Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
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Rachana Patel

Richardson,Texas

Summary

Experienced Relationship Manager with 10+ years of cultivating and maintaining strong client relationships. Proven track record in understanding unique client needs and delivering tailored solutions. Committed to delivering exceptional service and consistently exceeding client expectations.

Experienced early childhood educator with strong focus on creating engaging, nurturing, and developmentally appropriate learning environments. Skilled in curriculum design, classroom management, and fostering positive relationships with children, parents, and colleagues. Known for adaptability, teamwork, and achieving desired educational outcomes. Consistently reliable and responsive to changing classroom needs.

Preschool Teacher with engaging nature and enthusiasm for classroom education. Experienced and trained in varying teaching methods with goal to fulfill each student's individual learning needs.

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

21
21
years of professional experience
1
1
Certification

Work History

Preschool teacher

Messiah Lutheran Lambs
08.2024 - Current
  • Maintained an organized, fun, and interactive classroom to help children feel safe.
  • Sanitized toys and play equipment each day to maintain safety and cleanliness.
  • Ensured a safe and nurturing environment for all students, adhering to health and safety guidelines in the classroom.
  • Established positive communication with parents in daily conversation.
  • Applied play-based strategies to provide diverse approaches to learning.
  • Gave one-on-one attention to children while maintaining overall focus on the entire group.
  • Boosted children''s social development by promoting positive interactions among peers through group activities and collaborative projects.
  • Strengthened communication skills among preschoolers through daily dialogue practice during circle time sessions.
  • Assisted and supervised 18 children through entire school day.

Administrative assistant

Flashbursh Films/Media
04.2023 - 06.2023
  • Managed and coordinated a team of photographers including coordinating shoots, managing photographer schedules, and ensuring timely delivery of high-quality images

Travel Consultant (Voluntary)

Travel King
05.2015 - 05.2016
  • Booking tickets for the best price for the client
  • Tailoring the tour as per the client requirement
  • Built strong relationships with clients through exceptional communication and personalized service.
  • Organized trips for individual, family and business travelers.


  • Managed complex itineraries for multi-city trips, balancing client preferences with logistical constraints.
  • Assisted clients in navigating visa requirements and other travel documentation, minimizing potential issues during their trips.
  • Addressed unforeseen challenges during trips by coordinating alternative arrangements or providing support as needed.
  • Educated clients on destination-specific considerations such as customs regulations, local attractions, or cultural norms to enhance their overall experience abroad.
  • Advised clients on visa, passport and security requirements relating to destinations and confirmed flight details for each reservation.
  • Followed up with customers to increase customer service with travel plans.
  • Supervised payments via credit and debit cards and handled sensitive information with professionalism and discreteness.

Branch Manager

Nebula Securities
05.2009 - 04.2014


  • Drove business growth by developing and implementing effective sales and marketing strategies
  • Identified opportunities to expand the client base, increase trading volumes, and enhance revenue generation
  • Fostered relationships with premium clients and institutional investors
  • Managed the day-to-day operations, ensuring the smooth functioning of stock market activities
  • Monitored trade execution, order processing, and compliance with regulatory requirements
  • Set performance targets, provided guidance, and conducted regular performance evaluations
  • Fostered a positive work environment that promotes teamwork, collaboration, and learning
  • Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
  • Maintained friendly and professional customer interactions.
  • Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
  • Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
  • Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.
  • Evaluated employee performance regularly through appraisals and feedback sessions to facilitate continuous development of skills and knowledge base within the team.
  • Strengthened relationships with key clients, securing long-term partnerships and driving revenue growth.
  • Collaborated with senior leadership on strategic planning initiatives to align branch objectives with corporate goals.
  • Increased branch profitability by implementing cost-saving measures and streamlining operational processes.
  • Enhanced staff competency with regular training sessions, boosting productivity levels across the branch operations.
  • Complied with regulatory guidelines and requirements.
  • Consulted customers to boost product sales and services.

