Sanjiv Patel Email and Phone Number
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Sanjiv Patel personal email
The past 2.5 years at Jemca Toyota have honed my proficiency in new business development and business relationship management, where a commitment to client service excellence is paramount. Our team's collaborative efforts have consistently translated into personalized and memorable customer experiences, solidifying a robust client base and enhancing brand loyalty.Previously, as a Personal Shopper at Harrods, my role centered on curating luxury experiences for high-net-worth individuals. With a keen understanding of client preferences, our team delivered unparalleled service, strengthened by specialist product knowledge and multilingual capabilities in English, Gujarati, and Hindi. The expertise in nurturing client and partner relationships has been instrumental in driving sustained success.
Jemca Toyota
View- Website:
- jemcacargroup.co.uk
- Employees:
- 188
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Sales ConsultantJemca Toyota Sep 2021 - PresentCroydon, England, United Kingdom -
Personal ShopperHarrods Jun 2019 - Nov 2020London, United KingdomStarted on a one month’s temporary contact within the Men’s Gallery 2 department, and subsequently offered a fulltime permanent contract for Men’s International Design with primary responsibility for the Johnston’s of Elgin brandand promoted in May 2020 to a Virtual Concierge position.I am tasked with providing a high-quality personal shopping experience to our HNW/UHNW clients, synonymous andreflective of Harrods’ impeccable level of customer service. I am responsible for demonstrating storewide specialistproduct knowledge to deliver an unrivalled shopping experience and build strong customer and concession partnerrelationships. This entails completing ongoing training for new season trends. merchandise and launches.Adopting Harrods’ quality standards, representing the ethos of the Harrods brand, efficient management of thesourcing customer needs in a timely manner and driving sales virtually to achieve commercial and team targets are allpre-requisites. This is achieved via an end-to-end process, which includes sourcing luxury merchandise through to finaldispatch. Additionally, I also host private personal shopping experiences which involves delivering a truly bespoke,tailored and personalised service to complete the customer purchase experience to an exceptional standard. -
Senior ConsultantH&H Associates Jun 2018 - Jun 2019London, United KingdomH&H Associates is an independent due diligence firm and introducer specialising in Enterprise Investment Scheme (EIS) opportunities. Based in the City of London, the firm connects clients with some of the most rewarding and tax-efficient investment opportunities in the UK.Key responsibilities: Connect clients with rewarding and tax-efficient investment opportunities in the UK Investor qualification against pre-determined criterion Convert pre, and unqualified leads through to trade placement -
Wealth ManagerGlobaleye Aug 2016 - Jul 2017Abu Dhabi, United Arab EmiratesGlobaleye Wealth Management is an independent firm of financial advisors, delivering solutions to 15,000 corporate and private clients worldwide. Key responsibilities: Deliver best practice personal financial planning advice to High Net Worth clients. Specialities included:o Retirement, education planning, savings and investments, protection planning, portfolio and asset management, SIPPs & QROPS/pension transfers, Inheritance Tax planning, offshore banking, property and Sharia wills. Provide recommendations/solutions from a range of life insurance providers to include Zurich, RL360, Friends Provident, Generali etc. Provide of Wraps, other saving plan products and/or more complex IE QROPS, SIPP and QNOPS tools Undertake UK pension transfers from Defined Benefits and/or private pension schemes to offshore Trust company status (e.g. Sovereign Group, STM, or Nedgroup based in Jersey and Guernsey) Regular client portfolio reviews -
Dealing ManagerRl360° May 2008 - Jul 2016Isle Of Man, United KingdomRL360, part of the International Financial Group Limited, provides offshore savings, protection and investment products to expats and local nationals around the world. Key responsibilities: Control core processes within the Trade support functions to inculde Dealing, Asset Transfer, Asset/Bank Reconciliation and Asset Pricing divisions and drive process efficiencies Daily asset pricing Execute required trades and placements including personal portfolio bond dealing and regular switching Relationship management with key IFAs, fund managers and custodians Trade reconciliations Maintain records and compliance of financial controls and reporting Management of the asset acceptability procedure, ensuring first line of consideration for acceptability Provide back-office administration of all the above products from process, ‘KYC’ checks, placements, executions, ongoing support and reconciliations of trades to new business compliance and set ups Additional technical support Provision of management information Complaint resolution, as and when required Act as the ‘focal contact point’ for Trust and Wrap Providers Staff and workflow management, training and development -
Dealer/TraderTristoa Services Limited Feb 2004 - Apr 2008Isle Of ManKey responsibilities: Source and collate of market information Report on current trading landscape (physical and futures) Liaise with Traffic Department to expedite information and instructions Act as a trader back-up for agents and clients, when necessary and provision physical quotations, terminal markets and market reports for the international Coffee market Prepare weekly price sheets and communicate to key stakeholders to include: customers, brokers, dealers and agents after traders’ fixation of current differentials and strategies
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Reconciliation Analyst & Monthend Co-OrdinatorB.O.E Part Of Nedgroup Mar 2002 - Jan 2004Isle Of ManKey responsibilities: Workflow management of the reconciliation team Complete reconciliations and ensure compliance with regulatory codes Place manual deals with Fund Managers, as required Undertake month end cash and VAT / fee transfers and prepare management accounts Assist with internal audit
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Senior Accounts ControllerZurich Insurance Company Ltd Sep 1997 - Feb 2002Isle Of ManKey responsibilities: Manage journals, invoice payments and monthly accruals Provide monthly reports of spend against budget and future forecasts Monthly, quarterly charges and expenses reconciliation Implement cost reduction procedures Forecasting and budgeting Maintain Asset Register
Sanjiv Patel Skills
Sanjiv Patel Education Details
Frequently Asked Questions about Sanjiv Patel
What company does Sanjiv Patel work for?
Sanjiv Patel works for Jemca Toyota
What is Sanjiv Patel's role at the current company?
Sanjiv Patel's current role is Sales Consultant @ Jemca Toyota.
What is Sanjiv Patel's email address?
Sanjiv Patel's email address is sa****@****anx.net
What schools did Sanjiv Patel attend?
Sanjiv Patel attended Middlesex University.
What skills is Sanjiv Patel known for?
Sanjiv Patel has skills like Wealth Management, Investments, Financial Services, Pensions, Investment Advisory, Portfolio Management, Asset Management, Investment Strategies, Alternative Investments, Wealth, Inheritance Tax Planning, Strategic Financial Planning.
Who are Sanjiv Patel's colleagues?
Sanjiv Patel's colleagues are Raymond Dawes, Ricardo Grosvenor, Patricia Richardson, John Turner, Kerry Morgan, Denzel Asiedu, Ana Paula Ibarra.
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SANJIV PATEL
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Sanjiv Patel
Thought Leader | Leadership Trainer | Board Advisor | Ted Speaker | MentorUnited Kingdom
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