Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Languages
Timeline
Generic

Raj Patil

Sydney,NSW

Summary

Creative and results-driven marketing professional with a strong passion for visual storytelling and proven expertise in transforming ideas into impactful brand strategies. Skilled at helping businesses build and strengthen brand identities, engage target audiences, and achieve measurable marketing outcomes. Recognised for strong interpersonal skills, client-centric approach, and the ability to translate client needs into tailored solutions. Adapt at effective communication, problem-solving, and relationship-building, with hands-on experience managing high-value client portfolios. Eager to contribute and grow in dynamic environments, bringing a unique blend of strategic marketing expertise and client relationship management skills to drive business success.

Overview

2
2
years of professional experience
1
1
Certification

Work History

Relationship Manager

Kotak Mahindra Bank Ltd
06.2024 - 06.2025
  • Successfully managed a portfolio of 478 clients, including 440 existing HNI and Ultra-HNI clients and 38 new clients acquired through referrals, with a total relationship value of AUD 32 million.
  • Conducted in-depth client need assessments and developed tailored financial strategies to optimise returns and mitigate risks.
  • Resolved client concerns promptly, strengthening long-term relationships and enhancing client satisfaction.
  • Designed and implemented diversified investment strategies across Mutual Funds, PMS, AIFs, and tax-saving insurance policies, aligned with individual risk profiles and financial goals.
  • Drove business growth by acquiring new clients through referral networks while maintaining a high retention rate among existing HNI relationships.

Brand Manager

Jio Creative Labs
05.2023 - 09.2023
  • Developed and executed integrated brand campaigns, aligning creative strategy with media planning to strengthen brand presence.
  • Planned, negotiated, and managed media placements across digital, social, print, and outdoor platforms to maximise ROI.
  • Conducted consumer and market research to refine targeting, driving stronger campaign engagement.
  • Collaborated with creative, product, and sales teams to ensure cohesive messaging across all channels.
  • Tracked and analysed campaign performance using analytics tools, optimising media mix and reporting KPIs to stakeholders.
  • Managed budgets, vendor relationships, and promotional partnerships to expand brand visibility.

Education

Master of Commerce - Marketing

University of Sydney
Sydney, NSW
08.2027

MBA - Marketing

Narsee Monjee Institute of Management (NMIMS)
Mumbai
06-2024

Bachelor of Technology - Information Technology

Narsee Monjee Institute of Management (NMIMS)
Mumbai
06-2024

Skills

  • Data-Driven Decision Making & Analytics
  • Product Lifecycle & Brand Management
  • Cross-Functional Team Leadership
  • Customer Relationship Management (CRM) & Client Experience (CX)
  • Digital Marketing Strategy & Media Planning
  • Project & Campaign Management
  • Relationship Building & Stakeholder Management

Accomplishments

  • Exceeded sales targets by achieving 150% of life insurance target in December, earning the prestigious Pinnacle Award.
  • Disbursed working capital assets worth AUD 2.6 million in June, surpassing target by 700%.
  • Recognised as “Intern of the Week” at Jio Creative Labs, selected from a pool of 150 interns for outstanding performance.
  • Played a key role in the successful launch of IPL on Jio Hotstar in Mumbai, contributing to campaign execution and brand visibility.

Certification

  • AMFI NISM V- A
  • Responsible service of alcohol (RSA)


Languages

English
Native or Bilingual

Timeline

Relationship Manager

Kotak Mahindra Bank Ltd
06.2024 - 06.2025

Brand Manager

Jio Creative Labs
05.2023 - 09.2023

Master of Commerce - Marketing

University of Sydney

MBA - Marketing

Narsee Monjee Institute of Management (NMIMS)

Bachelor of Technology - Information Technology

Narsee Monjee Institute of Management (NMIMS)
Raj Patil