Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Tirth Patel

Ahmedabad

Summary

Customer Focused retail Sales Professional with Solid Understanding of retail dynamics , Marketing and customer service. Offering 3 years of experience providing quality product recommendation and solutions to meet customer needs and expectations. Demonstrated record of exceeding revenue targets by leveraging communications skills and sales expertise.

Overview

4
4
years of professional experience

Work History

Relationship Officer

Kotak Mahindra Bank
Ahmedabad
05.2023 - Current
  • Exceeded monthly and weekly sales targets, earning a promotion.
  • Managed client onboarding with full regulatory compliance.
  • Conducted market research to drive new product offerings.
  • Led client meetings and presentations to enhance sales.
  • Converted branch visits into loyal customers.
  • Cross-sold financial products, including insurance and investments.
  • Developed and implemented revenue-boosting sales strategies.
  • Proficient in Salesforce and CRM Next for sales and customer management.

Store Handler

Pramukh Enterprise
Ahmedabad
07.2021 - 04.2023
  • Performed daily store operations, ensuring compliance with all store policies and procedures.
  • Monitored store performance metrics, identifying areas for improvement to enhance profitability.
  • Managed inventory control using Excel, maintaining optimal stock levels and reducing discrepancies.
  • Oversaw receipt, storage, and dispatch of goods, ensuring accuracy in stock records.
  • Coordinated with vendors and suppliers to ensure timely deliveries and minimize stock shortages.
  • Implemented process improvements, optimizing workflow efficiency and reducing operational costs.

Education

Bachelor Of Vocational Practical - Sales And Marketing Management

Tata Institute of Social Sciences
Ahmedabad
08-2021

G.S.E.B - H.S.C.

Nutan High School
Ahmedabad
03-2018

G.S.E.B - S.S.C.

Vishwabharti Abhijat Shishuvihar
Ahmedabad
03-2016

Skills

  • CRM & Sales Tools Proficiency
  • Problem-Solving & Conflict Resolution
  • Sales Strategy Development
  • Cross-Selling & Upselling
  • Client Onboarding & Compliance
  • Sales & Revenue Growth
  • Customer relationship
  • Solution management

Accomplishments

  • First mover SIP contest for Extraordinary Contribution
  • Contribution to Top gun contest for General insurance
  • Retail General insurance Champions Trophy qualifier

Timeline

Relationship Officer

Kotak Mahindra Bank
05.2023 - Current

Store Handler

Pramukh Enterprise
07.2021 - 04.2023

Bachelor Of Vocational Practical - Sales And Marketing Management

Tata Institute of Social Sciences

G.S.E.B - H.S.C.

Nutan High School

G.S.E.B - S.S.C.

Vishwabharti Abhijat Shishuvihar
Tirth Patel