance through effective motivation and training of staff.
Proven track record in increasing sales of Life Insurance products by implementing strategic initiatives that align team efforts with organizational goals.
Expertly cultivate a highperforming culture within the branch, focusing on individual and team development to achieve sales targets.
Utilize datadriven insights to identify opportunities for growth, resulting in improved customer engagement and conversion rates.
Facilitate regular training sessions to equip staff with product knowledge and sales techniques, fostering a consultative selling approach.
Collaborate with team members to design creative marketing strategies, enhancing brand visibility and product awareness in the community.
Recognized for driving significant revenue growth and achieving recognition for exceptional leadership within the financial services sector

Customer Service ManagementFinancial ServicesInsuranceLeadership DevelopmentTime ManagementSales and Marketing

Hdfc life

Insurance Advisor

Feb 2013 – Apr 2015 · 2 yrs 2 mos · Kanpur, Uttar Pradesh, India · Hybrid

Acquire new customers through referrals, cold calling, and lead conversion
Analyze client financial needs and recommend suitable life insurance solutions
Sell life insurance products including Term, ULIP, Endowment, Child, and Pension plans
Achieve premium targets while ensuring compliance with IRDAI and company guidelines
Manage end-to-end policy documentation, KYC, and proposal processing
Build long-term client relationships to drive renewals and repeat business
Provide post-sales support including policy servicing and claim assistance