Nakul Patel
Associate at JPMorgan chase & co.
- Role
- Associate at JPMorganChase
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Nakul Patel
H2H implementation
Experience
Associate
Dec 2021 — Present · Mumbai, IN
Delivering seamless client service as a Customer Service Account Manager with 15+ years of experience in trade finance and financial institutions servicing. I specialize in resolving complex queries for platinum clients and delivering tailored solutions across the trade lifecycle, ensuring top-tier service standards and cross-functional excellence.Some examples of my impact include: • Managing trade finance operations and delivering solutions to high-value platinum clients with consistent service excellence. • Leading regular service review meetings to strengthen client relationships and proactively identify opportunities. • Cross-selling trade products aligned with client business needs, supporting revenue growth and product adoption. • Handling financial institution (FI) queries with a focus on compliance, risk mitigation, and high responsiveness.I thrive in environments where client centricity, continuous improvement, and product knowledge drive value creation. Passionate about streamlining client experiences and enhancing operational efficiency in the financial services ecosystem. Outside of work, I’m interested in financial literacy programs, team mentoring, and supporting diversity in banking.
Education
St Francis D'Assasi High School
Bachelor of Science (B.S.)
1990 — 2003
MMK College Bandra
Bachelor's degree, Business/Commerce, General
Skills
- Bpo
- Mis
- Team Management
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