Cooking
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
Certification
NISM-Series-XV: Research Analyst
Interests
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