ARJUN KUMAR PATEL
Marketing And Finance
Summary
Finance and Marketing are two domains of study that every business needs. In simple terms, the marketing department takes responsibility for generating revenue. The finance department is responsible for transporting this revenue in different activities to ensure maximum growth of the wealth.
Professional relationship specialist with track record of enhancing client satisfaction and retention. Background in developing strategic plans and successfully implementing client-centric initiatives. Known for collaborative approach and adaptability in dynamic environments, leveraging skills in communication and problem-solving to drive results.
Overview
7
7
years of professional experience
2
2
Languages
Work History
Relationship Manager
Physics Wallah
02.2025 - 08.2025
- Higher Education Loan
- Maintained knowledge on banking products and distribution to provide optimal service support.
- Developed and implemented comprehensive client onboarding process, significantly reducing time to full service activation.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Identified new business opportunities through diligent market research and analysis, contributing to increased revenue growth.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
Relationship Manager
Propelld
02.2022 - 02.2025
- Student Education Loan Dept (Aakash Institute)
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Increased client trust and loyalty by providing consistent, high-quality advice on products and services tailored to their needs.
- Designed and maintained financial models to identify and measure risks.
Senior Sales Associate
Bajaj Finserv
03.2021 - 12.2021
- In Consumer Loan
- Boosted sales revenue by developing and maintaining strong relationships with clients.
- Developed sales plans to increase market share, customer base and revenue.
- Generated sales leads and cold called potential customers.
- Trained junior sales associates on best practices in selling techniques, product knowledge, and relationship building.
Sales Associate
Home Credit India
09.2018 - 12.2020
- In Consumer Loan
- Built relationships with customers to encourage repeat business.
- Solved customer challenges by offering relevant products and services.
- Boosted customer satisfaction levels through exceptional service, addressing concerns promptly, and providing a welcoming store environment.
- Initiated clienteling approach to build strong relationships with key customers, encouraging repeat business.
Education
MBA - Marketing & Finance
Subharti University
01.2025
BA - English Literature
Sabarmati University
01.2023
Skills
Relationship building
Timeline
Relationship Manager
Physics Wallah
02.2025 - 08.2025
Relationship Manager
Propelld
02.2022 - 02.2025
Senior Sales Associate
Bajaj Finserv
03.2021 - 12.2021
Sales Associate
Home Credit India
09.2018 - 12.2020
BA - English Literature
Sabarmati University
MBA - Marketing & Finance
Subharti University
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