Harshi Gupta

Business Development Executive

Delhi, India7 yrs 3 mos experience

Most Likely To Switch

Key Highlights

Expert in wealth management and financial planning.
Proven track record in business development and sales.
Strong analytical skills with a focus on risk assessment.

Stackforce AI infers this person is a Financial Services professional with expertise in investment advisory and wealth management.

Contact

Skills

Core Skills

Wealth ManagementFinancial PlanningBusiness DevelopmentCustomer ServiceSales

Other Skills

Wealth Management ServicesFinancial AdvisoryFranchise SalesSales StrategyLead GenerationCounseling PsychologyExecutive ServicesAnalytical SkillsSales ProcessesMarket ResearchWealth AccumulationRoot Cause Problem SolvingInternal Theft InvestigationsInvestment PortfoliosPMS

About

I’m an Investment Advisor at The Gainers, focused on helping individuals and businesses make smarter financial decisions. My work revolves around wealth management, financial planning, and creating investment strategies that align with real-life goals. Over the years, I’ve worked across investment management, business development, and client consulting. This experience has sharpened my understanding of market trends and taught me how to design practical, personalized solutions whether it's for growing wealth, planning for a milestone, or navigating market uncertainties. Areas I often work in include: Portfolio management and investment advisory Mutual funds and long-term wealth creation Goal-based financial planning Risk assessment and advanced financial analysis NISM Certified in Mutual Fund Investment Advisory Services with strong expertise in SAP and key financial platforms. Certified in International Wealth Management (Moody’s Analytics), combining a global perspective with disciplined, client-focused investment advisory backed by a strong academic foundation in commerce and finance. What drives me is helping people gain clarity and confidence in their financial journey. I believe in honest advice, simple communication, and building lasting client relationships grounded in trust and results. Happy to connect if you’re looking to take your financial planning to the next level!

Experience

7 yrs 3 mos

Total Experience

1 yr 5 mos

Average Tenure

2 yrs 4 mos

Current Experience

The gainers

Investment Advisor

Jan 2024 – Present · 2 yrs 4 mos · Noida, Uttar Pradesh, India · On-site

As an Investment Advisor, I specialize in onboarding clients seeking comprehensive wealth management solutions, financial planning, and expert guidance in mutual funds, PMS, AIF, FDs, Corporate Bonds, Equities and all kind of Insurances (Life, Medical and General). I provide tailored investment strategies to help clients achieve their financial goals while ensuring seamless execution of all operational and service-related tasks. My role involves building long-term relationships, offering personalized advisory services, and managing end-to-end investment processes to deliver an exceptional client experience.

Wealth Management ServicesFinancial AdvisoryWealth ManagementFinancial Planning

Astc india

Senior Manager

Jan 2023 – Dec 2023 · 11 mos · Noida, Uttar Pradesh, India · On-site

Brand expansions via Combine sales. Creating channels for distribution.

Franchise SalesSales StrategyBusiness Development

Byju's

Senior Business Development Associate

Nov 2021 – Dec 2022 · 1 yr 1 mo · Noida, Uttar Pradesh, India · On-site

Contributed in revenue generation for 1.3 Cr. (approx) for business development team. Closed 105 product sales.

Lead GenerationCounseling PsychologyBusiness Development

Ienergizer

Senior Customer Service Executive

Oct 2019 – Aug 2021 · 1 yr 10 mos · Noida, Uttar Pradesh, India · Hybrid

Started in the main support queue, efficiently managing and resolving high volumes of customer queries, and quickly earned two promotions in less than two years, moving to specialized queues handling high-value, real-money transactions due to strong performance and reliability. Recognized as a fast learner and proactive team member, I consistently adapted to new processes and responsibilities, playing a key role in preventing a major hacking attempt and safeguarding assets worth hundreds of crores. I contributed to maintaining platform integrity and customer trust through meticulous attention to detail, problem-solving, and proactive risk management, ensuring secure and seamless service even in high-pressure situations.

Executive ServicesAnalytical SkillsCustomer Service