Gaurav Kumar Gupta

About Gaurav Kumar Gupta

Dynamic and results-driven finance professional with over 7 years of experience in investment products, sales strategies, and client acquisition. Proven expertise in fostering business growth through strategic sales planning and team leadership. •Proficiency in both B2C (telemarketing, field sales, branch dealing) and B2B (bank channel partnerships), ensuring a comprehensive approach to financial sales.•Expert knowledge of financial instruments, including Demat & Trading Accounts, Mutual Funds, Insurance, PMS, AIF, and other investment products, such as Wealth Products.•Strong background in KYC compliance and regulatory requirements. •Adept in team leadership, business strategy formulation, and client relationship management. •Exceptional analytical, communication, and negotiation skills.

Experience

1. Branch Manager

   ZEBU Share and Wealth Managements Pvt. Ltd

   Jun 2025 — Present · Jaipur, IN

   Overseeing the entire broking business for Rajasthan, with a focus on acquiring and retaining HNI clients. Specializing in wealth creation through strategic investment planning, portfolio management, and personalized financial solutions. Leading teams, driving growth, ensuring compliance, and delivering exceptional client service.

Education

• Central University of Haryana, Mahendergarh

  Master of Business Administration, Finance and Marketing

  2016 — 2018

• S S Jain Subodh Commerce & Arts College, Jaipur

  B.COM, Business/Commerce, General

  2012 — 2015