Anand Pathak

Experience

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  Teleperformance

  May 2019 - Oct 2019

  Customer Service Executive

  • Made outbound calls to prospective customers to promote banking products and services and assist with account opening. • Responded to inbound customer inquiries and provide information on banking products and services.• On-call guiding to the client for Zero Balance Account opening in Kotak Mahindra Bank.• Achieved sales target by meeting daily, weekly and monthly call volume and conversion goals.

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  Quantic Infotech

  Oct 2021 - Mar 2022

  Sales Manager

  • Educate clients on trading strategies, risk management, and the use of trading tools• Actively seek new clients and generate leads through various channels, including cold calling and online platforms• Make them register on our website & deposit 100$ to initiate trading in Forex Market• Co-ordinate with Forex Manager for more trading with client to increase brokerage/revenue for the company

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  Switch My Loan

  Aug 2022 - May 2024

  Virtual Relationship Manager

  • Building strong relationships with clients who are looking for secured & unsecured loans.• Analyze clients financial statements and credit reports to process their case in best lander possible.• Guide clients through the loan application process, ensuring that all required documentation is collected.• Collaborate with clients to structure loan terms and conditions, including interest rates, repayment schedules, and loan amounts.

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  Assets Groww

  May 2024 - now

  Founder

  • Creating video related to BFI (business, finance & investments).• Developed unique content and maintain high-quality production standards and audience engagement.• Metadata optimization and audience interaction to drive subscriber growth and viewer retention.

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  Saksham Systems and Technologies

  May 2024 - now

  Sales & Digital Marketing Head

  • Develop and execute comprehensive sales and digital marketing strategies.• Lead the sales team, set targets, and manage digital marketing campaigns across various channels.• Utilize analytics tools to track campaign effectiveness and prepare performance reports for senior management.• Develop and manage the sales and marketing budget, optimizing costs for maximum ROI.