Bhavin Patel
Kirkham, Preston,Lancashire
Summary
Accounting and finance professional with 8+ years of experience in financial advisory and business development. Demonstrated success in managing cash operations and fostering client relationships, resulting in significant business growth. Skilled in financial analysis and retail performance enhancement, backed by advanced training and certifications. Known for reliability and strong analytical problem-solving abilities in demanding environments.
Overview
10
10
years of professional experience
6061
6061
years of post-secondary education
1
1
Certification
Work history
Cashier
Bargain Booze
Kirkham, Preston
02.2025 - 11.2025
- Processed an average of 150–300 customer transactions per shift with 99% accuracy.
- Handled cash drawers of £2,000–£3,000, maintaining zero discrepancies on most shifts.
- Managed queue efficiently, reducing wait times and enhancing customer experience.
- Monitored stock levels at checkout, requesting restocks to prevent shortages.
- Completed opening and closing procedures, verifying cash-on-hand amounts and allocating funds.
- Provided knowledgeable product advice, assisting customers with specific item requests.
- Upsold promotional items, boosting daily sales by 10–20% during peak seasons.
- Handled various payment methods while maintaining precise financial records.
Operations and business development
Shweta Bangles
Mumbai
05.2018 - 12.2024
- Increased monthly sales revenue by 10 to 18% through acquisition of new wholesale clients.
- Expanded customer base by 10 to 13 new clients, boosting repeat orders by 25 to 35%.
- Oversaw sales management based on confirmed orders while updating stock details and OCR.
- Crafted samples aligned with current trends and buyer specifications.
- Showcased developed samples to buyers, securing order bookings while ensuring compliance with specifications.
- Produced diverse range of bangles, including brass, plastic, and decorative items.
Executive-Retail Advisor
Motilal Oswal Securities Limited
Mumbai
09.2016 - 04.2018
- Strengthened client relationships, enhancing overall business perception.
- Assessed market trends and product offerings to maintain competitive edge.
- Applied sales expertise to achieve 15-40% year-on-year growth in client portfolio.
- Managed retail client portfolio of 140-180 clients with ₹4.3 crore to ₹4.8 crore(£368,000 – £412,000) in AUM.
- Acquired 10-30 new clients monthly, driving revenue targets.
- Cross-sold investment products, increasing non-broking revenue by 10-25%.
- Leveraged product knowledge to significantly boost brokerage sales.
Accounts and Audit assistant
Mantri & Aggarwal Chartered Accountant Firm
Mumbai
08.2015 - 01.2016
- Gathered financial information of clients, prepared documents and closed accounts.
- Reconciled accounts and reviewed ledger statement, P&L statement, net worth and asset.
- Worked with clients to collect specific financial information and verify data for preparation of annual statements.
- Did different types of audit like stock audit, bank audit and prepared audit reports for same.
- Managed monthly accounting for 100–1,000+ transactions, ensuring 98–100% accuracy in ledger entries.
- Prepared financial statements (P&L, Balance Sheet).
- Done ITR Filing for clients.
Education
Master of Science - Accounting and Finance
Manchester Metropolitan University
ManchesterM.Com - Accounting and Finance
Mumbai university
MumbaiB.Com - Accounting and Finance
Mumbai university
MumbaiSkills
- Financial management and analysis
- Retail operations and customer service
- Business development and sales support
- Investment advisory services
- Analytical problem-solving
- Technical proficiency in software
- Interpersonal communication skills
Certification
- NISM Series V–A: Mutual Fund Distributors Certification, National Institute of Securities Markets, India (2017)
- NISM Series VIII: Equity Derivatives Certification, National Institute of Securities Markets, India (2017)
- CFP (Certified Financial Planner) – 3 Modules Cleared, FPSB India (2015-2016) Modules: Investment Planning, Tax and Estate Planning, Risk Analysis and Insurance Planning
LANGUAGES
English: B2 Upper Intermediate
Hindi: B2 Upper Intermediate
Accomplishments
- Employee of the month, 03/17
- Employee of the month, 08/17
- Positive feedback from clients
Timeline
Cashier
Bargain Booze
02.2025 - 11.2025
Operations and business development
Shweta Bangles
05.2018 - 12.2024
Executive-Retail Advisor
Motilal Oswal Securities Limited
09.2016 - 04.2018
Accounts and Audit assistant
Mantri & Aggarwal Chartered Accountant Firm
08.2015 - 01.2016
Master of Science - Accounting and Finance
Manchester Metropolitan University
M.Com - Accounting and Finance
Mumbai university
B.Com - Accounting and Finance
Mumbai university