Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Rheeya Joshii

Equity Advisor
New Delhi

Summary

Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.

Overview

3
3
years of professional experience
5
5
years of post-secondary education
3
3
Certifications

Work History

Equity Advisor

ICICI Securities
New Delhi
06.2019 - Current
  • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
  • Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes.
  • Evaluated investment potential of companies with thorough assessments of historical data, operational activities and future objectives.
  • Developed and deepened client relationships to cement profitable partnerships.
  • Facilitated new client onboarding process and investment account setup.

Research Analyst

Augments Systems Pvt Ltd
New Delhi
01.2019 - 03.2019
  • Gathered, arranged and corrected research data to create representative graphs and charts highlighting results for presentations.
  • Collaborated with leadership team to identify relevant questions and determine best methods of collection.
  • Evaluated potential subject participants to assess suitability for planned studies.
  • Interpreted data and made recommendations from findings.

Intern

CBRE
Kolkatta
05.2018 - 07.2018
  • Learning and presenting sales pitches to sellers offering residential real estate and negotiating brokerages
  • Sorted, organized and maintained files.
  • Provided clerical support, addressing routine and special requirements.

Intern

Livguard Holding Pvt Ltd
New Delhi
06.2016 - 07.2016
  • Analyzed credit insurance of company with COFACE for International Businss
  • Provided clerical support, addressing routine and special requirements.

Education

MBA - Finance And International Business

Jagan Institute of Management Studies
New Delhi
05.2017 - 03.2019

BBA - Banking And Insurance

Maharaja Surajmal Institute
New Delhi
05.2014 - 05.2017

Skills

    Stock market understanding

Investment planning

Financial planning

Relationship building and management

Business Development

Investment advice

Certification

NISM 8 - Equity Derivative certificate Examination

Timeline

NISM 8 - Equity Derivative certificate Examination

01-2022

NISM 7 -Securities Operation and Risk Management

01-2022

NISM 5A - Mutual Fund Distributor

01-2022

Equity Advisor

ICICI Securities
06.2019 - Current

Research Analyst

Augments Systems Pvt Ltd
01.2019 - 03.2019

Intern

CBRE
05.2018 - 07.2018

MBA - Finance And International Business

Jagan Institute of Management Studies
05.2017 - 03.2019

Intern

Livguard Holding Pvt Ltd
06.2016 - 07.2016

BBA - Banking And Insurance

Maharaja Surajmal Institute
05.2014 - 05.2017
Rheeya JoshiiEquity Advisor