Harshada Patel
Team Leader
Mumbai
Summary
To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
6
6
years of professional experience
5
5
years of post-secondary education
2
2
Certifications
4
4
Languages
Work History
Team Leader
HDFC Securities Ltd.
Mumbail
03.2022 - Current
- Mentored and Led team of 14 members while providing exceptional customer service.
- Monitored sales team performance and provided constructive feedback.
- Coached team members in customer service techniques, providing feedback and encouragement Supported office business development and reaching sales goals.
- Reported sales data to upper management for review.
- Led regular team meetings to keep sales personnel motivated with tips, techniques and relevant information.
Team Coach/Team Leader. Grade - Deputy Manager
Kotak Mahindra Bank Limited
MUMBAI
06.2017 - 02.2022
- In this Role Handling Team 0f 12 officers for multiple Financial Retail Liability and Investments products, guiding them to recommend mf, rebalancing portfolio, recommending assets and loans.
- Leading team to achieve sales goal by selling Retail Banking Products as SIP , Mutual Funds ,Trading Account, Health Insurance.
- Managing data coordinating with data uploaded and assigning to team members training team members
- Facilitated Training on products, Ensured Sales Enhancement, Quality & Compliance through Feedback and coaching
Customer Service Executive
Aegis Limited, Expert
06.2016 - 03.2017
- Provided primary customer support to internal and external customers.
- Good performer worked with distributorship firm.
- Out calling customers to Renew SIP, Benefits of Long-term Holding in market and cross selling additional sips
- Recommended products to customers, thoroughly explaining details.
- Answered product and service questions, suggesting other offerings to attract potential customers.
Education
Bachelor of Science - Information Technology
VPm's RZ Shah College. Mumbai University (2016)
Mulund 07.2013 - 05.2016
High School Diploma -
Vidya Prasarak Mandal Junior College.
Mumbai 06.2010 - 06.2012
High School Diploma -
SMT HIRBAI MORARJI GALA English School.
Mulund , MumbaiSkills
Approachability and Availability
Certification
Certified NISM - Series - V -A - Mutual Fund Distributors Certification (15 Sep 2019 - 14 Sep 2022)
Accomplishments
- Awarded Best Team Coach for the H1 Quarter Fy-2021-2022.
- Awarded Best sale Topper for the H1 Quarter Fy-2019 - 2020.
- Achieved Highest Sales for the Month of APRIL 2019,JULY 2019 & AUGUST2019.
Timeline
Team Leader
HDFC Securities Ltd.
03.2022 - Current
Certified NISM - Series - V -A - Mutual Fund Distributors Certification (15 Sep 2019 - 14 Sep 2022)
09-2019
IRDA Certified
09-2019
Team Coach/Team Leader. Grade - Deputy Manager
Kotak Mahindra Bank Limited
06.2017 - 02.2022
Customer Service Executive
Aegis Limited, Expert
06.2016 - 03.2017
Bachelor of Science - Information Technology
VPm's RZ Shah College. Mumbai University (2016)
07.2013 - 05.2016
High School Diploma -
Vidya Prasarak Mandal Junior College.
06.2010 - 06.2012
High School Diploma -
SMT HIRBAI MORARJI GALA English School.
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