Navneet Gupta

Business Development Executive

Jodhpur, Rajasthan, India13 yrs 4 mos experience

Most Likely To SwitchHighly Stable

Key Highlights

Over 18 years of experience in Banking and Insurance.
Expert in Trade Finance and Customer Acquisition.
Proven track record of exceeding performance expectations.

Stackforce AI infers this person is a seasoned professional in Fintech with a focus on Trade Finance and Banking Operations.

Contact

navneethappy@gmail.com LinkedIn

Skills

Core Skills

Trade FinanceCustomer AcquisitionClient EngagementProduct LaunchTrainingBusiness Development

Other Skills

Cash Management ServicesClient ExperienceFX SolutionsTrade & Forex BusinessProduct PenetrationRevenue GenerationDigitizationAffluent BankingDigital AdoptionCross-SellingDigital TransformationCustomer EngagementCross-border TransactionsOperations ManagementRetail Banking

About

Hello and welcome to my LinkedIn profile!. I am a Seasoned Banking Professional with over 18 years of experience in the Banking and insurance industry, with a specialization in Trade. Throughout my career, I have worked with various organizations and have gained extensive knowledge in the fields of Trade Finance, Banking Operations, Team Management, and Client Relationship Management. I have a proven track record of delivering exceptional results and exceeding expectations in a dynamic and challenging environment. My ability to work collaboratively with teams and effectively manage Sales has been a key contributor to my success. In addition to my professional experience, I hold a degree in Masters of Business Finance & Economics and have completed several specialized courses to upskill myself. I've demonstrated versatility of quickly transition in across different Geographical market sectors of Rajasthan and Gujarat I am passionate about continuous learning and keeping up with the latest industry trends and developments. If you are looking for a skilled and dedicated professional to help grow your organization, please feel free to reach out to me.

Experience

13 yrs 4 mos

Total Experience

2 yrs 8 mos

Average Tenure

3 yrs 1 mo

Current Experience

Yes bank

3 roles

Senior Product Sales Manager – Cash Trade & Forex (Commercial Banking)

Promoted

Sep 2025 – Present · 8 mos · On-site

Currently managing Cash Trade and Forex portfolio for Commercial Banking clients across West, North and South Rajasthan regions.
Expanded scope to include Cash Management Services (CMS) along with existing Trade & FX products to deliver end-to-end Commercial Banking solutions.
Driving customer acquisition and deepening by offering integrated solutions covering Trade Finance, FX Risk Management and Cash Management.
Collaborating with Relationship Managers, Business Teams and Product Teams to enhance client experience and optimize transaction flows.

Trade FinanceCash Management ServicesCustomer AcquisitionClient Experience

Senior Product Sales Manager – Transaction Banking Group (TBG)

Apr 2025 – Aug 2025 · 4 mos · On-site

Oversaw Trade Finance and FX portfolio under Transaction Banking Group with enhanced focus on mid-corporate and commercial clients.
Partnered with Working Capital and Relationship Teams to structure customized Trade and FX solutions.
Strengthened client base through solution-led engagement, improving share of wallet across mapped portfolio.

Trade FinanceFX SolutionsClient Engagement

Product Sales Manager – Business Banking Trade Forex (BBTFx)

Feb 2023 – Mar 2025 · 2 yrs 1 mo · On-site

Managed Trade & Forex business across West, South & North Rajasthan, working closely with Business Banking (Working Capital) teams.
Initiated first Bullion PSR limit (₹300 Cr.) and executed inaugural 5-ton Silver Bar transaction generating Decent revenue.
Launched first GML and Loan Against Import accounts in Rajasthan region, expanding product penetration.
Drove highest-ever EPC disbursement and multiple Yes Strike limit disbursals across the zone.
Scaled monthly trade revenue sustainably; achieved Top 3 PAN India ranking for NTB Fund-Based Trade clients.
Selected as Core Member of Trade Transformation Project to digitize processes (Development of TON 2.0 Platform) and train new Product Sales Managers nationwide.

Trade & Forex BusinessProduct PenetrationRevenue GenerationTrade FinanceProduct Launch

Icici bank

3 roles

Regional Head – Sales | Chief Manager – I (Affluent Banking – Trade & Wealth)

Apr 2022 – Feb 2023 · 10 mos · On-site

Elevated to Chief Manager–I in recognition of exceptional performance in Trade & Forex business and leadership across Rajasthan region.
Spearheaded Affluent Banking (Trade + Wealth) business for 140+ branches in West & North Rajasthan.
Led a dynamic team of 8 Relationship Managers, 2 Service Managers, and 7 Trade Desk Managers, managing a 3,500+ client base of high-value and affluent customers.
Broadened business focus from Trade & Forex to include Wealth and Investment Banking propositions, driving integrated client solutions.
Enhanced digital adoption across customer base using Trade Online, FX Online, I-Biz, and CMS platforms.
Strengthened profitability through cross-sell of investment, insurance, and trade finance products.
Maintained robust compliance and operational excellence across trade and wealth segments.

Affluent BankingDigital AdoptionCross-SellingBusiness DevelopmentTrade Finance

Regional Head – Sales | Manager – II (ETRG – Trade & Forex)

Promoted

Sep 2019 – Mar 2022 · 2 yrs 6 mos · On-site

Handled ETRG (Trade & Forex) business across West & North Rajasthan region, driving both portfolio growth and NTB acquisitions.
Trained and mentored branch and trade teams on trade compliance, digital solutions, and customer engagement.
Specialized in Export Credit, PCFC, FCTL, Forward Contracts, and FX Risk Management.
Promoted digital transformation in trade business through tools like FX Online and Trade Online.
Consistently exceeded regional trade income targets and recognized for excellence in leadership and revenue contribution.

Trade & Forex BusinessDigital TransformationCustomer EngagementTrade FinanceBusiness Development