Mounik Patel
Regina
Summary
Dynamic and results-driven professional with extensive experience in financial advisory roles, including 4 years as a bank financial adviser and 7 years as an adviser in Shiva Finance. Accomplished convenience store manager with 3.5 years of experience. Seeking a service writer position to leverage my diverse background and expertise in delivering exceptional customer service, problem-solving, and relationship management.
Overview
18
18
years of professional experience
Work History
Store Manager
Get it on the way
09.2021 - Current
- Oversaw daily store operations, including inventory management, ordering, and receiving of merchandise
- Trained and supervised staff, ensuring compliance with company policies and procedures and delivering excellent customer service
- Implemented inventory control measures to minimize shrinkage and loss, conducting regular audits and reconciliations
- Managed cash handling procedures, reconciled cash registers, and prepared daily sales reports for accounting purposes
- Resolved customer complaints and inquiries promptly, maintaining a positive and welcoming store environment
Financial adviser
Shiva adviser
07.2009 - 08.2021
- Achieved and exceeded sales targets consistently, contributing to the overall success and profitability of the bank
- Maintained up-to-date knowledge on industry trends and regulations, ensuring accurate advice was provided to clients at all times.
- Developed long-lasting relationships with clients to ensure consistent retention and loyalty.
- Mentored junior advisors, fostering a supportive team environment focused on growth and learning.
- Participated in ongoing professional development opportunities to stay current with industry trends and best practices.
- Developed strong relationships with clients through regular communication and excellent customer service.
Financial adviser
Kotak Mahindra Bank
03.2007 - 07.2009
- Provided expert financial advice and solutions to clients across a range of banking products including cash credit, overdraft, agricultural finance, home loans, commercial loans, loans against property, and project finance
- Conducted detailed financial analyses to assess clients' creditworthiness and determine suitable financing options
- Collaborated with clients to understand their specific needs and develop customized financial packages to meet their objectives
- Managed client relationships effectively, providing ongoing support and guidance to ensure their financial goals were achieved
- Stayed abreast of industry trends, regulatory changes, and market developments to provide accurate and up-to-date advice to clients
Education
Higher Secondary Education - account stream
GHSHEB
03.2005
Bachelor of commerce -
Gujarat college
06.2008
Skills
- Inventory Management
- Customer Relationship Management
- Data analysis
- Communication skill
- Interpersonal skill
- Team leadership
- Multitasking
- Problem solving
- Cash Credit
- Overdraft
- Loans against property
- Risk management
- Agri-finance
- Home loans
- Commercial loans
- Project finance
Timeline
Store Manager
Get it on the way
09.2021 - Current
Financial adviser
Shiva adviser
07.2009 - 08.2021
Financial adviser
Kotak Mahindra Bank
03.2007 - 07.2009
Bachelor of commerce -
Gujarat college
Higher Secondary Education - account stream
GHSHEB
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