Summary
Overview
Work History
Education
Skills
Languages
Affiliations
Certification
Timeline
Generic

Rakhi

Dehradun

Summary

I’m a BBA (Finance) student who loves learning about how money works—not just in theory, but in real-life situations, too. I enjoy working with people, solving problems, and being part of a team. Through my academic journey and internship experience, I’ve become more confident in handling responsibilities, communicating with others, and adapting to new challenges. I’m excited to keep growing and contributing to the professional world with a positive attitude, and a strong willingness to learn.

Overview

1
1
Certification

Work History

Intern

Axis Max Life Insurance Company
Dehradun
06.2025 - Current
  • Analyzed financial data to support client investment strategies.
  • Conducted market research to identify emerging trends affecting clients.
  • Collaborated with team members to develop comprehensive financial plans.
  • Maintained client records and ensured accuracy of financial information.
  • Communicated regularly with clients to address their financial inquiries.
  • Participated in client meetings to discuss portfolio performance and adjustments.
  • Communicated regularly with clients via phone calls or emails regarding updates on their investments or other relevant information about the markets.
  • Advised clients on risk management, asset allocation, portfolio diversification, and tax planning strategies.

Education

BBA - Finance

Uttaranchal University
Dehradun ,Uttrakhand,India
06-2026

Skills

  • Investment analysis
  • Asset allocation and risk management
  • Social skills
  • Client relations and communication
  • Proficiency in Microsoft Office
  • Written and verbal communication
  • Forecasting and budgeting

Languages

Hindi
First Language
English
Upper Intermediate (B2)
B2
French
Beginner
A1

Affiliations

  • I was a member of the Cultural Club at Uttaranchal University
  • I delivered seminars at the Forest Department during my internship
  • participated in college-level rangoli competitions
  • was an active participant in the school quiz competition
  • helped organize and decorate events during college fests
  • attended finance-related workshops and seminars

Certification

  • IC 38 certification: Cleared IRDAI licensing exam for financial consultants (2025)
  • HR internship - Business Next Company
  • 1st Price - Rangoli Competition
  • Quiz participation Certificate

Timeline

Intern

Axis Max Life Insurance Company
06.2025 - Current

BBA - Finance

Uttaranchal University

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