Nilam Patel
Vadodara
Summary
Dynamic Relationship Manager with extensive experience at IDFC FIRST BANK and YES BANK, excelling in customer relationship management and financial analysis. Proven track record in driving sales strategy and enhancing account management, leading to significant client satisfaction and retention. Adept at risk assessment and market research, fostering strong client partnerships.
Overview
10
10
years of professional experience
Work History
Relationship Manager
YES BANK
VADODARA
09.2024 - Current
- Currently working with YES BANK since September 2024 as a relationship manager.
Manager
Kotak Mahindra Bank
11.2019 - Current
- worked with Kotak Mahindra Bank as Service Delivery Officer Nov 2019 to March 2022 than Promoted as a SDO Authorizer April 2022 to Feb 2023.
Relationship Manager
IDFC FIRST BANK
VADODARA
02.2023 - 09.2024
- Previously worked with IDFC FIRST BANK as a Relationship Manager from February 2023 to September 2024.
Assistant Manager
HDFC Bank Ltd
Surat
11.2015 - 02.2019
- worked as current account sales office with HDFC Bank Nov 2013 to Nov 15 after that Promoted as Assistant Manager Nov 2015 to Feb 2029
Education
B. Com -
01.2013
Skills
- Customer relationship management
- Financial analysis
- Sales strategy
- Risk assessment
- Account management
- Market research
Accomplishments
Won lots of certificates and trophies in many contests in HDFC Bank Ltd and Kotak Mahindra Bank.
Sales Promotion Activity
Promoting sales by camping, exhibition and seminars discovering new markets.
Administration
Close monitoring of sales executive daily activity, in time payment collection and deposit outstanding units and parts territory wise working promises and commitment.
Coordination
Coordination with all superiors, colleagues and support function.
Father
Dhanjibhai P. Patel
Languages
- English
- Gujarati
- Hindi
Personal Information
- Date of Birth: 10/21/90
- Gender: Female
- Nationality: Indian
Hobbies and Interests
- Reading
- Singing
- Traveling
- Making new friends
Functional Experience
- Manager, Kotak Mahindra Bank, 11/21/19, Present, SDO Authoriser
- Assistant Manager (Teller), HDFC Bank Ltd, 11/21/15, 02/20/19, Current Account Sales Officer, Surat, 11/21/13
- Sales Executive, Destiny Group Entertainers Pvt Ltd, 08/01/12, 04/30/13
Roles And Responsibilities
- Training to sales executive
- Monthly sales forecasting
- Field support to sales executive
- Achieving the sales target
- Developing the new executive as well supporting staff
Timeline
Relationship Manager
YES BANK
09.2024 - Current
Relationship Manager
IDFC FIRST BANK
02.2023 - 09.2024
Manager
Kotak Mahindra Bank
11.2019 - Current
Assistant Manager
HDFC Bank Ltd
11.2015 - 02.2019