Bhuvan Bhaskar
Sydney
Summary
Consulting professional with strong track record in delivering impactful business solutions. Adept at strategic planning, data analysis, and process improvement. Known for fostering team collaboration and adapting to evolving project needs. Brings expertise in client relations, problem-solving, and driving measurable results.
Overview
6
6
years of professional experience
Work History
Consultant
FactSet
10.2022 - Current
- Completed extensive training to understand the workflows of various clients from Wealth Management, Banking, Corporate and Institutional Asset Management.
- Managing a book of clients from both buy-side and sell-side.
- Assisting clients with queries related to their day-to-day tasks workflows on FactSet and delegating work to different teams/associates.
- Building Excel templates for clients using FactSet's =FDS coding.
- Understanding external software to assist clients with their data extractions via FactSet (i.e. Snowflake, SQL).
- Building client workflows via Cornerstone to automate client data uploads into FactSet via sFTP.
- Liaising with account and internal teams (i.e. FactSet Support, Account Services, Technical Support, etc.) from different regions across the globe to resolve FactSet related client queries and manage various projects ranging from data uploads to initiating new enhancements.
- Proactively maintaining relationships with clients to improve their overall experience with FactSet through organising meetings and training sessions.
- Keeping clients up-to-date with latest enhancements by sending newsletters and goodwill materials.
- Supporting and upskilling new associates on various applications in FactSet and better equipping them for their role as consultants.
- Using various reports from PowerBI, Salesforce and Gainsight to track user engagement with various FactSet applications and plan Call-to-Actions to increase retention.
Business Support Officer
NSW Land Registry Services
03.2022 - 10.2022
- Part of rotations which were based around dealing examination, lodgement office and electronic conveyancing
- Conducted examination and lodgement of key documents such as Mortgage, Discharge of Mortgage, Caveat, Power of Attorney, etc
- Lodgements were conducted using the ITS and Connexus systems
- Conducted audits to ensure solicitors were complying to the legal requirements of the NSW Land Registry Services
- Automated the process of organizing emails received in the Subscriber Compliance inbox into various folders
Customer Solutions Consultant
O'Brien Glass
11.2018 - 03.2022
- Hired as a consultant to assist customers with vehicle and property glass damage and glass related inquiries Australia-wide
- Handled insurance calls (Allianz, AAI, IAG, CommInsure, etc.) which involved lodging claims and scheduling customers with vehicle glass damage
- Handled calls for fleet and account clients
- Trained in sales to provide price and availability to customers
- Followed my call flow to ensure KPIs associated with sales targets and quality were achieved
- Experience in using different software such as Simpro, Microsoft CRM and Link to successfully help customer in creating jobs and assisting with their inquiries
- Experience in Purecloud to receive calls from customers and interact with the support staff
- Was part of the consulting team during the NSW hail storms in 2018 and the storms in NSW, VIC and QLD in 2020
Education
Bachelor of Economics and Science - Financial Economics, Genetics
University of New South Wales
05.2022
Skills
- Effective Time Management
- Team leadership & development
- Adaptability
- Microsoft Office
- Computer Skills
- Management Skills
- Flexibility and Adaptability
- Interpersonal Communication Skills
- Analytical Thinking
- Good time management
- Communication
- Problem-solving
- Attention to detail
- Customer relationship management
Languages
English
Telugu
Tamil
Kannada
Coursework
- Business Analytics, Harvard Business School Online, 08/01/22, 10/01/22
Timeline
Consultant
FactSet
10.2022 - Current
Business Support Officer
NSW Land Registry Services
03.2022 - 10.2022
Customer Solutions Consultant
O'Brien Glass
11.2018 - 03.2022
Bachelor of Economics and Science - Financial Economics, Genetics
University of New South Wales
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