Summary
Overview
Work History
Education
Skills
Certification
Interests
Timeline
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Ritika Arora

CFA Level 2 Candidate
New Delhi

Summary

Organized financial professional aiming to fulfill Personal Banker role within dynamic team. Driven to bring value through extended knowledge of financial products, services and branch operations. Highly motivated and goal-driven Financial Analyst skilled in collecting, monitoring and studying data to analyze financial status and recommend business strategy. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.

Overview

1
1
year of professional experience
18
18
years of post-secondary education
5
5
Certifications
4
4
Languages

Work History

Finance Trainee

HDFC Bank
New Delhi
09.2021 - 04.2022


  • Backed up teller team by handling needs of new and existing customers at main counter.
  • Interviewed customers to obtain information needed for opening accounts or renting safe-deposit boxes.
  • Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
  • Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
  • Balanced cash drawers and vault accounts on daily basis with zero discrepancies.

Education

High School Diploma -

S.D. Public School
New Delhi
04.2004 - 04.2018

Bachelors of Commerce - Finance

University of Delhi
New Delhi
07.2018 - 07.2021

CFA - Level 2 Candidate

CFA Institute
08.2022 - Current

Skills

    Relationship building and management

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Certification

NISM-Series-XV: Research Analyst

Interests

Cooking

Watching sitcoms

Reading Spiritual Books

Timeline

NISM-Series-VIII: Equity Derivatives

10-2023

NISM-Series-VA: Mutual Fund Distributor

10-2023

Basics of Python

06-2023

Advanced Excel

06-2023

NISM-Series-XV: Research Analyst

09-2022

CFA - Level 2 Candidate

CFA Institute
08.2022 - Current

Finance Trainee

HDFC Bank
09.2021 - 04.2022

Bachelors of Commerce - Finance

University of Delhi
07.2018 - 07.2021

High School Diploma -

S.D. Public School
04.2004 - 04.2018
Ritika AroraCFA Level 2 Candidate