Shailendra Gupta
Sr Vice President | HNI Sales & Wealth Management | Business Growth & Strategy | Digital Transformation | Revenue Leadership
- Role
- Market Head at Fundsindia Private Wealth
- Location
- Pune District, MH, IN
- LinkedIn followers
- 500 followers
About Shailendra Gupta
Strategic Vice President with 18+ years of experience in HNI Sales, Wealth Management, and Financial Operations. Passionate about driving business growth, client engagement, and digital transformation, with a strong record of leading high-performance teams and delivering scalable revenue impact. My Expertise Includes: Wealth & Portfolio Management – Successfully managed & advised multi-million-dollar portfolios for HNIs. Revenue Growth & Business Expansion – Led teams to achieve 3X revenue growth by implementing data-driven sales strategies & process automation. Digital Transformation & CRM Optimization – Spearheaded India’s first 100% digital PMS onboarding, reducing lead conversion time by 40% and improving CRM data accuracy by 25%. Strategic Leadership & Team Development – Managed and mentored cross-functional teams of 20+ professionals, fostering innovation & operational excellence. P&L Management & Business Strategy – Scaled business units to ₹7 Cr+ in gross revenue, aligning financial operations with business objectives. Key Career Achievements: Increased lead conversion rate from 2% to 7% through CRM & digital innovation. Transitioned business from software sales to advisory services, driving 300% increase in per-RM advisory revenue. Developed dynamic lead allocation & automation strategies, resulting in improved operational efficiency & faster decision-making. Established strategic partnerships, driving HNI sales & wealth management initiatives. I am now looking for a senior leadership role (SVP/Director) where I can leverage my expertise to drive large-scale financial transformation, business expansion, and revenue growth. Let’s connect to discuss opportunities, industry insights, or potential collaborations!#VicePresident #WealthManagement #FinancialLeadership #HNI #DigitalTransformation #BusinessGrowth #OpenToWork
Experience
Market Head
Sep 2025 — Present · Pune, IN
Skills
- Finance
- Sales
- Management
- Recruiting
- Banking
- Mutual Funds
- Business Development
- Leadership
- Team Management
- Wealth Management
- Sales Management
- Retail Banking
- Investment Banking
- Financial Planning
- Mortgage Lending
- Cross Selling
- Crm
- Portfolio Management
- Loans
- Relationship Management
- Mis
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