Open to opportunities

Dharmit Patel

@dharmitpatel

Message

Motivated BBA student and BSc grad skilled in finance, tech, and client service.

India

Message

What I'm looking for

I am seeking an entry-level role where I can apply analytical, technical, and client-focused skills in a collaborative culture with opportunities for growth.

I am a motivated and detail-oriented BBA student and Bachelor of Computer Science & IT graduate with hands-on experience in financial advisory, retail operations, and food-service supervision. I have assisted clients with tailored financial solutions, led teams during shifts, managed inventory, and operated POS systems while delivering strong customer-focused service.

I bring combined strengths in business analysis and technical skills—project planning, financial analysis, SQL, Python, and web design—paired with leadership, CRM, and communication abilities. I seek an entry-level role in business, management, or design where I can apply analytical thinking, technical aptitude, and client-centered problem solving to drive organizational efficiency and growth.

Experience

Work history, roles, and key accomplishments

Current

Financial Advisor

Current

Experior Financial Group Inc.

Mar 2024 - Present (1 year 11 months)

Assist clients with tailored financial solutions and promote insurance and investment products aligned with client goals, improving client coverage and product adoption.

Financial Advisory Insurance products Investment Recommendations Client Relationship Management Financial Analysis Sales Communication Regulatory Compliance

Current

Food Attendant / Supervisor

Current

Subway

Aug 2022 - Present (3 years 6 months)

Led staff during shifts, managed inventory, and delivered excellent customer service in a fast-paced restaurant environment to maintain service quality and operational efficiency.

Inventory Management Customer Service Team Leadership Point of Sale Food Safety Time Management Training

Store Associate / Cashier

Walmart

Oct 2023 - Jan 2024 (3 months)

Operated POS systems and supported daily store operations, ensuring efficient transactions and contributing to store merchandising and customer support.