Bhagyesh Patel
Vadodara
Summary
- An experienced and well-maintained professional with an ample amount of knowledge in the banking and insurance sectors, seeking an opportunity in the organization to use my skills and contribute to the firm for which I am working. I will put forth my best effort to learn the company's policies and make better decisions in favor of the company.
- Having 8 years and 7 months of experience in the fields of banking, mortgage products, and insurance. Providing a prompt solution to the customer’s problems. Good knowledge about digital banking, mortgage products, providing banking solutions to the rising needs of the customers.
- Hardworking relationship manager, proficient at devising personalized solutions to meet all types of customer demands. Positive and upbeat team player, and a clear communicator with demonstrated success and several years of experience.
Overview
9
9
years of professional experience
Work History
Select Relationship Manager
INDUSIND BANK LTD
Vadodara
06.2024 - 01.2025
- Maintained up-to-date knowledge of industry trends, products, and services to provide informed guidance to clients in making financial decisions.
- Maintained knowledge of banking products and distribution to provide optimal service support.
- Consistently achieved monthly sales targets by effectively presenting customized product offerings to potential clients.
- Provided exceptional customer service, addressing client inquiries promptly, and resolving issues effectively to maintain long-term relationships.
- Developed strong relationships with clients through regular communication, understanding their financial goals, and offering relevant solutions.
- Managed a diverse portfolio of high-net-worth clients, ensuring their financial objectives were met and exceeded.
Branch Relationship Manager
ICICI BANK LTD
Vadodara
06.2022 - 06.2024
- Increased branch sales performance through effective training and coaching of team members.
- Managed a diverse portfolio of high-net-worth clients, ensuring that their unique financial needs were met.
- Managed a diverse pipeline of mortgage applications, prioritizing tasks effectively to meet deadlines consistently.
- Improved client satisfaction by efficiently processing mortgage applications, and providing timely updates.
- Maintained up-to-date knowledge of industry trends, enabling informed decision-making, and accurate advice for clients.
- Assisted clients in navigating complex mortgage documentation, ensuring a smooth application experience from start to finish.
Chief Relationship Manager(Direct Marketing)
PNB MET LIFE India Insurance Co. Ltd
Vadodara
12.2021 - 05.2022
- Analyzed clients'' needs and financial goals, recommending suitable life insurance policies accordingly.
- Increased policyholder satisfaction by providing comprehensive, personalized life insurance solutions.
- Developed targeted marketing campaigns for attracting new clients, while maintaining strong relationships with existing ones.
- Demonstrated consistent performance by meeting or exceeding established sales targets throughout my tenure as a Life Insurance Specialist.
- Contributed to company growth initiatives by participating in local community events, promoting life insurance awareness.
- Mentored new agents, sharing expertise, and fostering a collaborative work environment for team success.
- Resolved customer inquiries promptly, ensuring positive experiences, and maintaining client retention rates.
Branch Relationship Manager
Reliance Nippon Life Insurance
Vadodara
11.2020 - 12.2021
- Cultivated customer relationships to provide customized life insurance solutions tailored to individual needs.
- Delivered informative presentations to potential clients about the benefits of life insurance policies, generating interest, and driving sales growth.
- Maintained high standards of customer service by building relationships with clients.
- Marketed life insurance products to increase customer bases and revenue.
- Retained existing clientele through regular follow-ups, policy reviews, and timely adjustments based on changing circumstances or needs.
- Analyzed customers' financial situations to recommend appropriate life insurance policies.
- Increased sales of life insurance products through tactical customer outreach.
- Maintained up-to-date knowledge of industry regulations, trends, and products to best serve client needs.
Relationship Manager
MAX Life Insurance Co. LTD
Vadodara
01.2020 - 11.2020
- Cultivated customer relationships to provide customized life insurance solutions tailored to individual needs.
- Analyzed customers' financial situations to recommend appropriate life insurance policies.
- Increased sales of life insurance products through tactical customer outreach.
- Promoted products and services using upselling, and other sales strategies.
- Increased client portfolio size by actively networking and building strong relationships within the community.
- Fostered strong client trust, leading to high retention rates through consistent follow-ups and personalized service.
- Maintained up-to-date knowledge of industry trends and changes to advise clients accurately.
Corporate Account Manager
TATA AIA Life Insurance Co. LTD
04.2019 - 01.2020
- Managing customer’s Investment of HDFC Bank Main Branch
- Generate revenue for Company as well as Bank
- Responsible to deal with customers for services or query or problems
- Providing services to customer like mobile banking app, internet banking, UPI collection and payment, any other technical and banking related services
- Responsible to deal with investments every day
Sr Financial Service Manager
ICICI Prudential Life Insurance Co.LTD
Vadodara
05.2016 - 04.2019
- Boosted sales performance with effective cross-selling of banking and insurance products to existing customers.
- Received numerous accolades from management for exceptional customer service skills and dedication to excellence in sales performance.
- Conducted regular reviews of client portfolios, recommending adjustments to better align with their financial goals.
- Researched and evaluated potential investment products for clients.
- Assisted clients with budgeting and cash flow management.
- Facilitated the smooth processing of insurance claims, ensuring timely payouts and satisfied clients.
- Played a key role in developing marketing materials that showcased the value proposition of various bancassurance products, resulting in increased customer interest and engagement levels.
Education
M.B.A - Finance
Gujarat Technological University
Vadodara04.2016
B.B.A - Finance
Sardar Vallabhbhai Patel University
ANAND04.2013
HSC -
Dayaram Vidhyalaya
Dabhoi01.2010
SSC -
Dayaram Vidhyalaya
Dabhoi01.2008
Skills
- Effective cross-selling techniques
- Goal-oriented mindset
- Investment Portfolio Management
- Customer service
- Customer Relationship Management in Banking
- Product knowledge, analytical skills
Custom
- English
- Hindi
- Gujarati
Personal Information
- Date of Birth: 05/20/93
- Nationality: Indian
- Marital Status: Married
Custom
- Having 9 years of experience in banking and insurance
- Providing prompt, good solutions to the customer’s problems
- Having good knowledge about digital banking, mortgage products,
- Providing banking solutions to the rising needs of customers
Timeline
Select Relationship Manager
INDUSIND BANK LTD
06.2024 - 01.2025
Branch Relationship Manager
ICICI BANK LTD
06.2022 - 06.2024
Chief Relationship Manager(Direct Marketing)
PNB MET LIFE India Insurance Co. Ltd
12.2021 - 05.2022
Branch Relationship Manager
Reliance Nippon Life Insurance
11.2020 - 12.2021
Relationship Manager
MAX Life Insurance Co. LTD
01.2020 - 11.2020
Corporate Account Manager
TATA AIA Life Insurance Co. LTD
04.2019 - 01.2020
Sr Financial Service Manager
ICICI Prudential Life Insurance Co.LTD
05.2016 - 04.2019
M.B.A - Finance
Gujarat Technological University
B.B.A - Finance
Sardar Vallabhbhai Patel University
HSC -
Dayaram Vidhyalaya
SSC -
Dayaram Vidhyalaya
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