Summary
Overview
Work History
Education
Skills
References
Languages
Languages
Timeline
Generic

Sahil Hokabaj

Ahmedabad

Summary

Dynamic professional with a proven track record at CIBC, excelling in client relationship management and training facilitation. Adept at optimizing processes and mentoring employees, I have successfully enhanced training relevance and improved client interactions. My creative problem-solving skills and financial services expertise drive exceptional results in fast-paced environments.

Overview

9
9
years of professional experience

Work History

Progress Support Leader

CIBC
Regina
12.2024 - 07.2025
  • Engaged in ongoing learning as a Telephone Banking subject matter expert in partnership with Talent Development.
  • Delivered current client situations to strengthen training relevance.
  • Collaborated with Team Leader and Facilitator to assess new hires' behavioral development.
    Observed training sessions to identify emotional cues impacting learning.
  • Partnered with facilitator to address missed emotional cues and reinforce appropriate behaviors.
    Facilitated 14-day peer mentoring sessions, aiding new employees in skill application.
  • Addressed employee questions effectively while providing support for client interactions.
  • Administered incentive programs, ensuring accurate tracking and communication.

Financial Services Representative

CIBC
Regina
07.2022 - 12.2024
  • Managed inbound calls daily to address client inquiries and support banking needs.
  • Analyzed and reviewed all daily transactions for accuracy and compliance.
  • Maintained professional decorum while fostering a friendly atmosphere during calls.
  • Facilitated achievement of client goals by providing current market insights and competitive rates.
  • Assisted clients in selecting suitable products based on individual requirements.
  • Conducted pre-screening processes for high-profile clients to expedite loan approvals.
  • Validated client identities and guided bill payment procedures through email instructions.

Lead Customer Service Associate

Penguin PickUp
Montreal
11.2019 - 06.2022
  • Ensuring all units are following our customer service standards.
  • Support units to respond to customer issues in a timely manner and deal with escalated customer service issues via email and phone calls.
  • Lead / Support with ordering supplies and materials when required.
  • Support training and onboarding of new associates.
  • Business to Business marketing and cold calling to help promote Penguin PickUp (PPU) brand and service.
  • Good knowledge of processing invoices and refund with Moneris and Shopify system.
  • Develop and implement systems and standards to improve our customer service experience.
  • Proactively analytical person and reach out to team and key contacts for services which required fragile attention.
  • Organizing deliveries as per the work instructions while maintain a clear record in our databases.
  • Other duties may be assigned in timely manner.

Chat Associate II

Ttec
Ahmedabad
02.2019 - 08.2019
  • Starting my day with outreaching UK eBay clients via emails and live chat.
  • Thoroughly and briefly understanding the case and providing the crystal-clear solution.
  • Daily activity includes of minimum 50-60 outbound emails with proper solutions to clients.
  • Investing time in research and side by side giving assurance to the prospective clients.
  • Reaching out to Team lead if there was a unique case in the queue to create an awareness amongst the team.

Support Executive

AdvantMed
Ahmedabad
12.2016 - 05.2018
  • Maintaining a daily call-based calendar from US agents for a home visit by Nurse Practitioners.
  • Assigning the call list to agents and fetch the update on the data to generate a fresh schedule for all the NP's.
  • Reporting to supervisor and scheduling a meeting on board to get the start of the day updates.
  • Publishing the end of day reports via outlook which includes the number of dashboards sent out for all the respective NP's.
  • Drafting and publishing by email minutes of meeting to all staff members by addressing the primary points being discussed in the presence of Team leads and supervisors.

Education

Post-Graduation Diploma - Financial Services and Financial Security Advisor

Cégep De La Gaspésie Et Des Îles
Montreal, QC
03.2022

Post-Graduation Diploma - Transportation And Logistics Management

Cégep De La Gaspésie Et Des Îles
Montreal, QC
11.2020

Bachelor Of Commerce - Commerce and Business Administration

Gujarat University
India
04.2018

Skills

  • Client relationship management
  • Training facilitation
  • Process optimization
  • Financial planning and services
  • Administrative assistance
  • Employee mentoring
  • Creative problem-solving
  • Risk assessment

References

Available upon request.

Languages

  • English
  • French

Languages

English
First Language
French
Intermediate (B1)
B1

Timeline

Progress Support Leader

CIBC
12.2024 - 07.2025

Financial Services Representative

CIBC
07.2022 - 12.2024

Lead Customer Service Associate

Penguin PickUp
11.2019 - 06.2022

Chat Associate II

Ttec
02.2019 - 08.2019

Support Executive

AdvantMed
12.2016 - 05.2018

Post-Graduation Diploma - Financial Services and Financial Security Advisor

Cégep De La Gaspésie Et Des Îles

Post-Graduation Diploma - Transportation And Logistics Management

Cégep De La Gaspésie Et Des Îles

Bachelor Of Commerce - Commerce and Business Administration

Gujarat University
Sahil Hokabaj