Message

Priyanka Gupta

Relationship Manager, BDE, Investment advisor, Account Manager, Team Leader, Assistant Manager, e.t.c Passionate in the belief that Relationship Management is essential to the growth and success of an organization that wishes to scale and achieve higher levels of profitability.Proven track record in successful relationship building and achieving sales targets. Aggressive and determined to find a way to sell products or services.

Key Skills

Customer Relationship Management
Financing Operations & Investment
Mentoring Sales Teams
Financing Operations & Investment

Professional Experience

Aug 2018
Jul 2019
Senior Investment Advisor
Mywish Marketplaces Pvt Ltd(Wishfin) Delhi, IN
MMPL has pioneered financial marketplaces in India. Its an intermediate between the banks and customers and provide the best financial solution.
 Servicing retail clients and supporting them with the product ” MUTUAL FUNDS”. Helping them out with the details of funds according to their needs  & manage their portfolio.
lead Generation by cold calling and client meeting.
Achieving sales target. 
Jan 2017
Dec 2017
Relationship Manager
HDFC securities Delhi, IN
HDFC securities Limited is a financial services intermediary and a subsidiary of HDFC Bank. It is one of the leading stock broking companies in India.
 Servicing HNI/NRI/RETAIL clients and supporting them with products like “Equity, Mutual Funds, IPOS.” 
Servicing clients by resolving their queries and manage their portfolios according to their needs.
Generate leads through references and meeting with clients to achieve the sales target.
 

Education

May 2012
Aug 2015
B.Com in Jaggannath Mishra College
Dr B.R Ambedkar
Mar 2010
Apr 2012
HSC (12th), Comm in Jaggannath Mishra College
Dr B.R Ambedkar
Mar 2009
Mar 2010
SSC(10th) in G.D.M.I.School
C.B.S.E

Certifications

2018
NISM 5A,5B & 8
NISM

Achievements

2017
Highest revenue of the month
 Highest sales volume 
2018
Top 5 Performer
 was in top-performing Advisor in the branch 

Quote

In the middle of every difficulty lies opportunity.

Albert Einstein

Hobbies & Interests

  • Cooking
  • Watching cooking shows

Languages

English
(Fluent)
Hindi
(Native)
Bengali
(Fluent)

Get in touch with Priyanka