Tejas Gupta | Male, 21

7988674017 | [email protected] 787 A/2, Street No. 10, Green Road, Rohtak, Haryana-124001

EDUCATION
B.A. Economics (Hons.) Kirorimal College , Delhi University 6.89 First Division 2021-24
XII (CBSE) SMP School, Rohtak 96.75% Tuition Fee Waiver 2021
X (CBSE) SMP School, Rohtak 92.4% Tuition Fee Waiver 2019
INDUSTRY EXPERIENCE
WORK EXPERIENCE (Full Time)
 Strategically managed and developed portfolios for HNI & UHNI clients, driving strategic financial
growth and tailored wealth management solutions across bank's wealth and SME segments.
ICICI BANK  Managed a high-value investment portfolio exceeding ₹150 crore, serving 150+ clients across diverse
(Wealth manager) wealth segments with personalized financial strategies and wealth management solutions. Aug 24-
 Contributed toward towards increasing CASA from existing clients fresh addition of 10cr increased Present
TRV by 25% to overall portfolio value acquiring 360 banking needs of the clients as single contact
 Hands on experience in using Probe24 Banking software for analysis of corporate and private banking
client’s financial reports and cibil data reports and checking compliance as per RBI and banks conduct
 Conducted comprehensive market research and analysis to identify and evaluate potential high-net-
worth clients in the Connaught Place region, providing actionable insights to strategic planning.
 Experience in analyzing financials of potentials UHNI and trade clients through Saverisk application

INTERNSHIPS
Younity  Ed tech startup engaged in providing various skills-based courses to students through diverse courses Feb-
(BD associate)  Converted 100+ leads to business through direct leads and sourcing through existing client data given Mar 22

Aarambh NGO  Conducted survey on 200+ BPL families about their basic amenities and sanitation primary collection
(Intern)  I also prepared a strategically report on the arrangement of funds for different projects of Nov-
organization and how to channelize them for optimum utilization for the funds generated Dec
 Coordinated and led 4+ community outreach drives, facilitating the distribution of essential 21
stationery supplies to underprivileged children, demonstrating commitment to social equity

Egiyok  Prepared reports for the marketing campaigns of different products provided by the company May-
(Marketing Intern)  Analyzed the data and prepared strategic report on how the company can penetrate deeper as more Jun21

POSITIONS OF RESPONSIBILITY
Partner  Started the venture in Customized Merchandise domain during the second year of college in Delhi
2022-2024
URBAN HOOD  Served over 40 colleges, schools, Org. like LSR College, JNU, IIT Delhi & DPS and other colleges

Coordinator  Managed and coordinated various workshops, seminars, and events organized 180 DC KMC
180 Dc  Delivered targeted consulting workshops for NGOs and small businesses, providing comprehensive 2021-2024
strategic guidance on organizational development and operational optimization strategies
Consulting
 Developed and implemented comprehensive consulting strategies to enhance non-profit service
capabilities, enabling organizations to expand their competitive edge and operational effectiveness
ACADEMIC AWARDS AND ACHIEVEMENTS
 Awarded a full tuition fee waiver for outstanding academic performance, maintaining top-ranking 2018-2019
SMP School
results in school for two consecutive years, reflecting exceptional dedication and perseverance.

EXTRA-CURRICULAR ACTIVITIES
 Organized 50+ sports events for different sports in the college and around other circuits of university
Sports Head 2023
 Coordinates with sports committees of different colleges for organizing inter-college tournaments.
Delegate  Delegated different events of round table college KMC and participated in different events of the table. 2022

 Elected House Captain of the School via the joint vote of teachers and students for two years. 2018
House Captain
 Planned and organized all the cultural events and administrative activities assigned under House.
Cricket  Achieved best bowler of the tournament for taking 12 wickets in 5 matches in inter-college matches. 2023