Hi, I'm

Kabir Ashish Itwala

Banking Advisor

Results-driven Banking Advisor skilled in financial operations, customer engagement, and data analysis to improve service efficiency and sales performance.

2+

Years Of Experience

4+

Projects Completed

1000+

Monthly Transactions Processed

My Skill Set

I Provide Wide Range Of Banking & Financial Skills

Financial Operations & Transactions

Managing high-volume transactions, cash handling, and financial reconciliation while ensuring compliance with banking standards and operational accuracy.

Customer Engagement & Sales

Building client relationships, promoting financial products, and improving conversion rates through personalized consultations and effective communication strategies.

Data Analysis & Reporting

Analyzing financial data, creating reports, and using Excel tools to support decision-making and improve operational performance.

Why Choose Me

My Experience Area

Financial Transactions Processing (POS Systems, Cash Handling)
95%
Financial Product Sales (Credit Cards, Upselling)
90%
Cash Reconciliation & Auditing (Daily Balancing)
91%
Compliance & Risk Management (Data Security, Policies)
87%
Customer Relationship Management (Sales, Onboarding)
92%
Data Analysis (Excel, Data Visualization)
88%
CRM Reporting (Lead Tracking, Customer Insights)
85%
Inventory & Stock Auditing (Retail Systems, SKU Tracking)
90%

Projects

My Amazing Works

Experience

Kognitive Sales Solutions

Field Marketing Representative
June 2024 – September 2024

Roles & Responsibilities

• Promoted Canadian Tire Triangle Mastercard through consultations with 40+ customers daily, increasing awareness and financial product adoption.

• Educated 100+ customers on credit card benefits, interest policies, and rewards, improving product understanding and purchase confidence significantly.

• Increased application conversions by 20-25% through targeted customer engagement and relationship-building sales strategies across retail environments.

• Guided 100+ applicants through onboarding and eligibility verification, ensuring accurate and compliant financial application processing.

• Maintained secure handling of confidential customer financial data, achieving 100% compliance with privacy and data protection standards.

• Delivered 250+ product demonstrations, strengthening brand visibility and improving customer engagement across multiple retail locations.

• Documented customer interactions using CRM tools, improving lead tracking accuracy and follow-up efficiency by 22%.

• Collaborated with 10+ supervisors to refine sales strategies, enhancing team performance and improving campaign effectiveness metrics.

Circle K

Store Associate
October 2024 – Present

Roles & Responsibilities

• Processed 1,100+ monthly POS transactions with 99.8% accuracy, ensuring efficient billing operations and reliable customer payment processing.

• Reconciled daily cash drawers averaging $4,000+ transactions, maintaining zero discrepancies across 6+ consecutive months consistently.

• Assisted 70+ customers per shift with personalized service, improving engagement levels and strengthening repeat customer relationships effectively.

• Investigated and resolved 18+ weekly billing and product issues, maintaining service satisfaction scores above 95% consistently.

• Conducted inventory audits for 150+ SKUs weekly, ensuring accurate stock reconciliation and supporting financial reporting accuracy.

• Implemented loss prevention strategies, reducing shrinkage by 20% and protecting store revenue through improved operational controls.

• Managed multi-channel payment processing including debit, credit, mobile wallet, and prepaid transactions, improving turnaround time by 12%.

• Ensured compliance with financial procedures, including cash handling, refunds, and audit readiness, maintaining operational transparency consistently.

DEGREE

EDUCATION

Bachelor of Commerce – Accounting & Finance

June 2019 – November 2022

Maharaja Sayajirao University, Vadodara, India

Post-Baccalaureate Diploma – Finance

January 2024 – December 2025

Nipissing University, North Bay, Canada

CA Foundation Level

November 2020

Institute of Chartered Accountants of India

Phone

+1 (705)-978-5540

Mail Id

kabiritwala@gmail.com

Address

North Bay, Canada