Aastha Rao
New Delhi
Summary
Dynamic Relationship Manager with a proven track record at Axis Bank, excelling in wealth management and client acquisition. Expert in financial advisory, leveraging effective communication to enhance customer portfolios. Skilled in solution management, I drive impactful financial strategies that elevate client satisfaction and optimize investment outcomes.
Overview
11
11
years of professional experience
Work History
PGT Commerce
St. Francis Mission School
Lucknow
11.2019 - Current
Relationship Manager
Axis bank
Noida
06.2017 - 06.2019
- Financial Advisory & Portfolio Management
- Advise clients on wealth management, investments, and financial planning.
- Monitor customer portfolios, and suggest improvements based on market trends.
Audit Analyst
KPMG
Gurgaon
06.2014 - 06.2015
- Examined Financial statements, made audit work papers, in depth analysis of particular balance sheet items etc
- Prepared financial reports and suggested appropriate estimates
- Preparing audit reviews after detailed checking of the client accounts
- Keeping a track of the client’s accounts and assisting them about their routine accounting functions
- Worked in a team as well as worked on an engagement independently
Education
B.ed -
Sanskriti University
Mathura06-2019
M. Com (Financial Management) - Financial Management
Amity University
Noida06-2017
B.com (Hons) - Commerce
Jesus & Mary College
New Delhi06-2014
Senior Secondary Class XII -
St Paul's Sr Sec School
Mathura04-2011
Higher Secondary Class X -
Sacred Heart Convent Higher Secondary School
Mathura04-2009
Languages
Hindi
First Language
English
Upper Intermediate (B2)
B2
Personal Details
- Father's Name: Naveen Rao
- Husband's Name: Keith Charles
- Marital Status: Married
- Date of Birth: 02/11/1994
Timeline
PGT Commerce
St. Francis Mission School
11.2019 - Current
Relationship Manager
Axis bank
06.2017 - 06.2019
Audit Analyst
KPMG
06.2014 - 06.2015
B.ed -
Sanskriti University
M. Com (Financial Management) - Financial Management
Amity University
B.com (Hons) - Commerce
Jesus & Mary College
Senior Secondary Class XII -
St Paul's Sr Sec School
Higher Secondary Class X -
Sacred Heart Convent Higher Secondary School
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