VASUDEVBHAI PATEL
LEEDS,UK
Summary
Driven financial and investment professional confident in handling wide range of financial needs, from retirement planning to insurance decisions. Decisive planner and problem-solver with understanding of marketing and sales strategies enabling sustained growth. 11-year track record working with financial products.
Overview
11
11
years of professional experience
4
4
years of post-secondary education
1
1
Certification
Work history
Relationship manager
KOTAK MAHINDRA BANK
VADODARA, INDIA
2020.02 - 2022.09
- Observed and acted on stock market trends and movements.
- Conducted proactive credit risk assessments and customer due diligence reviews for comprehensive understanding of clients.
- Checked investment viability to limit client risk.
- Delivered excellent customer service and proactively sought innovative ways to enhance service quality.
- Managed long-term customer relationships to increase revenue.
- Identified and developed new business opportunities, expanding existing client bases.
- Conducted face-to-face meetings with SME clients, managing portfolio with £[Amount] turnover.
- Analysed risk across client assets, maintaining investment security.
Assistant manager
YES BANK LTD
VADODARA, INDIA
2019.03 - 2020.02
- Monitored health and safety measures for guaranteed compliance.
- Built customer relationships with consultative sales approach.
- Motivated management and staff teams to consistently deliver high quality, customer-focused service.
- Investigated issues affecting group operations, prepared reports and helped correct problems.
- Organised financial and operational data to help with yearly budgeting and planning.
- Refreshed and maintained existing customer data to keep up-to-date and accurate.
- Met daily, weekly and monthly KPI targets, maintaining high quality standards.
- Managed financial updates, watch lists and insurance files.
- Delivered excellent client service, addressing queries promptly and accurately.
- Performed due diligence on customer documentation and information.
- Organised and carried out month-end, quarterly and year-end processes.
- Followed up with customers to collect specific financial information and verify details for preparation of [Type] forms.
- Delivered end-to-end KYC onboarding lifecycle service for new customers.
- Assessed risks and compliance issues associated with customers or products.
- Investigated suspected cases of fraud and theft involving small numbers of transactions or complex systems.
Senior officer
IDFC FIRST BANK LTD
VADODARA, INDIA
2017.12 - 2019.03
- Maintained strict confidentiality through careful and correct storage of case documents, in line with internal policies.
- Generated Key Performance Indicator reporting to drive better performance.
- Delivered exceptional customer service by proactively listening to concerns and answering questions.
- Resolved conflicts and negotiated mutually beneficial agreements between parties.
Office junior
ICICI BANK LTD
VADODARA, INDIA
2011.07 - 2017.12
- Approved prospective customers and oversaw onboarding processes for new accounts.
- Oversaw daily operations to achieve high productivity levels.
- Increased revenue by upselling and recommending products.
- Handled high volume calls to address customer inquiries and concerns.
- Consistently arrived at work on time and ready to start immediately.
- Developed appropriate resources to meet needs of diverse audiences.
- Delivered services to customer locations within target timeframes.
Education
GRADUATE - COMMERCE
ANAND,COMMERCE COLLEGE
ANAND 2007.03 - 2011.04
Skills
- Business development
- Mutual funds and liabilities
- Prospecting
- Savings accounts
- Investment advice
- Process improvement
- Customer service
- Mutual funds
- Account acquisition
- Time management
- Customer-focused
- Problem-solving
- Team building
- Accounting
- Communication skills
Affiliations
- watching movie, visit new place, making new friend, celebrate festival
Certification
i am IRDA and AMFI qualified.
Languages
English
Intermediate
Hindi
Upper intermediate
Gujarati
Native
Accomplishments
Every organisation awarded in various contest and competition.
Best of West 2013-2014 - ICICI BANK
Golden Sprint 2017 - ICICI BANK
Employee of the Month and Quarter
KOTAK MAHINDRA BANK
JUNE - 2021
JULY- 2021
AUG -2021.
Timeline
Relationship manager
KOTAK MAHINDRA BANK
2020.02 - 2022.09
Assistant manager
YES BANK LTD
2019.03 - 2020.02
Senior officer
IDFC FIRST BANK LTD
2017.12 - 2019.03
Office junior
ICICI BANK LTD
2011.07 - 2017.12
GRADUATE - COMMERCE
ANAND,COMMERCE COLLEGE
2007.03 - 2011.04