Tushya Bhatia

Experience

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  Crescore Wealth Management

  May 2017 - May 2017

  Client Service Associate

  InternshipRoles& Responsibilities:#Consistent quarterly follow-ups and updates on their policies and other concerns. #Established fruitful working relationships with clients.#Delivers high-quality client service by communicating policy, planning future follow-up visits, and conducting periodic needs assessments with clients.#Coordination with AMC’s and resolving Client Queries.

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  Voltas Limited - A TATA Enterprise

  Dec 2017 - Jan 2018

  Operations Intern

  Operations InternRoles& Responsibilities :#Worked on Data Compilation and Spreadsheets.# Develop strategic plans and goals.# Design financial budgets and communicate with the team

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  SBI MUTUAL FUND

  May 2018 - May 2018

  Summer Intern

  Demonstrated track record of successfully implementing change management initiatives.Facilitated periodic fund distribution processes in collaboration with product development and tax teams.Executing daily assigned responsibilities, encompassing control report generation, resolution of cash and position breaks, monitoring of inboxes and dashboards, maintenance of client and portfolio data, and management of daily subscription and redemption activities.Collaborated with teams to work on various mutual funds and cater to Asset Management Companies.Manage client inquiries, oversee control processes, proactively resolve issues, and mitigate risks for both external clients and internal stakeholders. Show less

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  Crescore Wealth Management Services Private Limited

  Aug 2020 - Aug 2021

  Financial Services Representative

  Major Domain: Wealth Management.Managed a diverse portfolio for 40+ high-net-worth clients, focusing on personalized investment strategies.Led direct sales for mutual fund investments, increasing fund subscriptions by 25% through targeted client presentations.Implemented targeted referral and loyalty programs, boosting client acquisition by 20% and retention rates by 30%.Leveraged in-depth knowledge of banking products to advise clients, enhancing portfolio performance by an average of 10%. Show less

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  SOIA & KYO

  Nov 2021 - Jan 2024

  Meet and exceed store sales, KPIs and personal target.Promote and act as a brand ambassador of Mackage by providing exceptional service within a customer centric environment from product knowledge and excellent customer experience.Ensure proactive client engagement leveraging CRM and growing the clientele database. Provide a continuous focus on customer service, operations and product training while extending guidance and mentorship to team.Support all operational tasks front and back of house including fulfillment, processing, and receiving in bound and out bound shipments in addition to maintaining the organization of the store. In the absence of the Store Manager and/or the Assistant Manager, the supervisor will oversee dailyoperations with responsibilities (and not limited) to open and close the store, update reports, communicate to HQ partners effectively, execute Visual Merchandising responsibilities, ensure store standards are maintained and operational duties are consistently met. Support the Store Manager and the Assistant Store Manager ensuring company standards and policies are followed including integrity and loss prevention practices. Show less Roles & Responsibilities :Boosted customer satisfaction levels through exceptional service, addressing concerns.promptly, and providing a welcoming store environment.Achieved 9/12 monthly sales targets consistently by implementing effective sales.strategies and maintaining a high level of product knowledge.Utilized cross-selling techniques to introduce customers to complementary products,increasing average transaction size.Proactively approach customers to help and encourage purchases, utilizing sales techniques such as upselling and cross-selling.Meet or exceed sales targets and contribute to the overall revenue goals of the store.Keep up to date with product knowledge and sales promotions to effectively communicate product benefits and incentives to customers. Show less

  • Retail Store Supervisor

    Jan 2023 - Jan 2024

  • Sales Associate

    Nov 2021 - Dec 2022
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  Sun Life

  Jan 2023 - Apr 2023

  Business Intern

  Managed daily operational tasks, ensuring 100% compliance with regulatory standards and oversaw portfolio management, contributing to a 5% increase in portfolio performance.Worked upon portfolio management, including mutual funds and insurance products in the Canadian marketSpearheaded digital empowerment initiatives, leading to a 20% increase in client digital platform engagement by actively educating clients to self-serve, prioritize advice-led interactions, utilize digital tools where feasible, and encourage clients to engage with us through their preferred channelsAnalyzing in being able to effectively uncover client needs, provide client-centric advice and solutions, and proactively address client concerns upon initial contactCollaborated with cross-functional teams to enhance client service delivery, achieving a 15% improvement in client service metrics. Provided tailored financial advice on investments and insurance, resulting in a 10% uptick in client satisfaction scores. Show less

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  BMO

  Jul 2024 - now

  Personal Banking Associate