Summary
Overview
Work History
Education
Skills
Additional Information
Software
Certification
Interests
Timeline
Generic

Rashmi Bharti

Highly motivated and detail-oriented finance professional with strong foundation in research and analysis. Demonstrates excellent customer service skills, responsiveness, and commitment to quality. Known for the highest standards of ethics, integrity, and values. Agile team player with exceptional analytical skills and the ability to manage projects effectively while ensuring accuracy and completeness. Comfortable working post-shift hours to meet project deadlines and stakeholder expectations.

Summary

Driven to learn quickly, advance computer proficiency and training in industry operations. Solid background in field and office settings supporting team needs. Flexible and hardworking team player focused on boosting productivity and performance with conscientious and detail-oriented approaches.

Overview

3
3
years of professional experience
2
2
Certifications
2
2
Languages

Work History

Internship Student

ICICI Bank
05.2024 - Current
  • Improved internship experience by efficiently managing assigned tasks and meeting deadlines.
  • Gained practical experience in various aspects of the field, applying academic knowledge to real-world situations.
  • Developed professional skills through hands-on experiences, including time management and effective communication.
  • Sorted, organized, and maintained files.
  • Assisted colleagues in their tasks when needed, fostering a supportive work environment.
  • Interacted with customers by phone, email, or in-person to provide information.
  • Supported company goals by actively participating in brainstorming sessions and providing valuable insights.
  • Increased proficiency in software programs used within the industry, boosting overall productivity during the internship period.
  • Participated in workshops and presentations related to projects to gain knowledge.
  • Analyzed problems and worked with teams to develop solutions.
  • Completed research, compiled data, updated spreadsheets, and produced timely reports.
  • Maintained accurate records and documentation of projects to inform stakeholders of progress and updates.

Portfolio Analyst

B&B Advisory
05.2023 - 06.2023
  • Facilitated portfolio performance review and implemented new strategies.
  • Recommended investment strategies to meet client financial objectives.
  • Developed and presented proposals for new investments.
  • Communicated market developments, portfolio changes and annual performance information to clients.
  • Developed rebalancing strategies to minimize risk exposures.
  • Evaluated portfolio performance and risk exposure to support client investment success.
  • Prepared opening account documentation and risk management reporting.
  • Collaborated with account executives to align investment strategies.
  • Assisted Portfolio Managers with due diligence and portfolio maintenance.
  • Developed financial projections and forecasts to guide investment decisions.
  • Reviewed and analyzed project spending throughout project life cycle.
  • Improved emergency resolution processes to save time.
  • Created financial strategies to optimize portfolio performance and reduce risk.
  • Developed trading strategies to maximize returns on investments.
  • Conducted due diligence on potential investments and presented findings to investors.
  • Coordinated with financial advisors to develop long-term investment strategies.
  • Researched macroeconomic, industry and company-specific data to inform investment decisions.

Customer Service Associate

Tech Marinara
08.2021 - 07.2022
  • Handled customer complaints professionally, resulting in satisfactory outcomes and positive feedback.
  • Responded to customer calls and emails to answer questions about products and services.
  • Maintained a high level of product knowledge, providing accurate information to customers.
  • Solved problems with products and services by providing customers with technical support.
  • Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
  • Enhanced customer satisfaction by effectively addressing inquiries and resolving issues.
  • Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
  • Handled billing and payment issues following guidelines, resolving disputes properly.
  • Answered customer telephone calls promptly to avoid on-hold wait times.
  • Achieved consistently high levels of customer satisfaction by prioritizing empathy, patience, and effective problem-solving skills during interactions.
  • Kept detailed records of customer interactions to track and resolve issues quickly.
  • Collaborated with team members to achieve monthly targets and optimize workflow efficiency.
  • Contributed to the enhancement of sales strategies by upselling relevant products or services during customer interactions.
  • Utilized internal software and tools to meet customer needs and resolved issues promptly.
  • Streamlined communication with clients for improved service experiences and increased loyalty.
  • Conducted follow-up calls to ensure complete satisfaction after issue resolution or product purchase completion.
  • Investigated and resolved customer inquiries and complaints quickly.
  • Delivered prompt service to prioritize customer needs.
  • Enhanced productivity levels by anticipating needs and delivering outstanding support.
  • Collaborated with staff members to enhance customer service experience and exceed team goals through effective client satisfaction rates.

Education

PGDM - Finance

Kirloskar Institute of Management,
Harihar, India
04.2001 -

BBA - Accounting And Finance

Mangalmay Institute of Management And Technology
Greater Noida, India
04.2001 -

Skills

Research

Additional Information

Research Paper 2022-2024
1.What all Empact the commodity market and stock market. What is the reason of fluctuation and do the Regression analysis.

2. Financial modelling project and company analysis and valuation by using the DCF model.


Research and Analysis ;-Conducting and analyzing research, drawing inferences, and making task conclusions based on research requirements.
Attention to Detail - Ensuring completeness, accuracy, and appropriateness of all assigned tasks
Issue Resolution; - Identifying and flagging issues or potential challenges to project managers for timely action.
Customer Service- Delivering excellent customer service in terms of responsiveness and quality.
Analytical Skills- Strong analytical skills for evaluating information and making data-driven decisions.
Communication- Keeping project managers and stakeholders informed of status and activities
Microsoft Excel: Expertise in financial reporting and analysis using Excel.
Knowledge of additional analytical techniques that facilitate financial planning and analysis
Financial Analysis: Able to do in-depth analysis to aid in decision-making and proficient in maintaining and updating operational and financial MIS reports.
Skilled in helping with the formulation, variance analysis, and publication of findings of the budgeting process.
Financial Modelling: The ability to create and apply intricate financial models to assist in making investment decisions.
Expertise in valuing businesses utilizing a range of techniques, including antecedent transactions, DCF, and comparables.
Proficiency in financial analysis, including ratio analysis, financial statement analysis, and insight-generating interpretation of financial data.
Investment examination: Capacity to carry out in-depth examination of investments and offer recommendations that are doable.
Problem-solving is the process of determining problems and creating workable solutions.
Strong quantitative and numerical abilities are necessary for financial analysi

Software

SAP

ERP

MS EXCEL

TALLY

Certification

Ms Excel

Interests

Cooking

Traveling

Reading

Timeline

Internship Student

ICICI Bank
05.2024 - Current

Ms Excel

03-2024

Financial Modelling in Excel

11-2023

Portfolio Analyst

B&B Advisory
05.2023 - 06.2023

Customer Service Associate

Tech Marinara
08.2021 - 07.2022

PGDM - Finance

Kirloskar Institute of Management,
04.2001 -

BBA - Accounting And Finance

Mangalmay Institute of Management And Technology
04.2001 -

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Rashmi BhartiHighly motivated and detail-oriented finance professional with strong foundation in research and analysis. Demonstrates excellent customer service skills, responsiveness, and commitment to quality. Known for the highest standards of ethics, integrity, and values. Agile team player with exceptional analytical skills and the ability to manage projects effectively while ensuring accuracy and completeness. Comfortable working post-shift hours to meet project deadlines and stakeholder expectations.