Rashmi S V
Bengaluru
Summary
Dynamic investment advisor with a proven track record at SBI LIFE, excelling in financial planning and portfolio management. Adept at data analysis and team leadership, I drive results through strategic decision-making and effective communication, ensuring client satisfaction and optimal financial outcomes.
Overview
23
23
years of professional experience
2
2
years of post-secondary education
1
1
Certification
Work History
Freelancer
SBI LIFE
Bengaluru
05.2025 - Current
• Investment advisor
• Financial planning
Retail portfolio management
ADFC PRIVATE LIMITED
Bengaluru
02.2013 - 06.2016
- Credit card collection department HDFC Bank
Team lead and telemarketing
ICICI BANK
Bengaluru
10.2005 - 03.2008
- Application verification
- Team managing
Jr. Probationary Officer
STANDARD CHARTERED BANK
Bengaluru
10.2002 - 05.2004
• Sourcing credit cards
• Application verification
• Team managing
• Data entering
Education
Bachelor of Arts - Psychology
BMS COLLEGE
Bengaluru 06.1999 - 05.2001
Skills
- Investment advising
- Financial planning
- Portfolio management
- Data analysis
Languages
Telugu
First Language
English
Beginner (A1)
A1
Hindi
Elementary (A2)
A2
Kannada
Upper Intermediate (B2)
B2
Tamil
Beginner (A1)
A1
Certification
- Exemplary service in SBI LIFE
Timeline
Freelancer
SBI LIFE
05.2025 - Current
Retail portfolio management
ADFC PRIVATE LIMITED
02.2013 - 06.2016
Team lead and telemarketing
ICICI BANK
10.2005 - 03.2008
Jr. Probationary Officer
STANDARD CHARTERED BANK
10.2002 - 05.2004
Bachelor of Arts - Psychology
BMS COLLEGE
06.1999 - 05.2001