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PARAKRAM RATHORE
Account Manager
Mississauga
Summary
Driven Business Development Partner with career history in sales and business development. Delivers above-quota results through tenaciously built partnerships and impressive revenue-generating skills. Motivating leader with strengths in building strategic relationships to support key business initiatives. Highly skilled in interpersonal and communication skills and experience managing and growing client accounts.
Directed sales and administration of all banking services, including deposits, loans, investments and trusts to businesses and individuals within assigned region. Worked with customers to develop investment and financial plans.
Banking professional with proven track record in offering insightful financial advice and achieving client satisfaction. Known for strong team collaboration and adaptability to changing client needs. Possesses key skills in financial analysis, customer service, and relationship management.
Experienced with financial advisory and client relationship management. Utilizes deep knowledge of banking products to offer tailored financial solutions. Track record of building trust with clients and enhancing their financial well-being.
Overview
11
11
years of professional experience
4025
4025
years of post-secondary education
3
3
Certifications
2
2
Languages
Work History
Banking Advisor
RBC Royal Bank
09.2023 - 08.2024
- Contacted prospective clients to generate new loans, deposits, and business to achieve company production goals.
- Streamlined loan application processes for clients, resulting in quicker approvals and increased satisfaction levels.
- Educated customers on digital banking platforms, encouraging adoption of online services for convenience and efficiency benefits.
- Identified opportunities for cost savings within the branch, implementing process improvements that positively impacted operational efficiency.
- Enhanced customer experience by addressing inquiries, resolving issues, and providing prompt assistance.
- Assisted in the management of risk by adhering to compliance policies and procedures when interacting with clients.
- Managed time effectively to handle multiple tasks concurrently while maintaining attention to detail under pressure situations.
- Participated in community events to promote bank''s brand presence while fostering local connections.
- Communicated lending decisions to customers.
- Followed-up on loan exceptions to achieve timely clearings.
Business Development Partner
Office Solutions
05.2018 - 05.2023
- Managed a team of 6 sales representatives who assisted in achieving total sales targets.
- Expanded customer base to the UK, increasing yearly sales by 25%.
- Maintained and grew book of business of over 2000 B2B and B2C clients by cultivating new clients and upselling existing clients.
- Ensure sales targets and KPIs are met by sales team through monthly performance reviews and support sessions.
- Monitor inbound and outbound customer satisfaction reviews to ensure excellent service standards.
- Use CRM systems, HubSpot, Zoho and Zendesk, to maintain more than 2000 client records, keeping track of any contract updates and renewals.
- Generate monthly, bi-annual and yearly employee sales and performance reports using QuickBooks Online, Google Workspace and Microsoft Suite.
- Conducted Data Analysis and monitored team performance, sales forecasts and account implementation.
- Created and implemented ‘Language and Cultural Workshop’, that improved customer satisfaction by 20%.
Account Manager
Office Solutions
11.2016 - 05.2018
- Handled full sales cycle with a consultative approach to offer solutions to enterprise businesses.
- Met or exceeded sales goals by bringing in over 500 new accounts and upselling software and virtual assistant solutions to existing clients.
- Cultivated productive relationships with business representatives and consulted closely to uncover needs and match to available solutions.
- Creating opportunities within the existing accounts by cross selling and upselling activities.
- Cold calling prospects, scheduled product demonstration meetings to acquire new clients.
- Motivated team members to meet and exceed sales targets.
Business Relationship Manager
Standard Chartered Bank
05.2013 - 12.2015
- Responsible for creating and maintaining positive relationships with corporate and personal banking clients while identifying opportunities for new relations and growth.
- Identified key issues surrounding client relationship and implemented strategy to facilitate expansion of partnerships.
- Assisted customers with opening accounts and signing up for new services.
- Worked with regional and territory departments to facilitate communication and deliver optimum personalized solutions to customers.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Utilized CRM system, Oracle, to maintain client records and updated customer service reports.
Education
Masters - Human Resource Management
Bachelor’s - Business Management
Skills
Client Needs Assessment
Identifying Investment Objectives
Customer Accounts Management
Customer Relations
CRM Platforms
Loan processing
Business prospecting
Loan exemption clearing
Credit assessment
Problem-solving
Insurance decisions
Time management
Relationship building and management
Decision-making
Multitasking and organization
Critical thinking
Certification
Business Communication Skills Certificate - 2019
Accomplishments
- Increased customer base by 25% by expanding the online market to include the UK.
- Promoted from Account Manager to Business Development Partner.
- Ranked as a top performer, averaging 120% above sales quota each month in 2015.
- Recipient of ‘Standard Chartered Bank Champion Sales Award’ for highest funds under management portfolio across India for 2015.
Interests
References
Reference is available upon request.
Timeline
IFIC (Investment Fund Course) Certified
03-2024
Banking Advisor - RBC Royal Bank
09.2023 - 08.2024
Business Development Partner - Office Solutions
05.2018 - 05.2023
Account Manager - Office Solutions
11.2016 - 05.2018
Business Relationship Manager - Standard Chartered Bank
05.2013 - 12.2015
MLSU - Masters, Human Resource Management
- Bachelor’s, Business Management