Bhawmik Patel

Experience

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  IIFL (India Infoline Group)

  Aug 2017 - Sept 2018

  Relationship Manager

  1) Recruit new IFA’s for independent financial advisor (IFA) channel to sell a mutual fund.2) Training and Developing IFA to promote and sell Mutual Fund Schemes.3) Capability Building of the IFA to close deals in Mutual funds.4) Maximize sales by planning HNI IFA sales strategies and Target.5) Capability Building / Conducting Product training.6) Conducting Investor Awareness program for IFA Channel.

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  Zehrs

  Apr 2020 - Sept 2020

  PC xpress associate

  1) Adhere to all Food Safety Protocols, Standard Operating Procedures, Health and Safety, corporate policies, and other programs and initiatives.2) Accountable for accurately tracking orders and upkeep of assigned tasks and duties.

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  Walmart Canada

  Apr 2020 - Sept 2021

  Cashier/Customer experience associates

  1) Process credit and debit cards and ensure that receipts are signed, and cards are returned.2) Listen to and attempt to resolve customers’ complaints and ensure that any escalated ones are informed to the right department.3) Handle returns and exchanges by coordinating efforts with the customer service department.

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  Cash4You Corp

  Jul 2021 - now

  Jr. Business Analyst

  1) A member of the risk team and the central authorization (CA) team.2) Creating business needs and design specifications in collaboration with developers, technological problems, and internal business groups.3) Developing new application toolkits and documentation, as well as offering users end-to-end assistance across all business platforms.4) Conducting various sales and marketing campaigns on a monthly basis.5) Making outbound/inbound calls to potential customers and answering them.6) Processing applications for multiple personal lending products.7) Implementing key strategies to drive growth as well as demonstrating exemplary customer service standards and a high level of energy to exceed goals8) reading and understanding credit bureau reports and maintaining a high level of personal lending product knowledge.9) Maintaining awareness of company policies and procedures, federal/provincial laws and providing guidance to other team members to ensure compliance.10) Actively marketing and selling lending products and service and demonstrating strong collaborative skills within a team environment.11) Developing and sustaining long-term relationship to encourage repeat business and client referrals. Show less