Assistant Manager

Nebula Securities
05.2007 - 04.2009


  • Assisted in the execution of stock market trades, including order placement, trade confirmations, and monitoring of trade execution
  • Conducted in-depth research and analysis of market trends, company financials, and macroeconomic factors to support investment decision-making
  • Monitored and assessed portfolio risk exposures and implemented risk mitigation strategies
  • Conducted stress testing and scenario analysis to identify risks and propose appropriate actions
  • Supported the relationship management team in addressing client inquiries, providing investment insights, and presenting portfolio performance reports
  • Supervised day-to-day operations to meet performance, quality and service expectations.

Back-office Executive

Nebula Securities
05.2005 - 04.2007


  • Facilitated timely and accurate processing of stock market trades, including trade confirmations, allocations, and reconciliations
  • Maintained and organized trade agreements, contracts, and legal documentation
  • Performed database management and analysis of business functions and processes.

Teacher's Assistant

Podar Jumbo Kids
06.2004 - 04.2005
  • Worked as a kindergarten teacher
  • Supported classroom activities, tutoring, and reviewing work.
  • Partnered with teacher to plan and implement lessons following school's curriculum, goals, and objectives.
  • Facilitated activities in small groups to reinforce concepts taught by class teacher.
  • Encouraged small groups to discuss topics and explore concepts through hands-on activities.
  • Taught courses under guidance of senior instructors.
  • Self-motivated, with a strong sense of personal responsibility.
  • Skilled at working independently and collaboratively in a team environment.
  • Proven ability to learn quickly and adapt to new situations.
  • Worked well in a team setting, providing support and guidance.
  • Demonstrated respect, friendliness and willingness to help wherever needed.
  • Assisted with day-to-day operations, working efficiently and productively with all team members.
  • Passionate about learning and committed to continual improvement.

Education

Bachelors of Commerce - Mumbai University

Nagindas Khandwala College

Diploma in Early Childcare Education and Administration Course - Teaching

Podar Care And Education Center
Mumbai ,India
05-2005

Skills

  • Customer service orientation
  • Excellent communication skills
  • Interpersonal skills
  • Strong decision-making skills
  • Analytical abilities
  • Problem-solving abilities
  • Attention to detail
  • Accuracy
  • Proficiency with MS Office
  • Proficiency with Tally
  • Classroom management
  • Classroom organization
  • Positive reinforcement
  • Parent-teacher communication
  • Early childhood education

Certification

  • CPR/AED Certification
  • Brain Development, Sudden Infant Death Syndrome, and Abusive Head Trauma: Shaken Baby Syndrome 2024
  • Managing Common Childhood Illnesses in Child Care 2024
  • Positive Guidance and Discipline 2024
  • Child Maltreatment: A Guide for Child Care Professionals 2024


Languages

English
Gujarati
Hindi
Marathi

Timeline

Preschool teacher

Messiah Lutheran Lambs
08.2024 - Current

Administrative assistant

Flashbursh Films/Media
04.2023 - 06.2023

Travel Consultant (Voluntary)

Travel King
05.2015 - 05.2016

Branch Manager

Nebula Securities
05.2009 - 04.2014

Assistant Manager

Nebula Securities
05.2007 - 04.2009

Back-office Executive

Nebula Securities
05.2005 - 04.2007

Teacher's Assistant

Podar Jumbo Kids
06.2004 - 04.2005
  • CPR/AED Certification
  • Brain Development, Sudden Infant Death Syndrome, and Abusive Head Trauma: Shaken Baby Syndrome 2024
  • Managing Common Childhood Illnesses in Child Care 2024
  • Positive Guidance and Discipline 2024
  • Child Maltreatment: A Guide for Child Care Professionals 2024


Bachelors of Commerce - Mumbai University

Nagindas Khandwala College

Diploma in Early Childcare Education and Administration Course - Teaching

Podar Care And Education Center
Rachana Patel