Parth Patel

Compliance Excellence:

• Maintained a 100% compliance record through meticulous attention to regulatory changes and adherence to industry standards.

Sales Achievement:

• Exceeded quarterly sales targets consistently, achieving a 30% increase in revenue over a one-year period.

Company Portfolio Growth:

• Expanded branch portfolio by 25% through strategic investment recommendations and tailored financial planning.

Cross-Selling Success:

• Successfully cross-sold financial products, leading to a 20% increase in the adoption of additional services by clients.

Customer Satisfaction:

• Achieved a 95% customer satisfaction rating based on post-service surveys and client feedback.

• 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.( Average 10 accounts per day)
• Awarded top performing employee in region for 3 consecutive months by providing value business to client & company.
• Exceeded sales objectives of acquiring 100 customer for 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 clients/company's to improve future business opportunities.