SAVAN PATEL
Sarnia,ON
Summary
Developed leadership and team management skills in customer-centric environment, overseeing daily operations and ensuring service excellence. Focused on improving processes and enhancing team performance through effective communication and conflict resolution. Seeking to transition into new field, leveraging transferable skills to drive success and innovation.
Overview
4
4
years of professional experience
Work History
Customer Service Team Leader
Pioneer Energy
09.2024 - 12.2024
- Led a high-performing team of 3 customer service representatives, maintaining exceptional service standards through clear communication and effective leadership, which resulted in improved customer satisfaction
- Mentored and trained new team members, empowering them with product knowledge and advanced customer service techniques, which significantly reduced service-related complaints and streamlined team operations
- Optimized team scheduling to ensure seamless coverage during peak hours, boosting operational efficiency and consistently meeting business needs
- Proactively resolved escalated customer issues, providing timely and impactful solutions that reinforced customer trust and ensured high levels of satisfaction
- Collaborated cross-functionally with sales and inventory teams, enhancing operational workflows and ensuring product availability, leading to an elevated customer shopping experience
- Monitored and assessed team performance, delivering constructive feedback and conducting performance reviews to foster continuous improvement and drive productivity across the team
Customer Service Representative
Pioneer Energy
09.2023 - 08.2024
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
- Responded to customer requests for products, services, and company information.
- Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
- Maintained detailed records of customer interactions, ensuring proper follow-up and resolution of issues.
Investment Associate
Angle Brokerage
04.2021 - 08.2022
- Presented regular updates on portfolio performance to senior management, highlighting key achievements and areas for improvement.
- Improved the accuracy of financial models by refining assumptions and incorporating up-to-date market data.
- Enhanced portfolio performance by conducting thorough financial research and analysis.
- Negotiated favorable terms for clients during mergers and acquisitions, leading to significant cost savings or enhanced revenue streams.
- Contributed to the development of innovative investment products aimed at meeting unique customer needs.
- Monitored portfolio performance, making timely adjustments based on changing market conditions or client objectives.
- Collaborated with cross-functional teams to develop comprehensive due diligence reports for potential investments.
Bank Teller
HDFC Bank
09.2020 - 02.2021
- Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
- Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Established trust with clients by maintaining confidentiality and protecting sensitive financial information.
- Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
- Processed customer transactions promptly, minimizing wait times.
- Resolved customer issues promptly, fostering positive relationships between the bank and its clients.
Education
Postgraduate Diploma - Business Management
Lambton College
12.2024
Bachelor of Commerce - Accounting, Finance and Marketing
Sankalchand Patel University
10.2020
Skills
- Investment Strategy Development
- Customer Relationship Development
- Risk Mitigation Strategies
- Regulatory Compliance Knowledge
- Cross-Functional Collaboration
- Customer Support Excellence
- Effective Communication Skills
- Expertise in Microsoft Office Suite
Timeline
Customer Service Team Leader
Pioneer Energy
09.2024 - 12.2024
Customer Service Representative
Pioneer Energy
09.2023 - 08.2024
Investment Associate
Angle Brokerage
04.2021 - 08.2022
Bank Teller
HDFC Bank
09.2020 - 02.2021
Bachelor of Commerce - Accounting, Finance and Marketing
Sankalchand Patel University
Postgraduate Diploma - Business Management
Lambton College
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