Raval Nikul
Wellington ,New Zealand
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. Client-focused Relationship Manager adept at increasing productivity and completing tasks efficiently. Skilled in client relationship management, financial planning, and strategic sales techniques. Excel in communication, problem-solving, and adaptability, ensuring successful client interactions and satisfaction.
Overview
4
4
years of professional experience
Work History
Relationship Manager
ICICI Bank Ltd.
Patan
12.2021 - 07.2024
- Identifying a new Government as well as institutional prospect in the assigned territory and onboarding for the banking services and requirement with proper documentation in the respective timeline.
- Played a vital role in acquiring the relationship 55-gram panchayat account of Banaskantha Taluka for the purpose of tax collection with QR code solution onboarded in the time span of 1 week.
- Acquired the relationship of Patan District Education Foundation with proper documentation.
Sales Officer
HDFC BANK LTD.
Mehsana
06.2021 - 12.2021
- Onboarding of customer by offering proper Banking solutions required as per their requirement to satisfy the banking needs.
- Developing & generating new leads by cold call and conversion of the leads received from the Branch to increase the book size for the business aspects.
Sales Manager
Hunger Online food delivery Service
Unjha
02.2020 - 05.2021
- Manage and mentor team to handle end to end client relationship including pitching, negotiation
- Contracting
- Billing/invoicing payment collection and troubleshooting
- Achieve Growth and hit sales targets by successfully managing the sales team
Education
MBA -
GUJARAT TECHNOLOGY UNIVERSTY
01.2019
B.com -
HEMCHANDRA CHARYA NORTH GUJ.UNI
01.2017
Skills
- Wealth management portfolios
- Client acquisition
- New business generation
- Relationship review process
- Relationship building and management
- Loans
- Client onboarding
- Financial analysis
- Customer relationship management
Accomplishments
- Played a vital role in acquiring the relationship 55-gram panchayat account of Banaskantha Taluka for the purpose of tax collection with QR code solution onboarded in the time span of 1 week.
- Acquired the relationship of Patan District Education Foundation with proper documentation.
Timeline
Relationship Manager
ICICI Bank Ltd.
12.2021 - 07.2024
Sales Officer
HDFC BANK LTD.
06.2021 - 12.2021
Sales Manager
Hunger Online food delivery Service
02.2020 - 05.2021
MBA -
GUJARAT TECHNOLOGY UNIVERSTY
B.com -
HEMCHANDRA CHARYA NORTH GUJ.UNI
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