Vraj Shah
Rochedale,QLD
Summary
Accomplished banking professional bringing 2+ years of progressive experience establishing and servicing accounts. Proven skills in building long-lasting relationships by applying strong communication, critical thinking and planning abilities.
Overview
5
5
years of professional experience
Work History
Account Manager
Credit Corp Group
01.2024 - Current
- Increased client satisfaction by building strong relationships and addressing their needs promptly.
- Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
- Addressed problems with accounting, billing, and service delivery to maintain and enhance client satisfaction.
- Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
- Negotiated contract terms with clients, securing favorable agreements for both parties.
- Provided comprehensive reporting on account performance, enabling clients to make data-driven decisions about future investments.
Sales Representative
Telstra Corporation
03.2021 - 01.2024
- Enhanced client satisfaction by addressing concerns promptly and providing exceptional service.
- Generated additional sales opportunities with upselling and cross-selling techniques.
- Expanded customer base through cold calling, networking, and relationship building.
- Increased sales revenue by identifying and targeting high-potential accounts.
- Developed and maintained comprehensive understanding of products, services and competitors to enhance sales presentations.
- Generated weekly and monthly reports on sales performance to provide recommendations to meet sales goals.
- Negotiated contracts to secure long-term business relationships and favorable pricing for clients.
Premier Banker
JPMorgan Chase
05.2019 - 01.2021
- Worked closely with credit officers to process loan applications efficiently, resulting in quicker approvals for clients.
- Developed tailored financial strategies to help clients achieve their short-term and long-term objectives.
- Collaborated with team members to meet branch sales goals and improve overall performance.
- Exceeded annual sales targets consistently, demonstrating strong business development skills and dedication to customer satisfaction.
- Strengthened client retention by conducting periodic portfolio reviews and providing valuable insights on investment performance.
- Assisted high net-worth clients in managing their wealth portfolios for optimal returns.
- Provided comprehensive financial planning services for clients, including investment management, retirement planning, and estate planning.
Education
Bachelors of Advance Finance & Economics (Honours) - Finance
The University of Queensland
Saint Lucia, QLD11.2026
High School Diploma -
Melbourne High School
South Yarra, VIC01.2014
Skills
- Account Management
- Customer Service
- Teamwork and Collaboration
- Client Relations
- Client Relationship Management
- Relationship Building
- Strategic Planning
- Contract Negotiation
Languages
Spanish
Limited Working
Hindi
Professional Working
Timeline
Account Manager
Credit Corp Group
01.2024 - Current
Sales Representative
Telstra Corporation
03.2021 - 01.2024
Premier Banker
JPMorgan Chase
05.2019 - 01.2021
Bachelors of Advance Finance & Economics (Honours) - Finance
The University of Queensland
High School Diploma -
Melbourne High School
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