Hallo!
I'm Ankita Satkar
About Me
Get in touch with me
I’m passionate about delivering reliable, compliant, and client-centric financial services. With 7 years of experience across customer-facing and advisory roles in Canada and India, I specialize in CRM management, financial needs analysis, and sales enablement for banking and investment clients.
Vision
To empower individuals and businesses by providing transparent and tailored financial solutions that build long-term trust and growth.
Mission
To help clients make confident financial decisions by blending compliance, customer service, and data-backed recommendations in every interaction.
My Skills
Client Relationship Management
Building long-term rapport with clients through consistent follow-ups, financial reviews, and personalized product recommendations.
CRM Systems (Salesforce, Wealthbox)
Managing leads, logging activities, and tracking financial opportunities with precision and speed.
Financial Needs Analysis
Assessing income profiles, risk scores, and tax considerations to suggest the right investment options.
Compliance & Documentation (KYC, AML, FATCA)
Ensuring 100% compliant onboarding, document verification, and record-keeping aligned with regulatory norms.
Retail & Investment Product Sales
Cross-selling mutual funds, savings plans, and insurance based on client eligibility and preferences.
Data Entry & Reporting
Creating audit-ready financial summaries, transaction logs, and structured CRM reports.
Sharekhan by BNP Paribas
Sales Support Executive
November 2017 – June 2020
Rain Financial Services
Business Development Executive
August 2020 – September 2023
Winners & Homesense
Store Associate
August 2023 – February 2025
Marshalls & Homesense
Store Associate
February 2025 – Present
My Experiences
Let's Work Together
Recent Projects
Retail Operations & Inventory Accuracy
Onsite
August 2023 – Present
Executed inventory and billing operations at Marshalls & Homesense and Winners. Maintained 98%+ inventory accuracy across thousands of items. Handled 200+ weekly transactions and improved shelf stock rotation using barcode and mapping strategies.
KYC Compliance & Onboarding Automation
Onsite
November 2017 – June 2020
Verified 500+ KYC documents and processed 250+ demat activations. Conducted compliance audits across CRM systems, pushing full updates for flagged accounts across 3 branches. Created quarterly compliance summaries and supported customer onboarding automation.
Portfolio Management & Sales Strategy
Remote
August 2020 – September 2023
Managed and grew over 120 client investment portfolios by aligning financial instruments with risk profiles. Conducted 200+ consultations to suggest income-based investment plans. Led sales forecasting through CRM data, resulting in ₹1.6M deposit growth in one fiscal year.