Rachit Chawla
Wealth Manager
New Delhi
Summary
A result-oriented individual with a compelling desire to work in an organization that merits the exchange of knowledge and personal growth. Interested in the field of Finance and management, aspiring to earn a challenging yet stimulating role in these domains. Strongly believe in maximally utilizing authentic ideas and developing a sense of responsibility to achieve success in an organization with a competitive environment.
Overview
3
3
years of professional experience
23
23
years of post-secondary education
1
1
Certification
Work History
Wealth Management Trainee
IIFL Securities
01.2024 - 06.2024
- As an intern at IIFL Securities, I was entrusted with various responsibilities aimed at client acquisition and financial planning.
- My primary tasks included onboarding clients, promoting systematic investment plans (SIPs), and opening demat and mutual fund accounts. Additionally, I had the privilege to participate in client meetings alongside senior professionals, where I honed my communication skills and gained insights into client engagement strategies.
Sales Trainee Manager
Daichi International
7 2023 - 10.2023
- As a Sales Trainee Manager at Daichi International, I played a pivotal role in supporting the organization's sales and business development activities
- My responsibilities included: Market Research, Lead Generation, Client Engagement, and Sales Strategy Development.
Intern
Ujjwal Bhavishya
01.2023 - 02.2023
- Helped in arrangement of health camps such as free body check up, blood donation camps etc
- Went to old age homes for distributions of various commodities.
Intern
Family of Disabled
10.2021 - 12.2021
- Recorded the artwork entries for Beyond Limits 2021, the art exhibition for Disabled people
- Managed the couriers and handled the deliveries of the art works
- I was the front face for the client interaction between the disabled artists and the potential clients.
Education
BBA - Financial Services Banking And Insurance
Delhi Skill And Entrepreneurship University Dwarka
New Delhi, Delhi 04.2001 - 05.2024
AISSCE (CBSE – Class XII) -
Delhi Public School, Rohini
New Delhi, Delhi05.2021
AISSE (CBSE – Class X) -
Delhi Public School, Rohini
New Delhi, Delhi04.2019
Skills
- Leadership
- Wealth management
- Sales
- Financial Advisory
- Risk management
- Lead generation
- Communication
- CRM
Certification
Licensed [NISM Series VIII (Equity&Derivatives), NISM] - [Feb 2024-Feb 2027]
Extra-Curricular Activities
President of the Theater Society of Delhi Skill and Entrepreneurship University, Dwarka
- Responsible for efficient working of the society on daily basis.
- Helped in brainstorming ideas regarding theater events.
Timeline
Wealth Management Trainee
IIFL Securities
01.2024 - 06.2024
Intern
Ujjwal Bhavishya
01.2023 - 02.2023
Intern
Family of Disabled
10.2021 - 12.2021
BBA - Financial Services Banking And Insurance
Delhi Skill And Entrepreneurship University Dwarka
04.2001 - 05.2024
Sales Trainee Manager
Daichi International
7 2023 - 10.2023
AISSCE (CBSE – Class XII) -
Delhi Public School, Rohini
AISSE (CBSE – Class X) -
Delhi Public School, Rohini
Licensed [NISM Series VIII (Equity&Derivatives), NISM] - [Feb 2024-Feb 2027]
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