Preet Patel Email & Phone Number

Etobicoke, Ontario, Canada

Toronto, Ontario, Canada

• Providing excellent service to customers and ensuring their satisfaction.
• Greeting customers, resolving any complaints or issues they may have, and assisting them with their purchases.
• Operate cash registers and handle customer transactions
• Responsible for stocking shelves, maintaining a clean and organized store environment, and assisting with inventory management.

Ahmedabad, Gujarat, India

• Generating Invoices for the goods that are sold and handing over the document to the shipper.
• Generating E-Way Bills which are required as a proof of goods being sold to other party.
• Maintaining Bank Ledgers, issuing checks for the payables and also handling all the cash sales and purchases.
• Processed and sent invoices, adjustments, and credit memos to customers.
• Contacted vendors to follow up on late invoices.
• Entered data into Excel Sheets to update company’s-chartered accountant and pay credits.

Ahmedabad, Gujarat, India

• Sales of Security Bond of Nationalized Banks
• Customer Interaction and providing Information.
• All bank related Work from deposits to RTGS
• Helped sales manager finalize customer sales and handled escalated concerns.
• Reviewed past-due accounts and communicated with customers to promote timely payments.
• Directed and coordinated products, services, and sales activities.

Ahmedabad, Gujarat, India

• Handled all the Personal Loan & Business Loan application files.
• Sourcing files from the channels and business associates
• Worked as head of tally callers and closed the leads.
• Achieved client loyalty through quality, productivity, service, and proactive management.
• Collaborated with various departments to improve communication and deliver individualized customer solutions.
• Negotiated terms for management services and financing to close deals with hesitant clients and retain relationships.

Ahmedabad, Gujarat, India

• Liaise between departments to provide support to sales activities.
• Assist sales team by focusing on managing schedules and following up customers.
• Input customer data into system, updating information and regularly fill up Forms, data entry in system & customer support.
• Partnered with sales representatives during customer consultation to build agency and customer relations.
• Follow up on all queries related the customers & Banks.
• Fostered relationships with customers to expand customer base and retain business.

Graduate Certificate, Financial Technology, 2.98

Graduate Certificate, Global Business Mangement, 3.07

Bachelor'S Degree, Business Administration And Management, General, First Class