Amit Gupta

Lead, mentor, and monitor a team of Relationship Managers and Sales Executives across the NR & Private banking book, overseeing performance, coaching, and skill development.

Manage and grow HNI/NRI client portfolios, focusing on retention, deepening of relationships, and increasing wallet share.

Own strategy and execution to grow the NR Savings Account (SA) and Term Deposit (TD) book across the assigned area.

Conduct regular performance reviews with team members, setting objectives and driving corrective action where needed.

Streamlined communication between branches and head office, improving information flow and operational responsiveness.

Investigate service delivery and operational issues, preparing root-cause reports and recommending corrective actions.

Coordinate local marketing, promotions, and brand activation initiatives to support NR business growth.

Spearheaded cross-functional initiatives to improve organisational efficiency across NRI and defence-sector projects.

Set department targets and coached teams to attain KPIs, tracking performance against objectives and adjusting strategy to improve outcomes.

Built stakeholder relationships across departments to align NRI business efforts with wider bank objectives.

Monitored operations to keep processes aligned with targets and forecasts.

Achieved the banks highest-ever monthly forex revenue of ₹3 Cr and highest-ever YoY deposit growth of ₹350 Cr.

Managed a regional team of NR Relationship Managers, overseeing NRI client relationships to grow fee income and the Monthly Average Balance (MAB) book.

Built a performance-driven team culture through workshops and seminars aimed at raising team capability.

Identified and engaged Ultra-HNI clients and wealthy families to expand the client base.

Managed and grew NRI banking and investment relationships, resolving client queries within defined TAT.

Realised product-specific targets through cross-selling aligned to client demographic, lifestyle, and risk profile.

Delivered training on new products to branch teams, improving profitability and sales from existing accounts.

Identified and engaged Ultra-HNI clients, and partnered with the banking team to acquire Personal Banking and Wealth Management relationships for business owners, promoters, and directors.

Received the Award of Excellence for best revenue performance.

Managed forex transactions, remittances, and loans, including forward and reverse bookings.

Presented the full range of consumer and commercial banking products to existing and prospective key clients, identifying incremental business opportunities.

Grew customer engagement through cross-selling of investment products including life insurance and ULIPs.

Maintained close tracking of global and local financial markets to stay ahead of shifting client expectations and competition.

Built and managed long-term client relationships across investment products, mutual funds, FCNR, home loans, demat accounts, and life insurance.

Maintained a disciplined sales cadence of 3-4 client meetings a day, with daily reporting.

Delivered feedback to the Area Manager on new products, marketing, and service opportunities.

eceived the Award of Excellence for best revenue performance.

Sourced and onboarded NRI savings accounts and fixed deposits, and developed strategies for account sourcing through sales officers.

Trained team members on policy and product changes, improving compliance and market understanding.

Reduced account-opening rejection rates by strengthening adherence to process norms.