Shailesh Surendra Patel
Vapi
Summary
Resourceful individual willing to provide the attention and education customers need to ensure a positive financial experience. Bilingual Relationship Manager knowledgeable in explaining tools clients need to build wealth management portfolios.
Overview
4
4
years of professional experience
Work History
Relationship Manager
Fincare Small Finance Bank Ltd.
VAPI
08.2022 - Current
* Daily Basis Cold Call for Home Loan Business.
* Interacting with Customer for solving their queries & service related problems.
* Identifying Improvement areas & Implementing measures for maximization Customer Satisfaction & retention regarding loans.
* Coordinated & Communicated with Individual Clients for loans.
* Corresponding and following up with customer for necessary documents for loans.
* Taking escalations for resolving critical issues regarding loans.
Sales Officer
IDFC First Bank Ltd.
VAPI
07.2020 - 07.2022
- Generated leads through networking, cold calls, and email campaigns.
- Collaborated with other departments to ensure customer satisfaction throughout the process.
- Developed strategies to increase sales and market share.
- Provided exceptional customer service throughout the entire sales process.
- Developed a comprehensive understanding of company products and services.
- Implemented promotional campaigns to boost sales volume.
Education
H.S.C.
G.S.E.B. Gandhinagar03-2015
S.S.C
G.S.E.B. Gandhinagar03-2013
Skills
- Service assistance
- Relationship building and management
- Product Recommendations
- New Business Development
- Customer Relationships
- Banking
- Solution management
- Sales Reporting
- Customer Service
- Relationship Building
- Customer Portfolio Management
- Business Development
Personal Information
- Date of Birth - 28/05/1997
- Nationality - Indian
- Sex - Male
- Marital Status - Married
- Address - Flat No. 102, Gokul Dham Society , Near Amba Mata Mandir , Chanod Colony Vapi - 396191
- Languages - Hindi, English, Gujarati
Timeline
Relationship Manager
Fincare Small Finance Bank Ltd.
08.2022 - Current
Sales Officer
IDFC First Bank Ltd.
07.2020 - 07.2022
H.S.C.
S.S.C
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