NEEL BHATT
Mumbai
Summary
Proven leader in financial services with a track record of enhancing client wealth at HDFC BANK through expert sales strategies and comprehensive cost analysis. Recognized for exceptional achievements, including the MDRT Qualifier award, and skilled in sales and marketing, demonstrating both analytical prowess and persuasive communication.
Overview
5
5
years of professional experience
Work History
Deputy Manager
HDFC BANK
Mumbai
02.2023 - 03.2024
- My role involved engaging with over 1,500 clients, maintaining accurate financial records, and ensuring their financial health.
- I provided prompt assistance with wealth management programs, offered guidance on tax benefits, and ensured a seamless banking experience for their diverse needs.
- Additionally, I facilitated face-to-face meetings to enhance client interaction and exposure
- I offered comprehensive sales-to-service support for various financial products, including loans, liabilities, and assets, as well as addressed any concerns or complaints, ensuring timely resolutions.
- August 14, 2023, was awarded and recognized for MDRT Qualifier and Homerun Achiever.
Associate Investment Manager
SQUARE YARDS
Thane
08.2022 - 12.2022
- I was honored with the title of Best Associate Investment Manager in the Thane region for successfully completing property deals totaling u.5 crore, as recognized by developer Raymond Tenx
- Engaging in cold calling to connect with customers regarding their property needs, whether for new or pre-owned properties
- Facilitating site visits and educating them on property appreciation, while also offering ample negotiation opportunities
Virtual Relationship Manager
YES Bank
05.2021 - 05.2022
- Company Overview: ARMSOFT TECH AIR
- Oversee and manage Current Account and Savings Account (CASA) operations
- Ensure adherence to all sales practices and regulatory compliance
- Solicit funds and present wealth management programs to encourage enrollment for securing financial futures
- ARMSOFT TECH AIR
OPERATIONS
TELEPERFORMANCE
03.2019 - 11.2020
- Contact customers to generate leads and address their specific requirements
- Offer financing options for both new and used car purchases, including top-up loans
- Provide comprehensive end-to-end service throughout the sales process
- Additionally, offer customers the option to apply for a personal loan based on their existing car loan
- Provide them with a top-up facility to access any available credit line and facilitate the disbursement process
Education
Bachelor of Science - Bsc
ICE HOSPITALITY AND MANAGMENT
NERUL , NAVI MUMBAI12-2024
Bachelor of Arts - ARTS
K J SOMAIYA COLLEGE OF ARTS AND COMERCE
VIDYAVIHAR EAST06-2015
High School Diploma -
SVDD
MUMBAI04-2014
Middle School Education
SVDD ENG MED HIGH SCHOOL
GHATKOPAR EAST04-2014
Skills
- Purchasing and planning
- Cost analysis and savings
- Process and procedure development
- Expertise in sales
- Sales strategics
- Sales and marketing
Timeline
Deputy Manager
HDFC BANK
02.2023 - 03.2024
Associate Investment Manager
SQUARE YARDS
08.2022 - 12.2022
Virtual Relationship Manager
YES Bank
05.2021 - 05.2022
OPERATIONS
TELEPERFORMANCE
03.2019 - 11.2020
Bachelor of Science - Bsc
ICE HOSPITALITY AND MANAGMENT
Bachelor of Arts - ARTS
K J SOMAIYA COLLEGE OF ARTS AND COMERCE
High School Diploma -
SVDD
Middle School Education
SVDD ENG MED HIGH SCHOOL
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