Rishi Mishra
Investment Consultant
Ahmedabad
Summary
Self driven individual with experience spanning across retail banking products, operations, audit & compliance and proven capabilities in handling branches and teams across various urban and rural locations across Gujarat. 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 and investment.
Overview
16
16
years of professional experience
2007
2007
years of post-secondary education
2
2
Certifications
6
6
Languages
Work History
Financial Consultant
Self Employed
Ahmedabad, India
10.2024 - Current
- Investment Management
- Investment Planning
- Making clients understand the need & significance of investments.
Cluster Manager
Bajaj Allianz General Insurance Co. Ltd
Surat, India
08.2023 - 10.2024
- Responsible for Co-ordinating with District Officials and Empanelled Service Providers for all the Districts in the Cluster.
- Undertake regular audits of the Patients and hospitals.
- Responsible for new empanelments.
- Resolve the Grievances of Service Providers, District officials and the beneficiaries.
Financial Consultant
Self Employed
Ahmedabad, India
07.2021 - Current
- Investment Management
- Investment Planning
- Making clients understand the need & significance of investments.
Branch Operations Head
Axis Bank Ltd
03.2017 - 11.2019
- Led branch operations at Vijapur, Gujarat
- Managed branch cross-sell and up-sell targets.
- Recognised for achieving over 250% of Retail Agri loan targets in Aug 2019
- Awarded for 'Exceptional Branch Operational Health Index' - Jul 2019
- Awarded for 'Exceptional Branch Operational Health Index' - Dec 2018
- Recognised for achieving over 200% of Mutual fund targets - Jan 2018
Manager
Raj Enterprise
05.2016 - 03.2017
- Led activities including vendors, procurement, billing & payments, resource planning
Customer Care Manager
Kotak Mahindra Bank, ING Vysya Bank
04.2014 - 04.2016
- Cash operations, front office operations, Business development, Vendor management
- Appreciated by management for taking the charge of ReKYC project and ensuring smooth operations for FY 2014-15
Customer Service Officer
ICICI Bank Ltd
03.2010 - 04.2014
- Front office & cash operations, currency chest SPOC, SOX Audits, ATM Management and Business development
- Received Eagle Eye Award for Exemplary Vigilance for the quarter March’13.
- Received Eagle Eye Award for Exemplary Vigilance for the quarter Dec’12.
- Received Service Excellence Award for FY2010-11 in Best Cashier category in South Gujarat region
Education
Bachelor of Commerce - Advanced Accounting & Auditing
R J Tibrewal Commerce College
Ahmedabad03-2006
Master of Business Administration - Banking & Finance
Pillai's Institute of Management Studies & Research
Navi Mumbai03-2009
Skills
Team Management
Retail Operations
Compliance & Audit
Relationship Management
Business Development
Statistical Analysis
MS Excel
Investment management
Certification
NCFM certified
Interests
Travelling
Cooking
Timeline
Financial Consultant
Self Employed
10.2024 - Current
Cluster Manager
Bajaj Allianz General Insurance Co. Ltd
08.2023 - 10.2024
Financial Consultant
Self Employed
07.2021 - Current
Branch Operations Head
Axis Bank Ltd
03.2017 - 11.2019
Manager
Raj Enterprise
05.2016 - 03.2017
Customer Care Manager
Kotak Mahindra Bank, ING Vysya Bank
04.2014 - 04.2016
Customer Service Officer
ICICI Bank Ltd
03.2010 - 04.2014
Bachelor of Commerce - Advanced Accounting & Auditing
R J Tibrewal Commerce College
Master of Business Administration - Banking & Finance
Pillai's Institute of Management Studies & Research
Skills
- Financial risk analysis
- Financial planning
- Investment analysis
Languages
2,A2,4,B2,4,B2