Riya Bishnoi
Investment Specialist
New Delhi
Summary
Dedicated Investment Specialist with more than 2 years of experience. Adept at managing portfolios of HNI clients .Ability to handle a book of 100 Cr+ asset.
Key expertise on Mutual funds, PMS , Stocks and Insurance and Financial planner for more than 400 clients.
Committed to financial success for everyone involved in large and small scale investments with excellent communication, decision-making and planning abilities.
Hardworking and passionate job seeker with strong organizational skills. Ready to help team achieve company goals.
Overview
2
2
years of professional experience
7
7
years of post-secondary education
2
2
Certifications
Work History
Investment Specialist
Sharekhan
New Delhi
09.2020 - Current
- Met with customers and clients to update accounts and reports.
- Held meetings with customers to review and update accounts.
- Met and collaborated with existing and prospective clients to ascertain financial goals and provide recommendations on investment solutions.
- Contacted potential clients to pursue sales and gather funds.
- Assisted clients in making beneficial and strategic decisions regarding investments, low-cash financing and sourcing overseas partners.
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Kept client financial plans optimized for current market trends and economic conditions.
Education
MBA - MBA General
IGNOU
Delhi 08.2021 - Current
BBA - BBA
Amity University
Noida 07.2013 - 05.2016
12th Std. -
L.R.S DAV Sr. Sec. Model School , Abohar
Punjab 04.2011 - 04.2013
High School Diploma -
Assumption Convent School, Abohar
Punjab 03.2010 - 05.2011
Skills
- Portfolio Management
Certification
- NISM- Series 8
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
Even if you are on the right track, you’ll get run over if you just sit there.
Will Rodgers
Timeline
- NISM- Series 8
10-2021
MBA - MBA General
IGNOU
08.2021 - Current
- NISM-Series 5
11-2020
Investment Specialist
Sharekhan
09.2020 - Current
BBA - BBA
Amity University
07.2013 - 05.2016
12th Std. -
L.R.S DAV Sr. Sec. Model School , Abohar
04.2011 - 04.2013
High School Diploma -
Assumption Convent School, Abohar
03.2010 - 05.2011
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