Open to opportunities

timcy bhuchar

@timcybhuchar

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Dynamic customer service specialist with over 10 years of experience.

Canada

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What I'm looking for

I am looking for a role that values client engagement and offers opportunities for professional growth.

I am a dynamic customer service specialist with over 10 years of experience in the financial services sector. My career has been dedicated to delivering exceptional client experiences and fostering strong relationships. I excel in problem-solving and building trust, ensuring that I provide effective solutions tailored to meet client needs. My passion for continuous learning drives me to leverage technology to enhance client service.

In my most recent role at Foundever, I have been providing exceptional service through inbound customer service calls and chats, consistently striving to meet work expectations while ensuring customer satisfaction. Previously, as an Assistant Manager at 360 ONE Asset Management Limited, I managed queries from ultra-high net worth investors, ensuring smooth transaction processing and maintaining accurate records. My efforts led to a significant reduction in customer service complaints, showcasing my commitment to client satisfaction and operational excellence.

Throughout my career, I have developed a strong skill set in managing financial products and transactions, as well as in customer engagement and relationship building. I am adept at working in fast-paced environments and thrive on the challenges that come with delivering high-quality service to clients.

Experience

Work history, roles, and key accomplishments

Current

CSR & Technical Support

Current

Foundever

Nov 2024 - Present (7 months)

Provided exceptional service through inbound customer service calls and chats, striving to meet work expectations while delivering excellent customer service. Drove customer satisfaction through voice and chat interactions, offering empathy and helpful solutions.

Customer Service Technical Support Customer Satisfaction Empathy Problem Solving

Assistant Manager

360 ONE Asset Management Limited

Sep 2022 - Jul 2024 (1 year 10 months)

Managed queries from ultra-high net worth investors and ensured smooth, accurate transaction processing for high-value mutual funds, PMS, and AIF. Conducted data entry in Salesforce to maintain accurate records, analyze customer data, and track engagement trends.

Wealth Management Portfolio Management Salesforce Data Entry Customer Relationship Management Financial Products Reporting

Senior Associate

Capital League LLP

Oct 2021 - Sep 2022 (11 months)

Executed transactions for mutual funds, fixed deposits, bonds, insurance, and other high-value investment options, coordinating for successful processing. Processed insurance claims by collecting necessary information, initiating claim processes, and assisting with policy changes and renewals.

Investment Operations Financial Products Claims Documentation Process Improvement Customer Satisfaction Team Coordination

Manager Client Operations

HSBC Asset Management (India) Private Limited

Aug 2019 - Apr 2020 (8 months)

Effectively handled and monitored day-to-day operations, including high-value transaction processing and effective allotments/payouts. Managed service quality by proactively addressing investor and distributor complaints and tracking cases for proper resolution.

Operations Management

Operations & Client Relations Executive

SBI Funds Management Private Limited

Dec 2013 - Jul 2019 (5 years 7 months)

Ensured timely and error-free transaction entry and execution, adherence to SOPs, reconciliation of transactions, data pooling, and reporting. Facilitated prompt investigation and resolution of client queries in a timely manner.

Client Query Resolution Internal Controls