Nehal Patel
Windsor,ON
Summary
Familiar with diverse banking and investment prod Experienced banking professional with superior attention to detail and highly ethical nature. Dedicated to maintaining optimal security and customer satisfaction while meeting ambitious sales targets. Well-versed in industry regulations and asset protection strategies.
Overview
6
6
years of professional experience
Work History
Dental Receptionist
Advance Urgent Dental
10.2022 - 06.2023
- Enhanced patient satisfaction by efficiently managing appointment scheduling and confirmations.
- Reduced wait times by quickly greeting patients upon arrival and assisting with the check-in process.
- Streamlined insurance claims processing for faster reimbursement and improved patient experience.
- Increased office efficiency with meticulous record-keeping of patient information, treatment plans, and payment history.
Bussiness Development Officer
AXIS BANK
07.2019 - 04.2022
- Boosted client satisfaction by identifying and addressing their specific needs through tailored business solutions.
- Expanded market share by conducting comprehensive market research and competitor analysis.
- Strengthened relationships with key clients by providing exceptional support and maintaining regular communication.
- Developed new sales strategies to target untapped markets, resulting in increased revenue generation.
- Optimized sales processes for greater efficiency, reducing the time required to close deals.
- Conducted thorough financial analysis to assess viability and profitability of new business ventures.
- Managed a diverse portfolio of projects simultaneously while adhering to strict deadlines and budgets constraints.
Mutual Fund Associate
India Info Line
08.2017 - 04.2019
- Enhanced team productivity by streamlining communication and implementing efficient project management tools.
- Developed strong client relationships through timely and thorough follow-up on inquiries and concerns.
- Optimized departmental processes with the implementation of innovative strategies, resulting in improved efficiency and reduced costs.
- Increased customer satisfaction by resolving complex issues and providing exceptional service at all times.
- Created solutions for customers to satisfy specific needs, quality and budget.
- Developed and implemented strategies to increase customer satisfaction and engagement.
- Identified customer needs and wants to enhance customer experiences and boost sales.
- Maintained relationships with customers to maximize sales opportunities.
Education
Canadian Investment Fund Course - Financial Securities
IFSE
04.2023
MBA - Finance
Gujarat Technical University
Aehmdabad,India07.2017
BBA - Finance
Gujarat University
Ahmedabad,India06.2015
Skills
- Analytics
- Research
- Strategic Planning
- Relationship Building and Rapport
- Client Acquisition
- Time Management
- Financial Analysis
- Stock Management
- Cash Handling
- Customer Service Orientation
- Client Engagement
- Customer Service
- Customer Interaction
Languages
English
Full Professional
Timeline
Dental Receptionist
Advance Urgent Dental
10.2022 - 06.2023
Bussiness Development Officer
AXIS BANK
07.2019 - 04.2022
Mutual Fund Associate
India Info Line
08.2017 - 04.2019
Canadian Investment Fund Course - Financial Securities
IFSE
MBA - Finance
Gujarat Technical University
BBA - Finance
Gujarat University
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