Prateek Singh
Consultant
Lucknow,Uttar Pradesh
Summary
Deputy manager with over 4 years of successful experience in customer relationship and revenue generation. Handled Accounts of Government departments and Cooperates in Lucknow. Recognized consistently for performance excellence and contributions to success in the banking industry. Strengths in customer handling and management backed by training in business management.
Enthusiastic Consultant eager to contribute to team success through hard work, attention to detail and excellent organizational skills. A clear understanding of individual needs, market trends, and training in building relationships. Motivated to learn, grow and excel in Government projects.
Overview
14
14
years of professional experience
7
7
years of post-secondary education
2
2
Languages
Work History
Individual Financial Advisor
Cadence Finserv Pvt Ltd
Lucknow, Uttar Pradesh
10.2017 - Current
- Cadence Finserv Pvt Ltd. Investment Company in Lucknow, handling AUM of 100 crores.
- Managed 150 client investment portfolios by providing one-on-one service when meeting with clients to understand assets, expenses and long-term and short-term investment goals to devise personalized financial plan.
- Assisted clients in making beneficial and strategic decisions regarding investments, low-cash financing and overseas sourcing partners.
- Helped clients plan for and fund retirements using mutual funds and other options to manage, customize and diversify portfolios.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each client's individual needs.
Propriotor
Mercury Travels Lucknow
Lucknow, Uttar Pradesh
07.2016 - 03.2021
- Firm provided logistics and transportation services to Various Government Departments. UPIEDA and Income Tax department.
- Mercury Travels has associated travel partners with Leading five stars hotels in Lucknow. Including Fairfeild by Marriott and Renaissance.
- Fleet comprised of more than 20 passenger cars and 30 employees.
- Firm has worked with Saudi Arabian Airlines and Indigo crew members to understand needs and provide transportation services.
- Average Turnover with more than 50 Lakh.
- Resolved conflicts and negotiated mutually beneficial agreements between parties.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
Deputy Manager
Axis Bank Ltd
Lucknow, Uttar Pradesh
11.2013 - 10.2017
- Government business banking. Handled more than 20 Accounts of State departments including SUDA, UPNEDA and UPIEDA.
- Established new relationship and Handled Business Banking accounts for prominent cooperates in Lucknow.
- Boosted branch sales by developing and deepening customer loyalty through incentive programs.
Sales Officer Trainee
Toyota Lucknow
Lucknow, Uttar Pradesh
11.2010 - 04.2011
- Identified and qualified new distributors to increase market share in key territories.
- Prepared sales reports with informative graphs and charts to outline key data.
- Managed over 50 customer calls per day.
- Achieved dramatic sales increase by skill fully managing relationships and proactive sales approaches.
- Worked diligently to resolve unique and recurring complaints, promoting loyalty and enhancing operations.
- Monitored customer buying trends, market conditions and competitor actions to adjust strategies and achieve sales goals.
Executive Sales Representative
J B R CHEMICALS PRIVATE LIMITED
Lucknow, Uttar Pradesh
04.2010 - 09.2010
- Achieved sales targets by prospecting, qualifying and converting leads.
- Helped sales professionals build successful sales campaigns to reach target audience with consistent branding.
- Boosted revenue from existing accounts by reaching out regularly to check on needs and promote new offerings.
- Promoted teamwork and culture of mutual accomplishment with new sales team members.
Education
High School Diploma -
03.2004 - 04.2005
High School
CMS Gomti Nagar Lucknow passed with 67.6 % ICSE Board.
High School Diploma -
03.2006 - 04.2007
Intermediate Class 12th
CMS Gomti Nagar Lucknow passed with 64.3% ISC board.
Bachelor of Commerce - Business Administration
07.2007 - 07.2010
MBA - Business Administration And Management
09.2011 - 01.2013
Skills
Financial Advisory
undefinedAffiliations
Association of Mutual Funds in India
Marriott Hotels Lucknow
Timeline
Individual Financial Advisor - Cadence Finserv Pvt Ltd
10.2017 - Current
Propriotor - Mercury Travels Lucknow
07.2016 - 03.2021
Deputy Manager - Axis Bank Ltd
11.2013 - 10.2017
Cardiff Metropolitan University - MBA, Business Administration And Management
09.2011 - 01.2013
Sales Officer Trainee - Toyota Lucknow
11.2010 - 04.2011
Executive Sales Representative - J B R CHEMICALS PRIVATE LIMITED
04.2010 - 09.2010
Faculty of Commerce Lucknow University - Bachelor of Commerce, Business Administration
07.2007 - 07.2010
CMS (Intermediate 12th) - High School Diploma,
03.2006 - 04.2007
City Montessori School (High School) - High School Diploma,
03.2004 - 04.2005
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