Summary
Overview
Work History
Education
Skills
Websites
Timeline
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ISHAN DOSHI

Sault Ste. Marie,ON

Summary

Enthusiastic client services professional with strong background directly interfacing with industry customers. Well-versed in products, services and consumer trends. Dependable achiever committed to holding highest ethical standards and maintaining customer trust. Highly effective juggler of multiple competing responsibilities simultaneously. Proven history of exceptional time management and customer service. A hardworking and passionate job seeker with strong organizational skills eager to secure an remote -level position. Ready to help the team achieve company goals.

Overview

8
8
years of professional experience

Work History

Project Manager

Webmount Studio
08.2023 - Current
  • Monitored project performance to identify areas of improvement and make adjustments.
  • Coordinated with cross-functional teams to resolve project issues and mitigate risks.
  • A collaborative team player with a focus on delivering exceptional technical support from customer service.

Senior Customer Service Representative Lead

Max Life Insurance Co Ltd
Mumbai, India
03.2019 - 07.2023
  • Addressed and resolved customer complaints and issues to improve satisfaction.
  • Enthusiastic and solutions-driven professional with a positive attitude and a genuine commitment to assisting others.
  • Dedicated to ensuring customers maximize the value of their products and services.

Relationship Manager

Bajaj Capital ltd
03.2018 - 03.2019
  • Built and maintained relationships with positive attitude for new and existing clients while providing high level of expertise.
  • Engage in marketing and outreach activities to show clients you value them and their communities.
  • Meet with clients to understand their personal and business priorities, advise them on solutions, and provide forward-looking financial planning.

Relationship Associate

Yes Bank Ltd
06.2016 - 09.2017
  • Successfully managed operations across 14 YES BANK branches, focusing on retail asset products including Equipment Finance (Medical Equipment Loan & Printing Equipment Loan).
  • Answered customer questions to maintain high satisfaction levels.
  • Developed and implemented strategies to increase customer loyalty and satisfaction.

Education

MBA - Finance

Rizvi Institute of Management Studies And Research
Mumbai, India
03.2016

Bachelor of Accounting - Accounting And Finance

Malini Kishor Sanghvi of Commerce And Economics
Mumbai, India
03.2014

H.S.C - Commerce And Business Administration

Thakur College of Science And Commerce
Mumbai, India
03.2011

S.S.C - SCHOOL

Swami Vivekanand International School
Mumbai , India
03.2009

Graduate Certificate - Human Resources And Business Management

Algoma University
Sault Ste. Marie, ON

Skills

  • Customer Engagement
  • Performance Goals
  • Team Leadership
  • Product Knowledge
  • Client Relations
  • Technical Support
  • Administrative Skills

Timeline

Project Manager

Webmount Studio
08.2023 - Current

Senior Customer Service Representative Lead

Max Life Insurance Co Ltd
03.2019 - 07.2023

Relationship Manager

Bajaj Capital ltd
03.2018 - 03.2019

Relationship Associate

Yes Bank Ltd
06.2016 - 09.2017

MBA - Finance

Rizvi Institute of Management Studies And Research

Bachelor of Accounting - Accounting And Finance

Malini Kishor Sanghvi of Commerce And Economics

H.S.C - Commerce And Business Administration

Thakur College of Science And Commerce

S.S.C - SCHOOL

Swami Vivekanand International School

Graduate Certificate - Human Resources And Business Management

Algoma University
ISHAN DOSHI