MANISH KUMAR GUPTA

Business Analyst

South Mumbai, Maharashtra, India3 yrs 2 mos experience
AI Enabled

Key Highlights

  • Proven track record in wealth management and financial risk mitigation.
  • Strong expertise in relationship management and sales strategies.
  • Demonstrated ability to optimize operations and enhance customer experiences.
Stackforce AI infers this person is a Financial Services professional with strong capabilities in wealth management and customer relationship management.

Contact

Skills

Core Skills

Financial Risk MitigationWealth ManagementRelationship ManagementSalesOperations ManagementCustomer ServiceInventory ManagementBrand AwarenessMarket Penetration

Other Skills

A/B TestingAll financial (investment products) advisoryAll financial (investments) productsAmbushAnalysis & InterpretationAnchoringAnchoring TechniquesAssessment of Buyer IntentAuthorityAvid ReaderBTL MarketingBranding & IdentityBundlingCampaign Performance MeasurementCentre management

About

I am a purpose-driven professional known for delivering consistent excellence through strategic thinking,adaptability,entrepreneurial acumen and an unwavering commitment to results.With an aggressive learning mindset rooted in growth and impact,I thrive in dynamic environments,drive meaningful outcomes and foster strong collaboration across teams and industries.I'm good at setting priority, planning and execution & bring energy,clarity,punctuality and precision to everything I do-turning challenges into opportunities and vision into reality.I'm looking for opportunities in business analysis in service/product based industries/project manager/program manager/product manager or Data analyst/business analyst on immediate basis.

Experience

3 yrs 2 mos
Total Experience
9 mos
Average Tenure
--
Current Experience

Bajaj capital ltd

Manager(Wealth)

Jul 2024Apr 2025 · 9 mos

  • Managing wealth & mitigating financial risk of HNI & ultra HNI clients
Financial risk mitigationAll financial (investment products) advisoryWealth management

Icici prudential life insurance company limited

Associate Key Relationship Manager

Mar 2024Jun 2024 · 3 mos · Mumbai, Maharashtra, India · On-site

  • In Standard Chartered Bank(On Icici pru payroll) 1.To sell products to standard chartered bank's customers.Liasoning with partner staff and build effective relationships to maximize the sales .
  • 2. To achieve the business sales targets in every month(through bank's branch).
  • 3.To provide assistance in servicing existing customers, solve their queries and concerns, and cross selling the products.
  • 4.To enable insurance business through partners aligned to all business quality metrics.
  • 5.To cordinate with underwriting teams & insurance specialist for insurance case login. 6.To work on persistency coverage of Insurance
Relationship ManagementSales

Hdfc bank

Assistant Manager

Dec 2022Feb 2024 · 1 yr 2 mos · Mumbai, Maharashtra, India · On-site

  • +Responsible for deepening the relationships by cross-selling of banking products like health insurance, life insurance, secured & unsecured loans etc. & also guided customer in terms of wealth creation by investment instruments like mutual funds etc.
  • +Monitored large amount movements and account closure from the deposit accounts & thus guided/suggested to customer accordingly(in terms of investment or to bring liability e.g FD,CASA balance etc).
  • +Responsible for achievement of portfolio parameter by bundling of products.
  • +Met the defined objectives of the Portfolio managed by respective  sales via relationship & thus cross-sold the banking products on the basis of sound profiling,engagement & creating need.
  • +Did sales cum services across all product segments for e.g.-TPP, Assets, Cards etc.
  • +Used the triggers to track the maturity of FDs, movement of CASA balances etc.to prevent outflow.
Need CreationRelationship ManagementSalesWealth management

Cure.fit (cult.fit)

Associate Centre Manager

Sep 2021Sep 2022 · 1 yr · Mumbai Metropolitan Region

  • +Managed centre sales, operations,experiences and incremental enhancements.
  • +Worked on Kronos(a workforce management software) and Oracle for effectively maintaining data and manage information.
  • +Maintained excellence in ensuring high quality support and services to customers for business need and acheived high customer satisfaction from operations & service end.
  • +Took responsibility for Timely Opening and Closing of the centres.
  • +Did Inventory management: Ensured inventory of essentials, supplies and equipments.
  • +Took responsibility for both stocking and re-ordering (first-aid, stationary, water, Boxing Gloves, Handwraps,Yoga Mats and HK matterials etc. )
  • +Managed classes and workouts.
  • +Ensured punctuality of trainers and classes.
  • +Handled issues with respect to attendance, equipment and space availability.
  • +Did Customer interactions and troubleshooting.
  • +Interacted with walk-ins and prospective clients.
  • +Took feedback from members and trainers about classes and documented the same & suggested to improve the customer experiences and empower the positive change in business.
  • +Handled issues that may lead to consumer experience during or pre/post class.
  • +Conducted Centre facility audits and inputs.
  • +Ensured to do daily audits of the centre and facility including all supplies and essentials.
  • +Carried on customer engagement and renewals,also sold new membership plan to Walk-ins customers via different sales channels.
  • +Took ownership in terms of all business processes for the centre for e.g. sales,audit & operations.
Productivity OptimizationWorkforce Asset ManagementRisk Analysis and Risk ControlTeam ManagementOwnershipOperations management+1

Universal tribes

Marketing Internship

May 2021May 2021 · 0 mo · India

  • +Generated leads by visiting local retailers & vendors.
  • +Created brand awareness by creating blogs,PPT,Ads,through social media and worked on BTL,TTL & ATL level of marketing.

Jsr financial services private limited

Management Trainee(training)

Mar 2020May 2020 · 2 mos

  • Securities Market

Future lifestyle fashions limited

Live Project Training

Jul 2019Jul 2019 · 0 mo · Indore

  • +Carried out sales and closing.

Aditya birla fashion and retail ltd.

Summer Internship

Apr 2018May 2018 · 1 mo · Indore Area, India

  • +Carried out Inventory management process, Operations process,warehouse management activities & store management process
  • +Carried out inwarding and outwarding process for effectively maintaining SKU.

Woodapple resources pvt.ltd

Winter internship (Marketing)

Feb 2018Feb 2018 · 0 mo · Indore Area, India

  • +Did ATL & BTL marketing,distributed pamphlets and flyers to create brand awareness in target market attention zone.
  • +Gathered market intelligence for market penetration.
  • +Utilized focused groups and did surveys to test concepts before a full rebrand.
  • +Did Cross-promotion and conducted community engagement by organising fun event (For UDAAN School)
Visual MerchandisingStore ManagementInventory managementOperations management

Aditya birla fashion and retail ltd.

Live project training

Jan 2018Jan 2018 · 0 mo · Indore Area, India

  • +Sold in-house(owned) and out-house(not owned) brand's product of Aditya Birla Fashion & Retail Limited.
Marketing StrategyMarket ResearchBrand awarenessMarket penetration

Education

Jaipuria Institute of Management

PGDM(Marketing Finance & IT)

Jan 2018Jan 2020

B.com

Jun 2016Present

Central Board of Secondary Education

Dec 2012Present

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