Asad Patel
Mumbai
Summary
Accomplished leader adept at steering high-performing teams of 15 individuals to surpass sales benchmarks while prioritizing unparalleled customer experience, quality, and operational efficiency. Proficient in swiftly addressing customer needs and resolving complaints, fostering a culture of positivity that nurtures customer loyalty. Possesses a comprehensive understanding of banking products, catering to High Net Worth Individuals (HNIs) and delivering tailored financial guidance. Eager to explore new opportunities and leverage expertise in optimizing performance and elevating customer satisfaction within a dynamic professional setting.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Unit Manager (Designation DM II)
ICICI Bank
11.2019 - Current
Team Leadership and Performance Management:
- Leading a team of 18+ employees, ensuring alignment with sales objectives and individual performance goals.
- Monitored and facilitated progress toward sales targets while prioritizing customer experience, quality, and process/sales performance.
Customer Experience and Service Excellence:
- Upheld high standards of customer service, driving Net Promoter Score (NPS) improvements.
- Addressed customer queries, complaints, and needs promptly and effectively to ensure satisfaction.
Financial Portfolio Management:
- Managed banking queries and catered to High Net Worth Individuals' (HNI) requirements.
- Assisted clients in maintaining robust and healthy financial portfolios through personalized guidance and product recommendations.
Team Development:
- Fostered a positive work culture conducive to fostering returning customers.
- Provided regular constructive feedback and coaching to team members to enhance their performance and professional growth.
Education
MBA - Operations And Supply Chain Management
ITM - Institute For Technology And Management
Kharghar , Navi Mumbai2019
B.Com
Tilak Education Society (Mumbai University)
Vashi, Navi Mumbai2016
Skills
- Video KYC
- Customer Service Management
- Leadership Skills
- Relationship Management
- ERM
- Team Leading
- Phone Banking
- Branch Banking
- Hrsd
- ATS
Sales Monitoring
- Investment Management
- Financial Planning
- Performance Improvement
- Team Handling
- Customer Calling
- Time Management
- Grievance Handling
- Complaint Handling
- Team Management
- Customer Service
Accomplishments
- Certificate of Appreciation - for qualifying Platinum Club.
- Certificate of Achievement - Recognition of Outstanding Contribution to GI Business every month.
- Recognition as Leading Unit Manager in ICICI Bank's ERM Channel during the second quarter particularly excelling in Asset Business Product Management.
- Achieved Top Ranking status as Unit Manager for superior performance in per Relationship Manager Productivity.
Consistently Recognized and Awarded Annually for exceptional performance and contributions:
Certification
- NISM Series V A
- IRDA Certified
- AMFI Certified
Languages
English
Advanced (C1)
Hindi
Upper intermediate (B2)
Timeline
Unit Manager (Designation DM II)
ICICI Bank
11.2019 - Current
MBA - Operations And Supply Chain Management
ITM - Institute For Technology And Management
B.Com
Tilak Education Society (Mumbai University)
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