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Ritesh Patel

Ritesh Patel

Unit Manager

Followers of Ritesh Patel140 followers
location of Ritesh PatelDhule, Maharashtra, India

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  • Timeline

  • About me

    “CERTIFIED FINANCIAL PLANNER”

  • Education

    • ICFAI

      2005 - 2007
      Master of Business Administration (MBA) Marketing and FInance B Grade

      Activities 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 - 2007
      Master of Business Administration - MBA Marketing and finance B

  • Experience

    • ICICI Prudential LIfe Insurance co. LTd

      Apr 2007 - Aug 2008
      Unit 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 2010
      Business 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 - now

      • Cluster Head

        Jul 2018 - now

      • Area Manager

        Aug 2015 - now

      • Branch Manager

        Aug 2010 - now

      • Associate Vice President

        Aug 2017 - Jun 2022

  • Licenses & Certifications

    • Leadership, Transition and Change Management

      IIMBx | Indian Institute of Management Bangalore

    • CFP Certification - Global Excellence in Financial Planning

      FPSB Ltd.
      Oct 2017
      View certificate certificate

    • CFP Certification

      FPSB India
      Oct 2017