Customer Service Account Executive

Raksha Patel

Phone Number: +1-770-***-***** / Email Address: *********@*****.***

Professional Summary

Dynamic and Results oriented Finance professional more than 10 years of experience in managing client portfolios, fostering relationships, and achieving financial growth. Expertise in financial analysis, strategic planning, and delivering exceptional customer service. Proven track record in meeting sales targets and promoting products and services to meet diverse client needs.

Core Competencies

Client Relationship Management

Financial Product Sales

Portfolio Management

Cross-Selling & Upselling

Risk Assessment & Mitigation

Financial Planning & Analysis

Excellent Communication & Negotiation

Regulatory Compliance

Professional Experience

Commercial Account Executive: Aug 2022 to till

Manage a portfolio of high-net-worth clients, ensuring personalized financial solutions and exceptional service.

Exhibit unwavering dedication to surpassing monthly financing contract goals.

Deliver engaging and persuasive sales presentations, spotlighting the advantages of Compliant financing product.

Offer top-notch customer service, ensuring a transparent and professional financing process for clients.

Collaborate closely with our knowledgeable management team to stay informed about industry trends and best practices.

Educated clients on financial products, including loans, credit cards, and investment opportunities.

Increased cross-selling efficiency, contributing to branch revenue growth.

Supported account opening, transactions, and inquiries, ensuring 100% regulatory compliance.

Conducted financial assessments to align client goals with suitable solutions.

Build and maintain strong relationships with clients to promote retention and loyalty.

Collaborate with internal teams to resolve client issues and streamline service delivery.

Finance Manager -- Subway Food Restaurant, Lawrenceville Suwanee GA.

May 2015 – June 2022

Oversaw all financial aspects of the Subway restaurant, managing annual budget.

Prepared and analyzed monthly profit and loss statements, identifying cost-saving opportunities.

Reduced food and labor costs through inventory optimization and staffing efficiency.

Implemented cash handling and reconciliation procedures, minimizing errors and discrepancies.

Ensured compliance with local tax regulations, payroll processing, and corporate financial guidelines.

Manage the store’s budget and control costs, including labor and inventory expenses.

Track daily sales and prepare weekly or monthly financial reports for upper management.

Ensure accurate cash handling, safe deposits, and adherence to Subway’s financial policies.

Assistant Manager -- Citgo Gas Station, Gainesville GA.

March 2014 – April 2015

Assisted the franchise manager in day-to-day operations, including employee supervision and customer service.

Maintained cleanliness and quality standards, ensuring compliance with health and safety regulations.

Supported financial reporting by tracking daily sales and preparing reports for management.

Spearheaded a staff training program that reduced employee turnover and improved team efficiency.

Monitor inventory levels and coordinate with vendors to maintain optimal stock, reducing waste through effective inventory management.

Track sales, labor, and expenses, consistently achieving monthly revenue targets and improving profitability through cost control initiatives.

Collaborate with the franchisor's marketing team to implement local marketing campaigns and community engagement events, contributing to increase in foot traffic and sales.

Shift Supervisor -- Subway Fast Food Restaurant - Suwanee, GA

January 2012– Feb 2014

Supervised shifts and led a team of 8 employees, ensuring smooth operations during peak hours.

Provided hands-on customer service, resolving complaints, and promoting a positive dining experience.

Monitored food preparation and service to maintain quality standards.

Education

Degree Certification – Bachelor of Business Administrative

Gujarat Law Society University, Ahmedabad, Gujarat, INDIA

Year Completed - 2005

Certifications

Certified Associate in Project Management CAPM Training

Microsoft office suite

ServSafe Food Manager Certification

Certified Restaurant Manager (CRM

Customer Service Certification

Food Cost Management Certification

First Aid and CPR Certification

Technical Skills

Business and Financial Management skill

Proficient in [relevant software, e.g., POS systems, QuickBooks, Microsoft Office]

Basic First Aid and CPR Certified

Bilingual (e.g., English and Spanish)

Proficient in Microsoft Office Suite (Excel, Word, Outlook)

Financial Analysis Tools (e.g., Bloomberg Terminal, QuickBooks)

References

Available upon request

Contact this candidate