Rishi Kothari
Financial Architect
Bengaluru,KA
Summary
Dynamic Managing Partner with a proven track record at Money Matrix Advisory LLP in driving revenue growth and optimizing resource allocation. Expert in investor relations and relationship building, I foster collaboration and innovation, resulting in unique service offerings and strong client retention. Committed to corporate social responsibility and mentoring, enhancing team performance and cohesion.
Experienced with strategic business leadership, financial oversight, and partnership management. Utilizes innovative approaches to drive operational efficiency and team success. Track record of fostering strong business relationships and achieving organizational objectives.
Overview
17
17
years of professional experience
Work History
Managing Partner
Self-employed
2009.07 - Current
- Spearheaded successful client engagements resulting in repeat business and positive referrals from satisfied clients.
- Conducted regular performance reviews for staff members to ensure alignment with company goals and foster professional development.
- Built strong networks with key stakeholders both internally and externally to support business growth objectives.
- Drove innovation initiatives that resulted in unique service offerings for clients while differentiating our firm from competitors in the industry.
- Optimized resource allocation, reducing operational costs while maintaining service quality standards.
- Negotiated high-value contracts with clients, securing profitable partnerships for the company.
- Established clear communication channels within the organization, fostering collaboration among team members towards shared goals.
- Established and implemented business procedures and process improvements.
- Mentored junior staff members, resulting in a more cohesive team and increased overall performance.
- Represented organization at industry conferences and events.
Education
Certified Financial Planner - Financial Planning
Financial Planning Standards Board
Mumbai, India 2001.04 -
Life Underwriting Training Council Fellow - Life Insurance Underwriting
Institute of Insurance And Risk Management
Hyderabad, India 2001.04 -
CA - Financial Accounting,Audit,Taxation,Corporate Law
Institute Of Chartered Accountants of India
Delhi, India 2001.04 -
Bachelor of Commerce - Commerce
Bhowanipore Education Society
Kolkata 2001.04 -
Skills
Firm financial oversight
Revenue growth
Investor relations
Industry networking
Corporate social responsibility
Business development
Marketing
Relationship building
Problem-solving abilities
Timeline
Managing Partner
Self-employed
2009.07 - Current
Certified Financial Planner - Financial Planning
Financial Planning Standards Board
2001.04 -
Life Underwriting Training Council Fellow - Life Insurance Underwriting
Institute of Insurance And Risk Management
2001.04 -
CA - Financial Accounting,Audit,Taxation,Corporate Law
Institute Of Chartered Accountants of India
2001.04 -
Bachelor of Commerce - Commerce
Bhowanipore Education Society
2001.04 -
Travel to various countries, Playing Sports, Geopolitics
I had traveled across Eighteen countries so far and wish to travel across the world.I had also traveled across the length and breadth of India by road.I love learning about different culture,customs,food and music.
I play Badminton and do swimming.
I have extensive knowledge of geopolitics of world and take deep interest in history of world and different religion.