Vinay Gupta
Relationship Manager
Talent
MuzaffarpurMember since July 12, 2026
HNI PortfolioRelationship ManagerFinancial AnalysisData Analyst
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HNI PortfolioRelationship ManagerFinancial AnalysisData Analyst
About
A focused and result oriented professional with over 9 years of experience in Financial Services A responsible and challenging position that will allow me to explore my abilities, skill and dedication towards my duties with a sole aim, of seeing the progress of organization
Experience
Relationship Manager at Bank of India Mutual Fund (2025-08 – Present)
- bancca channel, handling 87 bank of india across muzaffarpur zone
- sales and service support of bank of india mutual fund
Assistant Manager at Prudent Corporate advisory services Ltd (2024-12 – 2025-04)
- Enhance partner relationships and create business through partner
- training business support and grow his business through company resources
- AIF Recruitment
- mutual fund distributor training
- business planning of mutual fund distributor
Relationship Manager at Bajaj Capital (2023-04 – 2024-12)
- wealth management
- HNI clients acquire
- HNI clients relationship manage
- HNI clients investment advice
- HNI portfolio handling
Relationship Manager at Bharat Financial Inclusion ltd. (2016-10 – 2023-04)
- acquire new clients
- Loan distribution
- cross sell
- account opening
- recurring deposit
- Fixed deposit
- clients service
- clients relationship manager
- cash collection
Education
MBA/PGDM – Jaipur National University, Jaipur (2022)
B.A - Bachelor of Arts – B.R.A.B.U Muzaffarpur Bihar (2017)
Skills
Relationship Manager
