Rishi Misra
Delhi,Delhi
Summary
Management Trainee with customer-focused approach and strong desire to learn all aspects of finance industry. Talented leader, communicator and conflict manager with good multitasking and organizational skills.
Overview
6
6
years of post-secondary education
3
3
years of professional experience
Work History
Management Trainee
Anand Rathi Wealth Limited
Delhi, Delhi
09.2020 - Current
- Investment Strategy: Designed investment strategies and mathematically constructed portfolios based on statistical properties like risk/return/standard deviation and advised based on appropriate risk appetite and risk objectives for HNI clients
- Portfolio Analysis: Forecasted returns of various financial products based on their statistical properties for making decisions on rebalancing and optimizing client portfolios
- Assisted RM with servicing clients by preparing financial plans, conducting investment research and completing trades and transactions.
- Produce monthly/quarterly/yearly portfolio reports covering investment positions,risk, profitability, P & L ,mark to market valuations and benchmarking against indexes
- Provide sales support to RM including preparing presentations, preparing pitch decks of products
- Handle client queries as the first point of contact and facilitate smooth hand off to the appropriate channels where required
- Process error free transactions basis the clint consent like mutual funds, structured product trades, bond trades and AIF.
- Managed client investment portfolios by providing one-on-one service when meeting with clients to understand assets, expenses and long-term as well as short-term investment goals to devise personalized financial plan.
- Conduct regular review meetings with product team to identify opportunities to improve product adoption across various products
- Manage KPI's, metrics and other company business objectives
- Track and understand the impact of regulatory changes on clients portfolio and proactively address them for compliance
Assistant Manager
State Bank of India
Lucknow, Uttar Pradesh
12.2017 - 06.2018
- Utilized up-to-date information to make effective decisions governing bank operations.
- Responsible for maintaining retail assets and retail liabilities, clearing and CMS activities
- Prepared loan proposals, credit memos,and compiled information for credit proposals
- Performed customer transactions for money orders, cashiers checks, deposits and withdrawals.
- Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
- Cross-sold wide range of services and products to increase new business and expand existing customer relationships.
Implementation Consultant
Tata Consultancy Services
Lucknow, Uttar Pradesh
01.2016 - 08.2017
- Participate in the requirements gathering process throughout the project lifecycle and document the implementation configurations for assigned projects
- Understand project business and technical requirements to devise and document project and test plans
- Identify use cases, roles and other business requirements for each project
- Develop solutions to clients for integrations, product extensions and enhancements
- Conduct implementation pilots and help customer envision final solutions
- Track project progress and interface with internal development teams for quick turnaround of issue fixes
- Work with support to deploy and configure various functionalities in UAT and Production environments
- Planning and testing the deployed functionalities in the client's UAT and Prod environment
Education
MBA - Finance
IIM Ranchi
Ranchi 06.2018 - 03.2020
B-Tech - Computer Science And Engineering
MMMEC
Gorakhpur 06.2011 - 05.2015
Timeline
Management Trainee
Anand Rathi Wealth Limited
09.2020 - Current
MBA - Finance
IIM Ranchi
06.2018 - 03.2020
Assistant Manager
State Bank of India
12.2017 - 06.2018
Implementation Consultant
Tata Consultancy Services
01.2016 - 08.2017
B-Tech - Computer Science And Engineering
MMMEC
06.2011 - 05.2015
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