Yogali Patel
Barrie
Summary
Flexible Client Advisor with experience efficiently resolving issues for banking clients and providing operations support. Talented at selling various banking products and services with excellent understanding of basic bank transactions. Dedicated to working weekends and evenings to achieve necessary tasks and meet customer needs.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Pharmacy Sales Associate
Walmart
05.2024 - Current
- Developed strong rapport with customers by actively listening to their needs and addressing concerns promptly.
- Supported the pharmacist with daily tasks, enabling them to focus on critical decisions and patient care.
- Increased overall pharmacy productivity by restocking supplies, organizing shelves, and maintaining cleanliness according to standards.
- Answered incoming phone calls and addressed questions from customers and healthcare providers.
Office Administrative support
Walmart
05.2023 - 04.2024
- Performed administrative and clerical duties such as word processing, data entry, faxing and copying.
- Optimized financial tracking systems by cross-referencing data from multiple sources, identifying any inconsistencies or inaccuracies, and taking corrective action as needed.
- Provided excellent customer service when liaising with vendors or clients regarding billing inquiries or account discrepancies resolution efforts efficiently.
- Supported budget planning by gathering and analyzing relevant financial data, ensuring accurate forecasts.
Cap 1 Associate
Walmart
10.2022 - 05.2023
- Maintained a clean and organized store environment, enhancing the overall shopping experience for customers.
- Developed strong relationships with repeat clients, leading to increased loyalty and return visits.
- Collaborated with team members to meet and exceed monthly sales targets consistently.
- Promoted special offers and events by engaging with customers on the sales floor, driving awareness of promotions and boosting sales conversion rates.
Accountant
Pramukh Medical Store
07.2018 - 09.2022
- Handled day-to-day accounting processes to drive financial accuracy.
- Gathered financial information, prepared documents, and closed books.
- Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating, and cash, and banking reconciliations.
- Maintained up-to-date knowledge on professional accounting standards to manage financial recordkeeping.
Education
Completed Tally ERP9(GST) -
Compusoft Computer Education
Vadodara, Gujarat05.2018
Bachelor of commerce -
Maharaja Sayajirao University
Vadodara, Gujarat04.2018
High School -
Dr.N.G.Shah Sarvajanik High School
Vadodara, Gujarat03.2015
Skills
- Relationship management
- Cash handling
- New account setup
- Customer engagement
- Financial services
- Customer consultations
- Consultative sales
Certification
Tally ERP9 (GST), Compusoft Computer Education, Vadodara, Gujarat, India, A
Languages
English
Full Professional
Gujarati
Native or Bilingual
Hindi
Native or Bilingual
Sanskrit
Native or Bilingual
Timeline
Pharmacy Sales Associate
Walmart
05.2024 - Current
Office Administrative support
Walmart
05.2023 - 04.2024
Cap 1 Associate
Walmart
10.2022 - 05.2023
Accountant
Pramukh Medical Store
07.2018 - 09.2022
Bachelor of commerce -
Maharaja Sayajirao University
High School -
Dr.N.G.Shah Sarvajanik High School
Tally ERP9 (GST), Compusoft Computer Education, Vadodara, Gujarat, India, A
Completed Tally ERP9(GST) -
Compusoft Computer Education
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