Parth Patel

(Goeasy) FSR (Nov21, 2021 to present)

• Cultivated and maintained strong client relationships, ensuring customer satisfaction and loyalty.
• Excelled in sales, consistently exceeding monthly targets through strategic client engagement and financial product knowledge. (Successfully grew an average of 10-15 customers for the branch in a month with the use of salesforce and marketing)
• Proficiently conducted financial assessments to determine client eligibility and tailored solutions to meet their unique needs. (This resulted in increased customer satisfaction and helped to build credit score while making sure customers have affordable payments to meet other needs)
• Individually contributed in growing the business by 200k in 2 years for the branch with sheer determination and passion for the industry.
• Cohesively worked with teams and independently to achieve desired results for the company.( during the Q1 of this year the store was ranked 3rd across the region and won some amazing prices with growing most number of customers and business for the company)

• Educated employees on promotional installment programs, origination processes and compliance requirements related to finance.
• Opened new credit card accounts for customers and obtained required information.( averaged 10 accounts per day)
• Awarded top performing employee in the region for 3 consecutive months by providing value business to the client & company.
• Exceeded sales objectives of acquiring 100 customer for the a quarter.

• Prepared and presented financial models, strategies and projections to senior management.
• Collaborated with other departments to align quarterly financial goals, resulting in 5% cost-reduction.
• Input financial data and produced reports using Excel.
• Built and established relationships with clientele to improve future business opportunities.