Raj Patel
Floral Park
Summary
Highly-driven client relationship manager with strong background in meeting customer service, sales and business development objectives. Astute professional versed in assessments, procedures and regulatory guidelines. Demonstrated team player and contributor facilitating achievement of corporate goals, client satisfaction and effective sales process management.
Overview
6
6
years of professional experience
Work History
Client Relationship Manager
Flagstar Bank, FSB
Roslyn
11.2024 - 01.2026
- Cultivated client relationships through regular communication and tailored service, enhancing client loyalty.
- Worked with team members to address client inquiries and issues swiftly, improving overall client experience.
- Enhanced sales volume through skilled support to both new and inactive customers.
- Created documentation, reports, and logs to track sales metrics and streamline process-driven activities.
Client Consultant I
Flagstar Bank, FSB
Port Washington
01.2021 - 11.2024
- Conducted training sessions for clients on banking tools and online platforms to enhance user proficiency.
- Promoted new products during client meetings to drive engagement with marketing initiatives.
- Engaged with local business and community organizations to generate leads and expand business opportunities.
- Developed comprehensive strategies to meet the clients' objectives.
Insurance Intern
New York Life Insurance Co
Melville
05.2020 - 12.2020
- Organized and maintained client files to enhance accessibility and efficiency.
- Collaborated with team members to streamline administrative processes, improving workflow.
- Provided essential office support, including data entry and scheduling appointments, contributing to team operations.
Education
MBA - International Business And Political Relations
Hofstra University
Hempstead, NY12-2025
Bachelor of Science - Finance
Hofstra University
Hempstead, NY12-2025
Associate of Science - Business Administration And Management
Nassau Community College
Garden City, NY05-2023
Skills
- Client retention
- Sales strategy
- Salesforce software
- Data analysis
- Financial modeling
- Staff development
- Mentoring programs
- Communication skills
Languages
English
Native/ Bilingual
Gujarati
Native/ Bilingual
Hindi
Professional
Punjabi
Limited
Timeline
Client Relationship Manager
Flagstar Bank, FSB
11.2024 - 01.2026
Client Consultant I
Flagstar Bank, FSB
01.2021 - 11.2024
Insurance Intern
New York Life Insurance Co
05.2020 - 12.2020
MBA - International Business And Political Relations
Hofstra University
Bachelor of Science - Finance
Hofstra University
Associate of Science - Business Administration And Management
Nassau Community College