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Vikas Gupta

ID: CCE835347

Vikas Gupta

ID: CCE835347

  • Relationship manager, Moneyboxx finance limited
  • Delhi, India
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Profile Background
VG

Vikas Gupta

ID: CCE835347

  • Relationship manager, Moneyboxx finance limited
Covah Sponser

About Vikas Gupta

Results-driven professional with 2+ years of experience in loan operations and data management. Skilled in Excel, SQL, & Power BI, with expertise in data analysis, reporting, financial reconciliation, & process automation. Proven ability to generate insights, improve data accuracy, and optimize workflows to support business decision-making.

Covah Sponser

Employment History

2026
MF

Moneyboxx finance limited

1st Jan 2026 to 31st Mar 2026

Relationship manager

1st Jan 2026 to 31st Mar 2026

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Salary Package

Salary Hidden

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Roles & Responsibility

1. Drove sales by building client relationships, generating leads, and achieving targets. 2. Managed loan processing, KYC compliance, and customer support to improve retention.

Skills

  • Strategic Planning
  • Negotiation Skills
  • Client Relationship Management
  • Effective Communication
  • Data Analysis and Reporting
2025
CI

Sales officer

5th Aug 2025 to 5th Oct 2025

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Salary Package

Salary Hidden

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Roles & Responsibility

Drove sales by building client relationships, generating leads, and achieving targets. Managed loan processing, KYC compliance, and customer support to improve retention.
2024
AF

Aavas financiers ltd

11th Jun 2024 to 5th May 2025

Relationship officer

11th Jun 2024 to 5th May 2025

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Salary Package

Salary Hidden

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Roles & Responsibility

Achieved sales targets by promoting banking products and generating leads through strong client relationships. Ensured smooth onboarding with KYC compliance while supporting customers and driving cross-selling growth.

Skills

  • Conflict Resolution
  • Time Management
  • Effective Communication
  • Sales Techniques
  • Customer relationship management (CRM) software
  • Data Analysis and Reporting
  • Empathy and active listening
2023
TC

Tata Capital housing finance Ltd

13th Sep 2023 to 31st May 2024

Customer Relationship Executive

13th Sep 2023 to 31st May 2024

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Salary Package

Salary Hidden

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Roles & Responsibility

Managed loan lifecycle data and generated MIS reports on disbursals, collections, and portfolio performance using Excel, ensuring data accuracy and supporting decision-making. Analyzed portfolio data to identify delinquency trends, reducing NPAs by ~15% through proactive monitoring. Performed financial reconciliation and data validation, reducing discrepancies by ~20% ensuring data integrity. Automated reporting using Excel (Pivot Tables, VLOOKUP), improving efficiency by ~30%.

Skills

  • Conflict Resolution
  • Time Management
  • Effective Communication
  • CRM Software Proficiency
  • Empathy and active listening
  • Data Analysis Skills
Congo Sponser

Education

2023

Bachelor of Commerce

Dr. Ram Manohar Lohia Avadh University, Ayodhya (U.P.)

1st Apr 2020 to 1st Jul 2023

Expertise

Time Management

5/5

Adaptability

5/5

Team Collaboration

5/5

Communication

5/5

Financial Reconciliation

4/5

Reporting

4/5

Dash-boarding & Data Analysis

4/5

Process Automation

4/5

Excel

4/5

Analytics

4/5

power bi

3/5

SQL

2/5

Lingo

English

Verbal

4/5

Written

5/5

Hindi

Verbal

5/5

Written

5/5

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