KRITIK SHERAWAT
Toronto,Canada
Summary
Dedicated and customer-oriented professional with extensive experience in banking and client account management. Seeking to leverage my skills and experience.
Overview
5
5
years of professional experience
Work History
Client Account Representative
Fastway Marketing
05.2024 - Current
- PROFESSIONAL SUMMARY
- Client Account Representative with 5 years of expertise in banking and account management, adept at fostering client relationships and ensuring high satisfaction. Proficient in customer service, cash handling, and account management, leveraging strong communication and problem-solving skills to address client needs effectively. Passionate about utilizing financial acumen and Microsoft Excel proficiency to drive client success and retention.
- EMPLOYMENT HISTORY CLIENT ACCOUNT REPRESENTATIVE
- •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 company policies.
- •Handling cash registrar and maintaining accounts data.
- Coordinated with sales and marketing teams to identify client needs and promote relevant products/services.
- Analyzed account performance and provided recommendations for improvement.
- Assisted in the development of tailored account strategies, optimizing client retention rates.
- Managed a diverse portfolio of accounts, maintaining professional relationships with clients from various industries.
- Streamlined client onboarding process for improved efficiency and reduced time-to-value ratio.
- Provided exceptional support during contract renewal processes, maximizing client retention rates.
Fraud Analyst
CIBC Bank
12.2023 - 04.2024
- 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 effective communication and problem solving
- Addressed and resolved client issues promptly and professionally
Education
Post Graduation - Global Business Management
Fanshawe College
09.2023
Bachelor’s of business - Finance and Economics
University of Delhi
09.2021
Skills
- Excellent customer service and communication skills
- Strong knowledge of banking procedures and financial products
- Proficient in account management and problem resolution
- Detail-oriented with strong organizational skills
- Ability to work effectively in a fast-paced environment
- Proficient in Microsoft Excel
Timeline
Client Account Representative
Fastway Marketing
05.2024 - Current
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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