Shuvashis Das
Scarborough,Canada
Summary
Results-oriented professional with a background in customer service, sales, accounting and financial services. Dedicated to providing exceptional customer care and personalized financial advice. Experienced in working collaboratively to meet business goals and enhance customer experiences.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Credit Officer, Accounts Officer, Cashier & Customer Service
MERCANTILE BANK PLC.
10.2006 - 11.2024
- Conducted detailed analysis of financial statements, market trends, and investment opportunities to support informed decision-making and optimize portfolio performance.
- Established and nurtured long-term client relationships, resulting in a 20% increase in client retention and repeat business.
- Prepared and disbursed 50+ credit proposals monthly, achieving over 90% compliance.
- Awarded for 100% recovery of classified and overdue loans (2013–2016).
- Organized and managed client appointments and follow-ups, improving the efficiency of service delivery and client satisfaction.
- Prepared comprehensive financial reports, statements, and forecasts to provide insights into financial health and performance metrics, ensuring accuracy and compliance with regulatory standards.
- Maintained 100% of accuracy in audit compliance in cash operations.
- Initiated wage earner and Treasury bond sales to grow branch deposits sustainably.
Education
M.Sc. & B.Sc. - Mathematics
Shahjalal University of Science & Technology
01.2003
Skills
- Experienced in customer service and sales with a focus on personalized financial solutions
- Experience as an Accounting professional and operate the QuickBooks
- SAP certification with foundational knowledge of financial services
- Skilled in guiding customers through digital and self-serve banking options
- Effective in conducting needs-based conversations and recommending appropriate solutions
- Proficient in supporting operational activities and integrating marketing promotions
- Resourceful and creative problem-solver, dedicated to continuous learning
- Knowledgeable in risk management and compliance with regulatory standards
- Strong verbal and written communication skills, with good organizational abilities
- Proficient in languages: English, Bengali, and Hindi
LNGG
English, Bengali, Hindi
Certification
- Accounting Essential with QuickBooks Desktop, Skills for Change, Toronto, Canada. Jun 2025
- SAP Certification, Working Skill Center, Toronto, Canada Mar 2025
- Diploma Associate, The Institute of Bankers Bangladesh. Nov 2014
Timeline
Credit Officer, Accounts Officer, Cashier & Customer Service
MERCANTILE BANK PLC.
10.2006 - 11.2024
M.Sc. & B.Sc. - Mathematics
Shahjalal University of Science & Technology
Professional Development
- 2-Day Boot Camp for Financial Services Connection Program, ACCES Employment, Toronto
- Completed The Bridge, a 6-week Skill Development Program with Feed Scarborough, Toronto. Learning key skills in communication, customer service, resume writing, and financial literacy.
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