Ankit Patel
Saskatoon,SK
Summary
To be a dedicated professional to an organization, which encourages creativity and offers me an opportunity to learn & develop myself and serve the organization to the best of my ability, utilizing all the financial and marketing skills accumulated during my life journey.
Hardworking employee with customer service, multitasking, and time management abilities. Devoted to giving every customer a positive and memorable experience.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Financial Services Representative
Money Mart
Saskatoon, SK
03.2026 - Current
- Provided exceptional customer service by assisting clients with financial products and services, including payday loans, installment loans, money transfers, and cheque cashing.
- Processed financial transactions accurately and efficiently while ensuring compliance with company policies and regulatory requirements.
- Assessed customer needs and recommended suitable financial solutions to meet their goals.
- Handled cash transactions, balanced cash drawers, and maintained accurate financial records.
- Promoted company products and services to achieve sales targets and increase customer satisfaction.
- Verified customer information and completed documentation for loan applications and approvals.
- Resolved customer inquiries and concerns in a professional and timely manner.
- Maintained confidentiality of customer information and adhered to security procedures.
- Built strong customer relationships through effective communication and problem-solving skills.
- Assisted with branch operations, administrative duties, and daily reporting requirements.
Supervisor
Sobeys Liquors
Saskatoon, SK
11.2025 - 03.2026
- Supervised daily store operations and ensured excellent customer service standards were maintained.
- Led, coached, and supported team members to achieve sales, productivity, and customer satisfaction goals.
- Managed staff scheduling, shift assignments, and performance monitoring.
- Assisted with recruitment, onboarding, and training of new employees.
- Oversaw cash handling procedures, till reconciliations, and deposit preparations.
- Monitored inventory levels, coordinated stock replenishment, and ensured proper product merchandising.
- Ensured compliance with liquor regulations, company policies, and health and safety standards.
- Resolved customer concerns and handled escalated issues professionally and efficiently.
- Assisted in achieving sales targets through product promotions and customer engagement.
- Prepared operational reports and maintained accurate store records.
- Opened and closed the store, ensuring security procedures were followed at all times.
- Maintained a clean, organized, and well-stocked retail environment.
Associate
Sobeys Liquor
Saskatoon, SK
12.2024 - 10.2025
- Organized store by returning merchandise to proper areas and restocked displays.
- Performed floor moves, merchandising, display maintenance and housekeeping to keep sales areas well-stocked, organized and current.
- Greeted customers to determine wants or needs.
- Performed cash register functions accurately and efficiently.
- Built relationships with customers by providing friendly customer service.
- Answered customer inquiries regarding product features, pricing, and availability.
General Merchandise Associate
Walmart Supercentre
Saskatoon
08.2024 - 04.2025
- Received, counted and verified accuracy of incoming shipments.
- Provided excellent customer service by greeting shoppers upon arrival and engaging them throughout their shopping experience.
- Educated customers on new products or promotions available in the store.
- Set up promotional displays in accordance with store guidelines.
- Assisted with training new employees on merchandising techniques and operational processes.
- Maintained cleanliness of sales floor and organized backroom stock.
- Answered phone calls promptly to address customer concerns regarding products or services offered.
- Assisted customers with product selection, purchase decisions and inquiries.
Deputy Manager
RBL Bank LTD
Ahmedabad, Gujarat, India
01.2022 - 04.2024
- Reviewed customer feedback and complaints to identify areas of improvement in customer service processes.
- Assisted with accounts receivable activities such as invoicing, collections, and deposits.
- Performed account analysis and reconciliations, including bank statements and inter-company general ledger accounts.
- Provided exceptional customer service to ensure customer satisfaction.
- Managed day-to-day operations of the sales department.
- Analyzed customer feedback to improve product features and design.
- Maintained accurate records of all sales activities including lead generation and client follow up.
- Coordinated efforts between internal departments such as engineering, marketing, and finance in order to maximize the success rate of projects assigned by upper management.
- Assisted in the preparation of monthly financial statements and reports.
- Reconciled bank accounts on a regular basis.
- Maintained the general ledger system to ensure accurate recording of all transactions.
- Worked closely with auditors during year-end audits to provide necessary documentation.
- Assisted with payroll processing by entering employee hours into the system.
- Managed daily bookkeeping functions with attention to accounts receivable, accounts payable, banking reconciliation and disbursements.
- Prepared month-end closing entries for detailed reporting and recordkeeping.
- Received payments from customers via cash, check and credit cards to pay company invoices.
- Verified and posted account transactions to prepare checks and maintain accounting ledgers.
- Compiled current budget data from estimated revenues, expenses and prior budgets.
- Handled payroll services for employees.
Assistant Manager
Wallstreet Finance Ltd
Ahmedabad, Gujarat, India
10.2018 - 12.2021
- Established processes for monitoring customer satisfaction levels.
- Provided guidance and support to junior staff members on daily tasks, projects, and objectives.
- Communicated regularly with customers to gain insights into their needs.
- Maintained accurate records of sales transactions using point-of-sale systems.
Senior Executive Officer
Mercury Travels
Ahmedabad, Gujarat, India
02.2016 - 09.2018
- Provided guidance on strategic initiatives related to product launches, advertising campaigns.
- Maintained accurate records of all sales activities and results.
- Developed strategies to increase sales and market share.
- Analyzed customer feedback to improve product offerings.
Education
Master of Business Administration - Financial Services
Center For Management Studies, Ganpat University
Ahmedabad, Gujarat, IndiaB Com - Accounting and Finance
Somlalit College of Commerce, Gujarat University
Ahmedabad, Gujarat, IndiaSkills
- Customer Service Excellence
- Cash Handling & Balancing
- Financial Product Knowledge
- Loan Processing
- Account Management
- Sales & Cross-Selling
- Risk Assessment
- Regulatory Compliance
- Fraud Prevention Awareness
- Financial Transactions Processing
- Credit Analysis
- Money Transfer Services
- Financial transactions
- Customer relationship management
- Problem solving
Certification
- NSC certification in Dealer Module
- Tally Certified
Languages
- English
- Hindi
- Gujarati
Timeline
Financial Services Representative
Money Mart
03.2026 - Current
Supervisor
Sobeys Liquors
11.2025 - 03.2026
Associate
Sobeys Liquor
12.2024 - 10.2025
General Merchandise Associate
Walmart Supercentre
08.2024 - 04.2025
Deputy Manager
RBL Bank LTD
01.2022 - 04.2024
Assistant Manager
Wallstreet Finance Ltd
10.2018 - 12.2021
Senior Executive Officer
Mercury Travels
02.2016 - 09.2018
Master of Business Administration - Financial Services
Center For Management Studies, Ganpat University
B Com - Accounting and Finance
Somlalit College of Commerce, Gujarat University