GYAN SAGAR UPADHYAY

Email:usagar2@gmail.com
Mobile: +971553745015

An ambitious, highly motivated and energetic Wealth and sales specialist with excellent sales and
business development skill. Experience in managing Clients financial needs, franchises and international
Brands. A result oriented professional with proven ability to get the results, generate revenue, improve
service as well as reduce cost. Over 14 years of experience in Retail Banking, managing Branch sale and
Team Management in the Banking / Financial Service Industry. Successfully identifying, developing and
managing new business opportunities within this market. Presently employed with Saguro private
Wealth Dubai, as Unit Manager – Wealth management department. Managing Team and Team
manager to generate revenue from Insurance Mutual fund, Bond, Structure note Insurance & other
Wealth products.

CORE COMPETENCIES
 Wealth Management sales & Services Bancassurance

 Client Relationship Management Retail Banking

 Team management Training and Development

 Branch sales

CAREER HISTORY
Organisation Designation Date of Joining

Seguro Private wealth Unit Manager –VP Feb 2018-Present

Noor Bank Unit Manager August 2016 – Jan.2018

First Gulf Bank Territory manager April 2015 - July 2016

First Gulf Bank Sr. Team manager April 2013 - March 2015

First Gulf Bank Team Manager June 2012 - March 2013

First Gulf Bank Sr. Relationship officer Feb 2011 - June 2012

Kotak Mahindra Bank Manager -NRI Services Dec,2009 - Feb 2011

Axis Bank Relationship Manager - Wealth May-2007-Nov 2009

Development Credit Bank Ltd. Relationship Manager - Wealth Dec 2005 - Mar 2007

Karvy Consultant Ltd Personal Finance Executive-HNI June 2004 - Dec2005

FUNCTIONAL SKILLSET

Current Responsibilities:-

 Manage Motivate and lead Wealth manager, Relationship manager to achieve assigned
revenue targets and customer acquisition targets by allocating individual target.
 Identify and segment target market for potential new business opportunities.
 To plan and carry out direct marketing and sales activities ,So as to maintain & develop
sales of all wealth products, in accordance with the agreed business plan.
 Provide product related information and periodic training to assist the sales teams.
 Induct and train new members of the team, highlighting the business value propositions
and Bank's Clint sales process.
 Review and monitor individual sales team members performance and identify training
and skill set gapes.
 Manage insurance clawback ratio of the team and ensure that insurance plan clawbacks
are minimized and within acceptable limits; ensure adherence of the collection policy for
the respective types of plans.
 Continuously provide feedback on competitive activities to the product and business
team and track market developments.
 Assist in the development and launch of appropriate products and service in order to
meet and satisfy customer needs, especially new product launches, client seminar etc.
 Ensure timely completion of sales and other customer related documentation for the
team with emphasis on KYC and customer Risk assessments process.
 To ensure Bank/Central Bank/AML regulations are adhered to.
 To provide and maintain on an ongoing basis , a daily sales report figures & forecasting .
 Analyse the latest market trends and tracking competitor activities and providing
valuable inputs for fine-tuning the selling and the marketing strategies.

AWARD AND ACHIEVMENT

Achievement and certificate -Seguro Private Wealth

 Certificate of achievement highest Team revenue-Octuber-2018
 Certificate of achievement highest Team revenue-July-2018
 Certificate of achievement highest Team revenue-Junel2018
 Certificate of achievement highest Team revenue -April 2018
 Certificate of achievement highest Team revenue-March 2018
Achievement and certificate -FGB
 Certificate of achievement- Cluster Head with highest productivity –May 2015
 Certificate of achievement- Best Team Manager with highest revenue –Jan 2015
 Certificate of achievement- Best Team Manager with highest revenue –Dec 2014
 Certificate for outstanding achievement to contest Legendry London(maximum ROs qualified from
the team for London trip)
 Certificate of achievement- Best Team Manager with highest revenue –Nov 2014
 Award received from FPI for top Team leader for highest issuance new saving plan
 Certificate of achievement- Best Team Manager with highest revenue –Feb 2013
 Certificate of achievement- Best Team Manager of the year with highest productivity – 2012
 Certificate of achievement- Best Team Manager with highest revenue –Sep 2012
 Certificate of achievement- Best Team Manager Runner up –August 2012
 Certificate of achievement- Best Team Manager with highest revenue –July 2012
 Certificate of achievement- Best SRO with highest revenue –May 2012
 Certificate of achievement by FGB - Best SRO with highest revenue -Feb 2012
 Certificate of achievement by FGB- Best SRO highest no. of application –Oct 2011
 Qualified for the several contest and oversize trip for London, Amsterdam, Bangkok ,cruise trip
for Spain, Cruise trip for Rome in FGB .
 Received appreciation certificates from Axis Bank for being the top performer in Dark knight contest
for Customer acquisition.
 Received appreciation certificates for outstanding performance in cross sell of gold coins in Mohur
Gold Coin contest Axis Bank .
 Received appreciation certificates by Axis Bank for maximum contributions in Mutual fund contest
PAHLE HUM .
 Received Award by Axis Bank for insurance contest DAZZLING DAY.
 Received Award by Axis Bank for outstanding performance in NRI Customer acquisition for 2008-
2009.
 Received appreciation certificate from DCB Bank for outstanding Insurance sales (Birla Sun life
insurance).
 Received appreciation certificate from DCB Bank for outstanding general insurance sales (Reliance
general insurance) GI day contest.
 Received appreciation certificates from Kotak Mutual Fund (ELSS NFO).

PROFESSIONAL QUALIFICATION & SUMMER TRAINING

 Master of Finance and Control (MFC) from Banaras Hindu University (BHU), Varanasi (U.P.) -2003
 CISI Award -International Introduction to securities & investment Awards -2016
 Summer training - I.T.I Rae Bareli U.P finance Department.
 Project works:
Inventory control
Risk Management with Financial Derivatives.

ACADEMIA

 Degree in commerce (B.com) V.B.S. Purvanchal University (U.P.) 1999.

 Senior Secondary Certificate Examination B.S.E.B Patna (Bihar) in1993-95

 Higher Secondary Examination B.S.E.B Patna (Bihar). In 1993

PERSONAL DOSSIERS

Date of Birth : 10th June. 1978.

Father’s Nam : Shri. Sarayu Upadhyay
Address : Po. Box. 32936 DubaiUAE.