KRITIK SHERAWAT
Toronto
Summary
Dedicated and customer-oriented professional with extensive experience in banking and client account management. Proven track record of building strong relationships with clients and providing exceptional service. Skilled in analyzing financial data, identifying opportunities for growth, and implementing effective strategies to achieve business objectives. Adept at managing complex projects, collaborating with cross-functional teams, and delivering results in fast-paced environments. Committed to delivering excellence and exceeding client expectations.
Overview
5
5
years of professional experience
Work History
Client Account Representative
Fastway Marketing
05.2024 - 01.2025
- Established strong rapport with clients, leading to increased trust and long-term business relationships.
- Streamlined client onboarding process for improved efficiency and reduced time-to-value ratio.
- Championed process improvements within the organization based on feedback from clients, driving continuous improvement initiatives.
- Conducted regular account reviews to proactively address potential concerns and ensure ongoing customer satisfaction.
Fraud Analyst
CIBC Bank
12.2023 - 04.2024
- Developed and maintained strong relationships with clients, ensuring satisfaction and retention
- Addressed and resolved client issues promptly and professionally
- Monitored client accounts for accuracy and compliance with data
- Monitor bank account and credit cards
- Identify patterns or anomalies that may indicate fraudulent activity
- Use critical thinking skills to evaluate complex situations and identify the most appropriate course of action
- Investigated potential cases of fraud
- Addressed customers with best solution and further preventions
Customer Service Representative
Punjab National Bank
03.2020 - 07.2021
- Assisted clients with banking transactions, account inquiries, and resolving issues
- Processed deposits, withdrawals, and payments accurately
- Cash handling and maintaining the accounts data on system
- Maintained a high level of customer satisfaction
Education
Post Graduation - Global Business Management
Fanshawe College
London, ON09.2023
Bachelor's of business - Finance and Economics
University of Delhi
New Delhi09.2021
Skills
- Effective communication
- Problem solving
- Customer service
- Knowledge of banking procedures
- Knowledge of financial products
- Account management
- Problem resolution
- Detail-oriented
- Organizational skills
- Ability to work in a fast-paced environment
- Proficient in Microsoft Excel
Timeline
Client Account Representative
Fastway Marketing
05.2024 - 01.2025
Fraud Analyst
CIBC Bank
12.2023 - 04.2024
Customer Service Representative
Punjab National Bank
03.2020 - 07.2021
Post Graduation - Global Business Management
Fanshawe College
Bachelor's of business - Finance and Economics
University of Delhi
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