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Vinay Gupta

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

Reviews

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