Bindiya Patel, Personal Banker

Experience

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  Accsus Management

  Feb 2018 - Aug 2020

  Sales Associate

  • Handled the team of 20 people and conducted the sales meetings• Trained the new team members for sales, marketing and business development• Achieved individual and team goals to make the organization successful• 23% increase in Sales YOY

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  Modiant World

  Sept 2020 - Jul 2021

  Customer Experience Specialist

  • Managed accounts of foreign clients as per the requirements of the organization• Understood the clients’ requirements and provided them with detailed solutions• Cross-sold to the clients’ with various offerings and increase client depth in order to provide one-stop solution• Brought in practice of frequent follow-ups with existing clients’ to maintain and enhance relationships

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  HDFC Bank

  Jul 2021 - Mar 2023

  Personal Banker

  • Discussed clients’ goals and created comprehensive financial plans to achieve those goals• Educated retail banking clients with efficient savings patterns and investment strategies• Maintained high service excellence to help the bank achieve its goals• Educated the clients with updated market knowledge for well-informed decisions• Resolved clients’ concerns while following the standard banking procedures• Handled customer queries and helped them with their financial transactions• Managed the retail portfolio of 100 families and increased it to 150 Show less

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  YES BANK

  Apr 2023 - Jul 2023

  Personal Banker

  • Managed a portfolio of 200 HNI (High Net-worth Individual) clients of Retail Branch Banking• Analyzed and discussed clients’ financial portfolio and created comprehensive plans according to their needs• Discovered client needs for banking and provided tailored solutions• Educated the clients with updated market knowledge for well-informed decisions• Cross-sold various credit and non-credit products and services • Achieved 9% growth in portfolio size within a quarter using clients first policy Show less