Hanee Gupta

Result oriented, proactive management professional offering over 12 years of experience in Banking, Financial Services, Retail and Sales & marketing. Exemplary expertise in sourcing Prospective clients. Expertise in Investment Analysis, Client Servicing, advisory services. Understand all aspects of investment planning including simulation and asset allocation; ability to identify and solve complex financial issues.

Experience in mutual funds and Equity.

Yes First Relationship Manager – Affluent Banking at Yes Bank (2025-02 – Present)

• Manage HNI & Ultra-HNI client portfolio Wealth AUM, serving over 150 clients.
• Acquire and onboard high-value accounts to expand the bank's affluent customer base.
• Advise and cross-sell investment and wealth products including Mutual Funds, AIFs, PMS, Insurance, and Asset-backed products, driving revenue and portfolio diversification.
• Deliver personalized financial solutions to enhance client satisfaction, retention, and long-term relationship value.
• Achieved consistent growth in assets under management through proactive client engagement and strategic portfolio planning.

Select Relationship Manager – Retail Branch Banking at Induslnd Bank Ltd (2023-02 – 2025-01)

• Achieve sales targets and acquiring quality CASA
• Responsible for Cross Sell & enhancing relationship with existing customers
• Selling of Investment products like Mutual Fund, Insurance
• Deepening of existing Current account & saving account relationships
• Enhance the value of existing accounts of Current account & saving account.

Branch Sales Manager- Retail Branch Banking at HDFC Bank LTD (2021-08 – 2023-02)

• Recruiting, managing and motivating the sales team.
• Achieve sales targets and acquiring quality CASA
• Generate business and cross sell all products and services of the Bank.
• Responsible for Cross Sell & enhancing relationship with existing customers.

Senior Officer - Retail Branch Banking at HDFC FIRST BANK LTD (2019-12 – 2021-08)

• Achieve sales targets and acquiring quality CASA
• Responsible for Cross Sell & enhancing relationship with existing customers Selling of Investment products like Mutual Fund, Insurance
• Deepening of existing Current account & saving account relationships Generation of referrals from internal database

Assistant Manager-Retail Branch Banking at Kotak Mahindra Bank Ltd. (2016-10 – 2019-12)

• Achieve sales targets and acquiring quality CASA
• Responsible for Cross Sell & enhancing relationship with existing customers
• Generate business and cross sell all products and services of the Bank
• Enhance the value of existing accounts of Current account & saving account customers. Retention of accounts

Sales Officer at ICICI Bank Ltd (2013-11 – 2016-10)

• Achieve sales targets and providing Customer Service.
• Selling of current account and saving account.
• Deepening of existing current account,
• Customer acquisition and cross sell to walk-in customers.

M.B.A in Marketing – M.G.U

B.Sc. in Science – D.U.

– Loni Inter College