RICHA BHAGERIA
Assistant Manager
Delhi,DL
Summary
Dedicated professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand. Experienced relationship manager with over 4.2 years of experience in mutual fund industry. Excellent reputation for resolving problems and improving customer satisfaction.
Overview
1
1
Language
1
1
Certification
4
4
years of post-secondary education
4
4
years of professional experience
Work History
Assistant Manager
HDFC Asset Management Company Limited
Delhi , New Delhi
2017.05 - Current
- Offered hands-on assistance to customers, assessing needs and maintaining current knowledge of consumer preferences.
- Generated repeat business through exceptional customer service and responded to customer concerns with friendly and knowledgeable service.
- Planned portfolio solutions after carefully analyzing clients' financial health and future requirements.
- Maintained close watch on financial and operational performance of different funds and made proactive adjustments to keep portfolios in conformance with plans.
- Built strong rapport with clients by understanding needs and clearly explaining products.
Education
MBA - Finance
Xavier Institute of Social Service
Ranchi 2015.07 - 2017.03
Bachelor of Computer Applications -
Ranchi Womens College
Ranchi 2012.07 - 2015.04
Skills
Relationship building
undefinedAccomplishments
- Have conducted 25 IAPs(Investor Awareness Programme) for around 1000 investors.
- Supervised 2 Management trainees and 1 unit manager for easy transition into the company.
- Achieved targets year on year more than the zonal average.
Certification
Successfully completed NISM-VA(Mutual Fund Distributors Certification-I), NISM -VC(Mutual Fund Distributors Certification-II), NISM-XA (Investment Adviser-I) and NISM-XB (Investment Adviser-II) Certifications.
Timeline
Assistant Manager
HDFC Asset Management Company Limited
2017.05 - Current
MBA - Finance
Xavier Institute of Social Service
2015.07 - 2017.03
Bachelor of Computer Applications -
Ranchi Womens College
2012.07 - 2015.04
Successfully completed NISM-VA(Mutual Fund Distributors Certification-I), NISM -VC(Mutual Fund Distributors Certification-II), NISM-XA (Investment Adviser-I) and NISM-XB (Investment Adviser-II) Certifications.
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