RIZWAN PATEL
Team Leader Banking
mumbai
Summary
Results-driven Sales Team Leader with 11 years of sales experience also proven expertise in building strong teams and motivating exceptional sales results. Ambitious in pursuing opportunities to expand client base and increase group revenue. Expert in building connections and servicing accounts.
Overview
11
11
years of professional experience
2
2
Certification
3
3
Languages
Work History
Team Leader Nri Business
Kotak Mahindra Bank Ltd
05.2018 - Current
- Supervised team members to confirm compliance with set procedures and quality requirements.
- Monitored team performance and provided constructive feedback to increase productivity and maintain quality standards.
- Identify and address conflicts early, facilitating discussions and finding satisfactory solutions for all parties involved
- Recognize and reward good performance, provide feedback and encourage professional development
- Support team members professional development by providing opportunities for training and growth
- Ensure team compliance with company policies and procedures
- Support and guide team members to ensure they meet their individual targets and KPIs
- Generate reports on team performance and provide regular updates to senior management.
Corporate Agency Manager
HDFC Standard Life insurance
06.2017 - 04.2018
- Build strong relationships with partner bank branch managers and their teams to ensure seamless integration of our life insurance products into their sales processes
- Devised comprehensive account management strategies tailored to individual client needs, driving growth in both new business acquisition and existing customer expansion.
- Boosted agency revenue by identifying cross-selling opportunities within existing client base.
- Conduct product training and coaching sessions for your team and partner bank personnel
- Monitor and analyze sales performance, identify areas for improvement, and implement corrective actions
- Oversee branch operations and maintain a positive and customer-centric work environment
- Identify and develop new business opportunities within the assigned territory.
Senior Sales Associate
Nihal Builders And Developers
09.2013 - 05.2017
- Met or exceeded sales objectives on consistent basis to drive company growth.
- Trained, coached, and mentored new sales associates for maximum performance.
- Build and maintain strong client relationships
- Create compelling property listings and presentations
- Conduct property showings and tours
- Negotiate purchase agreements and lease terms
- Coordinate transaction processes and paperwork
- Stay informed about market trends and industry knowledge.
Education
Bachelor of Commerce -
Mumbai University
Mumbai, India10.2016
HSC -
Maharashtra State Board of Secondary And Higher Secondary Education
Mumbai, India02.2011
SSC -
Maharashtra State Board of Secondary And Higher Secondary Education
Mumbai, India03.2009
Skills
- Nri Banking
- Forex
- Teamwork and Collaboration
- Attention to Detail
- Business Development
- Customer Service
- Ms office 365
- People Management
- Problem-Solving
- Team motivation
- Team Supervision
- Coaching and Mentoring
- Performance Improvement
- Quality Improvement
- Sales expertise
- SOP Adherence
Accomplishments
- Dare Contest 2022,
- Dare Contest 2023,
Qualified for Intl Trip To Dubai.
Qualified for Intl Trip To Baku .
Languages
English
Bilingual or Proficient (C2)
Hindi
Bilingual or Proficient (C2)
Certification
National Institute of Securities Markets
- Certified,2019
Insurance Regulatory and Development Authority of India
- Certified,2018
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference
Work Type
Full TimeLocation Preference
On-SiteRemoteHybridImportant To Me
Company CultureWork-life balanceCareer advancementHealthcare benefitsFlexible work hoursTeam Building / Company RetreatsSoftware
Ms Office 365
Finacle
Crm
Genesys
Quote
Risk comes from not knowing what you are doing.
Warren Buffett
Timeline
Team Leader Nri Business
Kotak Mahindra Bank Ltd
05.2018 - Current
Corporate Agency Manager
HDFC Standard Life insurance
06.2017 - 04.2018
Senior Sales Associate
Nihal Builders And Developers
09.2013 - 05.2017
Bachelor of Commerce -
Mumbai University
HSC -
Maharashtra State Board of Secondary And Higher Secondary Education
SSC -
Maharashtra State Board of Secondary And Higher Secondary Education
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