Dweet
Dweet

Vraj Patel

Relationship manager
About

With a strong foundation in customer relations and sales, I thrive in fast-paced environments, consistently meeting targets and providing exceptional service. My adaptability to various retail settings and basic English proficiency equip me for dynamic retail roles.

Previous Brands
Mc Donald's, PUTNEY HIGH STREET
Piramal Capital & Housing Finance Ltd
HDFC Sales Pvt Ltd
Work Experience
CERW
Jul ‘22 - Now
Mc Donald's, PUTNEY HIGH STREET

RELATIONSHIP MANAGER
Jan ‘22 - Apr ‘23
Piramal Capital & Housing Finance Ltd

• processing loan applications, conducting due diligence, site visits, ensuring compliance with terms and conditions as per sanction terms, documentation, etc. • Assisting the credit hub through timely resolution of raised queries and sharing of information requested • Convey the sanction or rejection to the customer, hand over the sanction or rejection letter, and follow up for documentation. • undertake custodial responsibility for loan documents. • attending all loan inquiries for credit. • generated new leads through online research and cold calling. • retained customers with a multi-channel engagement strategy. • exceeded sales targets by delivering high call volumes and tailored product recommendations. • conducted in-depth client visits and periodic business reviews. • identified at-risk clients, taking the necessary action to maximize retention. • managed long-term customer relationships to increase revenue.

SALES OFFICER
Jun ‘20 - Oct ‘21
HDFC Sales Pvt Ltd

• Develop and implement sales strategies to achieve monthly and annual sales targets. • Build and maintain relationship with existing clients • providing personalized banking solution to meet their financial needs Coordinate with existing customers of the company and understand their needs • Collaborate with cross functional teams, including credit, operations, product specialist to ensure smooth processing of transactions • Monitor market trend and competitor activities to identify potential risks and opportunities • Maintain Accurate Records of sales activities and customer interaction in the CRM system • Provide exceptional customer service, addressing and resolving clint inquires and concerns • Conduct through financial assessment for clients, offering suitable products and services .

Languages
English
Education & Training
University of Bedfordshire
‘23 - ‘24
MSC in International Business - International Business
VNSGU
‘15 - ‘18
Bachelor of Commerce