SMIT NATWARLAL PATEL

• Achieved sales and revenue targets through consultative selling, objection handling, and relationship building

• Drove inbound and outbound sales conversions for credit related products, subscription services, and value added offerings for Teleperformance handling the TransUnion CIBIL process

• Advised customers on credit reports, credit scores, and financial products while identifying upselling and cross-selling opportunities

• Managed high volume calls while consistently meeting KPIs including conversion rate, productivity, and customer satisfaction metrics

• Improved customer engagement and retention through effective communication and solution-oriented support

• Delivered high quality customer support by resolving queries with accuracy, empathy, and professionalism

• Maintained detailed CRM records, customer interactions, sales updates, and compliance documentation

• Ensured adherence to quality standards, regulatory compliance, and data security protocols during all customer interactions

• Generated, qualified, and followed up on sales leads, contributing to increased revenue opportunities
• Promoted banking and financial products to prospective customers, enhancing product awareness and customer engagement
• Addressed customer concerns, achieving high levels of satisfaction and loyalty
• Adhered to internal processes for banking compliance

• Achieved and consistently exceeded monthly and quarterly sales targets through consultative selling and customer engagement

• Identified cross selling and upselling opportunities to maximize revenue generation and strengthen customer relationships

• Educated customers on banking products, financial services, features, and benefits to drive product adoption and customer satisfaction

• Managed customer acquisition and relationship building for IDFC FIRST Bank through Me-Hin Consultants & Advisors by delivering personalized banking solutions

• Coordinated with internal departments to ensure seamless customer onboarding, issue resolution, and service delivery

• Delivered professional customer support while handling queries, follow-ups, and relationship management activities

• Maintained accurate customer records, sales reports, and documentation in compliance with banking and operational standards

• Contributed to team performance goals by maintaining high productivity, service quality, and sales conversion standards

• Acted as the primary liaison between customers, sales teams, and site teams
• Coordinated sales documentation and follow-ups to streamline after-sales support
• Aligned project requirements and timelines with customer expectations to enhance delivery accuracy
• Managed client relationships throughout project lifecycle, ensuring satisfaction and timely delivery

• Executed corporate and social events from concept to completion, ensuring alignment with client objectives
• Coordinated logistics, managed vendor relationships, secured venues, and organized on-site staff for seamless event execution
• Provided exceptional customer service to clients throughout event lifecycle, enhancing client satisfaction and engagement
• Managed budgets, schedules, and operational requirements
• Resolved on-site issues efficiently to ensure smooth event execution