Richa Singh
New Delhi
Summary
Accomplished banking professional with 5 years and 6 months of experience in financial analysis, portfolio management, and client relationship management. Adept at financial modeling, market trend analysis, and strategic financial planning. Proven ability to analyze and interpret financial data, providing valuable insights for decision-making processes.
Overview
6
6
years of professional experience
1
1
Certification
Work History
NRI Relationship Manager
AXIS BANK Ltd.
07.2023 - Current
- Managed client portfolios, monitoring performance and making adjustments to align with clients' financial objectives and market conditions.
- Prepared detailed reports on portfolio performance, client interactions, and investment activities.
- Kept clients informed about market trends, economic developments, and investment options relevant to their portfolios.
- Assisted clients with comprehensive financial planning, including retirement planning, tax optimization, estate planning, and wealth transfer strategies.
- Engaged in continuous learning and development to stay updated with the latest market trends, financial products, and industry best practices.
Privileged Relationship Manager
Edelweiss Wealth Management
New Delhi
11.2022 - 06.2023
- Conduct risk profiling of all mapped clients and showcase investment products as per their needs
- Monitor financial market trends to ensure client plans are responsive
- Researching the target industry to discover prospecting opportunities and reaching out to prospects through calls or emails
- Conducting product demos, handling objections, scheduling events, programs and other activities to educate clients on managing their wealth.
Manager
Standard Chartered Bank
New Delhi
01.2022 - 11.2022
- Primarily responsible for providing customized financial/ wealth management solutions and global banking to priority clients
- Analyzing financial data received from clients to develop strategies for meeting clients' financial goals
- Responsible for acquiring new to bank clients, managing and updating their portfolios
- Ensuring that clients are sufficiently educated/ leveraged on the best financial solutions, increasing customer engagements through investment planning and other non-investment products like forex, remittances, loans to the new and existing clients.
Customer Experience Specialist
ETMONEY
Gurugram
02.2021 - 01.2022
- Educating and analyzing investment options for clients and responsible for keeping detailed records of services we provide
- Maintaining cooperative relationship with clients and determining their objectives to develop a financial plan
- Dealt in multiple investment products like Mutual Funds, Stocks, NPS(National Pension Scheme), Fixed Deposits and handled Social Media grievances.
NRI Relationship Manager
YES Bank Ltd
Gurugram
10.2018 - 10.2020
- Managed portfolio of more than 800 customers and handled repatriation of money and inward remittances
- Provide financial solutions to the NRI's while maintaining high service standards
- Responsible for acquiring new clients by converting referral leads, expats of shipping companies and overseas branches
- Dealt in multiple products NRE & NRO Fixed Deposits, FCNR, PRP(Premium Rupee Plan) and Mutual Funds
- Record and track all engagement activities through CRM system.
Education
Post Graduate Diploma in Banking and Finance - Banking and Finance
TKW's Institute of Banking and Finance
Master of Commerce -
Chhatrapati Shahu Ji Maharaj University
Bachelor of Commerce -
Chhatrapati Shahu Ji Maharaj University
Skills
- Financial Modelling and Reporting
- Power BI
- DCF Valuation
- VLookUp & HLookUp
- Portfolio Management and Investment Advisory
- Macros and Charts
Certification
- Global Consumer Banking Virtual Internship Program(CITI Bank)
- Investment Management Virtual Internship Program(Future Impact)
- IRDA Certified
- NISM V A- Mutual Funds Distributor
- ICICI Stock Mind 6 - Virtual Trading Session
Awards Recognitions
- Awarded by Vice President of Yes Bank Ltd. for Best Officer 2019
- Certificate of Appreciation - Terrific Team at ETMONEY
Accomplishments
- Awarded by Vice President of Yes Bank Ltd. for Best Officer 2019
- Certificate of Appreciation - Terrific Team at ETMONEY
- Certificate of Appreciation - AXIS Bank Ltd.
Timeline
NRI Relationship Manager
AXIS BANK Ltd.
07.2023 - Current
Privileged Relationship Manager
Edelweiss Wealth Management
11.2022 - 06.2023
Manager
Standard Chartered Bank
01.2022 - 11.2022
Customer Experience Specialist
ETMONEY
02.2021 - 01.2022
NRI Relationship Manager
YES Bank Ltd
10.2018 - 10.2020
Post Graduate Diploma in Banking and Finance - Banking and Finance
TKW's Institute of Banking and Finance
Master of Commerce -
Chhatrapati Shahu Ji Maharaj University
Bachelor of Commerce -
Chhatrapati Shahu Ji Maharaj University
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