Summary
Overview
Work History
Education
Skills
Certification
Languages
Software
Work Availability
Accomplishments
Timeline
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Vishalkumar Patil

Vishalkumar Patil

Surrey,BC

Summary

Dedicated customer service professional with an MBA in Business Administration, skilled in delivering exceptional member experiences and providing personalized financial advice. Strong ability to actively listen, resolve issues, and identify opportunities for deepening member relationships. Experienced in using digital tools and alternate banking channels to enhance customer satisfaction and foster long-term connections. Proficient in problem-solving, collaboration, and upholding integrity in all interactions. Seeking to contribute to Coast Capital Savings by delivering outstanding service and financial solutions to help members achieve their financial goals.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Team Lead

Freshii
Coquitlam, British Columbia
04.2023 - 04.2024

Led a team in delivering exceptional customer service, boosting customer satisfaction by 30% through personalized service and efficient issue resolution.

Acted as the primary point of contact for customer queries, resolving complaints, and ensuring a seamless experience.

Supported the adoption of new digital systems and processes, including customer feedback systems that improved service standards and enhanced customer engagement.

Collaborated with management to analyze client feedback and continuously improve service delivery, increasing customer retention and satisfaction.

Architect

Self Employed
Bengaluru, India
08.2020 - 09.2022

Managed multiple client projects from initial consultation through completion, consistently exceeding client expectations.

Collaborated closely with clients, ensuring clear communication and alignment with their goals, resulting in a high rate of repeat business and referrals.

Gained valuable insights into customer service, strategic communication, and client relationship management through business operations.

Intern Architect

Atkins Realis
Bengaluru, India
07.2019 - 11.2024

Assisted in project coordination, developing client communication strategies to meet project timelines and deliverables effectively.

Collaborated with diverse teams on international projects, honing adaptability and cross-cultural communication skills.

Presented creative insights during project reviews, enhancing design outcomes, and securing client approvals.

Optimized resource allocation and project efficiency through data-driven analysis, playing a key role in successfully delivering three international projects.

Education

MBA - Business Administration

University Canada West
Vancouver, BC
06-2024

B.Arch - Architecture

RV College of Architecture
Bengaluru
08-2020

Skills

Customer Relationship Building: Adept at building rapport and trust with clients by understanding their needs, delivering tailored solutions, and fostering long-term loyalty

Proactive Member Support: Skilled in identifying member challenges, resolving issues efficiently, and proactively engaging with members to enhance their banking experience

Financial Product Knowledge: Solid understanding of banking services, online banking, and mobile platforms, with the ability to educate members on digital channels for convenience and better financial management

Problem Solving & Critical Thinking: Experienced in resolving customer issues and preventing banking problems through proactive analysis and attention to detail

Effective Communication & Active Listening: Strong verbal and written communication skills with a focus on listening attentively to identify member needs and provide empathetic, effective support

Adaptability & Initiative: Quick to adapt to new situations and take the initiative to address tasks or member concerns without waiting for direction

Certification

· CDMA (Certified Digital Marketing Associate) by Digital Marketing Institute May 2023

· Advanced Excel certification on LinkedIn Dec 2022

· Mastering Power BI course by Maven Analytics on Udemy Aug 2024

JOB SIMULATION PROGRAMS
· Data Analysis and Visualization by Accenture Completion by Oct 2024

· Strategy Consulting by BCG Completion by Oct 2024

Languages

Kannada
Native language
English
Proficient (C2)
C2

Software

Microsoft Office Suit

Hubspot

Salesforce

SQL

PowerBI

Tableau

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Accomplishments

Increased customer satisfaction through personalized service and issue resolutions.
Implemented digital feedback systems, driving higher service standards and customer engagement.
Successfully managed multi-client projects, consistently exceeding client expectations and gaining repeat business.
Optimized international project delivery through data-driven resource allocation and analysis.

Timeline

Team Lead

Freshii
04.2023 - 04.2024

Architect

Self Employed
08.2020 - 09.2022

Intern Architect

Atkins Realis
07.2019 - 11.2024

MBA - Business Administration

University Canada West

B.Arch - Architecture

RV College of Architecture
Vishalkumar Patil