Summary
Overview
Work History
Education
Skills
Internship
Languages
Hobbies and Interests
Timeline
Generic

RASHMI BHARTI

Ghaziabad

Summary

Diligent worker with strong communication and task prioritization skills. Focused. Vast knowledge of business best practices, regulatory standards, and optimal control systems. History supporting growth and driving success.

Overview

6
6
years of professional experience

Work History

Specialist - Metrics, Analytics & Reporting

Mercer
Noida
12.2022 - Current
  • Managed employee benefit program with demonstrated expertise in benefit management
  • Proven ability in stakeholder management through effective engagement and collaboration with diverse stakeholders.
  • Developed strong relationship with onshore partners to ensure quality work.
  • Proficient in managing multiple clients and deadlines simultaneously.
  • Achieved outstanding client satisfaction through adept comprehension of their needs.
  • Enhanced productivity and workflow by rendering extra aid to colleagues in different duties within stipulated deadlines.

Analyst, SME

AXA XL fmr. XL Catlin
Gurgaon
10.2019 - 11.2022
  • Facilitated seamless processing of policies through efficient collaboration with underwriters
  • Efficiently assisted Underwriters in policy management for various international locations such as Germany, Italy, and Switzerland
  • Expertly served as a point of contact for top-tier accounts.
  • Performing regular audit reviews.
  • Monitored customer accounts for any signs of non-payment, delay in payment and irregularities.
  • Facilitated smooth operations under pressure by working effectively with the team in a complex environment.
  • Facilitated training sessions to equip fresh recruits with necessary skills, knowledge and expertise

Senior Relationship Manager

ICICI Securities
Delhi
07.2018 - 09.2019
  • Analyzing Financial data received from clients to develop strategies for meeting client's financial goals by making them invest in different financial Products
  • Managing and updating existing and new client's Portfolio
  • Trained freshers on different modes of Investment, helped in achieving their goals
  • Worked with clients to address and respond to client and partnership management issues
  • Worked with branch partners to maximize sales efforts to business customers and cross-sell other products and services.

Education

PGDM - Finance

Institute of Management Studies
01-2018

BBA -

Jayoti Vidyapeeth Women's University - Jaipur
01-2016

XII -

OXFORD PUBLIC SCHOOL CBSE
01-2013

Skills

  • Data Interpretation & Reconciliation
  • Investment Management
  • Strong Interpersonal Communication
  • Collaborative Teamwork
  • Prioritization Skills
  • Power BI Reporting Skills
  • Skilled in Microsoft Office
  • Experience with Artificial Intelligence Applications
  • JIRA Issue Tracking

Internship

  • TATA STEEL LIMITED, JAMSHEDPUR, Preparation of Revenue and Capital Budget, To prepare GAGW Budget Studied it's Execution
  • SHAREKHAN LIMITED, JAIPUR, Overview of Stock Market and Stock Exchanges in India, Studied about Portfolio Management

Languages

  • English
  • Italian (Beginner)

Hobbies and Interests

Reading books/Novels Reading books is an exceptional feeling which makes you detach from from the real world for some-time and makes you travel to the different time-zone.

Timeline

Specialist - Metrics, Analytics & Reporting

Mercer
12.2022 - Current

Analyst, SME

AXA XL fmr. XL Catlin
10.2019 - 11.2022

Senior Relationship Manager

ICICI Securities
07.2018 - 09.2019

PGDM - Finance

Institute of Management Studies

BBA -

Jayoti Vidyapeeth Women's University - Jaipur

XII -

OXFORD PUBLIC SCHOOL CBSE

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RASHMI BHARTI