Rachna Patel
Hicksville,NY
Summary
Motivated advisor with experience advising clients on investment strategies, retirement planning and financial planning. Strong background in understanding financial markets, financial products and risk management. Proven track record in helping clients meet financial goals through sound advice and effective portfolio management. Reliable Area Manager successful at operating in high-volume, fast-paced environment. Skilled in leading teams to meet objectives on stringent timelines. Empowering leader with superior communication and collaboration abilities demonstrated over 20 years of management performance. Strong leader and problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. Uses independent decision-making skills and sound judgment to positively impact company success. Encouraging manager and analytical problem-solver with talents for team building, leading and motivating, as well as excellent customer relations aptitude and relationship-building skills. Proficient in using independent decision-making skills and sound judgment to positively impact company success. Dedicated to applying training, monitoring and morale-building abilities to enhance employee engagement and boost performance. District Manager with demonstrated experience managing company assets and developing people for future growth. Strategic planner talented in seeing multiple options for improvement, operational streamlining and potential growth. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Accomplished Sales Manager offering 12 years of experience developing and maximizing sales. Diligent in building and retaining accounts by providing support and attentive service. Expertise in marketing strategies, product promotion and merchandising to achieve market penetration. Successful record of expanding network connections through persuasive brand imaging.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Financial Professional
New York Life Insurance Co
01.2018 - Current
- Developed personal report with each client to maintain customer loyalty and establish long-term accounts.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Delivered strategic investment advice for individual and corporate clients.
- Helped clients make informed decisions about financial future.
- Advised clients on investments, retirement and estate planning.
- Monitored and updated financial plans to comply with client goals.
- Assisted clients with budgeting and cash flow management.
- Created financial models to analyze and evaluate investment strategies.
- Implemented exit strategies for clients to transition out of investments.
- Developed and maintained strong relationships with clients to maximize satisfaction.
Area Operations Manager
Peter J. Colletti
12.2013 - 10.2017
- Monitored and analyzed performance data, identifying areas of improvement and developing corrective action plans.
- Traveled to over 9 locations per week to manage each store and perform reviews of individual managers and employees.
- Enforced compliance with local, state and federal regulations and company standards.
- Developed processes to save on costs and prevent losses.
- Spearheaded operational procedures and processes to improve efficiency and optimize operations.
- Implemented business strategies, increasing revenue and effectively targeting new markets.
- Updated and resolved incidents and managed accessorial charges objectively while maximizing profit.
- Raised property accuracy and accountability by creating new automated tracking method.
- Tracked trends and suggested enhancements to both challenge and refine company's product offerings.
Area Manager
7-eleven Convenience Store
08.2007 - 02.2017
- Led a team to achieve company goals and exceed targets consistently, fostering a positive work environment.
- Managed daily operations for optimal performance, ensuring timely completion of tasks and projects.
- Conducted regular performance evaluations to identify areas for improvement and develop action plans for growth.
- Conducted training sessions to educate employees on best practices and procedures to increase profitability.
- Transformed underperforming teams into productive, profitable teams.
- Continuously improved operational procedures through ongoing evaluation of existing practices, incorporating feedback from team members and adopting industry best practices.
- Assessed reports to evaluate performance, develop targeted improvements, and implement changes.
- Developed and implemented strategies to improve customer service and increase sales.
- Directed workforce planning, customer retention, and customer service management for multiple locations.
- Supervised 3 location managers and managed 9 store assets, maintaining contractual, compliance and reporting requirements for all areas and assets.
Retail Store Manager
Ash wireless Inc
02.2012 - 04.2014
- Exceeded sales goals and accomplished business objectives by inspiring staff and promoting target products.
- Optimized store displays and appearance via strategic merchandising.
- Managed inventory control, cash control, and store opening and closing procedures.
- Oversaw employee performance, corrected problems, and increased efficiency to maintain productivity targets.
- Managed inventory control processes to restore back stock, control costs, and maintain sales floor levels to meet customer needs.
Operations Manager
SS Enterprise
04.2007 - 02.2012
- Supervised operations staff and kept employees compliant with company policies and procedures.
- Developed systems and procedures to improve operational quality and team efficiency.
- Developed and maintained relationships with external vendors and suppliers.
- Analyzed and reported on key performance metrics to senior management.
- Identified and resolved unauthorized, unsafe, or ineffective practices.
- Increased profit by streamlining operations.
- Set, enforced, and optimized internal policies to maintain responsiveness to demands.
- Negotiated contracts with vendors and suppliers to obtain best pricing and terms.
- Trained and guided team members to maintain high productivity and performance metrics.
- Tracked trends and suggested enhancements to both challenge and refine company's product offerings.
- Supervised creation of exciting merchandise displays to catch attention of store customers.
Education
FSCP, RICP, CHFC
The American College of Financial Services
RemoteAccounting - Business Law, Tax Accounting
US Career of Institute of Accounting
New York, NY05.2018
Bachelor of Business - Accounting, Economics, Management, Entrepreneurshi
Stony Brook University
Stony Brook, NY06.2014
High School Diploma -
Walhalla High School
Walhalla, SC06.2005
Skills
- Financial Knowledge
- Financial Oversight
- Financial Services
- Financial and Estate Planning
- Professional Industry Communication
- Retirement Needs
- Skilled at interpersonal and organizing
- Prospective Client Engagement
- Leadership and motivating ability
- Proficient in Microsoft Word, Excel and PowerPoint
- FINRA Rules
- Investment Advising
- Stock Market Understanding
- Making Insurance Decisions
- Tax Law Expertise
- Managing Wealth
- Relationship building and management
- Investment advice
- Sales expertise
- Retirement planning
- Goals and performance
- Performance Management
- Operations
- Staff Training and Development
- Customer Relationship Management
- Quality Assurance
- Database Management
- Staff Training
- Process Improvement
- Business Development
- Staff Scheduling
- Business development and planning
- Employee Scheduling
- Supply Chain Management
- Brainstorming ideas
- Recruitment and hiring
- Systems and software expertise
- Vendor Management
- Attention to Detail
- Customer Service
- Leadership skills
- Policies and Procedures
- Leadership Development
- Operations Improvements
- Team Building Practices
- Customer Relations
- Project Management
- Goal Setting and Performance Metrics
- Strategic Planning
- Staff Supervision
- Decision-Making
- Productivity Improvements
- Operations Oversight
- Sales orientation
- Profitability Optimization
- Project Planning
- Workforce Development
- Sales management
- Budget Management
- Revenue Generation
- Compliance Monitoring
- Data Analytics
Affiliations
- Society of Human Resource Management
- American Medical Informatics Association
- Rotary International
Certification
- ChFC - Chartered Financial Consultant
- FSCP - Financial Services Certified Professionals
Languages
Hindi
Full Professional
Gujarati
Native or Bilingual
Punjabi
Full Professional
Urdu
Full Professional
English
Full Professional
Timeline
Financial Professional
New York Life Insurance Co
01.2018 - Current
Area Operations Manager
Peter J. Colletti
12.2013 - 10.2017
Retail Store Manager
Ash wireless Inc
02.2012 - 04.2014
Area Manager
7-eleven Convenience Store
08.2007 - 02.2017
Operations Manager
SS Enterprise
04.2007 - 02.2012
FSCP, RICP, CHFC
The American College of Financial Services
Accounting - Business Law, Tax Accounting
US Career of Institute of Accounting
Bachelor of Business - Accounting, Economics, Management, Entrepreneurshi
Stony Brook University
High School Diploma -
Walhalla High School
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