Summary
Overview
Work History
Education
Skills
Timeline
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Nikesh Patel

Customer Service Specialist
Toronto,ON

Summary

Motivated finance and marketing professional with 7+ years of experience in the client servicing sector. Aiming to utilize my robust communication and problem-solving abilities in the role of Credit Resolution Officer at RBC Bank. Committed to providing excellent customer service and operational support to create multiple opportunities for growth.

Overview

8
8
years of professional experience

Work History

Regional Sales Manager

ICICI SECURITIES
08.2022 - 12.2023
  • Ensured customer satisfaction by addressing inquiries promptly, resolving issues, and providing impeccable customer satisfaction
  • Directed investment strategy and managed portfolios to maximize returns while mitigating risk.
  • Analyzed market trends to inform asset allocation and portfolio adjustments.
  • Cultivated client relationships, delivering personalized investment advice and portfolio performance updates.

SENIOR MANAGER

AU SMALL FINANCE BANK
03.2021 - 07.2022
  • Built and maintained strong client relationships, ensuring high levels of satisfaction and loyalty.
  • Identified and pursued new business opportunities, expanding the client base.
  • Delivered customized financial solutions to meet individual client needs.

KAM

INDUSIND BANK LIMITED
12.2019 - 02.2021
  • Managed client portfolios, monitoring performance and recommending strategic adjustments.
  • Collaborated with cross-functional teams to enhance product offerings and service delivery.
  • Resolved client issues promptly, maintaining trust and positive rapport.

TEAM LEAD

S&P DATA
02.2018 - 08.2019
  • Catered to escalations transferred from customer service department and retain irate clients
  • Managed 40 inbound calls daily, providing first-level support and remote troubleshooting
  • Achieved targets of 90% customer satisfaction, 97% first-call resolution, and maintained average handle time
  • Strictly adhere company compliance policies to protect client and shareholder interests

Office Administrator

AFFINITY INSURANCE
03.2016 - 01.2018
  • Streamlined admin processes for improved client satisfaction.
  • Applied customer feedback to refine office services for better client experience
  • Prioritized client needs in administrative tasks for optimal support.

Debt Collection Officer

GATESTONE INC.
01.2016 - 02.2016
  • Reviewed credit applications comprehensively before approving them to mitigate the risk of potential defaults
  • Making 50 - 60 outbound calls to customers of Bank of America and negotiate tailored settlement arrangements in the best interest of the company
  • Balancing financial recovery and maintaining client relationships through credit solution while meeting clients financial obligations

Education

POST GRADUATE DIPLOMA - MARKETING MANAGEMENT & FINANCIAL SERVICES

George Brown College
Toronto, ON
05.2001 -

POST GRADUATE DIPLOMA - International Business Management

Centennial College of Applied Arts And Technology
Scarborough, ON
05.2001 -

Bachelor of Commerce - Accounting And Finance

UNIVERSITY OF MUMBAI
MUMBAI, INDIA
05.2001 -

Skills

Adept communicator with strengths in negotiation and persuasion

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Timeline

Regional Sales Manager

ICICI SECURITIES
08.2022 - 12.2023

SENIOR MANAGER

AU SMALL FINANCE BANK
03.2021 - 07.2022

KAM

INDUSIND BANK LIMITED
12.2019 - 02.2021

TEAM LEAD

S&P DATA
02.2018 - 08.2019

Office Administrator

AFFINITY INSURANCE
03.2016 - 01.2018

Debt Collection Officer

GATESTONE INC.
01.2016 - 02.2016

POST GRADUATE DIPLOMA - MARKETING MANAGEMENT & FINANCIAL SERVICES

George Brown College
05.2001 -

POST GRADUATE DIPLOMA - International Business Management

Centennial College of Applied Arts And Technology
05.2001 -

Bachelor of Commerce - Accounting And Finance

UNIVERSITY OF MUMBAI
05.2001 -

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Nikesh PatelCustomer Service Specialist