Krunal Patel
Navsari,Gujarat
Summary
Dynamic professional with a proven track record at HDFC Securities Ltd, excelling in customer relationship management and data analysis. Successfully implemented sales strategies that enhanced client retention and drove revenue growth. Adept at market trend analysis and strategic planning, consistently delivering exceptional service and fostering strong client connections.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Store Manager
Northen lite dollar store & more
The Pas, MB
02.2025 - Current
- Assessed operational efficiency of the store's departments.
- Developed strategies to maximize sales and profitability.
Senior Relationship Manager
HDFC Securities Ltd
Surat, Gujarat
02.2013 - 01.2025
- Revenue generated from various investment products, such as equity brokerage, mutual funds, PMS, Equity margin Funding, unlisted securities, insurance, etc.
- Organized promotional events such as seminars or webinars aimed at educating customers about new products or services.
- Implemented strategies for increasing customer retention rates by providing excellent service levels at all times.
- Performed periodic reviews of client portfolios in order to identify areas requiring further attention or improvement.
- Maintained an up-to-date understanding of industry trends and best practices in order to remain competitive in the marketplace.
- Resolved customer inquiries or complaints promptly and efficiently in accordance with established guidelines.
- Analyzed customer data to identify areas of risk and potential opportunities for growth.
- Assisted junior staff members with complex tasks or projects as needed.
Education
Master of Business Economics -
Veer Narmad South Gujarat University
Surat, India01.2009
Bachelor of Business Administration -
Naranlala College (Veer Narmad South Gujarat University)
Navsari, India01.2006
Skills
- Data analysis
- Performance reviews
- Market trend analysis
- Customer relationship management
- Sales strategies
- Effective communication
- Strategic planning
Award & Recognition
I had been awarded in Insurance for the MDRT contests in Greece, Dubai, Bali, and Vietnam from 2021 to 2025
I had also been awarded for the best MF SIP numbers and the Lumsum Mutual fund collection at the national level in HDFC Securities.
Hobbies & Interests
Travelling gives me a good opportunity to learn a lot about the culture of the country I visit, to see historical and holy places, to meet people of different traditions, and to learn a great deal about their traditions, customs, and culture. In other words. I can expand my worldview and my mind
I APPRECIATE
I know I can bring value to your organization and would love the chance to
Discuss how my experience and skills can contribute to the growth and success
at your organization.
Certification
- NISM Equity & Derivatives, AMFI, IRDA Life and General
Languages
English
Professional
Gujarati
Native/ Bilingual
Hindi
Native/ Bilingual
Timeline
Store Manager
Northen lite dollar store & more
02.2025 - Current
Senior Relationship Manager
HDFC Securities Ltd
02.2013 - 01.2025
Master of Business Economics -
Veer Narmad South Gujarat University
Bachelor of Business Administration -
Naranlala College (Veer Narmad South Gujarat University)
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