
Ritesh Patel
Unit Manager

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About me
“CERTIFIED FINANCIAL PLANNER”
Education

ICFAI
2005 - 2007Master of Business Administration (MBA) Marketing and FInance B GradeActivities and Societies: I had organized inter colleges ‘group-discussion’ at College level. I Valuation of Inventory at ‘Suresh Food World’ Sell the Greeting cards which are made by Inmates

ICFAI University
2005 - 2007Master of Business Administration - MBA Marketing and finance B
Experience

ICICI Prudential LIfe Insurance co. LTd
Apr 2007 - Aug 2008Unit Manager I have to recruit and handled team of Financial Advisors, from that team I have to generate business for the company. For that I used promotion schemes Contests, monetary benefits and motivation.

India Infoline Ltd
Sept 2008 - Aug 2010Business Development Manager Handling and motivating team of 10 sales manager at Branch level Providing direction, motivation and training to team for ensuring optimum performance. Giving individual SM target, mentoring each SM for achieving target. Make a costing analysis of Branch and giving higher productivity to organization. Managing all types of activities at a branch like a branch In charge. Interacting directly with clients and redress queries and issues to their optimum satisfaction and resolving crucial and long pending complaints at the branch involving close interaction with HO. Show less

Bajaj Capital Ltd
Aug 2017 - nowCluster Head
Jul 2018 - nowArea Manager
Aug 2015 - nowBranch Manager
Aug 2010 - nowAssociate Vice President
Aug 2017 - Jun 2022
Licenses & Certifications

Leadership, Transition and Change Management
IIMBx | Indian Institute of Management Bangalore- View certificate

CFP Certification - Global Excellence in Financial Planning
FPSB Ltd.Oct 2017 
CFP Certification
FPSB IndiaOct 2017
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