Summary
Overview
Work History
Education
Skills
Languages
Personal Information
Certification
Timeline
Generic

KAMLESH PATEL

Edmonton,AB

Summary

Insurance Professional Profile To pursue a challenging and rewarding career in anorganization which can provide me competitive and professional environment; whereby myskills along with academic background and experience would be utilized to the full estextent and for mutual benefits.

Overview

19
19
years of professional experience
1
1
Certification

Work History

Retail Sales Supervisor

Marler Mini-Mart
Camrose, AB
10.2022 - 06.2025
  • Coached staff on strategies to enhance performance and improve customer relations.
  • Monitored inventory levels and placed new orders for merchandise to keep supply well-stocked.
  • Implemented new policies and procedures to ensure compliance with company standards and regulations.
  • Managed daily operations such as opening and closing the store, balancing registers at end of day.
  • Mentored newly hired staff in upselling techniques to improve sales.
  • Created successful plans to maximize profits and reduce loss.
  • Devised, implemented and managed promotions to enhance store profits and drive customer engagement.
  • Resolved conflicts between staff members or customers in a professional manner.
  • Coordinated restocks to keep retail displays organized and full for customers.
  • Increased sales by optimizing in-store promotional strategies.

Retail Sales Supervisor

Esso (Fast gas)
Fort Nelson, BC
07.2022 - 09.2022
  • Coached staff on strategies to enhance performance and improve customer relations.
  • Monitored inventory levels and placed new orders for merchandise to keep supply well-stocked.
  • Managed daily operations such as opening and closing the store, balancing registers at end of day.
  • Mentored newly hired staff in upselling techniques to improve sales.
  • Created successful plans to maximize profits and reduce loss.
  • Devised, implemented and managed promotions to enhance store profits and drive customer engagement.
  • Maintained high standards of cleanliness throughout the store including dusting shelves, vacuuming carpets and organizing merchandise displays.
  • Increased sales by optimizing in-store promotional strategies.
  • Assisted customers in selecting products that met their needs while adhering to company policy regarding pricing, promotions, returns and exchanges.

Warehouse Associate

amazone
Fort St. John, BC
10.2021 - 07.2022
  • Rapidly picked and processed high-volume customer orders with precision, ensuring on-time and error-free shipments.
  • Accurately weighed, labeled, and documented materials and products, guaranteeing compliance with quantity and quality standards.
  • Efficiently packed, unpacked, sorted, and strategically stacked inventory, maximizing space utilization, and workflow.
  • Maintained rigorous inventory control systems, conducted regular stock audits, and ensured real-time updates to inventory levels.
  • Utilized advanced warehouse management software to monitor inventory movement, track shipments, and streamline order fulfillment.
  • Inspected returned merchandise for damage or defect before restocking shelves or returning it back to suppliers and vendors.

Executive Relationship Manager

CANARA HSBC OBC LIFE INSURANCE COMPANY
Ahmedabad
08.2020 - 09.2021
  • Complete the Goal sheet with sourcing business and provide service to the customer.
  • Managing HNI Customer Portfolio and creating wealth for the company.
  • Handling more than 500 Customer Service and Persistency.

Chief Relationship Manager

Reliance Nippon Life Insurance
Ahmedabad
05.2019 - 03.2020
  • Complete the Goal sheet with sourcing business and provide service to the customer.
  • Managing HNI Customer Portfolio and creating wealth for the company.
  • Handling more than 400 Customer Service and Persistency.

PWM - Direct

Aegon Life Insurance Co. Ltd.
Ahmedabad
03.2013 - 08.2018
  • Join as a Relationship Manager and taken 5 promotions.
  • Complete the Goal sheet with sourcing business and provide service to the customer.
  • Managing HNI Customer Portfolio and creating wealth for the company.
  • Handling more than 400 Customer Service and Persistency.
  • Achieve 5 Foreign Trips with Achieve Targets. (Bangkok, Dubai, Srilanka, Taskant & Amsedam)
  • Getting Yearly Award (Read Carpet Award)
  • Awarded by the company for Achieve more than 90% Persistency.

Store Owner

Airtel
Ahmedabad
04.2009 - 02.2013
  • Handling Tellecaller of the Company.
  • Customer Service and Collection.
  • Create Value for the Company.

A.B.D.M - TIDE

Tata-Aig Life Insurance Co. India Ltd.
Ahmedabad
05.2008 - 03.2009
  • Initially handled Ahmedabad and Kadi for Agents and Brokers Business with the team of 07 advisors.
  • Deliver business plan growth and income objectives; manage, coach and support to channel partners on developing, Managing and growing profitable customer relationships to support these efforts.
  • Presently Managing Agents and Brokers Business with 18 sales advisors across Ahmedabad & Kadi.
  • Achieving allocated business targets, high quality service, and contributing to the overall achievement of business growth.
  • Establishing smooth process by coordination with operation to help faster disbursement process.
  • Constantly rendering motivation & support to all channels and advisors to ensure consistent productivity.
  • Manage daily sales activities and ensure achievement of results for region.
  • In second month of my joining highest no of insurance advisor was recruited by me and I am top in Gujarat.

Unit Leader (Corporate Sales)

Bharti Airtel Ltd.
Ahmedabad, BC
08.2006 - 04.2008
  • Sales mobility product (CUG connection, FCT, Black-Berry) in corporate sector.
  • Initially handled Ahmedabad and for Agents with the team of 07 sales officers.
  • Clients the benefits of having a mini exchange on their desktops using the Internet as a medium for connectivity.
  • Handling queries related to mobility dept and coordinate with CSD.
  • Focuses on providing hassle free administrative / operational support & customized service Information & tools to help select the right plan.
  • Touched per day volume 15 connections. Particular in corporate department.
  • Highest connection provided compared to any other mobility company during my job tenure.
  • Touched all monthly target 140 connections average.

Education

High School Diploma -

mangal vidhyalaya
Kadi, Gujrat INDIA
01.1997

Bachelor of Commerce - Commerce

P.T. College
Ahmedabad, Gujrat

Skills

  • Microsoft Office Suite
  • Document creation
  • Spreadsheet management
  • Presentation design
  • Financial planning
  • Sales forecasting
  • Market analysis
  • Problem solving
  • Team leadership
  • Sales presentations
  • Negotiation skills
  • Client rapport
  • Customer service
  • Inventory management

Languages

  • English
  • Gujarati
  • Hindi

Personal Information

  • Date of Birth: 06/12/80
  • Marital Status: Married

Certification

  • security license
  • class 4 diver's license
  • proserve
  • protect

Timeline

Retail Sales Supervisor

Marler Mini-Mart
10.2022 - 06.2025

Retail Sales Supervisor

Esso (Fast gas)
07.2022 - 09.2022

Warehouse Associate

amazone
10.2021 - 07.2022

Executive Relationship Manager

CANARA HSBC OBC LIFE INSURANCE COMPANY
08.2020 - 09.2021

Chief Relationship Manager

Reliance Nippon Life Insurance
05.2019 - 03.2020

PWM - Direct

Aegon Life Insurance Co. Ltd.
03.2013 - 08.2018

Store Owner

Airtel
04.2009 - 02.2013

A.B.D.M - TIDE

Tata-Aig Life Insurance Co. India Ltd.
05.2008 - 03.2009

Unit Leader (Corporate Sales)

Bharti Airtel Ltd.
08.2006 - 04.2008

High School Diploma -

mangal vidhyalaya

Bachelor of Commerce - Commerce

P.T. College

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KAMLESH PATEL