Amar Gupta
Banking and Financial
- Role
- Wealth Manager at ICICI Bank
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Amar Gupta
Supervise and lead a Team to meet all SLA’s relative to process in the Mortgage Origination area (Supervision of workflows and work queues).Ability to train and facilitate new recruits into live production anytime during their tenure.Provide recommendations for strategies and process improvements to addvalue in the team and to the client.Reviewing Profiles, Income verification and bank statements.Customer Documentation - Ensure pre approval documentation is accurate.Ensure all lending procedures comply with the regulations.
Experience
Wealth Manager
Mar 2023 — Present · Mumbai, IN
Directly responsible for interfacing and engaging with Clients on a day to day basis and processing of Investment product requirements of Client such as Mutual Funds, Life Insurance, PMS, etc. basis of their Risk profile. Similarly sourcing and servicing of Asset products such as Mortgage, Auto loans, Loans against Shares, Credit Cards, etc
Education
Thakur college of Science & Commerce
Bachelor of commerce, Commerce
2006 — 2010
Fatimadevi English high school
Sports and Exercise
1995 — 2005
Skills
- Back Office Operations
- Budgets
- Loans
- Customer Relationship Management (Crm)
- Underwriting
- Outlook
- Microsoft Word
- Customer Service
- Vendor Management
- Requirements Analysis
- Mortgage Lending
- Team Building
- Management
- Business Analysis
- Microsoft Office
- Sales
- Crm
- Leadership
- Loan Setup
- Management Information Systems (Mis)
- Training
- Microsoft Excel
- Business Process Outsourcing (Bpo)
- Loan Origination
- Typing
- Teamwork
- Banking
- Team Management
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