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Shuchi Bhatia

Financial Advisor at Scotiabank

Based in Surrey, Canada

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Seniority

Staff

Department

Finance & Accounting

Location

Surrey

Industry

Banking

Company size

96K

Contact information

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Email

1 credit

s•••••••@scotiabank.com

Phone

5 credits

+1 ••• •••• ••••

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Background

About Shuchi Bhatia

Our team at Scotiabank thrives on providing top-tier customer service, a commitment I uphold daily as a Senior Customer Service Associate. With a robust academic background in finance and economics from Douglas College and Delhi University, I apply analytical skills to support and enhance branch operations. My certification in Investment Funds in Canada (IFC) underpins my financial expertise, allowing us to maintain and grow client relationships effectively.i am aspiring candidate working towards CFP designation. Previously, with Momentum Financial Services Group, we expanded our customer base and increased market share by efficiently managing sales targets and ensuring guest satisfaction. My role emphasized creating impactful customer experiences, aligning with my values of teamwork, diversity, and lifelong learning. I am driven to contribute to an organization devoted to financial empowerment and professional growth.

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Shuchi Bhatia Email & Phone Number @ Scotiabank | Kipplo Discover