Rohan Gupta

Preferred Relationship Manager

Role: Preferred Relationship Manager at HDFC Bank
Location: Hyderabad, TG, IN
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Rohan Gupta

To leverage my analytical skills, financial acumen, and research expertise in a dynamic role, aiming to contribute to company’s growth by providing data-driven insights, supporting strategic decision-making, and enhancing value creation through effective risk management and actionable recommendations.

Experience

Preferred Relationship Manager
HDFC Bank
Feb 2025 — Present · IN
Dynamic and results-driven Preferred Relationship Manager with a proven track record in managing and growing high-net-worth client portfolios. Passionate about delivering personalized financial solutions, investment strategies, and wealth management services to help clients achieve their financial goals.With a deep understanding of banking, investment products, and market trends, I excel at providing tailored advice and ensuring exceptional client experiences. My strengths lie in relationship building, portfolio management, and leveraging financial insights to drive growth and customer satisfaction.I thrive on creating meaningful client relationships, exceeding expectations, and contributing to the success of my organization. Always open to networking and exploring new opportunities in the financial services industry.Key Skills: High-Net-Worth (HNW) Client Management Wealth & Investment Advisory Financial Planning & Portfolio Management Customer Relationship Management (CRM) Risk Assessment & Mitigation Cross-Selling & Upselling Financial Products Market & Industry Trend Analysis

Education

IBS Hyderabad
Master of Business Administration - MBA
2023 — 2025
Ranchi University, Ranchi
Bachelor of Business Administration - BBA
2018 — 2021

Contact information

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Work email
•••••@hdfc.bank.in
Personal email
•••••@•••••.com
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Current company

HDFC Bank

Banking · 216K employees · Mumbai, Maharashtra, India

HDFC Bank is India's largest private sector bank, offering a comprehensive range of financial products and services to our customer base of over 92 million. Our extensive distribution network of 8,919 branches and 21,031 ATMs across 3,836 cities and towns as of August 2024, reaches every corner of the country, making us accessible to millions. Promoted by Housing Development Finance Corporation (HDFC), India's leading housing finance company, HDFC Bank began operations in 1995 with a simple mission: to be a "World-class Indian Bank". With a single-minded focus on product leadership, customer focus and operational excellence, we have emerged as a leading player in all our business segments. We cater to individuals and businesses, offering a full range of innovative banking solutions including loans, payments, and wealth management. Our business solutions empower companies of all sizes, from MSMEs to large corporations, helping them grow with tailored banking services and financial tools. In 2023, the Bank merged with HDFC Ltd, combining our robust banking services with HDFC Ltd's legacy of leadership in housing finance. This merger enhances our ability to offer home loans and other financial services, ensuring seamless access for customers across urban and rural areas. As a socially responsible corporate citizen, we believe in banking with a purpose. Through our CSR initiative, Parivartan, we actively work to drive positive change across education, healthcare, skills training, and sustainable livelihoods impacting over 10 crore lives across the country. Our commitment to community impact is as strong as our dedication to delivering value to our stakeholders. As we expand, we continue to stay at the forefront of innovation, offering seamless digital banking experiences to enhance the lives of our customers. HDFC Bank prioritises the security of its systems and remains committed to maintaining the confidentiality of its customers' data. As a precaution

hdfc.bank.in

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About Rohan Gupta

Experience

Preferred Relationship Manager

Education

IBS Hyderabad

Ranchi University, Ranchi

Find verified contacts for anyone on LinkedIn