Heta Patel's Linkedin Analytics

Licensed Banking Advisor with over 3+ years of experience, I have honed my interpersonal, analytical, and organizational skills to perfection. I thrive in highly competitive environments where leadership skills are the keys to success. My passion for helping clients achieve their financial goals has driven me to sell diverse credit lines and personal banking products, growing branch revenue by 23%. In Q3 2022, I closed with KPIs at 175% exceeding expectations and setting a new standard for excellence. I have managed assets of 10+ high net worth clients ( upwards of $1M), earning their trust and respect through my unwavering commitment to their financial well-being. My dedication to excellence has earned me the title of top sales performer for 3 years running.