Meet Panchal
Ahmedabad,Gujarat
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.
Overview
8
8
years of professional experience
Work History
Loan Servicing and Financing
Bill Gosling Outsourcing
05.2023 - 06.2024
- Maintained strict confidentiality of bank records and client information.
- Developed strong relationships with customers through high levels of customer service.
- Educated potential clients on various loan options, guiding them towards informed decisions that fit their financial goals.
- Maintained up-to-date knowledge of industry regulations, trends, and best practices to provide informed advice to clients.
Customer Service Manager
CSR Cosmetics
09.2022 - 05.2023
- Managed team schedules, balancing workloads to optimize staff coverage during peak hours.
- Enhanced communication skills within the team through training sessions and role-playing exercises.
- Created an incentive program that boosted employee morale and motivation, leading to improved performance metrics.
Customer Service Manager
Cedar Point Convenience store
01.2021 - 09.2022
- Established positive rapport with customers, managers and customer service team members to maintain positive and successful work environment
- Maintained knowledge of company products and services to promptly resolve complaints and concerns
- Delivered fast, friendly and knowledgeable service for routine questions and service complaints.
Customer Sales and Service
Georgian Water & Air
01.2020 - 01.2021
- Handled irate customers smoothly to achieve performance targets
- Offered ongoing support to customers after sales by answering additional questions and resolving issues
- Received and processed client payments and updated accounts
- Employed effective selling techniques by promoting product benefits and influencing decision-makers
- Kept thorough records of customer details and previous sales.
Mechanical Engineer
Shree Chamunda Engineers
06.2016 - 06.2019
- Participated in cross-functional teams with manufacturing, quality, marketing and procurement departments
- Performed root cause analysis of problems, documented faults in tracking system and generated daily reports
- Used troubleshooting methods to identify issues with mechanical tools.
Education
Advanced Diploma -
Mechanical Engineering Technology
Canada, Ontario 12.2023
Mechanical Engineering -
Nirma University
Ahmedabad, India01.2016
Skills
- Team Leadership
- Time Management
- Customer Support
- Financial Advising
- Debt management
- Relationship building and management
Languages
English
Full Professional
Gujarati
Native or Bilingual
Hindi
Native or Bilingual
Timeline
Loan Servicing and Financing
Bill Gosling Outsourcing
05.2023 - 06.2024
Customer Service Manager
CSR Cosmetics
09.2022 - 05.2023
Customer Service Manager
Cedar Point Convenience store
01.2021 - 09.2022
Customer Sales and Service
Georgian Water & Air
01.2020 - 01.2021
Mechanical Engineer
Shree Chamunda Engineers
06.2016 - 06.2019
Advanced Diploma -
Mechanical Engineering Technology
Mechanical Engineering -
Nirma University
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