Summary
Overview
Work History
Education
Skills
Timeline
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Kajal Patel

Kajal Patel

Banker, Health & Lifestyle Coach
Anand,Gujarat

Summary

3+ years of banking experience, in increasing the book growth, and having the financial market expertise gives the client an enhancing experience of having a financial planner. In the past one year have extensively worked with HNI clients, corporate and individual. Increased the base book 3 times. Managed to crack a big corporate deal outside of the consortium and bring in funds for fixed deposits in line of USD 6,231,823.62, also managed a turnover of USD 24,438,524.00 for a corporate client. Expanded the home loan portfolio of IDBI bank, Vallabh Vidyanagar by 100 times from INR 200,000 to INR 20,000,000 within a span of a year Acquired 67 saving accounts and 4 current accounts for ICICI Bank, Vallabh Vidyanagar within 3 months. 15+ years of experience of expanding and handling customer base of diverse ethnicities and lifestyle, increasing the sales revenue and market share in the media, banking, event management and lifestyle sector Headed the sales, marketing and distribution of 30000+ copies of The Asian Weekly every week across Kenya. Successfully organized 10+ marketing campaigns for the community newspaper – The Asian Weekly, the major one being the Lifestyle challenge, where 6 participants were selected from across Kenya to help them achieve their health goals Increased the revenue of The Asian Weekly by 5% to 10 % year on year Empowering lifestyle changes and enriching quality of life by providing holistic assessments and insights into the nutrition and fitness journey Held 10+ corporate talks to reduce absenteeism and increase productivity, 20+ community talks on health management, lifestyle disorders, immunity concerns especially targeted at women’s groups and orphanages Managed and organized the flagship wedding exhibition of Vallabh Vidyanagar in the year 2008, with 30+ vendors on a budget of INR 160,000 Increased the client base by 30+ members at C9 Total Fitness, Vallabh Vidyanagar Helped 100+ clients achieve their weight loss & fitness goals, while also helping to manage lifestyle diseases such as diabetes, hypertension and heart disorders Goal-driven banking professional well-versed in managing diverse customer needs with speed and efficiency. Maximizing satisfaction and bank revenue through hands-on service and support, knowledgeable product recommendations and persuasive communication skills. Successful at excelling in fast-paced, competitive banking environments. Good sales and customer service abilities paired with in-depth knowledge of bank products and services. Proficient in updating accounts, processing transactions and coordinating records. Skilled at helping customers and business accounts to meet financial needs by developing customized product and service solutions. Well-versed in solving routine and complex financial problems. Good communication, multitasking and conflict resolution skills. Hardworking Banker familiar with setting up new accounts for customers, maintaining security and supporting audits. Excellent organizational, relationship-building and documentation skills. Prepared to offer [Number] years of related experience to a challenging position with room for advancement. Driven banking professional with expertise in building relationships and retaining small business customers. Successful analyzing accounts and current packages in order to propose updates and correct problems. Good communication, multitasking and planning abilities. Familiar with diverse banking and investment products, deposit accounts and loans. Competent in setting up services, transferring funds and helping with complex transactions. Positive and upbeat with strong communication and problem-solving abilities. Experienced banking professional with superior attention to detail and highly ethical nature. Dedicated to maintaining optimal security and customer satisfaction while meeting ambitious sales targets. Well-versed in industry regulations and asset protection strategies. Energetic [Job Title] with top-notch relationship-building, sales and money-handling abilities. Multitasks smoothly to handle customer and bank staff needs. Reliable in maintaining accurate drawer and preventing fraudulent transactions. Enthusiastic candidate with extensive experience in customer service and cash handling at banks or money lending institutes. Strong knowledge of offered banking services and products. Reliable and honest professional dedicated to meeting scorecard goals by processing high volumes of error-free transactions. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level [Job Title] position. Ready to help team achieve company goals. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.

Overview

2024
2024
years of professional experience
3
3
years of post-secondary education

Work History

Banker | Sales & Marketing | International Nutritionist | Fitness & Lifestyle Consultant

Kajal Patel
Anand
  • Patelkajala@gmail.com +91 6351044073 / +254 790584312 (whatsapp) https://www.linkedin.com/in/kajal-patel-0bb58b30/
  • Nationality: Kenyan

Organizer & Event Manager

11.2008
  • Organized the flagship wedding exhibition – The Wedding Expo on a scale of INR 170,000 to cater as a single stop promotional and product display event with over 35+ vendors, aimed at the upcoming wedding season and influx of
  • NRIs
  • Managed event coordination, vendor search and supervision
  • Obtained sponsorship in the value of INR 300,000 for the event
  • Searched over 100 vendors and finalized 30+ vendors ranging from a wedding planner, decorator, jeweller and more for the exhibition which lasted for a period of three days
  • The event generated a revenue greater than INR 100,000 for the immediate purchases by the visitors.

