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
Skilled in applying efficient problem-solving methods
Strong interpersonal abilities, with proficiency in both spoken and written English
Experienced in using Microsoft Office suite
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 -