Aaditya Gupta

Experience

• 

  Standard Chartered Bank

  Mar 2002 - Apr 2003

  Consultant: Priority Banking division(Private Banking)

  • Fund mobilization from high networth individuals and corporates, soliciting business accounts and developing strategic alliances.• Mutual fund mobilization of high net worth clients and corporate and their portfolio management.• Portfolio churning of clients in mutual funds to ensure constant stream of revenues for the bank.• Counsel high net-worth individuals and corporate clients with regard to investment opportunities, risk analysis, and monetary returns.• Cross-sell banking services and products to clientele.• Organise events with clients to maintain and increase client interaction. Show less

• 

  ICICI Prudential Life Insurance Company Limited

  May 2003 - Jun 2005

  FINANCIAL SERVICES CONSULTANT

  Handled the Bank Of India relationship in West and Central Delhi.Solicit business from the branch customers through coordination with the branch managers and staff.Was handling 6 branches which were gradually increased in number to 14.Working with Loans section of the branches to secure business and do regular follow ups.To tap high net worth clients of the bank with the cooperation of the branch staff.To monitor and lead team of 14 Financial Services Consultants who were catering to the Bank Of India relationship in West and Central Delhi. Show less

• 

  Planet Homes

  Jul 2005 - Jun 2008

  Business Development Manager

  • Developing corporate client relationships to procure Corporate space leasing requirements.• Understanding the Corporate requirements in details and working with them continuously to understand their needs and addressing the same.• Solicit the Franchisee business for various brands in and around Delhi, National capital region, Haryana, Punjab & Chandigarh.• Tying up with various market research agencies and closely monitor the surveys and research efforts and results in our joint efforts with companies in establishing their retails presence across the above mentioned geographical areas.• Explore business opportunities in the retail sector by identifying key areas where the potential for growth was untapped.• Tying up with number of educational institutions in our efforts to establish Franchise network for youth oriented brands.• Worked with a number of Banks in expanding their branch network in Punjab & Haryana.• Focused on revenue maximization through our tie up with Interior designing and decorating firms. Show less

• 

  Trinity Capital

  Aug 2008 - Oct 2013

  Co Founder - Business Development Manager

  I started Trinity Capital Services as an entrepreneurial venture. We dealt in mutual funds, company fixed deposits, bank loans & real estate in Chandigarh, Delhi, Punjab, Haryana & Himachal Pradesh. We cross sold a number of products in the financial and real estate space as well as consulting the clients on their life cycle financial planning.In 2009 we tied up with India’s leading broker Indiainfoline Limited to offer Equity, Commodity & Currency trading on NSE, BSE, MCX. We also offered portfolio management in Mutual funds across debt and equity category. We worked with NSE Certified Technical analysts to provide stable and sound advice on equity investments.We are also actively advised our clients in investments in real estate space in rented commercial properties in National capital region especially in Gurgaon. Show less

• 

  DeVere

  Nov 2013 - Oct 2014

  Financial Consultant

  • Business Development in area of Pension Management of UK & US Expatriates and people who had earlier worked in UK & US but have now returned to India.• Networking with British Council, British High Commission,UK India Business Council and Indo-American Chamber of Commerce for business expansion and development.• Organising events and seminars at regular intervals to address topics such as changing global economic, social and political dimensions in light of the effect on business and trade. • Transferring Pensions to HMRC certified domains with licensed trusts.• Investing Pension funds in various global funds having tie ups with Devere Group such as Goldman Sachs, JP Morgan, Morgan Stanley, Threadneedle etc.• Managing funds by doing the reviews on monthly basis, being in regular touch with clients and generate regular business through referrals & tie-ups. Show less

• 

  HDFC Bank

  Oct 2014 - now

  Relationship Manager

  • Handling Portfolio of Preferred High Net worth Clients in the Sector 43, branch, Chandigarh. The portfolio comprises of 200 groups with each group having approximately 4-5 clients belonging to same family. The portfolio size is INR 48 Crores / $ 8 Million.• Managing the Liabilities and Asset Base of Portfolio, the job involves preparing the monthly and quarterly income plans and devising targets for the cross sale of various Asset & Liabilities Products.• Offering Core Banking and Trade Finance services to Corporate and Current Account customers. A large part of the job involves managing the foreign inward and outward remittances, arranging working capital limits and term loans.• Lead generation for the asset portfolio and working in close coordination with the Asset product teams across various asset categories. The asset portfolio is focused on retail assets comprising home loans, auto loans, personal loans etc as well as trade finance.• Managing the wealth and investment portfolio of the clients and cross selling them various wealth and investment products offered by Bank. The product basket comprises of Core Banking, Mutual Funds, General & Life Insurance, REITs. Show less

• 

  Trinity Capital

  Oct 2015 - now

  Founder

  We are an Investment Advisory and Financial Services firm dealing in Mutual Funds, General Insurance- Primarily Health and Home, Life Insurance , Loans- Home Loans, Loans against Property, Bank Limits- Working Capital and Overdraft for businesses.We manage Mutual fund portfolios by being in regular touch with our clients and updating them on the status of their investments on monthly basis.We are also working with several Banks & Non Banking Financial Companies for loans and limits. We advise our clients on complete financial planning encompassing their investments, asset creation, risk coverage and mitigation. Show less