Deepak Gurang

To be in a position in an organization where I will be able to utilize my skills and knowledge. My work will reflect my deep conviction to quality and through satisfaction of my superiors

AVP (Client Partner) - ICICI SECURITIES LTD - Mumbai

(2023-06)

Client Partner for managing wealth program and sourcing High Value Accounts and advisory to clients for achieve financial goal

• Managed 300 Clients investment portfolios by providing one-on-one service when meeting with clients to understand assets, expenses and long term as well as short term investments goals to devise personalized financial plan
• Cultivated and strengthened relationships with new clients through executing through onboarding process
• Worked with corporate customers to understand requirements and provide exceptional satisfactory service

AVP (Sr Banking Partner Exclusive Banking) - INDUSIND BANK LTD - Mumbai

(2022-06 - 2023-06)

For managing wealth program and sourcing High Value accounts and achieve branch target of numbers

• Managing Exclusive / Pioneer customers
• Maintaining client relationships and generate AUM from clients
• Advising HNI/Ultra HNI clients on their investments and managing their overall financial portfolio and deepening the wallet from existing clients
• Track the HNI/Ultra HNI segment in the market for new client acquisition, to research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients' portfolios
• To coordinate with product and research team for taking investment decision for the clients
• To conduct and assist in organizing seminars, workshops and other business development activities

AVP (Sr Banking Partner Exclusive Banking) - INDUSIND BANK LTD - Mumbai

(2022-06 - 2023-06)

• Pan India top five in LI
• Achieved KRA
• Achieved monthly contest for LI, MUTUAL FUND, PMS

Senior Manager (Imperia relationship manager) - HDFC BANK LTD - Mumbai

(2021-12 - 2022-05)

• Acquire new client through Open Market & referral by Existing Clients
• An analysis the portfolio on the basis of their need and prepare a Financial Planning as per their requirement
• Providing Financial Solutions to the customer according to his needs
• Suggesting suitable Financial Product
• Active the Inactive clients from portfolio

Senior Manager (Imperia relationship manager) - HDFC BANK LTD - Mumbai

(2021-12 - 2022-05)

• Qualified domestic trip
• Qualified retail asset contest
• Last year pan India rank 1 in life insurance

Senior Manager (Burgundy) - AXIS BANK LTD - Mumbai

(2018-09 - 2021-11)

• Acquire new client through Open Market & referral by Existing Clients
• An analysis the portfolio on the basis of their need and prepare a Financial Planning as per their requirement
• Providing Financial Solutions to the customer according to his needs
• Suggesting suitable Financial Product
• Active the Inactive clients from portfolio

Senior Manager (Burgundy) - AXIS BANK LTD - Mumbai

(2018-09 - 2021-11)

• Qualified force 4 (Abroad Trip)
• Achieved KRA
• Qualified shubhaarambh 4 (mutual fund and pms)
• Achieved monthly contest for LI, MUTUAL FUND, PMS
• INCENTIVES

Deputy Branch Head - BAJAJ CAPITAL - Mumbai

(2016-11 - 2018-09)

• Acquire new client through Open Market & referral by Existing Clients
• An analysis the portfolio on the basis of their need and prepare a Financial Planning as per their requirement
• Providing Financial Solutions to the customer according to his needs
• Suggesting suitable Financial Product
• Product- LI, GI, MF, PMS, BONDS, CORPORATE FD

Deputy Branch Head - BAJAJ CAPITAL - Mumbai

(2016-11 - 2018-09)

• Thailand trip
• Sr relationship manger to promote Deputy Branch Head
• Earning an incentive on quarterly basis
• Health insurance contest
• Qualified for the IPL Contest
• Qualified for the gift voucher by LI,mutual fund and Health Contest

ASDM - INDUSIND BANK LTD - Mumbai

(2014-12 - 2016-10)

• Managing Walk-in customers query and complaint & providing them effective solution
• Played a key role in people management and branch administration
• Conducts outbound marketing calls and scouts for new leads and referrals to generate business
• Responsible for sales of third-party products (Life Insurance - LI, Health Insurance, Mutual Funds - MF, Debit/ Credit Cards, etc. to the existing customer base
• Responsible for lead generation for Current Account and Savings Account
• CASA to new customers and deepening of account balances for existing customers
• Managing customer portfolio
• Managing & supervising branch operations with the objective of delivering timely
• Achieving monthly sales target
• Accountable for Cross selling potential customers other bank products effectively
• Responding & resolving the customer complaints and achieving their satisfaction

ASDM - INDUSIND BANK LTD - Mumbai

(2014-12 - 2016-10)

• Indus Pro Certified
• Month On Month top CSM Service score

Senior Financial Planning Executive - BAJAJ CAPITAL - Mumbai

(2012-10 - 2014-12)

• Acquire new client through Open Market & referral by Existing Clients
• An analysis the portfolio on the basis of their need and prepare a Financial Planning as per their requirement
• Providing Financial Solutions to the customer according to his needs
• Suggesting suitable Financial Product
• Resolution of queries of all mapped clients
• Active the Inactive clients from portfolio

Senior Financial Planning Executive - BAJAJ CAPITAL - Mumbai

(2012-10 - 2014-12)

• Earning an incentive on quarterly basis
• Qualified for the IPL Contest
• Won the TAB by qualifying LI Monsoon Contest

Financial Service consultant - ICICI PRUDENTIAL LIFE INSURANCE

(2011-07 - 2012-07)

• Investment Planning
• Providing Financial Solutions to the customer according to his needs
• Suggesting suitable Insurance Product
• Meet customer through pre fixed leads and appointment and provide them a need based life insurance solution
• Collecting renewal premium from existing customer and cross sell them

MBA - Finance & Marketing - IBSM Mumbai (2009-09 - 2011-06)

MBA - Finance & Marketing - EIILM University, Sikkim (2009-09 - 2011-06)

B. Com - Commerce - Himachal Pradesh University, Shimla Govt. College, Nahan (2006-09 - 2009-06)