Summary
Overview
Work history
Education
Skills
Languages
Timeline
OfficeManager
Ziyad Patel

Ziyad Patel

Portfolio Advisor
Dubai,United Arab Emirates

Summary

Real estate portfolio advisor handling property portfolio for HNWI'S with a track record in successful bulk allocations. Adept at generating meetings, smooth conversation, client engagement, and generating referrals from existing clients. Skilled in CRM management, conducting roadshows, and maintaining strong relationships with developers' sales managers. Good at providing comprehensive before and after service like bank account and investor's visa. Committed to leveraging skills to drive revenue growth and enhance client's satisfaction by navigating market's ups and downs

Overview

4
4
years of professional experience

Work history

Portfolio Advisor

Banke International Properties
Dubai, UAE
04.2024 - Current
  • Created personal data of HNWI'S along with their secured units for portfolio management and flipping
  • Ensured great relationship with RM'S of majority Tier 1 developers and secured units in hyped launches, enhancing personal and company's reputation in the industry
  • Streamlined communication process, improving coordination and setting up meetings
  • Regularly updated about the new launches in the master communities and changes in market
  • Helped client to confidently invest in complex launches and guide them through appreciation with numbers and stats
  • Resolved complex financial issues and helped customise payment plans contributing to overall customer satisfaction
  • Established strong relationships and after service with clients for continual smooth property sales. eg. Investor's Visa, Non resident Bank account, Transfer of funds, Listing unit in short term rental
  • Provided clients with strong support from developers side to help with SPA, Oqood and Title deed on time
  • Also offered clients bespoke support by coordinating with the developer's team incase of delays in instalments
  • Provided guidance on risk management to safeguard investments
  • Grew client bank by generating referrals and developing network
  • Successful International roadshows
  • Planned my day by bifurcating different time for cold calls, follow-ups and meetings

Real estate broker

Homes 4 Life
Dubai, United Arab Emirates
12.2023 - 03.2024
  • Proactively reaching out to property owners to get secondary listings
  • Adept at bringing the listing of properties at or below market rates
  • Upload and manage listings on Bayut - Profolio & Property Finder -Expert to attract potential prospects
  • Have good area wise agents network, for collaboration of listing not in my portfolio
  • Proficient in attending to leads, understanding their requirements, and presenting tailored options that align with their investment budget
  • Attend Launch events to collate details on upcoming off-plans
  • Effectively managed sales lifecycle from getting a lead to doing the viewing of the Townhouse / Apartment and concluding it to closure
  • Handling closure formalities and documentation at Trustee office

Commercial Sales Representative

Kalpataru Overseas General Trading LLC
Dubai, United Arab Emirates
05.2022 - 12.2023
  • Sales Representative at a general trading company dealing with paper and packaging material
  • Visiting prospects after setting up a meeting and discussing the products
  • Handling shipping clearance operations like verifying the imported containers with the packing list and getting it released
  • Host exhibitions in global world trade centres to incline sales
  • Respond to new queries and escalated to closure procedure
  • Prepared COO, CI and PL for the designated recipients
  • Planned and implemented shipping routes from Port of loading to final destination
  • Listed consignments on Zoho to create associated documents
  • Collaborated with assembly and shipping teams to maintain good factory productivity

Back Office Administrator

Elite Construction
Vadodara
11.2020 - 04.2022
  • Composed proposals and contracting quotes for the clients
  • Helped purchase team get negotiated final quotation from building material suppliers
  • Maintained database of materials like metal ledger and other contracting materials to have updated inventory records
  • Managed maintenance and repairs of office by coordination with the maintenance team
  • Assisted attending meetings and summarise it in the books for the managing director to do the needful
  • Managed booking of conference rooms and sent RSVP'S to the clients and guests
  • Processed company receipts, invoices and provided reimbursements to the staff for expenditures
  • Procured Computers, printers and helped with basic IT maintenance
  • Oversaw and updated website content to feature announcements and developments

Education

BCA - Bachelors In Computer Applications and Programming

Maharaja Sayajirao University
Vadodara, India

Skills

  • Qualifying leads
  • Generating meetings
  • Roads and area knowledge
  • Before / After service - Bank accounts, Investors Visa, Manager's cheque, Overseas funds transfer
  • Persuasive pitching of promising launches
  • Good relations with developers RM's
  • Roadshows
  • Smooth approach
  • CRM
  • Client engagement
  • Generating referrals from existing clients


Languages

English
Proficient (C2)
Arabic
Intermediate
Hindi / Urdu
Proficient (C2)
Gujarati
Proficient (C2)

Timeline

Portfolio Advisor

Banke International Properties
04.2024 - Current

Real estate broker

Homes 4 Life
12.2023 - 03.2024

Commercial Sales Representative

Kalpataru Overseas General Trading LLC
05.2022 - 12.2023

Back Office Administrator

Elite Construction
11.2020 - 04.2022

BCA - Bachelors In Computer Applications and Programming

Maharaja Sayajirao University

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