Parthesh Patel

ac29ve@r.postjobfree.com

Cell: 408-***-****

SUMMARY

Good exposure to Customer Profile, General Ledger, Accounts payables, Accounts receivables, B2C Solution, and interactive marketing

Knowledge of Salesforce, SAP and SaaS

Strong functional experience of Financial Services Industries practice from strategy definition to implementation and business transformation

Experienced in Project Management, Data Analysis, Gap Analysis, SWOT analysis and Business requirement & solution

Extensive exposure in data analysis and data mining techniques for deriving business insight, creating and managing for business performance

Exhibited excellent analytical, documentation, visualization and communication skills by gathering the requirements for lead/opportunity by providing integrated work environment

Self-motivated high-energy person who enjoys challenging assignments and good at working on multiple engagements

Proven myself as a dedicated, worth full and energetic well-rounded Business background professional in growth oriented reputed organizations that gives me scope to apply my knowledge and skills and be a member of a team that dynamically works towards the success and growth of the organization

Managing requirements at the project level can help fulfill a business need and committed to professional excellence and dedicated to analyzing business records to increase profitability and growth.

Core Qualifications

Highly Analytical

Detail-oriented

Outstanding interpersonal skills and team approach

Ability to plan, organize, and structure work

Good written and oral communication skills

Business growth and Development

Accounting principles and Managerial Accounting

Customer service

Ability to multitask

Managerial skills

Microsoft office suite, and Salesforce

EXPERIENCE

Narj LLC, San Jose, CA June 2012 - Till Date

Project Coordinator

Involved in Coordinating projects from inception to completion

Improved product sales by establishing contact and developing relationships with prospects; recommending solutions.

Ensure that all projects are delivered on-time and within scope

Communicate to the management changes to the project scope, project schedule, and project costs

Collect management requirements and transform it into projects pipeline

Analyze & evaluate financial reports and provide strategic planning.

Assisted business unit during high volume period. Applied constant approaches for team development and issues related to business operation.

Responsibilities:

Set and continually manage customer expectations to ensure clarity of communication.

Manage all matters relating to the team. Duties include recruiting, hiring, training, coaching, developing, and performance management.

Responsible for managing relationships with the business units as well as interacting with vendors, HR department, and sales teams.

Daily submission of the financial reports and sales activities

Provide required training to the team.

Learns, promotes and supports policies, procedures and business operations.

HDFC Bank, India April 2011 - April 2012

Sales Executive (Investment + Banking Service)

Use my subject matter expertise in the area of customer relationship management, partner relationship management. Effectively Drove the lead, opportunity and deal from proposal to the delivery phase.

Responsible for forming policies, assembling resources and critical measurements that eventually contributes to the company’s finance

Maintain leadership quality to motivate their staff into producing the required results

Identifies business opportunities by identifying prospects and evaluating their position in the industry; researching and analyzing sales options.

Responsibilities:

Work closely with clients. Maintained relationships with clients by providing support, information, and guidance; researching and recommending new opportunities.

Analyzed financial statements, and securities.

Collaborated easily with other team members through the software/web portal.

Worked hand in hand with business development teams.

Frequently replenish job-specific knowledge and apply on the field.

Kotak Mahindra LTD., India May 2010 - March 2011

Sales Manager (Investment)

Create an excellent liability for Kotak Mahindra Limited to take care of the funding requirements. Effectively drove the lead, opportunity and deal management for account managers from proposal to the delivery phase.

Successfully exhibited an example of cross functional team leadership and collaboration by spearheading a team of sales, finance,and marketing teams. Exceeded management expectations by successfully launching several promotion programs.

Responsibilities:

Communicate client's business requirements by constructing easy to understand data and processes.

Gathering cases from various end users and assist each case to the teams to form better criteria.

Facilitated meetings with clients to document requirements and explore potential solutions.

Work with clients to better understand their needs and present solution with an approach.

Liaising with product management team, new product development, service enhancements and sales initiatives.

Weekly status reporting and Quarterly business review.

Swainee Enterprise, India Nov 2009 - May 2010

Junior Project Manager (Electrical Contractor)

The project involved working with engineers, contractors, and vendors, purchase order and material suppliers (BOM). Provide project timeline and project update to the senior leader.

Prepared electrical related scope documents, exhibits, budgets, specifications, schedule and requests for proposal.

Coordinated project construction with managers to resolve critical and electrical issues.

Responsibilities:

Involved with business to sign off the requirement and freeze out the requirements and phases to facilitate the project to move in a right direction.

Executing the project with Sr. Project Manager.

Enhanced and developed documentation of business process flow.

Supervise the various tasks including planning, commence, and execute.

Fulfill the project requirements and meeting the client + project needs.

Constantly communicating with the client regarding project.

Responsible for generating accurate data on company performance, and project expense.

Allocated various resources; resolved numerous technical problems impacting the overall effectiveness of the project and follow up on work orders.

EDUCATION

* Bachelor of Commerce (or Business) & Accounting - University of Gujarat, India (April 2010)

* Certification for Tally Financial Accounting Program - India (January 2008)

Reference:

References are available on request.

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