Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

KHUSHMEET KAUR

Calgary

Summary

Results-driven professional with over 7 years of experience in client service, workforce management, and operations. Adept at claims assessment, case management, and client communication, with a strong ability to analyze data, resolve issues, and optimize processes. Proven expertise in assessing eligibility, developing action plans, and working with stakeholders to drive positive outcomes. Passionate about providing high-quality service, supporting client recovery, and ensuring a seamless return-to-work process.

Overview

7
7
years of professional experience

Work History

Client Advisor

RBC
06.2022 - 01.2025
  • Engaged with clients to understand financial and personal circumstances, providing solutions aligned with their needs, achieving a 95% client satisfaction rate
  • Developed strong relationships with clients, identifying challenges and recommending appropriate banking and financial solutions, resulting in a 30% increase in client retention
  • Assessed client concerns, conducted investigations, and provided resolutions while maintaining compliance with policies, reducing client complaints by 40%
  • Demonstrated strong decision-making and problem-solving skills by managing sensitive financial cases, resolving 85% of issues within the first interaction
  • Communicated effectively with internal stakeholders to ensure seamless client service and issue resolution, leading to a 20% improvement in service efficiency

Workforce Real-Time Analyst Team Lead

Skip The Dishes
01.2018 - 01.2025
  • Led a team of analysts in monitoring real-time data and optimizing workforce schedules, improving efficiency by 25%
  • Assessed key performance indicators (KPIs) to identify trends, risks, and opportunities for process improvements, increasing productivity by 15%
  • Conducted real-time decision-making to address scheduling issues, prioritizing tasks based on urgency and impact, which reduced service delays by 30%
  • Worked closely with teams to streamline communication and improve service delivery, boosting operational effectiveness by 20%
  • Provided reports and insights to leadership, influencing operational strategies that enhanced workforce utilization by 10%

Administrative Assistant

Manitoba Start
10.2017 - 12.2017
  • Managed client inquiries, ensuring a high level of customer service and support, increasing client resolution efficiency by 20%
  • Maintained accurate records and data entry, ensuring seamless case documentation and follow-up, reducing data errors by 15%
  • Scheduled and coordinated appointments, improving process efficiency by 25%

Education

Postgraduate - Business Management

University of Manitoba
01.2018

Bachelor’s - Computer Science and Engineering

Chandigarh University
01.2015

Engineering Diploma - Computer Science

Institute of Vertex and Technologies
01.2012

Skills

  • Claims Assessment & Decision Making
  • Client Engagement & Relationship Management
  • Return-to-Work Planning & Support
  • Case Management & Risk Assessment
  • Conflict Resolution & Problem Solving
  • Real-Time Monitoring & Data Analysis
  • Process Improvement & Operational Efficiency
  • Communication & Stakeholder Collaboration
  • Client interaction
  • Cross-selling techniques
  • Client retention strategies
  • Consultative selling

Languages

English
Punjabi
Hindi

Timeline

Client Advisor

RBC
06.2022 - 01.2025

Workforce Real-Time Analyst Team Lead

Skip The Dishes
01.2018 - 01.2025

Administrative Assistant

Manitoba Start
10.2017 - 12.2017

Bachelor’s - Computer Science and Engineering

Chandigarh University

Engineering Diploma - Computer Science

Institute of Vertex and Technologies

Postgraduate - Business Management

University of Manitoba

Similar Profiles

CREATE PROFILE
KHUSHMEET KAUR