Deepak Gupta

Business Development Executive

Gurugram, Haryana, India0 mo experience

Key Highlights

Expert in diverse insurance product sales
Strong background in customer relationship management
Pursuing BFSI certification for enhanced industry knowledge

Stackforce AI infers this person is a Fintech professional with expertise in insurance and financial consulting.

Contact

Skills

Core Skills

Insurance SalesClient ConsultingCustomer Relationship ManagementSalesCustomer EngagementFinancial Consulting

Other Skills

INSURANCE PRODUCTUpsellingadvisorycross sellingUpselling financial productCommunicationLoan Product AdvisorTwo wheeler insuranceCommercial vehicle InsuranceVehicle insuranceBusiness NegotiationCommercial InsuranceNegotiationProblem SolvingCustomer Relationship Management (CRM)

About

Reliance General Insurance enables the management of diverse financial products, focusing on sales and client engagement to strengthen customer relationships. This role has honed expertise in customer engagement, financial advising, and relationship management in the BFSI space. Currently pursuing a Bachelor of Commerce at the University of Delhi and a BFSI certification from PW Skills, aiming to deepen knowledge in the banking and financial services industry. Motivated to transition into banking roles that value collaboration, growth, and continuous learning.

Experience

0 mo

Total Experience

Average Tenure

Current Experience

Niva bupa health insurance

Insurance Agent

Oct 2025 – Present · 7 mos · Remote

Excited to share my journey as an independent Insurance Advisor with Niva Bupa Health Insurance. I’m passionate about helping individuals and families secure their health and future with tailored insurance solutions. Whether it's protecting your health or offering financial peace of mind, I’m here to guide you every step of the way. Feel free to reach out for expert advice on the best health insurance plans to suit your needs. Your health is your wealth, and I’m dedicated to helping you protect it!

INSURANCE PRODUCTUpsellingInsurance salesClient Consulting

Reliance general insurance

Insurance Agent

Aug 2025 – Present · 9 mos · Gurugram, Haryana, India · Remote

Successfully sold a diverse range of insurance products including health, motor, personal accident, and life insurance.
Provided expert guidance to clients on selecting the most suitable insurance products tailored to their needs.
Participated in regular training sessions organized by Reliance General Insurance to enhance product knowledge and sales techniques.

Insurance salesadvisorycross sellingUpselling financial productCustomer Relationship Management

Zet

Business Consultant

Mar 2024 – Sep 2025 · 1 yr 6 mos · Gurugram, Haryana, India · Remote

Spearheaded the sales of over 50 financial products, including credit cards, loans, and savings accounts.
Conducted regular training sessions to enhance sales techniques and product knowledge.
Collaborated with cross-functional teams to optimize customer engagement and satisfaction.

SalesCommunicationCustomer Engagement

Idfc first bank

Loan Advisor

Jun 2021 – Sep 2025 · 4 yrs 3 mos · Gurugram, Haryana, India · Remote

Helping clients with Personal, Vehicle, Home, Business & Professional Loans by providing the right financial solutions, guiding through documentation, and ensuring smooth disbursement while maintaining strong customer relationships.

Financial ConsultingLoan Product AdvisorCustomer Relationship Management