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Rajesh Gupta

Rajesh Gupta

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User Info

Rajesh is a banking professional with over 25 years of experience, specializing in Affluent business for over 15 years. He held various roles and achievements. From risk management to crafting strategies for Affluent clients, managing Wealth Management business, and driving sales productivity through the implementation of Wealth Tech technologies. He has been at the forefront of developing Affluent Banking strategies, spearheading transformative projects such as digital Wealth tools integration, streamlining customer journeys through automation, and leveraging AI for data-driven growth strategies and portfolio management. 

Details:

  • Organization: CIMB
  • Location: Malaysia 
  • Education: Bachelor of Commerce,  from Delhi University and MBA in Finance & Marketing from Symbiosis International University. 
  • Skills: Risk Management and Banking 

Experience:

  • Regional Head Affluent Product & Proposition at CIMB from Oct 2022 - Present 
  • Executive Director Client Value Management | Priority Banking at Standard Chartered Bank from Oct 2020 -Oct 2022
  • Executive Director Client Value Proposition | Priority Banking at Standard Chartered Bank from Jan 2018 - Oct 2020
  • Head International Banking | Priority Banking at  Standard Chartered Bank from Sep 2014 - Dec 2017
  • Unit Head – Strategic Planning Unit at Citibank, N.A. from Nov 2003 - Oct 2005
  • Risk Manager – International Risk Team at GE Capital from Jan 2003 - Oct 2003 
  • Head Credit Policy & Analytics at  GE Capital from Jun 1999 - Dec 2002  
  • Manager Credit & Collections at Citibank from Jun 1997 - May 1999 

FAQ's 

1. What are the awards received by Rajesh for his contribution to the financial Industry?

Rajesh's contributions to the financial services sector have been widely recognized, earning him prestigious awards such as the "Wealth Hub of the Year" and "The Asian Banker Industry Award.

2. What is the current role of Rajesh?

Currently, Rajesh is the Regional Head of Affluent Product & Proposition at CIMB