Summary
Overview
Work History
Education
Skills
Timeline
Generic
YASH DEDHIA

YASH DEDHIA

United Arab Emirates

Summary

Versatile Customer Service Representative skilled in all aspects of customer relationship management and satisfaction. Client-first attitude toward accomplishing tasks. Dependable and diligent individual with over 3 years of experience working in retail settings. Passionate about building strong customer relationships, increasing customer engagement, and driving brand loyalty.

Overview

5
5
years of professional experience

Work History

Client Relationship Specialist

Tangerine
North York, ON
09.2022 - 01.2025
  • Handled inbound calls, chats, and emails, delivering exceptional customer service and support.
  • Utilized strong interpersonal and communication skills to engage customers and initiate meaningful conversations.
  • Seizing the opportunity as a candidate, I was chosen to be part of the pilot program concerning the engineering of the retention team begetting me to undergo comprehensive training provided by my bank to effectively retain high net worth clients, address their concerns, and ensure their ongoing satisfaction.
  • Addressed inquiries from both clients and team members across departments, providing timely and accurate assistance.
  • Consistently processing requests accurately on the first attempt, I efficiently reduce the time required and minimize errors, effectively assisting clients with their daily banking needs.
  • Contacted and engaged with business decision-makers to build relationships and secure new accounts.
  • Actively participated in cross-functional projects, contributing to the development and implementation of innovative business solutions.
  • Escalated customer concerns, issues and requirements to supervisors for immediate rectification including fast-tracking problem resolution.
  • Assisted customers with various account-related activities, such as account opening, deposits, information updates, and routine transactions.
  • Supported and mentored the team in achieving sales and service objectives.

Client Service Specialist

Tangerine
North York, Ontario
03.2022 - 08.2022
  • Actively promoting the sale of deposit accounts, investment, protection, credit and loan products and services.
  • Providing timely and accurate day to day banking support for personal and corporate business clients.
  • Completed extensive Digital Courses and trained on Confidentiality and Privacy, Anti-money laundering and terrorist financing, Protecting Information, Records Management, Anti-bribery and Anti-Corruption, and registered products concerning RRSP, RIF and TFSA.
  • Collaborated closely with the team responsible for registered products, gaining in-depth knowledge of accurate and regulatory-compliant processing of RRSP, RIF, TFSA, RDSP, and RESP accounts.
  • Ensuring new account opening processes, account administration, and maintenance by banking computer platforms such as TSYS, CIF, and MS Office across front line service excellence, fraud management, account management, credit escalations and operations departments.
  • Responsible for the Know Your Client (KYC) processing of new and existing client profiles to maintain reference databases with completed records and information following by Tangerine policies and regulatory requirements.
  • Review documentation and requirements related to FATCA and CRS to report appropriate tax filing based on clients’ residency.
  • Liaise effectively and efficiently with other departments such as products, transfer, and compliance to facilitate the client’s daily banking activities and assisting in financial goals.
  • Assisted in the investigation of complex banking products, identifying potential issues and proposing resolutions in consideration of the current AML requirements.
  • Collaborated with internal teams to develop and implement risk management strategies, minimizing banking and financial risks.

CAP 1 Department Manager

WALMART CANADA
North York, Ontario
05.2020 - 03.2022
  • Kept department on-target to meet sales and profit objectives by minimizing waste and pursuing revenue generation opportunities.
  • Followed all safety protocols and company processes and procedures.
  • Cultivated talented team of departmental employees through outstanding mentoring, coaching and teaching skills.
  • Collaborated with staff to maximize customer satisfaction, streamline procedures and improve bottom-line profitability.

Education

POST GRADUATE - BUSINESS ADMINISTRATION

York University
Toronto, ON
08.2019

POST GRADUATE - BUSINESS MANAGEMENT STUDIES

Fanshawe College
London, ON
12.2018

Bachelor in Management Studies - Finance

Yashwant Keshav Patil of Commerce
Mumbai, India
06.2017

Skills

  • Technical support expertise
  • Customer relations
  • Team building
  • Problem-solving
  • Persuasion skills
  • Attention to detail
  • Teamwork and collaboration
  • Professional telephone demeanor
  • Interpersonal skills
  • Effective communication
  • Analytical skills
  • Negotiation skills
  • Client needs assessment
  • Cross-functional coordination
  • Marketing strategy
  • Performance tracking
  • Research and due diligence

Timeline

Client Relationship Specialist

Tangerine
09.2022 - 01.2025

Client Service Specialist

Tangerine
03.2022 - 08.2022

CAP 1 Department Manager

WALMART CANADA
05.2020 - 03.2022

POST GRADUATE - BUSINESS ADMINISTRATION

York University

POST GRADUATE - BUSINESS MANAGEMENT STUDIES

Fanshawe College

Bachelor in Management Studies - Finance

Yashwant Keshav Patil of Commerce
YASH DEDHIA