Archit Kansara
Surrey,BC
Summary
Dedicated financial professional with a strong background in finance and customer service, complemented by the successful completion of the Investment Funds in Canada (IFC) certification. Possesses banking knowledge and a proven ability to build deep and lasting customer relationships by understanding their financial needs. Adept at handling financial transactions with accuracy while delivering an exceptional customer experience. Passionate about identifying opportunities to promote banking products and services, ensuring clients receive the best solutions.
Overview
7
7
years of professional experience
Work History
Customer Service Representative
Bank of Montreal
03.2025 - Current
- Assisted clients with day-to-day banking needs, including deposits, withdrawals, transfers, and account inquiries.
- Delivered personalized solutions by identifying financial needs and recommending suitable banking products.
- Promoted credit cards, investment products, and digital banking tools to enhance client convenience.
- Maintained compliance with banking policies, procedures, and regulatory standards.
- Built strong customer relationships by providing empathetic and solution-oriented service.
- Maintained detailed records of customer interactions, ensuring proper follow-up and resolution of issues.
CUSTOMER SERVICE REPRESENTATIVE
Rexall Pharmacy
06.2023 - Current
- Actively listen to customers, identify their needs and recommend appropriate store products and services to enhance their experience.
- Pioneered a new approach to customer engagement, resulting in improved feedback scores.
- Work effectively with colleagues, share knowledge, and contribute to a positive, inclusive, and high-performing team environment.
- Provided empathetic assistance to customers, particularly those with complex health needs. Offered guidance on pharmacy services and products, enhancing customer understanding and trust.
SENIOR CUSTOMER EXPERIENCE ASSOCIATE
Smoke 2 Snacks
01.2024 - 03.2025
- Address issues using standard procedures, escalate when needed, and enhance the overall customer experience.
- Foster a positive work environment by supporting team members and sharing updates on routine tasks.
- Provide essential administrative support, ensuring smooth operations.
- Promote inquiries solutions by understanding customer needs, completing transactions efficiently, and ensuring accuracy to meet assigned business objectives.
COUNTRY FINANCE MANAGER
Advanow Pharma Pvt Ltd
12.2019 - 05.2023
- Strengthened internal controls, ensuring compliance with company policies and regulatory requirements.
- Reduced operational costs with strategic expense management and procurement negotiation tactics.
- Reviewed operating budgets periodically to analyze trends affecting budget needs. Developed long-term financial strategies, forecasting market trends and identifying growth opportunities to drive sustainable business expansion.
SENIOR ACCOUNT EXECUTIVE
The Akshayapatra Foundation
09.2018 - 12.2019
- Analysed data to discover trends, informing market strategies, and objectives.
- Created and updated expenditure reports in ERP.
- Leveraged data analysis to uncover market trends, informing strategic decisions. Streamlined ERP reporting processes, enhancing efficiency in expenditure tracking.
Education
BUSINESS FOUNDATION -
University of British Columbia
Vancouver, BC05.2024
PGD - MARKETING - INTERNATIONAL BUSINESS MANAGEMENT
NMIMS University
03.2020
MASTER OF COMMERCE - undefined
Gujarat University
06.2018
BACHELOR OF COMMERCE - undefined
Gujarat University
05.2016
Skills
- Analytical Thinking
- Financial Products & Investment Portfolios
- Mutual Funds & Securities Knowledge
- Customer Experience
- Work Collaboratively
- Customer service
COURSES
- INVESTMENT FUNDS IN CANADA May 2024
- SERVE IT RIGHT Apr 2024
Timeline
Customer Service Representative
Bank of Montreal
03.2025 - Current
SENIOR CUSTOMER EXPERIENCE ASSOCIATE
Smoke 2 Snacks
01.2024 - 03.2025
CUSTOMER SERVICE REPRESENTATIVE
Rexall Pharmacy
06.2023 - Current
COUNTRY FINANCE MANAGER
Advanow Pharma Pvt Ltd
12.2019 - 05.2023
SENIOR ACCOUNT EXECUTIVE
The Akshayapatra Foundation
09.2018 - 12.2019
PGD - MARKETING - INTERNATIONAL BUSINESS MANAGEMENT
NMIMS University
MASTER OF COMMERCE - undefined
Gujarat University
BACHELOR OF COMMERCE - undefined
Gujarat University
BUSINESS FOUNDATION -
University of British Columbia