JAYDIP PRAHLADBHAI PATEL
SURAT
Summary
Innovative Relationship Manager focused on developing strategic business opportunities by delivering exemplary service to each client's individual needs. Respected professional with exceptional knowledge regarding risk management. Business-driven Relationship Manager always finding successful ways to acquire new clients and foster lucrative relationships. A determined leader with over 6 years of assisting clients with financial planning processes and assessing financial data. Offering dynamic collaboration and decision making skills.
Overview
6
6
years of professional experience
Work History
Independent Relationship Manager
IIFL HOME FINANCE LIMITED
2021.10 - Current
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Consistently exceeded quarterly sales goals by cultivating a strong network of professional contacts and referrals.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
Senior Executive
CAPRI GLOBAL CAPITAL
2021.07 - 2021.10
- Boosted operational efficiency through implementation of lean principles, resulting in reduced waste and improved production timelines.
- Streamlined operations for increased efficiency by identifying bottlenecks in sales processes and implementing targeted solutions.
Sales Officer Sbl
AU SMALL FINACE BANK LTD.
2018.10 - 2021.07
- Product - MSME LAP and Unsecured Product
- Facilitated meetings and discussions between clients, sales and delivery teams.
- Increased referral business by actively networking within the community and participating in local events representing the bank.
- Enhanced customer satisfaction with timely follow-ups and personalized service.
Education
Bachelor of Social Work -
INDIRA GANDHI NATIONAL OPEN UNIVERSITY
Surat, India12.2022
H.S.C -
UDAY HIGH SCHOOL
Chandrawati, Unja.03.2011
S.S.C. -
UDAY HIGH SCHOOL
Chandrawati, Unja.06.2009
Skills
- Proficiency in MS-Office, MS-Windows
- Relationship Building
- Client Relationships
- Relationship building and management
- Excellent Communication
Languages
Gujarati
Bilingual or Proficient (C2)
English
Advanced (C1)
Hindi
Bilingual or Proficient (C2)
Personal Information
- Father's Name: Prahladbhai S.Patel
- Date of Birth: 12/16/1993
- Gender: Male
- Nationality: Indian
- Marital Status: Married
Attributes
- Possess highly motivated & positive attitude towards life
- Possess exceptional team spirit thereby helping in easy achievement of organizational & personal goals
- An effective communicator with excellent relationship building & interpersonal skills
Hobbies and Interests
Reading, Traveling
Disclaimer
I do hereby confirm that the information furnished above is true to the best of my knowledge and belief.
Timeline
Independent Relationship Manager
IIFL HOME FINANCE LIMITED
2021.10 - Current
Senior Executive
CAPRI GLOBAL CAPITAL
2021.07 - 2021.10
Sales Officer Sbl
AU SMALL FINACE BANK LTD.
2018.10 - 2021.07
Bachelor of Social Work -
INDIRA GANDHI NATIONAL OPEN UNIVERSITY
H.S.C -
UDAY HIGH SCHOOL
S.S.C. -
UDAY HIGH SCHOOL
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