IndusInd Bank Limited
01.2022 - Current

Senior Relationship Manager

1 1 - Current
  • As an SRRM, it is vital to manage customer base and have an increase in book growth
  • Managing various product segment of the bank viz a viz – CASA, Liability, TD, PMS and so forth
  • Engaging in customer enhancement and planning on how to tap into existing market
  • Talking to overseas client base and trying to organize community based financial literacy programs
  • Creating more brand awareness
  • Kajal Patel +91 6351044073 / +254 790584312 2 | Page

Sales Executive & Consultant - Fitness

Lifestyle
10.2021 - 01.2022
  • Direct client handling role for the sales of the wellness programs along with the lifestyle and nutrition consultation
  • Conducted health talks and webinars as a part of the marketing tool
  • Increased the program and product inquiries by 10%

Nephromed Specialty Healthcare
01.2021 - 01.2022

Sales Executive, Administrator & Columnist

08.2010 - 03.2020
  • Served as the columnist for the health and nutrition section of The Asian Weekly
  • Managed and marketed the advertising space, thereby increasing the advertising sales revenue by 5% to 10% yoy
  • Achieved the yearly sales target of INR 20,000,000
  • Assisted in coordinating multiple medium and large-scale sales and marketing events
  • Acquired sponsorship for a total value in excess of INR 40,00,000 for 5 years in running for The Asian Weekly
  • Achiever’s Award yearly event
  • Successfully procured high value sponsorship for media coverage of global sports and media events such as the

The Asian Weekly Magazine
01.2010 - 01.2020

ODI
01.2014 - 01.2019
  • Cricket World Cup, Cannes Film Festival, IIFA between
  • Headed major marketing campaigns such as I Dare to Dazzle and the Lifestyle Challenge to promote wellbeing and encourage our readers to adopt a healthy lifestyle
  • Managed the distribution channel of the Asian Weekly to facilitate the delivery of over 30,000 copies across
  • Kenya
  • Served as the Guest Speaker for 10+ corporate talks for stress reduction, productivity enhancement and reduction of absenteeism
  • Conducted talks for over 20 women’s groups and orphanages focused on immunity enhancement, lifestyle disorders, immunity enhancement and wellbeing

Sales & Wellness Executive

Wedding Expo
01.2008 - 11.2009
  • Developed multiple sales strategies to increase brand awareness and increase customer growth, which resulted in a
  • 10% increase in sales revenue
  • Acted as a diet and nutrition consultant to over 30 members each month
  • Handled walk-in inquiries and customer service
  • Provided wellness consultation to members for health conditions such as a weight management, heart disorders, hypertension, diabetes among others

VLCC Wellness
Vallabh Vidyanagar
01.2008 - 01.2009

Sales & Wellness Executive

05.2004 - 07.2008
  • Carried out the general management & marketing of the firm, in addition to being the nutrition consultant
  • Achieved the breakeven point (BEP) within 7 months of operation
  • Consulted about 67 clients and helped them to achieve their health goals
  • Guided 33 weight loss patients and prepared a diet and fitness chart to enable them to lose a cumulative weight of over 150 kgs
  • Successfully helped over 10 clients with diabetes to control their sugars and reduced the insulin dependency
  • Increased the client base by over 35% by enrolling new clients as well as convincing the existing members to upgrade their membership type.

C9 Total Fitness
01.2004 - 01.2008
  • Kajal Patel +91 6351044073 / +254 790584312 3 | Page

Housing Loan Officer

IDBI Bank Limited
Vallabh
01.2002 - 01.2003
  • Enlarged the housing loan customer base, thereby increasing the housing loan portfolio from a value of INR 200,000 to INR 2,00,00,000
  • Assisted the general manager in management of the High-Net-Worth customers

Sales Executive

ICICI Bank Limited
Vallabh Vidyanagar
01.2002 - 01.2002
  • Handled the product portfolio of resident savings accounts and resident current accounts
  • Acquired 67 savings accounts and 4 current accounts in a span of 3 months

Distributor

Oriflame, Multilevel Marketing, MLM
01.1998 - 01.2001
  • Achieved the position of a manager and a 21% PD level
  • Recruited 168 downlines and achieved a group sale of approximately INR 60,000/month
  • Organized various events for brand endorsement and customer awareness

Education

Bachelor of Science - Food’s & Nutrition

Sardar Patel University
01.2001 - 04.2004

Skills

Computer Skills: Proficient inundefined

Timeline

IndusInd Bank Limited
01.2022 - Current

Sales Executive & Consultant - Fitness

Lifestyle
10.2021 - 01.2022

Nephromed Specialty Healthcare
01.2021 - 01.2022

ODI
01.2014 - 01.2019

Sales Executive, Administrator & Columnist

08.2010 - 03.2020

The Asian Weekly Magazine
01.2010 - 01.2020

Organizer & Event Manager

11.2008

Sales & Wellness Executive

Wedding Expo
01.2008 - 11.2009

VLCC Wellness
01.2008 - 01.2009

Sales & Wellness Executive

05.2004 - 07.2008

C9 Total Fitness
01.2004 - 01.2008

Housing Loan Officer

IDBI Bank Limited
01.2002 - 01.2003

Sales Executive

ICICI Bank Limited
01.2002 - 01.2002

Bachelor of Science - Food’s & Nutrition

Sardar Patel University
01.2001 - 04.2004

Distributor

Oriflame, Multilevel Marketing, MLM
01.1998 - 01.2001

Banker | Sales & Marketing | International Nutritionist | Fitness & Lifestyle Consultant

Kajal Patel

Senior Relationship Manager

1 1 - Current
Kajal PatelBanker, Health & Lifestyle Coach