Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Santosh Kumar

Burnaby,Canada

Summary

An IFC Certified Experienced banking professional with 10 years of expertise in Retail Banking and Customer Service. Currently enhancing customer relations and operational skills in the retail sector. Seeking to leverage extensive financial knowledge and strong customer service abilities in a banking role.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Customer Service Officer

Mundy Park Bakery
Coquitlam, British Columbia
10.2023 - Current
  • Providing Exceptional Customer services and resolving customer queries and inquiries
  • Offering detailed information about products or services, including features and pricing
  • Investigating and resolving customer complaints efficiently and professionally
  • Keeping accurate records of customer interactions and transactions
  • Engaged in conversation with customers to understand needs, resolve issues and answer product questions.

Customer Service Representative

Shell Canada
Vancouver, Canada
01.2022 - 09.2023
  • Greeted and assisted customers in a friendly and courteous manner, providing information on fuel prices, promotions, and services offered
  • Operated cash registers and POS systems to process fuel and merchandise transactions accurately and efficiently
  • Handled customer inquiries, complaints, and requests for assistance, resolving issues promptly and effectively

Banking Advisor

Kotak Mahindra Bank
12.2019 - 12.2021
  • Proactively managed a portfolio of over 400+ High Net worth customers, with a Total Relationship Value exceeding 65 million CAD
  • Achieved Month on Month Business Targets of adding values worth Approximately 1.25 million CAD to Branch Book Size through existing and New to Bank Customers through Self and Team performance
  • Proficiently engaged with customers in comprehensive, needs-based discussions to identify tailored financial solutions, spanning retail investments, lending, home financing, and small business services
  • Developed and Nurtured Business Relationships through Customized Banking solutions and offers
  • Located areas of improvement and proposed corrective actions that meet challenges and leverage growth opportunities

Client Service Officer

ICICI Bank Ltd.
02.2014 - 12.2019
  • Managed a Portfolio of 300+ Wealth Management Customers and reliably handled their financial transactions
  • Managed a Team of Personal Bankers and motivated, mentored and trained them for better performance
  • Efficiently Managed a Branch Book size of 40 million CAD through extensive Customer Engagement and Relationship Management
  • Planned and executed various business strategies matching the Organization’s current demands
  • Always Put clients first and went extra miles to ensure highest customer satisfaction
  • I was awarded the Best Employee of the Quarter for 2 times in a Row for my exemplary performance across all parameters
  • Recognized by National Head for outstanding performance in Business Development and Portfolio Management

Education

Master of Business Administration -

University Canada West
Vancouver, Canada
04.2023

Bachelor of Business Administration -

Sardar Patel University
Anand, India
06.2007

Skills

  • Banking Operations
  • Financial Services & Advisory
  • Customer Relationship Management (CRM)
  • Risk Management & Compliance
  • Sales & Cross-Selling
  • Problem-Solving & Communication
  • Cash Handling & Transactions

Certification

Investment Funds in Canada

Timeline

Customer Service Officer

Mundy Park Bakery
10.2023 - Current

Customer Service Representative

Shell Canada
01.2022 - 09.2023

Banking Advisor

Kotak Mahindra Bank
12.2019 - 12.2021

Client Service Officer

ICICI Bank Ltd.
02.2014 - 12.2019

Master of Business Administration -

University Canada West

Bachelor of Business Administration -

Sardar Patel University

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Santosh Kumar