Kashish Alam
Ottawa,Canada
Summary
Results-driven finance and client management professional with a proven track record of enhancing client satisfaction and driving operational efficiency. With over three years of experience and an MBA, I bring a robust skill set in client service, financial management, project coordination, and data analytics. Recognized for my ability to manage complex projects with precision, maintain meticulous attention to detail, and exceed client expectations. I am eager to leverage my strategic problem-solving abilities and expertise to create transformative impact within a forward-thinking organization, driving both operational excellence and exceptional client success.
Overview
13
13
years of professional experience
Work History
Contact Support Agent
Epiq Global
10.2024 - Current
- Effectively handling complex client inquiries and delivering rapid, accurate solutions
- Streamlined client interaction processes by organizing a comprehensive client database, ensuring precise tracking and seamless follow-up
- Built and nurtured strong client relationships through personalized communication and proactive issue resolution, significantly boosting client loyalty and satisfaction
- Consistently recognized by management for problem-solving skills and a commitment to service excellence, contributing to an improved client experience
Accountant
Accenture India Pvt. Ltd.
05.2021 - 11.2021
- Managed accounts payable/receivable, processed invoices, and performed data entry with accuracy, ensuring compliance across international clients
- Responded promptly to client inquiries, addressing their needs and feedback, and communicated insights internally to support efficiently
- Provided comprehensive financial support to senior management, including preparing detailed reports, coordinating meetings, and managing correspondence with international clients
- Prepared monthly financial statements and reports, utilizing Microsoft Excel to maintain precise financial records
- Leveraged Microsoft Office Suite to optimize accounting processes and enhance reporting efficiency for the international clients
- Accurately processed accounts payable and receivable transactions, ensuring timely payments and efficient financial operations
- Managed invoice processing, expense tracking, and data entry, maintaining precise records to support month-end closing procedures
- Verified and reconciled financial data, ensuring compliance with accounting standards and contributing to the overall financial health of the organization
Client Success Specialist
Green Vatika Infrastructures Pvt Ltd
08.2018 - 04.2020
- Increased client retention by 45% through strategic relationship management, ensuring exceptional service and proactive support throughout project lifecycles
- Drafted project scripts, supported business rule development, and conducted reporting and analysis to ensure quality accuracy
- Successfully managed the entire sales cycle, from client acquisition to deal closure, building strong client relationships
- Coordinated office operations, resolved vendor discrepancies, and ensured timely payments
- Maintained accurate records of customer interactions and follow-ups
- Collaborated with cross-functional teams to enhance service processes, consistently exceeding performance metrics for response times and customer satisfaction
- Conducted competitor analysis to identify opportunities for expansion and provided superior customer service on finance-related matters, positive client and investor relationships
- Enhanced client satisfaction by promptly addressing concerns and providing tailored solutions to their needs.
- Demonstrated expertise in product knowledge, assisting clients in optimizing the value derived from their investments.
- Boosted team efficiency by streamlining internal processes, reducing response times, and increasing overall productivity.
- Utilized customer feedback to inform changes and improvements to customer success plans.
- Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
- Promptly responded to inquiries and requests from prospective customers.
- Bolstered customer retention by creating and offering unique discount options and inspiring interest.
Micro Credit Department Intern
Small Industries Development Bank of India (SIDBI)
04.2018 - 05.2018
- Researched and analyzed microfinance channels and demand-supply gaps in India
- Contributed to the project 'Micro Finance for Inclusive Growth.'
- Conducted fieldwork, gathered information, and held discussions with middle-level management
Private Tutor
Myself
04.2012 - 04.2013
- Provided one-on-one tutoring in English, Mathematics, Science, Computer Science to students up to grade V
- Developed customized lesson plans to meet the individual needs of students, improving their understanding and performance in challenging areas
- Assisted students in preparing for exams, resulting in improved test scores and overall academic
- Monitored student progress, providing regular feedback to parents or guardians
- Met with parents to discuss student progress and address concerns.
- Collaborated with students to complete homework assignments, identify lagging skills, and correct weaknesses.
Education
MBA - Finance & International Business
University of Lucknow
06-2018
Bachelor of Commerce -
University of Lucknow
05-2016
Intermediate - Commerce
CBSE
03-2012
High School -
CBSE
04-2010
Skills
- Analytical & Critical Thinking
- Project Coordination & Time Management
- Customer Service Excellence
- Customer Relationship Management & Retention Strategies
- Strong Written & Verbal Communication
- Attention to Detail & Fast Learner
- Team Collaboration
- Multi-Tasking, Adaptability & Technical Support
- Financial Statements Knowledge & Data-Driven Insights
- Accounts Payable/Receivable
- Expertise in General Ledger Management/ Data Entry
- Expertise in Invoicing, Reporting and Analytics
- Proficient in Microsoft Office Suite
- Proficient in QuickBooks
- Advanced in communication tools
Accomplishments
- Boosted Client Retention by 45% at Green Vatika Infrastructures through strategic account management and proactive client engagement.
- Increased Reporting Efficiency by 30% at Accenture by implementing process improvements and leveraging advanced Excel functions.
Languages
English
Full Professional
Interests
- Travelling( road trips)
- Learning new cooking techniques and expanding my culinary skills
- I enjoy cooking for friends and family gatherings
- Music
Timeline
Contact Support Agent
Epiq Global
10.2024 - Current
Accountant
Accenture India Pvt. Ltd.
05.2021 - 11.2021
Client Success Specialist
Green Vatika Infrastructures Pvt Ltd
08.2018 - 04.2020
Micro Credit Department Intern
Small Industries Development Bank of India (SIDBI)
04.2018 - 05.2018
Private Tutor
Myself
04.2012 - 04.2013
MBA - Finance & International Business
University of Lucknow
Bachelor of Commerce -
University of Lucknow
Intermediate - Commerce
CBSE
High School -
CBSE
Similar Profiles
Pam ArchibaldPam Archibald
Legal Project Specialist at Epiq GlobalLegal Project Specialist at Epiq Global
Alexandra ThompsonAlexandra Thompson
Program Manager - Inside Sales at Epiq GlobalProgram Manager - Inside Sales at Epiq Global
Luci BarrettoLuci Barretto
Legal Receptionist at Dentons US LLP at Epiq GlobalLegal Receptionist at Dentons US LLP at Epiq Global